#Configure Settings

To configure settings for containers and objects, navigate to Information lifecycle > Scope, select containers or objects in the container and click Edit settings on the top.

1. In the Edit settings panel, configure the general settings first:

   • Do you want to enable lifecycle management? – Select Yes or No to enable or disable information lifecycle management.

   • Do you want to enable classification-based management? – If you enable information lifecycle management, select Yes or No to indicate whether to manage Google Drive files with classifications.

   • Do you want to enable content synchronization for search? – If you choose to manage Google Drive files with classifications, select Yes or No to indicate whether to enable content synchronization to the Information management module. You can run Content Synchronization for Search jobs to synchronize data for search and management after you enable this option.

2. If you select to manage Google Drive files without classifications, configure the following settings and click Save to save the configurations:

   • Rules – Set rules for the data:

     • Add rule – Click Add rule and a new rule will be listed in the table. Click the Rule name field and select the rule that you want to associate with the selected classification from the dropdown list. All rules created on the Rules page will be listed and selectable.

     • After selecting a rule, you can click the View icon to view rule details, or click the Remove icon to remove the rule. To edit a rule, click the Edit icon. For detailed instructions, refer to Manage Rules.

     • Change rule order – To change the rule order, click the down arrow displayed in the order column, and select a new order for this rule.

   • Enforce rule actions – For detailed instructions, refer to the Enforce rule actions section below.

3. If you select to manage Google Drive files with classifications, configure the following settings:

   • Select a classification group – If the corresponding Google tenant is already associated with a classification group, only this classification group is available. If the Google tenant is not yet associated, select a classification group from the dropdown list.

     NOTE

     When you apply a classification group to a data scope for the first time, the classification group will be associated with the corresponding Google tenant, and classifications will be synchronized to the Google tenant as labels. A Google tenant can only be associated with one classification group.

   • Apply classification by – choose how classifications will be applied to Google Drive files.

     • Manually choose a classification – Do not automatically apply any classification to files and users can manually choose a classification from the selected classification group when they classify the files.

     • Auto-populate a classification based on criteria – After the Apply settings job, auto-populate different classifications based on the criteria defined below to the files. Users can later search and reclassify files in Search.

4. click Save to save the configurations.

#Manual Choose a Classification

If you select Manually choose a classification as the classification application method, configure the Enforce rule actions setting and click Save to save the configurations. For detailed instructions, refer to the Enforce Rule Actions section below.

#Auto-populate a Classification based on Criteria

If you select Auto-populate a classification based on criteria, configure the following settings:

• Define criteria and classification – Configure criteria groups and then define classifications. The classification will be applied to the Google Drive files that meet the configured criteria.

  1. Click the Add icon, and then configure the criterion. For more information on the supported criteria, refer to the Rule Criteria section in Manage Rules.

  2. To remove a criterion, click the Remove icon next to the criterion.

  • If multiple criteria are added, select All or ANY to define the logical relationship among them (All is the default logical relationship).

  3. To add more criteria groups to this classification, click Add group and follow the instructions above to configure the criteria.

  4. Click the Classification icon next to the Apply the following classification field to select a classification. The Select classification window appears and displays the classifications in the selected classification group. Select a classification and click Save.

  5. To add criteria groups to apply other classifications, click Add criteria group and follow the steps above to configure the criteria group.

• If a document does not match any criteria defined above, then: – Choose how to classify the Google Drive files that do not match any defined criteria:

  • Manually choose a classification– Users can manually choose a classification when they classify the files.

  • Set a default classification – After the Apply settings job, a default classification will be applied to the files that do not match any defined criteria.

  • To specify a default classification, click the Classification icon next to the Apply the following classification field to select a classification. The Select classification window appears and displays the classifications in the selected classification group. Select a classification and click Save.

• What would you like to do if a document is already classified using a classification? – Select a conflict resolution:

  • Overwrite the existing classification – The new classification you configured above will overwrite all existing classifications applied to the file.

  • Skip and keep the existing classification – The file will keep its currently applied classifications, and the new classification you configured above will not be applied.

  • Append the new classification to the existing classification – The classifications applied to the file will be kept and the new classification you configured above will be applied to the file as well.

    NOTE

    There is a limit from Google Workspace that you can apply up to 5 labels (classifications) to each file. If the combined total exceeds this limit, the system will skip applying the new one.

• Scan all existing documents – Choose whether to scan all existing Google Drive files and then auto-populate classifications to the files based on the configured criteria. By selecting the checkbox, the Apply settings job will scan all existing files; otherwise, the Apply settings job will only scan the files that were added/modified between the previous and current jobs.

Then configure the Enforce rule actions setting and click Save to save the configurations. For detailed instructions, refer to the Enforce Rule Actions section below.