Using the “Rules & Actions” dialog box
You can define and edit content detection rules by using the Rules & Actions dialog box. Right-click Rules & Actions in the console tree, and then click Manage to open that dialog box. The Rules & Actions dialog box provides the tools for managing content groups and content discovery rules for Discovery Server.
Content detection rules are created based on content groups that enable you to centrally define the types of content to discover. You can use the built-in content groups as they are, create their editable copies (duplicates) or create your own content groups to suit your particular organization’s needs.
To view a content group
•In the upper pane of the dialog box, under Content Database, select a content group, and then click View Group.
You cannot edit built-in content groups but you can create and edit their copies to suit the needs of your organization.
To copy a content group
1. In the upper pane of the dialog box, under Content Database, select a content group, and then click Duplicate.
2. In the dialog box that appears, edit the content group as required, and then click OK. The content group you created is added to the list of content groups under Content Database in the upper pane of the Rules & Actions dialog box.
You can modify or delete custom content groups at any time.
To modify or delete a custom content group
1. In the upper pane of the dialog box, under Content Database, select a custom group.
2. To modify the selected group, click Edit Group. In the dialog box that appears, make the necessary changes, and then click OK.
- OR -
To delete the selected group, click Delete Group or press the DELETE key.
3. In the Rules & Actions dialog box, click OK or Apply to save the changes.
You can test any built-in or custom content group to see whether specified files match with it. By using these tests, you can verify that the rules that are created based on the content groups meet your specific business requirements.
To test a content group
1. In the upper pane of the dialog box, under Content Database, select a content group, and then click Test Group. You can test only one group at a time.
2. In the dialog box that appears, locate and open the file to use for testing the selected content group.
The console displays the Result message box. If the file matches the content group, the message box contains the following text: “Selected file matches with the group.” If the file does not match the content group, the message box contains the following text: “Selected file does not match with the group.”
Note: When testing is in progress, the console stops responding (hangs). |
Content detection rules are created based on either the built-in or custom content groups.
To define a content detection rule
1. In the upper pane of the dialog box, under Content Database, select the desired content group, and then click Add.
Note: For each rule, you can choose only one content group. |
2. In the Add Rule dialog box that appears, specify the rule properties, and then click OK.
The rule you created is displayed under Rules & Actions in the lower pane of the Rules & Actions dialog box.
3. Click OK or Apply to save the rule.
You can modify rule properties such as Name and Actions.
To modify rule properties
1. In the lower pane of the dialog box, under Rules & Actions, select a rule, and then click Edit.
- OR -
Right-click a rule, and then click Edit.
2. In the Edit Rule dialog box that appears, modify the rule properties as required to meet your needs.
3. Click OK to save the changes.
You can export all your current content detection rules to a .dra file that you can import and use on another computer. You can also import content detection rules from a .dra file, as well as import DeviceLock Service’s content-aware rules from a .cwl file. Exporting and importing can also be used as a form of backup.
To export content detection rules
1. In the lower pane of the dialog box, under Rules & Actions, click Save.
2. In the dialog box that appears, specify the export file. When you export rules, they are saved in a file with a .dra extension.
To import content detection rules or content-aware rules
1. In the lower pane of the dialog box, under Rules & Actions, click Load.
2. In the dialog box that appears, locate and open the file containing the earlier-exported rules.
You can import only one .dra or .cwl file at a time.
You can delete content detection rules when they are no longer required.
To delete a content detection rule
•In the lower pane of the dialog box, under Rules & Actions, select the rule and then click Delete or right-click the rule, and then click Delete.