As an Admin, you can add emails from your search results to a previously created policy, review all emails a policy has captured, and remove emails from it. For a large number of emails, use the Policy task to do this in the background.

Affected Software Version: 1.1.26 and up

Add emails to a policy

1. Log into your Jatheon cCore appliance with Admin privileges.
2. Construct and execute your search (simple or advanced).
3. Select the emails you'd like to add to the previously created policy (or check the select all messages box).
4. Click the Apply Policy icon.

5. In the pop-up window, choose if you want to add only the previously selected emails or all emails from the search results.
6. Select the policy you are adding emails to.
7. Click the Apply button.

You'll see a pop-up notification confirming that the emails have been successfully added to the policy.

View emails captured by a policy

1. Choose the Policy tab and select the policy you'd like to review emails for.
2. Click Hits under TOTAL MESSAGES to review all emails captured by the policy.

Remove emails from a policy

1. Under Policy/Hits, select the emails you'd like to remove.
2. Click the Remove From Policy icon.

Add or remove emails with the Policy task

If you are adding or removing a large number of emails to/from a policy, use the Policy task. It adds/removes emails silently in the background, freeing up the web interface for other activities.

Please note that in order to use this option, your search needs to be saved first.

1. Switch to the Admin menu and choose the Message Source/Policy tab.

2. Click the Edit button.
3. Provide an email address to receive the notification once the task finishes.
4. Choose the policy you are adding emails to.
5. Select Add Message to Policy as the Task type.
6. Select the saved search.
7. Save the changes and Execute the task.

This action can also be scheduled by setting the scheduled time. For manual, one-time execution, just save and execute the task.

To remove emails from a policy with this task (especially if there's a large number of emails in the policy), select Remove Message From Policy as the Task type, then Save and Execute the task.

Monitor the Policy task

1. Review the log under the History section.
2. Select Add/Remove From Policy Task in the first drop-down menu and the appropriate date range.
3. Click the Refresh button to reload the log.

Related articles

• How to Set Up a Policy
• How to Save and Share Searches in Jatheon cCore
• How to Use Advanced Search in Jatheon cCore

Learn more about compliance with Jatheon.