Versioning a Design Time Policy
Pre-requisites:
To create a new version of a design time policy in CentraSite, you must have one of the following permissions:
To create a new version of a organization-specific policy, you must have the Manage Design Time Policies permission for the organization specified in the scope of the original policy. For example, if the original policy is scoped for organization ABC, you are not permitted to create a new version of that policy unless you have permission to manage design time policies for organization ABC. This is because the versioned policy has the same organizational scope as the original.
To create a new version of a system-wide policy, you must have the Manage System-Wide Design Time Policies permission.
When you need to make changes to an existing policy, creating a new version of the policy is an efficient way to accomplish this task. Versioning a policy enables you to create a new version of a policy (this is an identical copy of the existing policy) and make your changes to the new version. When you are ready to put the updated policy into effect, activate the new version of the policy. When you activate the new version, CentraSite automatically deactivates and retires the old version of the policy.
When you create a new version of a policy:
You can only create a new version from the
latest version of a policy. For example, if a policy already has versions 1.0, 2.0, and 3.0,
CentraSite only allows you to create a new version of the policy from version 3.0. It makes no difference whether the policy that you are versioning is active or inactive. You can version a policy in either mode.
When
CentraSite creates a new version of a policy, it produces a version that is identical to the previous version, except that:
The new policy's system-assigned version identifier is incremented by one.
Ownership of the new policy is assigned to the user who created the new version.
Like all new policies, the new version begins its lifecycle in the New state and is marked as inactive.
CentraSite automatically establishes a relationship between the new version of the policy and the previous version. This relationship enables several capabilities and features in
CentraSite that relate to versioned policies.
To version a design time policy
1. In the CentraSite Business UI activity bar, click Design Time.
2. To view the Design Time policies:
a. Go to the advanced search panel.
b. In the Narrow Your Results section, perform the following actions:
a. Locate Applicable Scopes. By default, Policy is selected. Additionally, you can also refine your search further by selecting the following options:
Show only Productive Policies
Include Predefined Policies
b. Add a Keyword and click the plus button next to the field to add it to the Current Search Criteria recipe.
c. You can also further refine your search by selecting values for the following from their respective drop-down list and clicking the plus sign next to these fields to add them to the search criteria:
Note:
The moment you click the plus sign, the result is refreshed in the Search Results page.
Applicable Organizations
Applicable Types
Applicable Event Types
d. This displays a list of defined Design Time policies in the Search Results page.
3. Locate the most recent version of the policy for which you want to create a new version.
This opens the Design Time Policy Details page.
4. Modify the new version of the policy as necessary and save it.
5. When you are ready to put the new version into effect, activate the new policy. CentraSite deactivates and retires the previous version.