Manage policies

Use the following procedures to manage policies. Note that you can define the link to a policy at registration, as described in Assign a policy at registration

Add a policy

1. Select Products > Policies to open the Policy List page.
2. Click Add policy to open the Add Policy page.
3. In the Policy Information section, enter a name and, optionally, tags and a description.
4. In the left menu, select the section of the configuration to provide new values.
5. You can click the help link for each section to open a configuration topic that maps to the target section.
5. Click the appropriate icon next to the field you want to modify.
6. One icon sets the value so that it can be overridden and the other locks the value. When a field is locked, you cannot edit it on the Transfer CFT configuration page. This applies to all assigned Transfer CFTs.
7. The field is now editable.
6. If a default value is displayed in the field, accept it or enter a different value.
7. You can change as many sections as you want for the policy.
8. Click Save.

Note

Creating a policy that defines a protocol creates a related communication profile. For details, see Communication profile.

Assign a policy

When assigning a policy, you link it to one or more Transfer CFTs. The configuration values in the policy are applied immediately and saved in Central Governance. Changes to the Transfer CFTs only occur when the policy is deployed. The Policy List page provides access to all members of a policy.

You can assign only one policy at a time to Transfer CFT.

1. Select Products on the top toolbar to open the Product List page.
2. Select one or more Transfer CFTs and click Assign policy.
3. On the Assign Policy dialog, select the policy to assign and click Apply.

To unassign a policy, select None and click Apply.

Unassigning a policy disassociates it from the Transfer CFT, but there is no effect on the configuration itself. All policy values are retained in Central Governance and no changes are made to the Transfer CFT configuration.

Deploy a policy

After a policy is assigned, you can deploy it. The policy is deployed only on the assigned Transfer CFTs on which it is not deployed already.

1. Select Products > Policies to open the Policy List page.
2. Select the policy to deploy and click Deploy. In the dialog, confirm the deployment. The affected Transfer CFTs are restarted after the policy is deployed.

The status of the policy changes as the deployment progresses. If a deployment fails on one or more systems, an error status is displayed. When this happens, check the in-error section on the Deployment List page at Administration > Deployments. Also check the message column of the Core Services log for information about the cause of the failure. A link to view the log is at Administration > Services.

Edit a policy

When you edit a policy:

• A changed value applies to all assigned Transfer CFT configurations.
• If a value is overridden, it overwrites the Transfer CFT configuration value.
• Transfer CFT values not defined or changed in a policy remain unchanged on Transfer CFT.

1. Select Products > Policies to open the Policy List page.
2. Click the name of a policy to open its details page.
3. Click Edit to open its edit page.
4. Click Save when you are done making changes.

Copy a policy

A duplicate policy is created when you copy a policy, but no Transfer CFTs are assigned to the copy until you do so.

1. Select Products > Policies to open the Policy List page.
2. Click the name of a policy to open its details page.
3. Click Copy to make a copy of the policy.
4. Change the policy as you like and click Save when done.

When you copy a policy, Central Governance gives the copy a name in the format:

<original policy name> - Copy<n>

Where <n> is the number of the copy. The first time a policy is copied, n = 1, the second time n = 2 and so on.

The copy also is given a default description in the format:

Policy copied from <original policy name>

You can keep or change the default name or description of the copy.

If you make a copy of a copy, the default name of the subsequent copy is in the format:

<original policy name> - Copy<n> - Copy<n>

Remove a policy

A removed policy is unassigned from Transfer CFT, but no changes are made to the Transfer CFT configuration.

1. Select Products > Policies to open the Policy List page.
2. Select the policy or policies to remove and click Remove. In the dialog, confirm the removal.