Policies

Policy Management > Policies

The Policies page defines agent policies. Policies are organized by a folder tree. A System cabinet provides built-in policies that reflect best-practice solutions for common IT management tasks. Policies can be configured for an organization automatically using the Systems Management Configuration setup wizard and these System cabinet policies.

Note: When a policy is removed from an agent, the settings enforced by that policy remain in effect until they are changed manually or by assigning another policy.

Tabs

• 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.
    • The view associated with a policy is ignored if the policy is assigned by machine using the Machines page.
    • Views created by another user and not shared with you are not available for you to select in the View drop-down list. If another user shared a policy with you but the associated view was not shared with you, the policy is read-only.
    • 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.

Note: The policy name has a limit of 100 characters. Creating a name longer than 100 characters may cause the policy to time out and not be editable.

1. Define agent settings in the Settings tab of the right pane.
2. Click Save to save changes to the policy. A policy displays a yellow scroll icon if it has only been saved and not yet applied.
3. 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.