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Add CA Data Protection Smart Tags to SourceOne Filtering Rules

You now need to use CA Data Protection smart tags to distribute emails across different archives.

You can edit the filtering rules for a SourceOne activity to use smart tags attached to emails by CA Data Protection.

To add CA Data Protection smart tags to SourceOne filtering rules

In the example below, CA Data Protection attaches a smart tag named 'Retention' to the emails that it processes. This smart tag has a value of 'Retain this item'.

1. Set up your CA Data Protection user policies to apply smart tags to events captured by CA Data Protection.

   For details, refer to the 'Smart Tagging' chapter in the CA Data Protection Policy Guide.

2. In the Edit Activity wizard, go to the Filtering Rules page.
3. Edit the filtering rule that you want to use.
4. Define the rule criteria. Specifically, edit the following item:

   'Messages with <custom metadata>'

5. In the Custom Metadata dialog, specify the following items:

   Field Name

   Enter the name of the CA Data Protection smart tag. For example, enter 'Retention'.

   Condition

   Select the required condition for the metadata value. For example, choose 'Equals' or 'Contains'.

   Value

   Enter the value of the CA Data Protection smart tag. For example, enter 'Retain this item'.

   Note: Do not put quotes around the Field Name or Value, even if the name or value contains spaces.