The Policies feature includes a large collection of pre-made policies, as well as the option to create custom policies. This article provides instructions on how to create a custom policy.
For instructions on how to add a pre-made policy, visit Pre-made policies.
This section provides instructions on how to create a custom policy.
Click Global Policy Overview (mallet icon) on the top menu bar of the domain dashboard.
Alternatively, click on the header of the Content Policies section on the domain dashboard.
The Global Policies page opens.
Policies are not 100% compatible with Regular Expressions as source-code exclusions. The languages are different (Java and Ruby).
The New Policy creation page opens.
This section provides instructions for the types of policies:
Click to select All Assets (HTML and Documents).
High
For more information, visit Issue priority.
Scheduled:
Click to switch scheduled scanning for this policy OFF or ON:
Select +Add rule to policy: Click to add a rule to the policy. The rules selection list opens.
Skip to the section in this document: Add Rules to Custom Policies.
Click to select HTML pages.
The New Policy configuration pane opens.
Select Settings from the options at the top of the page:
High
For more information, visit Issue priority.
Scheduled:
Click to switch scheduled scanning for this policy OFF or ON:
Select +Add rule to policy: Click to add a rule to the policy. The rules selection list opens.
Select Settings from the options at the top of the page.
Select the options that fit the policy you want to create.
Priority:
For more information, visit Issue priority.
Scheduled:
Click to switch scheduled scanning for this policy OFF or ON:
Select +Add rule to policy: Click to add a rule to the policy. The rules selection list opens.
For more information, visit Pre-made policies.
Select +Add rule to policy: Click to add a rule to the policy. The rules selection list opens.
Drag and drop a rule into the Policy Rules section. The New rule pane opens.
Regex: Scans for a match in a regular expression set of strings.
Policies are not 100% compatible with Regular Expressions as source-code exclusions in Web Governance. The languages are different (Java and Ruby).
CSS Selector: Enter a CSS selector.
The Browser Extension does not yet support CSS selectors and therefore does not take any user-defined CSS selectors into consideration when highlighting matches.
For more information, visit Policies that use CSS selectors.
Limit or exclude: Add CSS selectors to either limit the search within those values or exclude the snippets with the given inputs.
The Browser Extension does not support CSS selectors and therefore does not take any user-defined CSS selectors into consideration when it highlights matches.
For more information, visit Policies that use CSS selectors.
Characters: Use the drop-down list to select a value limit:
Enter a numerical value in the text field.
This section provides instructions on how to edit or remove a policy from the global policy list.
Click Global Policy Overview (mallet icon) on the top menu bar of the domain dashboard.
Alternatively, click on the header of the Content Policies section on the domain dashboard.
The Global Policies page opens.
Click Policy List on the page navigation bar.
On the same row as a policy, click Action and select Edit.
Edit as needed and save your changes.
To retrieve an archived policy: From the Home page, click Global Policy Overview (the mallet icon on the menu bar). The Global Policies page opens.
Click Policy List.
The Policy List page opens.
Select Unarchive.
A dialog box asks for confirmation, "Are you sure you want to remove the policy (policy name) from the archive?" Click OK to restore the policy to the active policies list, it will run on the next scan.
The History Center stores all policy details from previous scans. This section provides instructions on how to view policy history.
Click History Center (bar graph icon), located on the top menu bar.
The History Center landing page opens.
Domain: In the first field, click to expand the list of domains.
Module: In the second field, click to expand the list of available modules.
The Dashboard always displays data with the default profile selected. To change this, select a new profile (click the drop-down arrow to see the available profiles). When you change the profile, the numbers on all three sections within the Performance module update accordingly.
Scan history results: This table provides valuable scan data from previous scans.
For more information, visit History Center.
This section provides information about the rule operators and how they can be used.
Regex: Use regular expressions to define the search parameters.
Policies are not 100% compatible with Regular Expressions as source-code exclusions in Web Governance. The languages are different (Java and Ruby).
The Browser Extension does not yet support CSS selectors and therefore does not take any user-defined CSS selectors into consideration when it highlights the matching values.
This section provides information about rules and how they can be used.
To add the Policies feature to your plan, contact your sales representative.
If this content did not answer your questions, try searching or contacting our support team for further assistance.
