Viewing policies

Administrator Help | TRITON AP-DATA | Version 8.3.x

Select Main > Policy Management > DLP Policies or Discovery Policies, then click Manage Policies to view a list of policies that have been defined for your organization.

Policies appear in a tree-view structure in alphabetical order under their assigned level, if any. You can add policies any time. Each policy consists of a set of rules and a possible set of exceptions.


	Tip If you haven't created a policy yet, the list is empty. To create your first policy, select Add > Predefined Policy or Add > Custom Policy from the toolbar.

The branches in the tree can be expanded to display the items relevant to that component. Under levels, there are policies. Under policies, there are rules. And under rules, there are exceptions. To expand a branch, click the plus sign (+) next to the desired component. To collapse a branch, click the minus sign (-) next to the desired component.

Select a policy, rule, or exception to view descriptive information about it in the Details pane. A policy description and a description of the rules that the policy contains display. Scroll down to view all the information that is available. Click Advanced to see what the sources and destinations are.

When you select a rule, the right pane displays a description, the condition, and exceptions.

And when you select an exception, it displays a description, the condition, and the action.

Tree icons

The following icons are used to represent policy data in the tree structure:


Icon	Description
	Level (See Policy levels.)
	Policy
	Rules
	Exception

The policy toolbar

The policy toolbar provides many functions.

Button

Description

Create a new policy, rule, or exception.

Edit the selected policy, rule, or exception.

Delete the selected policy, rule, or exception.

The administrators that were directly assigned to this policy see it in their policy list as deleted. However, they continue to see old incidents that relate to this policy.

If you do not want to see incidents for a deleted policy, clear the check box for the policy in your Incident report list.

Show or hide disabled rules in the policy tree.

Batch Operations - lets you update or delete multiple items at once. For example,

Select Update rules of current policy to change one or more rules in the selected policy at the same time. This overrides the settings in the policy and reduces time and effort involved in updating multiple settings.

Select Update exceptions of current rule to change one or more exceptions in the selected rule at the same time. This overrides the settings in the rule.

Select Update rules of multiple policies to make changes to selected rules or all rules across multiple policies.

Select Update exceptions of multiple rules to change selected exceptions or all exceptions across multiple rules.

Select Delete policies to delete a batch of policies at once: a screen appears so you can choose which policies to delete.

Rearrange Exceptions - lets you set the order of exceptions under the selected rule.

Manage Policy Levels - lets you manage policy levels.

Exports policy data to a PDF file. You can export the current policy, all policies from this level, or all policies. Policies, rules, and exceptions are exported.

Refreshes the policy list.

The information icon

, when present, provides additional details about a field.


	Note Not all rules are configurable.