On This Page

Overview

The actions for a tracking group tell SkySync what to do with the files in each tracking group. Multiple actions can be applied to the tracking group to force the remediation through an approval workflow, or you can select to take a definitive action against the file as soon as it is assigned to the tracking group.

Understanding Actions

There are seven actions available. Learn more about each below.

Apply Metadata

This action allows you to specify the metadata that should be applied to the file when it is added to the tracking group. This option requires you toconfigure the data sourcesassigned to the policy to set the metadata field and value. The Allow configuration to be skipped on individual data sources option allows you to skip adding metadata configuration to data sources that don’t support metadata.

Approval

Select this action when you want to require manual approval. You will choose this option if you want to manually take action against the files in the tracking group. The files are flagged, and you will be responsible for properly remediating the files.

Delay

This option delays any additional actions on the tracking group for the specified time. When selected, you will specify the delay value and interval (seconds, minutes, hours, or days). This option will be used in combination with the move or delete action. For example, you could set the action to delay deleting or moving files in a tracking group for five days to allow for review before the move or delete occurs.

Delete

SkySync will delete files that belong to the tracking group.

Email

SkySync will send an email to the specified email address with the specified subject line. The email message will include a csv file that includes a list of the items that have been assigned to the tracking group. In order to use this option, you must have anemail serverset up in theSettings.

MIP Label

This option only displays if the MIP extension is installed for your SkySync application. It allows you to select the MIP label you want to assign to the tracking group. The list that appears displays all the available MIP labels for your account. SkySync will create another version of the file and add the label to the “Sensitivity” label.

The MIP label will only be applied to the following file types.

Move

SkySync will move the files to a specified location. When you select this action, you need to specify the connection and directory where SkySync needs to move the files.

Remediate

SkySync will mark the files as remediated. This action indicates there is no other action required. This option will most often be used for files with a low risk level or files with no risk.

Adding Actions

1. Select the down arrow to expand the Actions section.

2. Select the action you want to apply.

3. For Delay and Move, add the required delay time or location and select Done.

4. To add another action, select the + under the action you just added and repeat steps 2-3 for each action you want to apply to the tracking group.

5. When you are done adding actions, select Apply changes to save the tracking group.

Editing Actions

Editing is only available for Delay and Move since these options have additional fields that provide information for the action. To change other actions, you must delete the action and add the desired action.

1. If necessary, select Edit for the tracking group to enable editing.

2. Select the down arrow to expand the Actions section.

3. Select the ellipses (…) at the end of the action line.

4. Select Edit from the men that displays.
   

   

Deleting Actions

1. If necessary, select Edit for the tracking group to enable editing.

2. Select the down arrow to expand the Actions section.

3. Select the ellipses (…) at the end of the action line.

4. Select Delete from the men that displays.
   

   

Ordering Actions

Actions will be executed in the order they display in the tracking group. If you add multiple actions to a tracking group, you can reorder the actions to ensure they are in the proper order in the event you added them out of sequence.

1. If necessary, select Edit for the tracking group to enable editing.

2. Select the down arrow to expand the Actions section.

3. Hover in front of the action line. Up and down arrows will appears.

4. Click the up arrow to move the action up and the down arrow to move the action down.