Determining How to Apply Policies

Next, determine how to apply these policies to images on your site. There are a few possibilities, and the best approach depends on your how you use your current image management solution to distinguish which images receive which image processing instructions.

Refer to the following table to find a strategy that works for your site, and then complete the remaining columns on the Image Manager Worksheet. As you work through this guide, you will learn more about the concepts introduced here, but these brief definitions will get you started:

  • Image and Video Manager Policy—Instructions for how to create derivative images, including the artistic transformations to apply, the derivative image quality, and the breakpoint widths.
  • Policy Set—A collection of Image and Video Managerpolicies, identified by a policy set name.
  • Property Manager Rule—A set of match criteria paired with behaviors. In the context of applying Image and Video Manager policies, the match criteria of a rule to defines a group of images, and the policy set name configured in that rule’s Image and Video Manager behavior determines which policy set is available to those images.
    Image and Video Manager Strategies
    Current approach to image processing Corresponding strategy in Image and Video Manager Notes About Selecting Images to Add to Worksheet
    Query string parameters, callout strings, or similar syntax already embedded in image URLs
    • Use just one policy set name.

    • Create multiple policies in that set.

    • Set parameters on requests via Property Manager rules.

    Make a note of the specific string within image URLs to use in Property Manager match criteria for each policy. Use this information to configure the “Image and Video Manager: Set Parameter” behavior in your Property Manager rules.
    Path and/or file naming conventions
    • Add Image and Video Manager rules in Property Manager.

    • In each rule, use match criteria like “path contains” or “filename contains” to select images.

    • Define a custom Policy Set Name for each rule.

    • Edit the default policy for each policy set.

    Make a note of the specific path or file naming convention for each policy. Use this information to create a new Image and Video Manager rule with match criteria that define each image group.
    None currently, but need to use Image and Video Manager to create different policies
    • Use just one policy set name.

    • Create multiple policies in that set.

    • Apply policies either with query string parameters or by setting parameters on requests via Property Manager rules

    Make a note of which method you want to use to apply policies. Many content management systems provide a way to automate adding query string parameters to image URLs. Or, identify a string to use in Property Manager match criteria for each policy, and use this to configure the “Image and Video Manager: Set Parameter” behavior in your Property Manager Rules.