Creating a Data Classification Policy

Creating a data classification policy involves defining several policy details to make the policy unique. Any new policy can be used as a template and the basis for additional policies.

To create a new policy:

1. In the web client, navigate to Compliance > Data Classification > Policies > New Policy.

   A New Policy window displays.

   

   The available Classification Policy fields / buttons that display in this window include:

   Policy Name

   Policy names are unique. It is best to create a naming convention that avoids using the same name twice.

   Activate/Deactivate Policy

   Users can activate or deactivate a policy using this button

   Owner

   The login user is the creator of the policy. (This field is read-only.)

   Description

   Free text

2. Users can add existing rules or create a new rule for a policy.

   1. Add an existing rule, using the Add Rule search field.

   2. Click +New Rule to add a new rule.

      The rule you added displays in the Rules Assigned list

   Users can perform the following actions on rules:

   • Activate/deactivate

   • Edit (only user-defined rules)

   • Remove

3. Click Save to save the new policy.

4. The system adds the policy to the Policies list.

To search for an existing policy:

1. Navigate to: Compliance > Data Classification > Policies

   The Policy window displays.

2. Search for existing policies by typing a name or part of a name in the following search fields:

   • Policy Name

   • OwnerSearch by status by selecting an option from the Status dropdown menu.

3. Fine tune the search even further by selecting an option from the Scope Type dropdown menu or by typing a name or part of a name in the Application Type search field.

4. You can perform the following actions on a selected policy:

   • Activate/deactivate

   • Edit (only user-defined policies)

   • Duplicate

   • Delete (only user-defined policies)