The Policy Builder allows you to create and edit policies. You can drag and drop rules, conditions and actions. For additional operations, access the Policy Builder toolbar. To display a context menu, right-click an item.
The table contains a list of the different actions and menu items in the Policy Builder.
Table 3-4 Policy Builder Actions and Menu Items
Operation |
Description |
---|---|
|
Collapses all expanded rules. |
|
Compares the policy in the Policy Builder to an existing policy in the Identity Vault. |
|
Copies the selected item to the Clipboard. |
|
Select the item, press Ctrl, then drag the item. |
|
Cuts the selected item and copies it to the Clipboard. |
|
Deletes the selected item. |
|
Deploys the policy into the Identity Vault. |
|
Displays a rule, condition, or action as disabled. |
|
Disables trace on the rule. |
|
Enables DirXML Script Tracing on the policy. |
|
Enables you to select an item, then relocate it. Select the item, then drag it to the new location. |
|
Enables you to edit the selected item. To open the Rule Builder, select a rule, then click . |
|
Displays a rule, condition, or action as enabled. |
|
Enables tracing on the rule. |
|
Expands all the rules so that you can view the conditions and actions of each rule. |
|
Imports a policy from the file system and appends it to the policy, or replaces all the rules of the policy. |
|
Launches the Policy Simulator. |
|
Enables you to select and move an item. Select the item, then drag it. |
|
Moves the item down in the list of policies. |
|
Moves the item up in the list of policies. |
|
Creates a new condition group after a selected item. |
or |
Creates a new Include before or after the selected item. |
or |
Inserts a predefined rule before or after the selected item. |
or |
Creates a new rule before or after the selected item. |
|
Pastes the contents of the Clipboard after the selected item. |
|
Enables you to change how the information is displayed. |
|
Redoes the previous action. |
|
Click any item to select it. |
|
Undoes the previous action. |
You can move through the Policy Builder with keystrokes as well as using the mouse. The supported keystrokes are listed below.
Table 3-5 Keyboard Support in the Policy Builder
Keystroke |
Description |
---|---|
Ctrl+C |
Copies the selected item into the Clipboard. |
Ctrl+X |
Cuts the selected item and adds it to the Clipboard. |
Ctrl+V |
Pastes the contents of the Clipboard after the selected item. |
Delete |
Deletes the selected Item. |
Left-arrow |
Collapses a rule node. |
Right-arrow |
Expands a rule node. |
Up-arrow |
Navigates up. |
Down-arrow |
Navigates down. |
Ctrl+Z |
Undo |
Ctrl+Y |
Redo |
In the Outline view, select the policy you want to rename.
Right-click and select
.Change the name of the policy in the
field.Click
.Do one of the following:
From the main menu, click
> (or ).Close the editor by clicking the
in the editor’s tab.Select
from the main menu’s file menu.Press Ctrl+S.
The description fields provide a place to add notes about the functionality of the policy. You can add a description for the policy and you can add a description for the rule.
In the Policy Builder, click
.Provide a description of the policy.
Save the policy by pressing Ctrl+S.
To add a description to a rule:
Double-click the name of the rule.
Specify a description of the rule in the
field.Save the rule by pressing Ctrl+S.