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A policy is made of tracking groups and data sources. The tracking groups determine what information you want to identify as well as how to label the files that contain the information. Data sources identify the locations that should be scanned using the policy.

  1. Select Policy CenterClick Govern in the navigation menu on the left.

  2. Click Policies.

  3. Select Click Create a policy on the Policies tab. The Create new policy modal appears.

  4. Enter a name for the policy you are creating. This is the name that displays in the Policies list.

  5. Select Click Create. The Tracking groups page appears.

  6. Add Select a risk level.

  7. Assign Enter a name to for this tracking group.

  8. Add Enter the cost per incident, if desired.

  9. Add assignment rules.

  10. To Click + to add additional assignment rules, select the + icon.

  11. Add Select the actions you want to apply to the tracking group.

  12. Select Click Apply changes to save the tracking group.

  13. To add another tracking group, click the + icon Click + under the tracking group you just created to add another tracking group. Repeat the steps above for all the tracking groups you want to create.

  14. Select Click the Data sources icon on the left side of the screen.

  15. Assign a data source to the policy.

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