Procedure

1. On the left menu, click Content Filtering.
   The Content Filtering screen appears.
2. From the Content Filtering screen, click the policy name link you want to edit.
   The Content Filtering: Edit Policy screen appears.
3. Select or clear the Enable this policy checkbox to enable or disable the policy.
4. Edit the following as required:
   • Policy name
   • Description
5. Click the Target tab, and from the Match drop down, select from the following options:
   • Any specified keyword—select this option if you want this rule to trigger when any keyword is found and matched
   • All keywords—select this option if you want this rule to trigger when all keywords are found and matched

     Note You can export or import a keyword list to or from a text file (.txt) using the Export or Import keys located next to the keyword list.

6. To add or remove keyword(s):
   1. Type a keyword or regular expression in the Enter keyword(s) field, then, click Add.

      Note See About Regular Expressions for more information about using regular expressions with PortalProtect.

   2. To remove a keyword, select it from the existing list, and click Remove.
7. Select Match case if you want to match the case of the listed keywords.
8. Set Match synonym settings according to the following:
   1. Click Show details to expand the synonym settings section.
   2. Select a keyword from the keyword list to display its synonym(s) in the Synonyms to exclude window.
   3. Move one or more synonyms to the left Synonyms to include window. Multi-select using the Ctrl key.
9. Click the Exceptions tab and add or edit any exceptions as required.
   See Step 2. Content Filtering: Add Policy > Exceptions for more information.
10. Click the Action tab and choose from the following:
    • Block
    • Pass
    • Notify
    • Do not notify
11. Click the Notification tab, and choose the appropriate settings.
    See Step 4. Content Filtering: Add Policy > Specify Notification for more information.
12. Click Save.