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Upgrade Guide › Version, Policy and File Compatibility › Custom Base Policies

Custom Base Policies

If you have a custom base policy (that is, a user policy with additional triggers and/or document classifications), this requires careful handling during the upgrade process.

With each new CA DataMinder release, the number of available triggers and document classifications typically increases.

To upgrade a custom base policy

  1. Check whether the base policy on an upgraded CMS has enough triggers and/or document classifications to satisfy your needs.

    See the following section for trigger and document classfication counts.

  2. If the base policy on an upgraded CMS has sufficient triggers and/or classifications, no special upgrade steps are necessary.

    When you upgrade your CMS and gateway servers, your custom base policy is automatically supported on these machines.

  3. If the base policy on an upgraded CMS still does not have sufficient triggers and/or classifications, you must apply to CA for updated versions of the base policies that also include your customizations. To do this:
    1. Contact CA Technical Support.
    2. After you have received these updated base policies, carry out your CA DataMinder upgrade.
    3. You then need to apply the updated base policies.

    Note: We strongly recommend you apply for updated base policies before upgrading.