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| Info |
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You cannot edit the threshold for entity types such as Content Category, Custom Metadata, File Details, Tags, and block list entity types because these types don’t use a threshold; instead, they are one-to-one matches based on the criteria you specify. For these entity types, the Match Threshold settings will not display when adding the entity type to a policy. When editing the policy, the threshold fields will display, but editing them will not affect the match threshold. |
Adding Assignment Rules
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Click Add criteria.
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Click Edit in the Select an entity type field.
The select an entity type modal appears.
Select the entity type you want to use. The list displays the first 100 entity types. If you have more than 100 entity types, use the Load more link to display additional entity types as needed.
Select the property you want to use from the Select a property list.
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Click Done.
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Select the operator you want to use from the Select an operator list. The available operators depend on the entity type property you selected in step 5.
Enter the value you want to use in the last field.
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Repeat these steps 1-8 for each entity type you want to add to this assignment rule. (Remember, all entity types added to the same assignment rule serve as an “and” condition. A file must match all the entity types listed for the file to be added to the tracking group.)
Click the X next to an entity type line to remove it as needed.
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To add another assignment rule,
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click the + under the previous assignment rule, and add the entity types for that rule. (Remember, each separate assignment rule serves as an “or” condition. If a file doesn’t meet the criteria of the previous assignment rules(s), it will be compared against the subsequent assignment rules in the tracking groups in sequential order.)
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Duplicating an Assignment Rule
You can duplicate an assignment rule to use as the base of a new assignment rule. This is useful if a subsequent assignment rule needs to be similar to an existing rule. Instead of adding all the criteria again, you can simply edit the fields that need to be changed.
If necessary,
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click Edit for the tracking group to enable editing.
Click the ellipses (…) for the assignment rule you want to duplicate.
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Click Duplicate from the menu that displays.
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Ordering Assignment Rules
Assignment rules will be read in the order they display in the tracking group. If you add multiple assignment rules to a tracking group, you can reorder them to ensure they are in the proper order in the event you added them out of sequence.
If necessary,
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click Edit for the tracking group to enable editing.
Hover in front of the assignment rule. Up and down arrows will appears.
Click the up arrow to move the action up and the down arrow to move the action down.
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Deleting an Assignment Rule
If necessary,
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click Edit for the tracking group to enable editing.
Click the ellipses (…) for the assignment rule you want to delete.
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Click Delete from the menu that displays.
Understanding Default Assignments
If the last tracking group on a policy contains an empty, unnamed assignment rule, the system will treat this tracking group as the “catch all” group for the policy. Any items not assigned to one of the “full” tracking groups on the policy will be assigned to this tracking group.
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