Filter Rules

Updated 1 month ago by admin

Before reading this section, make sure you're familiar with the basic Rules Engine Concepts.

A Rule is a collection of Conditions, Matches and Actions. Rules are used to apply web filtering, security and Cloud Application controls to users and devices. Rules are managed centrally via the Web Security product, and are enforced by Agents on the network or on the user's device.

Managing Rules

Rules belong to the Policy of a USS Account. To create a new Rule, or to view or edit the Rules currently active on your account, visit your USS Dashboard, and click Web Security -> Filter Rules.

The Filter Rules screen lists all the Rules currently available for your USS Account.

If you chose a template, such as the Baseline Template, during the initial setup of your USS Account, the Filter Rules screen will have several pre-generated Rules in place already.

Rules are listed on the Filter Rules screen in the order that they will be triggered (from top to bottom).

Remember, a Rule will only be triggered if it is set to be Active. Double-click an inactive Rule to set it to Active.

Changing Priority order

You can easily change the order in which your Rules are processed. Just left-click a Rule on the Filter Rules screen, and drag-and-drop to change its position.

Remember, your Rules will always be processed in order, from top to bottom. So, the Rule with Priority 1 will be processed first.

Creating a new Rule

To create a new Rule, click the button (in the top right corner). Give the Rule a friendly name, and then choose a Priority. The Priority dictates where the Rule should be placed in your Policy Rule table. Lastly, choose a Final Action for this Rule. You can choose to Allow content that matches this Rule, or Block the content.

You can adjust all of these values at any time, so if you're not sure what to choose you can simply accept the defaults for now.

Editing Rules

To edit a Rule, click the button next the Rule.

You can also edit a Rule by double-clicking the Rule itself.

Editing a Rule will open the Rule Properties screen for that Rule. This screen shows in detail the Conditions, Matches and Actions that make up the Rule.

Details

You can edit the basic settings for the Rule in the details pane, at the top left of the Rule Properties screen.

Name: The friendly name for this Rule.

If the Rule triggers the display of a blocked template, the friendly name of the Rule will be shown to your users.

Description: A short description of the Rule. This text is optional, but can help to easily identify and differentiate Rules throughout the Web Security product.

Active: A check-mark indicates that this Rule is currently active. If the Active box is unchecked, the Rule is not currently active and will have no effect on web traffic. Inactive Rules will still be listed on the Filter Rules screen.

Selected Conditions

The Selected Conditions panel specifies the conditions that must be true in order for the Rule to trigger.

In order for a Rule to be triggered, all Conditions in the Selected Conditions column must be true. The Rule will not be triggered if only some of the Conditions are matched.

You can add a new Condition by simply dragging the relevant icon from the Conditions panel to the Selected Conditions column.

For example, to restrict a Rule to trigger only during specific hours in the day, drag the Time icon to the Selected Conditions column.

Click to modify an existing Condition.

Click to toggle the logic used to match the Condition - either "must match" or "must not match".

Click to remove a Condition from the Selected Conditions column.

You can find a detailed description of all Conditions and their effects in Rules Engine Concepts.

Selected Matches

The Selected Matches panel allows you to specify what Matches must be true in order for the Rule to trigger. Matches typically represent filter modules. The available options will depend on the products assigned to your USS account.

To choose how the Rule triggers, use the toggle.

  • AND: All of the Matches must be true in order for the Rule to trigger.
  • OR: The Rule will trigger if any of the Matches are true.
If Cloud Application (Action Risk Level) is specified in addition to Cloud Application (Specific) or Cloud Application (Generic) Match types, these Matches will be automatically AND'd together even if the Match Logic option is set to OR. In this case, the Matches will appear in the Selected Matches column with a dashed green border.

You can add a new Match by simply dragging the relevant icon from the Matches panel to the Selected Matches column.

Click to modify an existing Match.

Click to toggle the logic used for the Match - either "must match" or "must not match".

Click to remove a Match from the Selected Matches column.

You can find a detailed description of all Matches and their effects in Rules Engine Concepts.

Selected Actions

The Selected Actions column allows you to specify what actions should be taken if both the Selected Conditions column and the Selected Matches column are triggered for this Rule.

To choose an Action, drag an icon from the Actions panel to the Selected Actions column.

Only one Action can be chosen for each Rule. Dragging an Action to the Selected Actions column will replace any existing Action.

Click to modify an existing Action.

Click to remove an Action from the Selected Actions column.

You can find a detailed description of all Actions and their effects in Rules Engine Concepts.

Saving changes

To exit the Rule Properties screen, and to save your Rule, click . If you want to commit the changes you made so far, but continue editing this Rule, click . Clicking the button will delete this Rule completely.

If you want to temporarily disable a Rule, you can set its status to Inactive rather than deleting the Rule.
It can take up to 2 minutes for rule changes to take effect.

Rule Templates

The Rule Properties screen provides a number of Rule Templates, which can be used to quickly and easily create Rules for common scenarios. To apply a Rule Template, click any of the icons in the Rule Templates panel at the bottom of the Rule Properties screen.

Clicking an icon in the Rule Templates panel will give you the option of overriding any Condition, Match or Action currently configured in the Rule.

The Rule Templates give a good indication of some of the power and flexibility of the Rules and Policy engine. Often, a good way to define your own Rule is to start with a Rule Template and modify it for your own needs.

High Risk Sites

The High Risk Sites Rule blocks all classified web categories deemed High Risk, such as pornography, hacking and piracy.

SaaS Action Risk

The SaaS Action Risk Rule will block Cloud Application Security actions that are deemed to be High Risk.

Education Focus

This Rule blocks any content determined to be inappropriate for the needs of an educational environment.

Social Quota

The Social Quota Rule uses Time Quotas to allow your users one hour of Social Media access per day (after which their access will be blocked).

Coaching Mode

The Coaching Mode Rule has a Final Action of Warn. This means that websites will not be blocked when this Rule is triggered. Instead, users will be presented with a page that warns them of the content they are about to access (but still allows them to proceed after acknowledging the warning).

Log & Block

The Log & Block Rule is essentially a catch-all Block Rule. It will prevent access to all content, and is useful as a final Rule that will be triggered if no other Rule has been triggered. This effectively allows you to "whitelist" the web content and actions you want to allow, and block everything else. In order to use this Rule effectively, make sure it's the last Rule in Priority order (at the bottom of the list of Rules on the Policy screen).


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