Custom Policies

Admins can create their own Custom Policies for Content Governance to identify content specific to their organization. Follow the steps below to create a custom policy:

1. Select Settings from the Secure and Govern page, expand Content Classification and select Policies. Click the Create new button under Custom policies to start creating a new policy.
   
   
2. Enter a new for the new policy. 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.
   Users 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 the policies’ tags.
   • The optional policy description can be up to 100 characters.
3. Next define the Risk value and specify the risk setting that is to be associated with the policy.
   For the Risk score, specify a value between 1-9, with 9 being the highest level of risk.
   
   For the minimum/exact setting
   
   • Selecting Use Risk score as a minimum will set the risk at the number selected as the minimum value. If a file matches other policies, that score can increase. 
   • Selecting Use Risk score as an exact value will give the file that exact score regardless of other policies that it might match.
     
     
4. Users can choose one of two possible ways to match the policy against files: ANY or ALL of the following criteria.
   
   - With the ANY option, the policy matches files that contain any of the selected patterns, keywords, document properties, document templates, file types, or metadata.
   - With the ALL option, the policy matches files that contain of all of the selected patterns, keywords, document properties, document templates, file types, and metadata.
   

    

5. Select at least one of the following:
   • Sensitive Content Patterns: Select from the built-in patterns and keyword lists defined by Egnyte and used in the built-in policies
   • Custom Keywords & Patterns: Select any of the custom keyword list or patterns that have been created 
   • Document Properties: Define any standard (i.e. Title, Subject) or custom properties associated with a document
   • Document Types: select from predefined document types or any custom document classes that have been created
   • File Paths & Attributes: Define specific file paths or names/extensions as well as if a file is encrypted or not
   • File & Folder Metadata: Select from any metadata that is available for files in Collaborate
     
6. Click the Save policy button once complete.
   

   Attempting to save a policy with an invalid field or without selecting any patterns or keywords will trigger an error message. All highlighted errors must be resolved before the policy can be saved.

7. The new policy will be automatically selected for content classification. Users can edit the policy or delete it at any time from the options drop-down displayed next to the policy.
   
   Egnyte Secure & Govern immediately starts matching the 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 a new custom policy containing custom keywords is created, then all files are re-scanned against the new keywords, which can take some time.