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Policies

Policy Management > Policies

The Policies page defines agent policies. Policies are organized by a folder tree. A selected policy displays three tabs in the right hand pane:

  • Settings - Agent policy settings are grouped by setting category in this tab. Click a setting category checkbox to specify the settings for that category.
  • Assigned Machine Groups - The organizations and machines groups assigned to a policy display on this tab. A policy is assigned by organization or machine group using the Organizations / Machine Groups page.
  • Assigned Machines - Use this tab to determine the machines that are members of a policy. The list of machines displayed on this tab depends on the following:
    • The organizations or machine groups assigned this policy using the the Organizations / Machine Groups page.
    • The individual machines assigned this policy using the Machines page.
    • The view associated with this policy using the Settings tab of the Policies page. A view associated with a policy filters machine membership in that policy.

      Note: The view associated with a policy is ignored if the policy is assigned by machine using the Machines page.

    • The currently selected view in the machine ID/group ID filter at the top of the page. The currently selected view only limits the display of machines on this tab, not whether machines are members of that policy.

Creating Agent Policies

  1. Select a folder in the middle pane.
  2. Click the Add Policy button.
  3. Enter a name and click OK.
  4. Define agent settings in the Settings tab of the right pane.
  5. Click Save to save changes to the policy. A policy displays a yellow scroll Word 80% / HTML 100% icon if it has only been saved and not yet applied.
  6. Click Save and Apply to save and apply settings for a selected policy. Apply means the settings are propagated to assigned machines. A confirmation message lets you Apply Now or Allow scheduler to apply, which applies changes using the deployment interval specified by the Settings page.