How Do I Work with Acquia Optimize?

Within Acquia Optimize, under the Policy tab, you can click on the “Add New Policy” button within your policy list if you need to have a certain word or link searched through all of the pages on your site.

Within the Policies Page you will first select "Add new policy" on the far right.

Within the new window that opens you now select "Create your own policy."

Then select the "All Assets" box.

In the next window, scroll down and select the "Choose your domain" dropdown box in the settings tab, and select your domain.

From there you can click the "Add Rule to Policy" within the right-side field. A list will appear and from there you will pick the "Select text from the list."

This is where you can add the word/phrase that you want the scan to search for.

Make sure to click save after you've added the policy rule. Once you finish saving the policy one final time, the window will bring you back to the policy list page and the scan will run automatically.

You can view broken links on your site in the weekly reports from Acquia Optimize (formerly Monsido).

This report shows the Quality Assurance section. It will list broken links and possible misspellings on your site:

To find each page with a broken link, log into Acquia Optimize. Click the "Quality Assurance" button.

From there, select the "Unique broken links" section to see the list of the broken links.

Click on a page number to see a list of pages with broken links. A pop-up window will show you all the affected pages.

To find the broken link on your page, click the magnifying glass icon in the top right corner of the pop-up window in Acquia Optimize. 

If you have the Acquia Optimize browser extension, it shows up on the right side of the screen when you click the magnifying glass. 

If the web browser doesn't highlight the broken link after you click the magnifying glass, you can still find it. Just click the magnifying glass in the pop-up window, and it will show you the broken link on the page.

To fix the broken link, first find it on the page. Then, click the edit button above your page title.

In the page edit section, click the broken link. To fix it, select the pencil icon that appears when you click the link text.

Now that the link is fixed, save the page. Then, in the Acquia Optimize Chrome extension, mark the broken link as fixed by clicking the check mark.

You can mark the broken link as fixed in Acquia Optimize. Just click the "Open page details" button next to the magnifying glass.

In the new window, click the action button. Then, choose "set to fixed" to mark the broken link as fixed. This will remove it from your report and improve your Quality Assurance Score.

Within Acquia Optimize you can also use the Policy scan regex feature to have Acquia search your site for specific words or terms and the scan will also be able to search the documents uploaded on your site, for those terms as well.

To create a custom policy that uses the regex feature to find specific words or terms on your site:

• Click Global Policies Overview (mallet icon) on the top menu bar of the domain dashboard.

• From there the Global Policies page will open and you can then click the Add New policy button in the far-right hand corner.

This will cause a window to appear and within this section you can select the type of policies you would like. Since we want the policy to scan both our site and documents, we will select All Assets (HTML and Documents).

• Next select Settings from the options at the top of the New Policy page.

• The Settings section is where you can pick the policy display tag where this policy will appear.
  • Unwanted: Unwanted items are displayed with this tag.
  • Required: Required items are displayed with this tag.
  • Matches: Items that match are displayed with this tag and directly underneath.
• You can also choose to have the policy set on a schedule by either selecting OFF or ON:
  • OFF to include this policy in the scan manually
  • ON to include this policy every time the website is scanned
• Lastly you can choose where the policy should apply:
  • Global-All Domains: This policy will run on all domain scans within your domain account.
  • Choose Domains: This policy will run on only selected domain scans.
    • Click in the field and select the domains from the drop-down list.

• Once you've picked your settings you can Select +Add rule to policy: The rules selection list will then open. Drag and drop a rule into the Policy Rules section. For this custom search term/word scan we will use the Text Rule. Once you've dragged and dropped that rule into the right-side field box, the New rule pane will open.

• Fill in the fields and then within the dropbox under "Search for content that:" you will want to select the dropbox to locate the Regex option. This will allow you to add a regex code that tells the policy to search for a specific word or term. 

For our example we want to have this policy scan the site to find all documents and pages that have the word nouns, the regex code will look like this (?:nouns|Nouns|NOUNS).

This allows the scan to locate that word if it has different capitalizations. If the search term you are looking for is a two-word term, then you would repeat that same code setup. 

For example, the regex code for a two-word search term like 'apple pie' would be (?:Apple|apple|APPLE) (?:Pie|pie|PIE)

• Once you are done adding your regex custom search term, click Save. The New rule-Text window closes, and the Policy Rules page is visible. Click Save on this page to save all of the changes. A final dialog box will open.
  • Enter the policy Name (required) and include a Note in the dialog box, then click Save.

Once the policy is done with its scan, you can see the scan results within the policy list page section. In this page if there are any documents or pages that have been found that have that word, the number of finds will appear on the right side of the policy list.

When you select that number it will bring up a new window where you can select the "Open Domain Policy" button on the far-right side. This will pull up all the pages and documents that have been flagged. 

• If there are no finds, then within the "Hits across all domains and modules" row it will appear as 100% compliant.