3.4 Creating a Rule

A rule is a set of conditions that must be met before a defined action occurs. Rules are created from condition groups, conditions, and actions.

Rules can be created in four different ways:

3.4.1 Creating a New Rule

When you create a rule, you create condition groups, conditions, and actions. Each rule is composed of conditions, actions, and arguments. For more information, click the Help icon Help icon when creating each item. The help files contain a definition and an example of the item being used.

Creating a Rule

Policy Builder includes a wizard to step you through the process of creating a rule.

NOTE:On any of the wizard dialog boxes, you can click Finish to exit the wizard and create a rule with the details you have specified to that point.

  1. In Policy Builder toolbar, click Rule Rule icon.

  2. In the Name and Describe Rule dialog box, specify the name of the rule, then click Next.

  3. In the Select the Condition Structure dialog box, select the rule’s condition structure, then click Next.

    You can choose OR Conditions, AND Groups or AND Conditions, OR Groups.

  4. In the Define the Condition dialog box, select the condition you want, specify the appropriate information, then click Next.

    Define the condition

    The icons next to the Name field let you browse the Identity Vault schema, the connected application schema, or use the Variable Selector to select the appropriate information.

  5. In the Continue Defining Conditions dialog box, select the appropriate option, then click Next.

    If desired, you can define additional conditions or condition groups before proceeding. For this example, there is only one condition.

    Defining additional conditions
  6. In the Define the Action dialog box, select the action that you want, then click Next.

  7. In the Continue Defining Actions dialog box, select the appropriate option, then click Next.

    If desired, you can define additional actions before proceeding. For this example, there is only one action.

  8. In the Summary page, click Finish to create the rule.

    You can expand or collapse the view of the rule by clicking the plus or minus sign.

    Summary

Creating a Conditional Group

  1. In the Policy Builder, right-click the Conditions tab then click Append Condition Group.

    You can also right-click the name of the Condition Group, then click New > Insert Condition Group Before or Insert Condition Group After.

    Change the condition for the Condition Groups by clicking the And/Or icon.

    Change the condition group by clicking And/Or

Creating a Condition

  1. Right-click the condition, then click New > Insert Condition Before or Insert Condition After.

    Insert Condition

    You can change the condition by clicking the And/Or icon.

    Change the condition by clicking the And/Or

Creating an Action

  1. Right-click the action, then click New > Insert Action Before or Insert Action After.

    Insert action before or after

3.4.2 Using Predefined Rules

Designer includes a list of predefined rules. You can import and use these rules as well as create your own rules.

  1. Right-click in the Policy Builder and select New > Predefined Rules > Insert Predefined Rule Before or Insert Predefined Rule After.

    See Section 8.0, Using Predefined Rules for more information.

    Predefined rules

3.4.3 Including an Existing Rule

Designer allows you to include the rules from another policy.

  1. Right-click in the Policy Builder and click New > Include > Insert Include Before or Insert Include After.

    Insert a rule before or after
  2. Click the Browse icon Browse icon.

  3. Browse to the policy Policy iconyou want to include, then click OK.

  4. The field is now populated with the path to the policy. Click OK.

    Policy path

    The rule is a link to the original rule. You cannot edit the rule in this location. Access the original rule to make changes.

    The rule is not editable

3.4.4 Importing a Policy From an XML File

Rules and policies can be saved as XML files. If you have a file that contains a rule or a policy you want to use, the Policy Builder allows you to import the file.

  1. In the Policy Builder, right-click and select Import Policy from file.

    Import Policy from file
  2. Select one of the two options: Append the rules from the imported policy or Replace the rules from the imported policy.

    Select Append the rules or Replace the rules
  3. Click the browse icon and select the file that contains the policy, then click Open.

  4. Click OK.