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Overview

Certain entity types and policy actions require you to complete additional configuration when you add data sources. This includes the File Permissions entity type, actions for applying metadata, and actions for removing permissions. When additional configuration is required, you will see notifications in the user interface. The information required for configuration varies based on the action you selected. Refer to the pages below for information about how to configure data sources for various actions.

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Understanding Notifications

Data source configuration notifications will display on both the Data sources page in the Policy Center and on all policy pages. You will see a red notification at the top of the page identifying the number of data sources requiring configuration. Clicking the View link will filter the Data sources list to show only the data sources that require configuration. The data sources will be highlighted in red, and the action configuration status will be “Needs configuration.” In the policy, the Configure button for these data sources is red (where the button is blue for data sources that have been configured).

Skipping Configuration

If you selected the Allow configuration to be skipped on individual data sources option when adding the action, you will have a Skip action link. You can use this link to skip setting up the configuration, which will clear the notifications for this data source. This is useful for data sources that don’t support the selected action.

If you didn’t select the Allow configuration to be skipped on individual data sources option when adding the action, you will see a warning for data sources that don’t support the selected action. The only way to clear the configuration notifications is to go back to the policy and select the skip option for the action. Then, you will have the Skip action option when configuring the data source.

Canceling a Skip

You can cancel a skip by completing the configuration for the previously skipped data source.

1. Open the policy that contains the data source you need to configure.

2. Click Edit Policy.

3. Click the Data Sources icon on the left menu.

4. Click Configure next to the data source you need to configure.

5. The configure actions modal appears. Any skipped tracking group actions will be labeled as “Skipped.”
   

   

6. Click Edit for the skipped tracking group action.

7. Add the configuration information. (Refer to the corresponding configuration page for the corresponding action for information about the fields required.)

8. Click Apply Changes.

9. Click Done.