Activating a Design Time Policy
Pre-requisites:
To activate a Design Time policy in CentraSite, you must have one of the following permissions:
To activate 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 activate that policy unless you have permission to manage Design time policies for organization ABC.
To activate a system-wide policy, you must have the Manage System-Wide Design Time Policies permission.
Important: If you belong to a role that includes the Manage System-Wide Design Time Policies permission, you have the ability to activate CentraSite's predefined policies. However, you should not do this. These policies perform critical functions within the registry and must not be activated except under the direction of a technical representative from Software AG.
CentraSite does not begin enforcing a Design Time policy until you activate it.
Policies are managed by a predefined lifecycle installed with CentraSite. This lifecycle, called the Policy Lifecycle, defines the following lifecycle states: New, Productive, Suspended, and Retired.
To activate a policy, change the lifecycle state of a policy to the Productive state.
When you activate a policy, be aware that:
You are not be allowed to activate the policy unless all of its mandatory parameters are set. When you switch the policy to the Productive state,
CentraSite executes the
Validate Policy Activation policy. This policy does not allow you to switch a policy to the Productive state if the mandatory parameters of the policy are not set.
Some organizations require an approval to activate a policy. If your organization has an approval action associated with the activation of a policy,
CentraSite does not activate the policy until the required approvals are obtained.
If an earlier version of the policy is already active,
CentraSite deactivates the old version before it activates the new one.
When a policy becomes active,
CentraSite enforces it immediately. You can suspend enforcement of a policy by switching it to the Suspended state.
Note: When a policy whose Event Type is set to OnTrigger is activated, the Run Now policy action is enabled.
To activate a policy, you must have permission to change the policy to the Productive state.
To determine whether a policy is active or inactive, examine the policy's decoration indicator on the Search Results page. The decoration indicates the policy's activation state as follows:
Decoration | Description |
| Policy is active. |
| Policy is inactive. |
To activate 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. Click the policy you want to activate.
This opens the Design Time Policy Details page.
4. Examine the Policy Actions profile and verify that all of the parameters for the policy action are configured properly. If any of the actions are not configured, set their parameters before you continue.
5. Click Activate to activate the policy. If you do not see the Activate button, it could be because you do not have permission to change the lifecycle state of a policy. Also, when a policy is Active, only the Deactivate button is available and vice versa.
You can also activate a policy by toggling the toggle icon on the Design Time activity page.
6. Examine the decoration indicator of the policy on the Search Results page to verify that the state of the policy has changed.
If this state change requires approval, the decoration of the policy indicates that the policy is in the pending mode. CentraSite automatically switches the policy to the Productive state (and activates the policy) after all the necessary approvals are obtained.
