Working with Policies - Overview
The Policies page is where you manage all your organization's policies. Policies govern how Agents, which are worker processes, scan and evaluate locations for sensitive data such as social security numbers and phone numbers.
Overview
- Policies govern how Agents, which are worker processes, scan and evaluate locations for sensitive data such as social security numbers and phone numbers.
- For a basic view of policies, see What is a Policy?
- Other individual topics contains detailed information about the settings that control how Agents operate.
- How to Create a New Policy Using the Wizard
- How to Create a Policy Using the Wizard - Agent Operations - Advanced Options
- Create a Policy Using the Create Policy Wizard - Additional Settings
- Create a Policy Using the Create Policy Wizard - Additional Settings - Advanced Options
- Create a Policy Using the Create Policy Wizard - Local Reporting Options
- Create a Policy Using the Create Policy Wizard - Local Logging Options
- Create a Policy Using the Create Policy Wizard - Local Logging - Advanced Options
- For information about Agents and how they work, see What is an Agent?

Use the following steps to access the Policies page:
- From the left side navigation menu, click Agents.
- Next, click Policies from the menu.

- The Policies page opens.
How to View a Policy
Use the following steps to view an Agent policy:
- Select a Policy from the Policy Configuration drop-down list at the top of the page.
- The selected policy displays, by name, just below the "Default Policy" section on the page.

- Click the down arrow to expand a section and up arrow to collapse a section. The settings in these sections are described in various "Create a Policy Using the Create Policy Wizard" topics, such as Local Reporting.

- Agent Operations
- Additional Options
- Additional Settings
- Basic Options
- Advanced Options
- Local Reporting
- Local Logging
- Basic Options
- Advanced Options