Cohesity Alta SaaS Protection Administrator's Guide

To add/edit a Tagging policy

1. Access the Administration portal.

   The home page of the Administration portal is displayed.

2. Click Tagging.
3. On the left, click Tagging policies.
4. Do one of the following:

   • To add a new policy, click New policy.

   • To update existing policy, click the name of the policy.

5. On the Create policy page, do the following:

   • Enter a descriptive name for the policy. This name is displayed in policy dropdown lists on several pages.

   • From the Stor name dropdown list, select the Stor where you want to create the tier policy.

   • Select one of the following schedules to run the policy:

     • One time: Runs as per the policy interval settings, and then its schedule changes to Never.

     • Continuous: Runs as per the policy interval settings.

     • Date range: Lets you specify a From and To date range to run the policy.

     • Never: Set this option if you are not ready to run the policy or want to stop the policy from running. The schedule of the One time policy is converted to Never after its runs.

   • Select one of the following modes as required:

     • Preview: Lists the items for tagging.

       To ensure that you understand fully the scope of data that will be tagged, run the policy in Preview mode initially.

     • Production: Tags the items as per policy.

   • By default, the policy is disabled; it is saved but cannot not run. Toggle the Status option to enable the policy.

     As soon as the policy is enabled, it runs per the schedule set in the Schedule section.

   • Select the required tag from the dropdown list.

   • Select the required retention period from the Retention period section. (In days, months, or years).

   • (Optional) Configure filters to include or exclude specific locations or data from having the policy applied.

     See How to add a Location filter?.

     See How to add a filter?.

   • Click Create to add a policy or click Update to save the changes.