Product Documentation

Create policies

Jun 17, 2013

Before you create a policy, decide which group of users or devices you want it to affect. You may want to create a policy based on user job function, connection type, user device, or geographic location. Alternatively, you can use the same criteria that you use for Windows Active Directory group policies.

If you already created a policy that applies to a group, consider editing the policy and configuring the appropriate settings instead of creating another policy. Avoid creating a new policy solely to enable a specific setting or to exclude the policy from applying to certain users.

You can create policies using the following methods:
  • Create a new policy based on the settings included in a policy template
  • Create a new policy using the New Policy wizard

To create a new policy based on a template

By default, the new policy includes all the same settings as the original template. You can choose to accept these default settings or to customize the policy according to your needs.

  1. From Studio, select the Policy node in the left pane.
  2. Click the Templates tab and select the template from which you want to create the new policy.
  3. Click Create Policy.... The Create Policy wizard appears.
  4. Choose whether or not to customize the policy.
    • If you choose not to customize the policy, proceed to Step 6.
    • If you choose to customize the policy, click Modify defaults and add more settings, and then add or remove settings, as required.
  5. Choose how to apply the policy. Do one of the following:
    • Click Assign to selected user and machine objects and then choose the user and machines objects to which you want to apply the policy. This option applies the policy only to the user and machine objects you selected.
    • Click Assign to all objects in a site. This option applies the policy to all user and machine objects in your site.
  6. Enter a unique name for the new policy or accept the default name that is generated automatically. Optionally, provide a description.
    Note: Consider naming the policy according to who or what it affects; for example, Accounting Department or Remote Users.
  7. Leave the policy enabled or clear the Enable policy checkbox to disable the policy. Enabling the policy allows it to be applied immediately to users logging on to the site. Disabling the policy prevents it from being applied. If you need to prioritize the policy or add settings at a later time, consider disabling the policy until you are ready to apply it to users.

To create a new policy with the New Policy wizard

The New Policy wizard enables you to create a new policy to which you can add the settings you require.

  1. From Studio, select the Policy node in the left pane.
  2. Click Create Policy Manually. The Create Policy wizard appears.
  3. Add and configure individual policy settings, as required.
  4. Choose how to apply the policy. Do one of the following:
    • Click Assign to selected user and machine objects and then choose the user and machines objects to which you want to apply the policy. This option applies the policy only to the user an machine objects you selected.
    • Click Assign to all objects in a site. This option applies the policy to all user and machine objects in your site.
  5. Enter a unique name for the new policy or accept the default name that is generated automatically. Optionally, provide a description.
    Note: Consider naming the policy according to who or what it affects; for example, Accounting Department or Remote Users.
  6. Leave the policy enabled or clear the Enable policy checkbox to disable the policy. Enabling the policy allows it to be applied immediately to users logging on to the site. Disabling the policy prevents it from being applied. If you need to prioritize the policy or add settings at a later time, consider disabling the policy until you are ready to apply it to users.