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

Use the following steps to access the Policies page:

  1. From the left side navigation menu, click Agents.

  2. Next, click Policies from the menu.

  3. The Policies page opens.

How to View a Policy

Use the following steps to view an Agent policy:

  1. Select a Policy from the Policy Configuration drop-down list at the top of the page.
  2. The selected policy displays, by name, just below the "Default Policy" section on the page.

  3. 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


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