3.1 Accessing the Policy Builder

There are two different Policy Builders included in Designer 3.0: one that works with the new policy features for Identity Manager 3.5 and newer, and an older one that does not support these features. The Policy Builder version is determined by the version of Identity Manager. To set the version of Identity Manager:

  1. Open a project in Designer.

  2. Click the Outline tab, then select the Show Model Outline icon Outline icon.

  3. Right-click the server object, then click Properties.

  4. Select the appropriate Identity Manager Version.

When the Identity Manager version is set to 3.5 or newer, the new Policy Builder is available. If the version is set to anything other than 3.5, the old Policy Builder is available.

The Policy Builder can be accessed from the Model Outline view, from the Policy Flow view, or from a policy set.

3.1.1 Model Outline View

  1. Open a project in Designer.

  2. Click the Outline view, then select the Show Model Outline icon Outline icon.

  3. Double-click a policy Policy icon listed in the Model Outline view or right-click and select Edit.

3.1.2 Policy Flow View

  1. Open a project in Designer.

  2. Select the Outline tab, then select the Show Policy Flow icon.

  3. Double-click a policy Policy icon in the Policy Flow view.

    You can also right-click in the Policy Flow view, select Edit Policy, then select the policy you want to edit.

3.1.3 Policy Set

  1. Open a project in Designer.

  2. Click the Outline view, then select the Show Model Outline icon.

  3. Select the policy in the policy set, then click Edit the policy.

    You can also right-click the policy in the policy set, then click Edit.

    Edit the policy icon

To see all of the information in the Policy Builder window without scrolling, double-click the policy tab so the Policy Builder fills the entire window. To minimize the window, double-click the policy tab.

Figure 3-1 Policy Builder Full Screen

For information on using the Policy Builder, see Section 3.2, Using the Policy Builder.