Create or edit a simple Content Control List

If you use role-based administration, you must have the Data control customization right to create a Content Control List. For more information, see Managing roles and sub-estates.

For an overview of Content Control Lists, see About Content Control Lists.

To create or edit a Content Control List:

  1. On the Tools menu, point to Manage Data Control, and then click Data Control Content Control Lists.
  2. In the Content Control List Management dialog box, click Add to create a new Content Control List, or select an existing Content Control List and click Edit.
  3. In the Add Content Control List dialog box, in the Name field, enter a name for the Content Control List.
  4. In the Description field, enter a description for the Content Control List, if you wish.
  5. If you want to add tags or edit the tags assigned to the Content Control List, click Change next to the Tags field.
    You can assign tags to identify the Content Control List's type and region where it applies.
  6. In the Edit Content Control List Tags dialog box, in the Available tags list, select the tags you want to assign and move them to the Selected tags list. Click OK.
  7. In the Scan for content matching section, select a search condition (“Any of these terms”, “All of these terms”, or “Exactly this phrase”) and enter the search terms you want to find in documents, separated by a space. Click OK.
    Note: The search is case insensitive.

    Quotation marks are not supported in simple Content Control Lists. Use the “Exactly this phrase” condition to scan for an exact phrase.

    To create more complex expressions, use the advanced Content Control List editor as described in Create or edit an advanced Content Control List.

The new content control list appears in the Content Control List Management dialog box.


Search condition Example Description
Match any term confidential secret Matches documents containing either "confidential" or "secret".
Match all terms project confidential Matches documents containing both "project" and "confidential".
Exact match for internal use only Matches documents containing the phrase "for internal use only".

Now you can add the new Content Control List to a content rule.