Metadata Extraction Policies

A policy defines a set of actions performed when a class of entities is extracted from CDH. The following actions are supported:
  • Adding custom metadata such as tags and properties.
  • Sending a message to a JMS message queue. The message contains the message text specified in the policy and the metadata of the entity to which the policy applies. To enable sending messages you must configure a JMS server and queue. See Configuring a JMS Server for Policy Messages.

Viewing Policies

Required Role:

  1. Start and log into the Navigator UI.
  2. Click the Policies tab.
  3. In the left pane, click a policy.

Creating Policies

Required Role:

  1. Start and log into the Navigator UI.
  2. Depending on the starting point, do one of the following:
    Action Procedure
    Policies page
    1. Click the Policies tab.
    2. Click Create a New Policy.
    Search Results page
    1. In the Search results page, click Create a policy.
  3. Enter a name for the policy.
  4. Specify the search query that defines the class of entities to which the policy applies.
  5. In the Actions for the entities affected by this policy box, specify actions to be performed on the entities matching the search query. Actions can only be specified in the Form View; the Editor View is a read-only view of the generated Java code.
  6. Click Save.

Cloning and Editing Policies

Required Role:

  1. Start and log into the Navigator UI.
  2. Click the Policies tab.
  3. In the left pane, click a policy.
  4. Click Clone Policy or Edit Policy.
  5. Edit the policy name, search query, or policy actions.
  6. Click Save.

Deleting Policies

Required Role:

  1. Start and log into the Navigator UI.
  2. Click the Policies tab.
  3. In the left pane, click a policy.
  4. Click Delete and click OK to confirm.