This article gives instructions on how to set up policies for links.

Instructions¶

This section gives instructions on how to add a pre-made links policy to the Acquia Optimize scan.

1. Click Select Domain on the landing page toolbar. The Domain Overview page opens.

   

2. Click Open on the same row as the domain name. 
   ​

   

   The Dashboard for the domain opens.

   

3. Click the Global Policies Overview button (mallet icon) on the top menu bar.

   

   Alternatively, click on the header of the Content Policies section.

   

   The Global Policies page opens.

   

4. Click Add new policy.

   

   The New Policy page opens.

   
5. Select a pre-programmed policy. There are several pre-made policies for Links:

• Links that contain Lorem ipsum

  Finds any links that contain “Lorem ipsum” (placeholder text). Helps to spot any overlooked areas where the actual content has not yet been inserted.

  Most likely policy type: Unwanted

  Subject: Links

• Search for [Link Name]

  Finds all instances of the inserted link. Useful when an overview of the count and distribution of a link is wanted.

  Most likely policy type: Matches

  Subject: HTML pages

  Additional setup information:

  Include words to search for inside links. Acquia Optimize has provided four common terms to search for. The user can easily remove or edit them.

   

  Note

  By default, the terms will be searched in three cases: lowercase, title case, and uppercase.

   

  Example: click here / Click here / CLICK HERE

• Find all Dropbox links

  Finds all links that lead to Dropbox.

  Most likely policy type: Matches

  Subject: Links

• Search for unsafe links

  Finds all links that start with http instead of https. It is highly encouraged to use https as it is a more secure protocol.

  Most likely policy type: Unwanted

  Subject: Links

• Find all missing banking practice links

  Finds all links that do not contain the words banking practice.

  Most likely policy type: Matches

  Subject: HTML pages

• Find all missing financial services guide links

  Finds all links that do not contain the words financial services.

  Most likely policy type: Matches

  Subject: HTML pages

• Find all missing privacy policy links

  Finds all links that do not contain the words privacy policy.

  Most likely policy type: Matches

  Subject: HTML pages

• Find all missing product disclosure statement links

  Finds all links that do not contain the words product disclosure.

  Most likely policy type: Matches

  Subject: HTML pages

• Find all missing terms and conditions links

  Finds all links that do not contain the words terms and conditions.

  Most likely policy type: Matches

  Subject: HTML pages

1. Assign Rule Operators.
2. Assign Rules.
3. Click Save to save the changes. A dialog box opens.
   • In the dialog box, enter the policy Name (required) and Note if needed and then click Save.
   • From the options at the top of the page, select +Add rule to the policy. Repeat the steps above to add as many rules as needed.
   • Click Save. The Policy List is open and the new policy is present. A Policy scan begins automatically.

Rule operators¶

• Starts with: Policy will search for any snippet starting with the inserted text.
• Contains: Policy searches for any instances of the inserted text (single word).
• Contains words: Policy searches for multiple words. Use commas to separate the words.
• Contains sentence: Policy searches for any instances of the inserted sentence or text.
• Ends with: Policy will search for any snippet ending with the inserted text.
• Equal: Policy searches for an exact match for the inserted text or value. Example: “Monsido” - match. “About Monsido” - no match.

• Regex: Use regular expressions to define what should be searched for.

   

  Note

  Regular Expressions in source-code exclusions are not 100% compatible with Acquia Optimize Policies. The languages are different (Java and Ruby).

   

• Conforms with: Use regular expressions to define the correct structure or form of the inserted value.
• Less than: Find any results less than the inserted value.
• Less than or equal: Find any results less than or equal to the inserted value.
• Greater than: Find any results greater than the inserted value.
• Greater than or equal: Find any results greater than or equal to the inserted value.
• (Meta header) Date age greater than: Find meta tags older than the inserted value. Choose the time interval that matches the way your meta tag dates are written.
• (Meta header) Date age less than: Find meta tags younger than the inserted value. Choose the time interval that matches the way your meta tag dates are written.
• CSS selector: Policy will search for the inserted CSS selector.

Rules¶

• Page HTML: Search for text in the entire domains html
• Page URL: Set a rule for internal page URLs
• Text: Search for text excluding CSS and HTML tags
• Page title: Search for text in the page title (title is not the header)
• Page title length: Define when the rule should apply for the title
• Heading text: Search for text in headers (h1,h2,h3,h4,h5,h6)
• Heading text length: Define when the rule should apply header texts
• Meta header: Search for meta header tags, that matches query
• Meta header length: Define when the rule should apply for meta headers
• Link text length: Define when the rule should apply for link texts
• External link count: Define when the rule should apply for external links
• File size: Search files across selected domains
• Image size: Search for images across selected domains
• Image text: Search for images with this name
• Image text length: Define when the rule should apply for image texts
• Readability level: Search for text that is in compliance with a school degree.

Custom Examples¶

Set up policies to find specific links. These are located in the href="" section of the anchor tags on the domain.

To create this policy:

1. Check the RegEx
2. Clear the Case sensitive box
3. Enter the following in the Query field:

href=("|').*SEARCH.*("|')

Replace the word SEARCH in the above line with what you want to find inside the link portion.

An example:

href=("|').*foo.*("|')

would match:

<a href="http://test.com/foo">here</a>
<a href="http://foo.com/test">click</a>
<a href="http://test.foo/test">click here</a>

but not

<a href="http://test.com/test">foo</a>

For instructions on how to build a custom policy, see the User Guide chapter:

Create your own Policy.

If the policy you need is difficult to create, contact Support for assistance.

Additional Resources¶

For more information, see the User Guide chapters:

• Configure Policies
• Policies: Pre-made
• Policies: CSS Selectors
• Policies: Links
• Policies: Titles
• Policies: Placeholder text
• Policies: U.S. Telephone Numbers.

See Acquia Optimize for Developers for documentation and advanced help files including SDK information for developers.