Editing List Settings
List Settings Tab
The ‘Lists' window is the main window for managing Lists. It is found under the Policies menu.
Use the 'Lists' window to create, manage and assign Lists for filtering. Lists support URLs and URL parts (such as scheme, path, or query), keywords (including multiple keywords, whole word and multiple words) as well as file extensions and regular expressions.
Editing List Settings
If you need to edit a List's properties, click the List to open the 'Edit List' window and then on the Settings tab.
List Settings Fields
Option | Description |
List Name | Enter or modify the List Name. |
Comments | Enter or edit an optional comment. |
Merge Entries on Review | Use this option to merge List Entries using the List Review feature. When this is enabled, another List can be selected. In List Review for the Merge List, a 'Merge' button displays allowing you to merge the entry with the other List. |
List Assignments | This section displays a list of Processing Steps: System Wide List, Categorization List, Suggest List, Filter Bypass List and Override Categorization List. |
Max History Size | Enter the number of entries kept in the List History. The default is zero which indicates no limit. Expired and overlimit entries are only removed when the log is updated. |
Max History Age | This setting is the number of days the database keeps for a single List. The default is zero which indicates no limit. Expired and overlimit entries are only removed when the log is updated. |
List Service Enabled | This enables the List Service to run the entries of this list to detect list entry issues, take screenshots, and detect when the list entry may change. The 'List Service' in the Services window must be started for these settings to work. |
List Service Interval (seconds) | If you want the list service to run this list on an interval select an appropriate time. |
List Service Next Run Time | This sets next time the list service will process this list. If the time is in the past the list service will start to process the list. |
Show Metadata Fields | Choose the Fields you would like to show. By default, all are used. Options are: Screenshot, Page Title, Last Modified Header, Page Changed, Download Times, and Top Words. See Metadata Fields below for field descriptions. |
Restrict Actions | You can choose one or more Actions for the selected List. Options include: Allow, Deny, Categorize, Rewrite URL, Modify Header, and Proceed to List. If all checkboxes are left blank, all Actions are assigned. |
Restrict Types | You can choose one or more Actions for the selected List. Options include: URL, Scheme, Path, Query, Words and Keywords, File Extension, and Regular Expression. If all checkboxes are left blank, all Actions are assigned. |
Restrict Request Parts
| You can choose one or more Actions for the selected List. Options include: Request URL, Server IP, Client IP, User Agent Header, Referrer Header, Policy Event Type, and Policy Event Data. If all checkboxes are left blank, all Actions are assigned. |
Assigned Categories | This can limit Categories that are assignable in individual URL Lists. Choose the Categories you wish to assign to the selected List. · For existing List Entries that do not match the assigned Categories, the Categories will still be set, however, on subsequent edits, the Categories will be removed and only assigned Categories will remain. · for existing List Entries that do not match, the 'Action' for the entry will display in red. · New entries can only assign the allowed Categories. · Imported List entries that do not match the specified Categories will not be imported. |
Permissions | Use this section to add or remove a SysOp. Select one or more SysOps from the dropdown list and click the Add SysOp button. See Lists and SysOp Permissions for more information on these settings. |
Create Tab: Creating a List and Assigning Properties
1. To add a List, go to Policies > Lists and click the Create tab. Use this tab to add and assign properties to a new Lists. When creating a ‘New List’, the only mandatory field is ‘List Name’.
2. Enter the 'List Name' and optional Comments.
3. See 'Merge Entries on Review' for more information on this process.
4. Select List Assignments. This assigns a 'Processing Step' to the List. If no List Assignment is chosen, the List is a Shared List. Shared Lists that are created on a per policy basis do not need to be assigned to a Processing Step.
5. See Max History Size, Max History Age and Assigned Categories above for more information.
6. If the List Service is enabled, enable the List and enter Interval, Next Run Time and addition Metadata Fields if needed.
7. Select the 'Restrict Actions', 'Restrict Types' or 'Restrict Request Parts'. If no Actions are chosen, then all Actions are applied. 
8. You can also assign or remove SysOp permissions for the created List.
9. When done click Save Changes. The List will display under the Lists tab in the ‘Lists' window.
List Services
The List Service can be enabled per List to process entries and detect page content changes. This can be useful for reviewing list entries and determining if an entry needs to be reviewed, changed, or removed from a List. The List Service must be enabled in the 'Services' window in order to be used in an enabled List.
See 'List Service' documentation for more information on this feature.
Assigned Categories
When creating or editing a URL List, you can limit Categories that are assignable in individual URL Lists in the Assigned Categories field. Choose the Categories you wish to assign to the selected List.
Please note:
For existing List Entries that do not match the assigned Categories, the Categories will still be set, however, on subsequent edits, the Categories will be removed and only assigned Categories will remain.
For existing List Entries that do not match, the 'Action' for the entry will display in red.
New entries can only assign the allowed Categories.
Imported List entries that do not match the specified Categories will not be imported.
Lists and SysOp Permissions
You can add / remove SysOp permissions to a List. Select a List from the ‘Lists’ window and click on the Settings tab. Lists will only be available if those SysOps have the 'Lists' permissions and permissions for that list. If a SysOp creates a List, they will automatically be listed in the Permissions row. SysOps can still add additional SysOps from this window.
SysOp List Permissions: Two Groups of Permissions
SysOp permissions, for 'Lists General' and the 'Lists Admin', include two groups.
The first group is global permissions that let a SysOp create or delete lists, assign them to Processing Steps or Policies. These permissions can be set per SysOp account in the Accounts window.
The second group of permissions let a SysOp manage internal lists, list entries and the whole list information. These permissions can be set per list in the Settings tab of New List/Edit List window.
List Owner
The List Owner permission gives the selected SysOp the 'Edit and 'View' permissions. It 'List Owner' is selected, both the 'View' and the 'Edit' permission will be selected. In addition, if List Owner is no selected, you can only choose the 'View' or the 'Edit' permission.
Use as Auxiliary List
The 'Use as Auxiliary List' permission allows SysOps to use and see Lists when using the 'Proceed to List' Action.
Shared Lists will only be available if those SysOps have 'Lists' permission and permission for that list.
See Accounts SysOp and Admin Permissions for more information on Account Permissions.
Merge List Entries on Review
List Review entries can be merged into another List. A 'Merge Entries on Review' checkbox displays in the List Settings window. When this is enabled, another List can be selected.
In List Review for the Merge List, a 'Merge' button displays allowing you to merge the entry with the other List.
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