Create a New Policy

To create a New Policy, you will need to:

  1. Go to "Policies" and Create Policy
  2. Fill out the Form and Rules Selector Function Editor
    a) Describe Your New Policy
    b) Select Assets Groups
    c) Add Rules
  3. Save Your New Policy

Let's get started.

Step 1. Go to "Policies" and Create Policy

In "Configuration," click on "Policies" and then Create Policy.

Step 2. Fill out the Form and Rules Selector Function Editor

A form with all the required fields for the Policy attributes will appear on the left. A Rules selector function editor will appear on the right.

a) Describe Your New Policy

Begin by defining a Reference ID and Policy Name. It’s important to give the Policy a unique ID and a meaningful name that is easy to reference.

A Policy Description should be short and may provide more details on what the Policy contains.

The Status of a Policy determines if it is in use or not.

b) Select Assets Groups

Select which Asset Groups you want to apply the policy to via Assign to Asset Groups dropdown menu. Here you will see a menu of available defined Assets from the "Asset Groups" overview.

If you do not see the Asset Group you need, please create a Custom Group listing first before moving to the next step. Refer to Create an Asset Group for more information.

Exclude (by Asset Name) specifies any Asset name that should be excluded from the Policy.

Schedule configures when the Policy Set should run.

c) Add Rules

Use the shuttle widget on the right to select and add Rules from the available to the Selected column.

Once you add all your Rules, click Save to save your new Policy with amended rule configuration.

Step 3. Save Your New Policy

Now that your Custom Policy with Rules is configured, click the Save button.


What’s Next