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--- rdms:solution:policies [2024/03/27 15:16] – [Automated Policies] burcu
+++ rdms:solution:policies [2025/07/22 11:37] (current) – [Automated Policies] Changed to rdms-support@rug.nl as this is mostly like that on the wiki jelte
@@ Line 1: / Line 1: @@
 ====== Automated Policies ======
-A special feature of the RDMS, which setting it appart from other UG storage solutions, is the capability to add automated data policies.
+A feature unique to the RDMS, setting it apart from other UG storage solutions, is the capability to add automated data policies.
-These policies can be applied via the RDMS web interface, allowing users to setup (delayed) jobs which are automatically executed upon reaching specified dates or criteria.
+These policies can be applied via the RDMS web interface, allowing users to set up (delayed) jobs that are automatically executed upon reaching specified dates or criteria.
 A common scenario to use RDMS automated policies is to revoke project participation of collaborators automatically after a predetermined date.
-Currently, the RDMS automated policies are available for [[rdms:solution:projects|RDMS Projects]] as well as [[rdms:solution:team|Team Drives]].
+Currently, the RDMS automated policies are available for [[rdms:solution:team|Team Drives]].
 **Notes:**
-  * For the following steps, it is required that you have an elevated user permissions in the system to see the [[rdms:webapp:datamanagement|Data Management Tab]] in the web interface. If you do not see the buttons described below, your account may lack these permissions. Please contact [[rdms-support@rug.nl|RDMS-Support]].
+  * For the following steps, it is required that you have elevated user permissions in the system to see the [[rdms:webapp:datamanagement|Data Management Tab]] in the web interface. If you do not see the buttons described below, your account may lack these permissions. Please contact [[rdms-support@rug.nl|rdms-support@rug.nl]].
-  * Currently, you will only see pre-defined policies in the RDMS web interface. If you have suggestions about additional policies, please contact [[rdms-support@rug.nl|RDMS-Support]].
+  * Currently, you will only see pre-defined policies in the RDMS web interface. If you have suggestions about additional policies, please contact [[rdms-support@rug.nl|rdms-support@rug.nl]].
@@ Line 20: / Line 20: @@
 ===== Automated Policies for RDMS Team Drives =====
-Managers of [[rdms:solution:team|RDMS Team Drives]] can add additional policies to this drives.
+Managers of [[rdms:solution:team|RDMS Team Drives]] can add additional policies to these drives. To do so, navigate to the [[rdms:webapp:datamanagement|Data Management Tab]] of the web interface.
-To do so, the [[rdms:webapp:datamanagement|Data Management Tab]] of the web interface is used.
+First open the data management tab, then select the desired drive from the left-sided menu. This action will open the data management view of the selected drive, which contains various sub-tabs.
-First open the data management tab, then select the desired drive from the left-sided menu. The data management view of the selected drive will open which contains different sub-tabs.
+Next, click on the {{:rdms:solution:rdms_management_policies.png?nolink&30|}} button to open the overview of currently added policies.
-Select {{:rdms:solution:rdms_management_policies.png?nolink&30|}} button to open the overview of currently added policies.
 {{ :rdms:solution:rdms_team_policies_1.png?direct&700 |}}
-In the same window, you can select the {{:rdms:solution:rdms_cogwheel.png?nolink&30|}} button and then select "Add Policy" to add a new policy.
+In the same window, you can click on the {{:rdms:solution:rdms_cogwheel.png?nolink&30|}} button and then select "Add Policy" to add a new policy.
 {{ :rdms:solution:rdms_team_policies_2.png?direct&300 |}}
@@ Line 38: / Line 36: @@
 {{ :rdms:solution:rdms_team_policies_3.png?direct&600 |}}
-After successful addition of the automated policy, you will see it in the policy tab of the respective team drives. Here, you can also adjust the policy as well as see its current status.
+Upon successful addition of the automated policy, you will find it in the policy tab of the respective Team Drives. Here, you can also adjust the policy as well as see its current status.
 {{ :rdms:solution:rdms_team_policies_4.png?direct&600 |}}