2.7 Editing a Policy

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.

2.7.1 Actions and Menu Items in the Policy Builder

The table contains a list of the different actions and menu items in the Policy Builder.

Table 2-4 Policy Builder Actions and Menu Items

Operation	Description
Collapse All	Collapses all expanded rules.
Compare Deployed Policy	Compares the policy in the Policy Builder to an existing policy in the Identity Vault.
Copy	Copies the selected item to the Clipboard.
Copy and drop	Select the item, press Ctrl, then drag the item.
Cut	Cuts the selected item and copies it to the Clipboard.
Delete	Deletes the selected item.
Deploy Policy	Deploys the policy into the Identity Vault.
Disable	Displays a rule, condition, or action as disabled.
Disable Trace	Disables trace on the rule.
DirXML Script Tracing	Enables DirXML Script Tracing on the policy.
Drag and drop	Enables you to select an item, then relocate it. Select the item, then drag it to the new location.
Edit	Enables you to edit the selected item. To open the Rule Builder, select a rule, then click Edit.
Enable	Displays a rule, condition, or action as enabled.
Enable Trace	Enables tracing on the rule.
Expand All	Expands all the rules so that you can view the conditions and actions of each rule.
Import Policy from file	Imports a policy from the file system and appends it to the policy, or replaces all the rules of the policy.
Launch Policy Simulator	Launches the Policy Simulator.
Move and drop	Enables you to select and move an item. Select the item, then drag it.
Move down	Moves the item down in the list of policies.
Move up	Moves the item up in the list of policies.
New > Append Condition Group	Creates a new condition group after a selected item.
New > Include > Insert Include Before or Insert Include After	Creates a new Include before or after the selected item.
New > Predefined Rule > Insert Predefined Rule Before or Insert Predefined Rule After	Inserts a predefined rule before or after the selected item.
New > Rule > Insert Rule Before or Insert Rule After	Creates a new rule before or after the selected item.
Paste	Pastes the contents of the Clipboard after the selected item.
Preferences	Enables you to change how the information is displayed.
Redo	Redoes the previous action.
Select	Click any item to select it.
Undo	Undoes the previous action.

2.7.2 Keyboard Support

You can move through the Policy Builder with keystrokes as well as using the mouse. The supported keystrokes are listed below.

Table 2-5 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

2.7.3 Renaming a Policy

In the Outline view, select the policy you want to rename.
Right-click and select Properties.
Change the name of the policy in the Policy Name field.
Click OK.

2.7.4 Saving Your Work

Do one of the following:

From the main menu, click File > Save (or Save All).
Close the editor by clicking the X in the editor’s tab.
Select Close from the main menu’s file menu.
Press Ctrl+S.

2.7.5 Policy Description

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 Policy Description.
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 Description field.
Save the rule by pressing Ctrl+S.