Policies
A positive selection policy defines the manner in which you handle a file matching a set of criteria that enters your network. The policy can determine how files are processed, including whether files are blocked or permitted.
Policies Dashboard
From the Policies Dashboard you can create, edit, and manage the positive selection policies operating in the Positive Selection® Engine as traffic flows through.
To get to the Policy dashboard, from the navigation pane on the left, click Settings > Policies.
Element | Meaning | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
1 | The name of the currently displayed policy. To display a policy, select from the list of defined policies. You can set up policies for specific teams or individuals. | |||||||||
2 | Edit the policy name. | |||||||||
3 | Add a new policy. | |||||||||
| 4 | Delete current policy. This element only displays when additional policies have been defined. The default policy cannot be deleted. | |||||||||
5 | Select file to test policy. | |||||||||
| 6 | Import/Export policy file. | |||||||||
7 | Displays details of the item that is selected on the left. For each case or action, you can define how it must be handled. | |||||||||
| 8 | Add an exception. For example, when managing other file types, with specific email addresses and/or URLs. | |||||||||
| 9 | Displays details of the selected policy by case. | |||||||||
| 10 | Displays the status of the default action taken for the policy. A colored dot illustrates your current policy action:
| |||||||||
| 11 | Displays the number of exceptions defined per policy case or file type. | |||||||||
12 | Displays the details of the selected policy by file type. |
Note
Change made in policies are updated in the Positive Selection® Engine every few seconds. Once updated in the Positive Selection® Engine, it is available to Votiro Cloud reference clients, such as Votiro Cloud for Email or Votiro Cloud for Web Downloads.
Defining Policies
You can customize policies in a variety of ways, depending on your organization's requirements. They are by:
| n | Case: a policy using a file's characteristics, for example, password protected, size of file. For more information, see Defining Policies by Case. |
| n | File Type: a policy using a file's family, for example, PDF, Microsoft Office, images. For more information, see Defining Policies by File Type. |
| n | Exception: a policy where you can define one or more exceptions to any case policy or file type policy. For more information, see Adding Policy Exceptions. |
| n | Special Case: If you have custom, XML-based policy definition, you can load it to the Management Dashboard as a special case. This is also known as a custom policy – that has been created outside the Management Dashboard. This feature is recommended for special purposes only. For more information, contact Votiro's Support. |
If you do not create a customized policy, Votiro Cloud uses a default policy. Each case and file type has a different default policy.
File Blocking
When you configure a policy to block a file, no other policy rule is applied on the file. A block file containing information about the blocked file and the reason it was blocked replaces the original file. You can accept the block file default text or edit it.
A block file is a document that replaces an original file that was blocked. It is attached to an email and can be customized for each company, and for each type of case or file type.
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