Reference Guide

Manage Policies
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Predefined Elements:
• Credit Card
• Email (IPv4 and IPv6 IP addresses are
recognized.)
• IP Address
• Social Security Number
• US Address
• US Date
• US Name
• US Phone Number
Do not modify these elements, except for US Name.
For US Name, use these fields: First Names, Last Names, Common Words.
You cannot delete these elements.
Keywords elements
In the Keywords field, type any key words that you want the system to recognize when encrypting
files for that rule name. The format is [object Object].Click Save.
Click X to delete.
See Add_an_Enterprise-Specific_Rule_Name_or_Tag_Element.
Tags elements
Public, Internal Use, Confidential, Restricted
Select the tag element that corresponds to the rule name, for example, with the Restricted rule name,
select Restricted Tag.
In the Tag field, a default tag displays. The system recognizes that tag when encrypting content based
on that rule.
For Tag elements, do not enter content in the Regex field.
Click X to delete.
Note: If end users want to use the Tag option in Office documents to trigger a content rule, inform
them of the content in the Tag field. End users must match the case.
See Add_an_Enterprise-Specific_Rule_Name_or_Tag_Element.
Custom Regex element
The best practice is not to modify the Regex for predefined elements or Tag elements. Use the
Custom Regex element or create a new Regex element. See Add_an_Enterprise-
Specific_Rule_Name_or_Tag_Element.
9. When finished with the Elements window, click Save.
10. Below the Content Based Protection Rules policy, click Save.
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Add an Enterprise-Specific Rule Name or Tag Element
Create a Rule Name
You can create an additional rule or modify the names of existing ones.
To create a new rule name:
1. See Configuration_overview.
2. In the Content Based Protection Rules policy, click the add icon (+) next to Categories.
3. In the Add Rule window, enter a name for the rule.
4. Enter a priority. A number displays to indicate the range of rules in your list. See Content-
Based_Rule_Name_and_Priority.
5. Click Add.
6. Below the Content Based Protection Rules policy, click Save.
Create an Element
To create an element:
1. See Configuration_overview
.