Creating Policies



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You can add policies in one of two ways, either by creating a new policy or by copying an existing policy as a starting point. Each method is described below. Once you have defined a policy name and given it a description, you can then determine the policy settings as described in Changing Policy Settings.
Note: Policy names must be unique, so plan your policies in advance to avoid conflicts later. Once you give a policy a name, you cannot re-use that same name even after a policy has been deleted.
Creating New Policies
You create a new policy by giving it a name and description. Your new policy will pick up the Recommended Default settings as a starting point, but you can change those settings later.

To create a new policy:

  1. Click the Policies tab.
  2. Click Create from the command bar.



  3. In the Create Policy dialog, enter a policy name and description of up to 50 alphanumeric characters, then click the Create Policy button.



  4. Locate your new policy in the Policy tab. Double-click the policy you just created and modify the settings. See Changing policy settings.
    You can apply a policy to an individual endpoint or to a group of endpoints. See Applying a policy to endpoint groups.
Copying Policies
If you have a similar policy already defined, you can copy it and rename it. Your new policy will use the settings from the policy you copied, but you can change the settings later.

To copy a policy:

  1. Click the Policies tab.
  2. In the Policy Name column, click the policy you want to use as a starting point and then click the Copy icon.



    In the Copy Policy dialog, the policy you selected is displayed in the first field. You can select a different one, if needed.
  3. In the next two fields, enter a unique name and a description of up to 50 alphanumeric characters, then click the Create Policy button.



  4. Locate your new policy in the Policy tab.
  5. Double-click the policy you just created and modify the settings as desired. For more information, see Changing Policy Settings.
    You can apply a policy to an individual endpoint or to a group of endpoints. For more information, see Applying Policies to Endpoint Groups.