The Policies feature includes a large collection of pre-made policies, as well as the option to create custom policies. This article provides instructions on how to create a custom policy.
For instructions on how to add a pre-made policy, visit Pre-made policies.
This section provides instructions on how to create a custom policy.
Click Global Policy Overview (mallet icon) on the top menu bar of the domain dashboard.
Alternatively, click on the header of the Content Policies section on the domain dashboard.
The Global Policies page opens.
Policies are not 100% compatible with Regular Expressions as source-code exclusions. The languages are different (Java and Ruby).
The New Policy creation page opens.
This section provides instructions for the types of policies:
Click to select All Assets (HTML and Documents).
High
For more information, visit Issue priority.
Scheduled:
Click to switch scheduled scanning for this policy OFF or ON:
Select +Add rule to policy: Click to add a rule to the policy. The rules selection list opens.
Skip to the section in this document: Add Rules to Custom Policies.
Click to select HTML pages.
The New Policy configuration pane opens.
Select Settings from the options at the top of the page:
High
For more information, visit Issue priority.
Scheduled:
Click to switch scheduled scanning for this policy OFF or ON:
Select +Add rule to policy: Click to add a rule to the policy. The rules selection list opens.
Select Settings from the options at the top of the page.
Select the options that fit the policy you want to create.
Priority:
For more information, visit Issue priority.
Scheduled:
Click to switch scheduled scanning for this policy OFF or ON:
Select +Add rule to policy: Click to add a rule to the policy. The rules selection list opens.
For more information, visit Pre-made policies.
Select +Add rule to policy: Click to add a rule to the policy. The rules selection list opens.
Drag and drop a rule into the Policy Rules section. The New rule pane opens.
Regex: Scans for a match in a regular expression set of strings.
Policies are not 100% compatible with Regular Expressions as source-code exclusions in Web Governance. The languages are different (Java and Ruby).
CSS Selector: Enter a CSS selector.
The Browser Extension does not yet support CSS selectors and therefore does not take any user-defined CSS selectors into consideration when highlighting matches.
For more information, visit Policies that use CSS selectors.
Limit or exclude: Add CSS selectors to either limit the search within those values or exclude the snippets with the given inputs.
The Browser Extension does not support CSS selectors and therefore does not take any user-defined CSS selectors into consideration when it highlights matches.
For more information, visit Policies that use CSS selectors.
Characters: Use the drop-down list to select a value limit:
Enter a numerical value in the text field.
This section provides instructions on how to edit or remove a policy from the global policy list.
Click Global Policy Overview (mallet icon) on the top menu bar of the domain dashboard.
Alternatively, click on the header of the Content Policies section on the domain dashboard.
The Global Policies page opens.
Click Policy List on the page navigation bar.
On the same row as a policy, click Action and select Edit.
Edit as needed and save your changes.
To retrieve an archived policy: From the Home page, click Global Policy Overview (the mallet icon on the menu bar). The Global Policies page opens.
Click Policy List.
The Policy List page opens.
Select Unarchive.
A dialog box asks for confirmation, "Are you sure you want to remove the policy (policy name) from the archive?" Click OK to restore the policy to the active policies list, it will run on the next scan.
The History Center stores all policy details from previous scans. This section provides instructions on how to view policy history.
Click History Center (bar graph icon), located on the top menu bar.
The History Center landing page opens.
Domain: In the first field, click to expand the list of domains.
Module: In the second field, click to expand the list of available modules.
The Dashboard always displays data with the default profile selected. To change this, select a new profile (click the drop-down arrow to see the available profiles). When you change the profile, the numbers on all three sections within the Performance module update accordingly.
Scan history results: This table provides valuable scan data from previous scans.
For more information, visit History Center.
This section provides information about the rule operators and how they can be used.
Regex: Use regular expressions to define the search parameters.
Policies are not 100% compatible with Regular Expressions as source-code exclusions in Web Governance. The languages are different (Java and Ruby).
The Browser Extension does not yet support CSS selectors and therefore does not take any user-defined CSS selectors into consideration when it highlights the matching values.
This section provides information about rules and how they can be used.
To add the Policies feature to your plan, contact your sales representative.
If this content did not answer your questions, try searching or contacting our support team for further assistance.
Web Governance