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Once a data source exists in the application, you can assign it to as many policies as desired. All you have to do is select the existing data source to add it to a policy. Any settings added when the data source was initially created in the application (impersonation, directory, and scanning schedule) will be used.

  1. Select Policy Center.

  2. Verify you are on the Policies page.

  3. Click the ellipses (…) that display when you hover at the end of the row for the policy.

  4. Select Edit policy from the menu that displays. The Tracking groups page for the policy displays.

  5. Select Data sources from the menu on the left side of the screen.

  6. Select Assign data source.

  7. The Data source list displays all the data sources created in the application. Select the connection for the data source you want to add. (You can select

  8. If you want to use impersonation, select the Run as user toggle and select the user you want to access.

  9. The Choose a directory window displays all the directories on the selected connection. Select the directory you want to use. Use the Load More link to load additional directories in the list as needed. You can drill into each directory by selecting the right arrow that displays when you hover to the right of the directory name. You can also manually specify the path to use.  

  10. By default, scans must be manually triggered to run. If you want to set a data source scanning schedule, select the Data source scanning schedule toggle and specify the information for the scanning scheduleassign to the policy.

  11. Select Done to save the data source.

  12. The data source will be added to the Data source grid.

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