To create an assignment policy, you must have the role of Administrator or, if there are no Administrators in the repository, the user privilege level of system administrator or superuser. Policies can only be created in repositories where Content Storage Services is enabled.
To create, view, or modify an assignment policy:
Connect to a repository and navigate to Administration > Storage Management > Assignment Policies.
The Assignment Policies page displays with all assignment policies that are currently available.
Do one of the following:
To create an assignment policy, click File > New > Assignment Policy.
To view or modify an assignment policy, select the assignment policy, then click View > Properties > Info.
Enter or modify the properties and rules for the assignment policy, as described in Table 11.13.
Click Finish to create the policy or Cancel to exit without creating the policy.
Table 11.13. Assignment policy properties
| Field | Description |
|---|---|
Name | The name and a description for the assignment policy. The name must be unique in the repository and can be modified after the policy is saved. |
Description | A description of the policy. Optional property. |
Status | Specifies whether the assignment policy is active. The default status is Inactive. Select Active to enable the policy and automatically validate the rule syntax. The validation process does not check whether property names in the rules are valid. |
Validate all of the rules defined for this policy | Validates the rules for the policy if the policy is active. The default is selected. If the policy is created in the active state, the checkbox is selected and grayed out. If the policy is created in the inactive state, optionally clear the checkbox. |
Object types | Select the object types to which the policy applies. A policy can be applied to multiple object types. If the chosen object type has subtypes, the policy is inherited automatically at runtime by the subtypes, except those subtypes that are already associated with a different assignment policy. Click Select then select the object types to which the policy applies and click >. |
Create/Edit Rules | Specifies the rules for storing content. |
Standard Rule | The Standard Rule option is selected by default. To create a custom rule, select the Custom Rule option. A policy can have up to five rules, which can be any combination of standard and custom rules. Each rule can have up to five criteria. Create or edit rules using the If and Then operands and drop-down lists to specify formats, content size, and storage areas. |
Add Criteria | Click to add additional conditions to the rule. A standard rule can have up to five criteria. |
Insert Rule | Click to insert the completed rule. |
Cancel Rule | Click to delete text that has been entered in the text box. |
Custom Rule | Type the custom rule in the text box. For more information on custom rules and examples of custom rule syntax, refer to Custom assignment policy rule examples. |
Policy Rules | Displays the existing rules defined for this policy. Click a rule to select it, then rearrange the order in which the rules are executed by clicking the Up and Down links. Edit or delete a rule by clicking the associated Edit and Remove links. |