Egnyte Help Desk

Custom Policies

Create your own Custom Policy from the Content Classification settings page

1) Click the Add Custom Policy button under the Custom Policies section. This will open a dialog for creating a new custom policy.


2) Start by giving your new policy a name. This name will be used to auto-generate a policy tag - you can change the tag if you like. This tag will be shown against files and folder that match the policy, within the Egnyte Protect UI.

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


Please follow these guidelines for the policy name and tag:

  • 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.

4) Select at least one built-in pattern set or keyword dictionary from the Built-in patterns and keywords pane.


5) Alternatively, you can provide your own list of Custom keywords to be matched against your sources.


6) Save the custom policy. 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.


7) The new policy will be automatically selected for content classification. You can edit the policy or delete it from the options dropdown 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 rescanned against the new keywords, which can take some time.


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