Policy Guide › Scanning Files and Other Items › Applying Policy to Scanned Items

Applying Policy to Scanned Items

To apply policy to scanned items, you must edit the local machine policy and the user policy.

Note: Details about key policy settings are provided in the following topics.

Follow these steps:

1. Log on to the Administration console using an account that has the 'Policies: Edit policy' administrative privilege.
2. (Applies to CFSA local scans only) Edit the machine policy. For example:
   1. Expand the Machine Administration branch.
   2. Right-click the CMS and click Edit Common Client Policy.
3. (Applies to CFSA local scans only) Browse to the following folders:

   Data At Rest Protection folder

   Find this folder in the Client File System Agent folder.

   Edit the Included Files and Excluded Files settings.

   Policy Engine folder

   (Optional) For performance reasons, you may need to amend settings in this folder. Only edit these settings if instructed to do so by CA technical staff.

4. Save the machine policy changes.
5. Edit the user policy.
   1. Expand the User Administration branch.
   2. Right-click a user or group and click Edit Policy.
6. Edit the Data At Rest triggers.

   CA DataMinder uses Data At Rest triggers to analyze scanned items. These triggers can detect specific file names, analyze the text content, add smart tags, and (by using XML Attribute lookup commands) identify file attributes such as size, date last modified, and the document author.

7. Edit the Data At Rest control actions.

   Data At Rest control actions can delete scanned files, or copy or move them to an alternative location.

8. Save the user policy changes.

More information:

Configure the Local Machine Policy

Configure the User Policy