Custom Policies

You can create your own Custom Policies in Egnyte Protect to identify content specific to your organization.

  1. Select Settings from the homepage, expand Content Classification and select Policies. Click the Add Custom Policy button to start creating a new policy.

  2. Start by giving your new policy a name. This name will be used to auto-generate a policy tag, which can be changed if desired. This tag will be shown against all files and folders that match the policy.

    You can also add an optional description for the policy, which will be displayed underneath the policy in the Custom Policies section.


    Please use the following guidelines when creating a policy name:

    The policy name must be less than 50 characters and can contain only alphabetic characters (a-z, A-Z), spaces and periods.
    The tag can contain only 2 to 4 alphabetic characters and must be unique among your policies’ tags.
    The optional policy description can be up to 100 characters.

  3. Select at least one built-in pattern or built-in keyword list from the Sensitive Content Patterns section or a built-in document template from the Document Templates section.

    Alternatively, you can provide your own list of custom keywords to be either exactly or approximately matched.

  4. You can choose one of two possible ways to match your policy against files: Any or all of the following criteria.

    With the ANY option, the policy matches files that contain any of your selected patterns, keywords, and document templates.

    With the ALL option, the policy matches files that contain a combination of all of the following:

    All the selected built-in patterns.
    At least one keyword from each selected built-in keyword list.
    At least one keyword from your custom keyword list.
    At least one template from the selected document templates.

  5. Click the Save policy button once complete.

    If you try to save a policy with an invalid field or without selecting any patterns or keywords, an error message will be displayed. You’ll need to fix all the highlighted errors before you can save the policy.


  6. The new policy will be automatically selected for content classification. You can edit the policy or delete it at any time from the options drop-down displayed next to the policy.


    Egnyte Protect immediately starts matching your new custom policy against the content in the tenant and results are eventually surfaced in the Sensitive Content tab. Any existing locations in the Sensitive Content tab that also match the new policy will also be updated. If you create a new custom policy containing custom keywords, then all files will have to be re-scanned against the new keywords, which can take some time.


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