Policy Integration configuration options

Article:HOWTO58600  |  Created: 2011-08-01  |  Updated: 2013-07-12  |  Article URL http://www.symantec.com/docs/HOWTO58600
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How To


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Policy Integration configuration options

Use these settings to integrate Compliance Accelerator with your policy management software to better flag items for inclusion in or exclusion from the review set.

Always show policy display in review grid

When you preview an item that has no associated policies in the Review pane, specifies whether to show the Policy field above the item. By default, Compliance Accelerator hides this field when there are no associated policies.

Category policies message header

Specifies the prefix to use for X-header lines that contain a semicolon-delimited list of category policies.

Applying category policies to items does not affect their capture in any way; it provides a means to categorize the items. For example, you might use category policies to flag the items that are in Spanish or marked as Personal.

Deduce overall policy action from policy types

Determines how Compliance Accelerator proceeds when it encounters an item for which the policy management software has not specified an overall action in either an index property or item X-header. The overall action can be one of the following:

  • Inclusion (demands or suggests capture). The Journaling Connector always samples the item, but you can choose to include or exclude the item when you conduct a search.

  • Exclusion (precludes capture or advocates non-capture). The Journaling Connector never samples the item, and you can choose to exclude it from searches.

  • No action. The item is subject to normal Compliance Accelerator random sampling by the Journaling Connector.

By default, when it encounters an item for which no overall policy action has been specified, Compliance Accelerator does the following:

  • Includes the item if it has any associated inclusion policies.

  • Excludes the item if it has one or more associated exclusion policies but no inclusion policies.

  • Takes no action if the item has no associated inclusion or exclusion policies (but it may have some associated category policies).

If you disable this behavior, Compliance Accelerator assumes that it should take no action on items for which no overall policy action has been set.

Exclusion policies message header

Specifies the prefix to use for X-header lines that contain a semicolon-delimited list of exclusion policies.

An exclusion policy either precludes capture or advocates the non-capture of items. For example, spam items or newsletters may fall into this category.

Include policies take precedence over exclude policies

Specifies whether to give higher priority to inclusion policies than to exclusion policies. By default, the Journaling Connector always samples an item that has at least one associated inclusion policy. This is the case even if the item also has one or more exclusion policies.

Inclusion policies message header

Specifies the prefix to use for X-header lines that contain a semicolon-delimited list of inclusion policies.

An inclusion policy addresses the most serious issues, such as swearing, racism, and insider trading. You would normally want to ensure that items to which such policies were applied are always captured for review.

Policy action message header

Specifies the prefix to use for X-header lines that contain the prescribed overall policy action for an item (one of INCLUDE, EXCLUDE, or NOACTION).

Sort Policies within type

When you preview an item in the Review pane, specifies the order in which to list the associated policies in the banner above the item. Enter one of the following values:

  • 0. The policies are not sorted.

  • 1 (default). Compliance Accelerator first groups the policies by policy type (inclusion, exclusion, and category) and then sorts them alphabetically within each type.

  • 2. The policies are sorted alphabetically, regardless of policy type.

Changing the sort order does not affect the items that are already in the Accelerator database; only newly-added items are affected.

XML policy message header

Specifies the prefix to use for X-header lines that define a policy action through a string of XML code. Each XML definition must be on a single X-header line, like the following:

<POLICIES ACTION="INCLUDE"><INCLUSION><POLICY>Profanity</POLICY></INCLUSION></POLICIES>

See Setting Compliance Accelerator system configuration options


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