CentraSite Documentation : CentraSite User’s Guide : Working with Design/Change-Time Policies : Functional Scope : Adding a Design/Change-Time Policy to CentraSite : Creating a New Design/Change-Time Policy
Creating a New Design/Change-Time Policy
Perform these steps to create the design/change-time policy and save it to CentraSite.
To create a design/change-time policy
1. In CentraSite Control, go to Policies > Design/Change Time.
2. Click Add Policy.
3. In the Policy Information panel, specify the following fields:
In this field...
Do the following...
Name
Enter a name for the new policy. A policy name can contain any character (including spaces). A policy name does not need to be unique within the registry. However, to reduce ambiguity, you should avoid giving multiple policies the same name. As a best practice, we recommend that you adopt appropriate naming conventions to ensure that policies are distinctly named within your organization.
Description
Optional. Enter a description for the new policy. This description appears when a user displays a list of policies in the user interface.
Version
Optional. Specify a version identifier for the new policy.
Note:  
The version identifier does not need to be numeric.
Examples:
0.0a
1.0.0 (beta)
Pre-release 001
V1-2007.04.30
The version identifier you enter here is the policy's public, user-assigned version identifier. CentraSite also maintains an internal, system-assigned version number for the policy. For more information about user-assigned and system-assigned version identifiers, see System-Assigned vs User-Assigned Version Identifiers.
Priority
Enter an integer that represents the priority of this policy with respect to other policies that might be triggered by the same event. The priority value determines the order in which the policies are enforced. The lower the Priority value, the higher the priority (that is, 0 is the highest priority and policies with this priority value are executed first).
*Priority values 0 through 10 and values greater than 9999 are reserved for predefined policies. You cannot assign these values to the user-defined policies that you create in CentraSite Control.
*The default priority for a user-defined policy is 11.
For more information about priorities, see What Happens at Enforcement Time?.
4. In the Scope panel, specify the object and event types to which the policy applies.
In this field...
Do the following...
Object Types
Specify the types of objects to which this policy applies.
Note:  
If the object that you select is a base type that has virtual types associated with it, and the Inherit Base Type Policies option is enabled for certain of its virtual types, be aware that the policy you create will be applied to instances of the base type and instances of those virtual types. For more information about how CentraSite applies policies to base types and virtual types, see Applying Policies to Virtual Types. For information about which predefined types in CentraSite have virtual types associated with them, see the CentraSite Administrator’s Guide.
Event Types
Specify the types of events to which this policy applies.
Note:  
Not all event types occur for all objects. See Supported Object and Event Combinations for valid combinations.
Important:  
The OnCollect, OnMove and OnExport events are designed to execute handler and collector processes. Do not use these events unless you are creating a handler or collector policy. The improper use of these event types can damage the registry. For information about creating collector and handler policies, see Collector and Handler Policies.
Organization
Specify the organization to which the policy applies or select All if the policy applies to all organizations.
Note:  
The Organization list contains the names of all organizations for which you have Manage Design/Change-Time Policies permission. The option appears in the list if you also have Manage System-Wide Design/Change-Time Policies permission.
For more information about the Organization property, see System-Wide versus Organization-Specific Policy Enforcement.
Important:  
Set the system-wide property (All) with care. You cannot change this assignment after the policy is created.
5. Click Next.
6. If you selected the PreStateChange or PostStateChange event in the previous panel and there is a lifecycle model for the object types that you have specified, CentraSite Control will ask you to select the lifecycle states that will trigger the policy. To complete this panel, do the following:
a. If you want the policy to execute immediately before the state is actually changed, click the Add States button in the Before the Object Enters State list and select the states that will cause this policy to execute. (Note that the Before the Object Enters State list will only be present if you selected the PreStateChange event in the previous panel.)
b. If you want the policy to execute immediately after the state is changed, click the Add States button in the After the Object Entered State list and select the states that will cause this policy to execute. (Note that the After the Object Entered State will only be present if you selected the PostStateChange event in the previous panel.)
c. Click Next.
7. From the Available Actions list, choose the actions that you want CentraSite to execute when it applies this policy. Keep the following points in mind when you select the actions for the policy:
*The actions shown in the Available Actions list are determined by the object types and event types that you specified on the Scope panel. If you do not see an action that you need, that action is probably not compatible with all of the object types and/or event types that you selected in the Scope panel.
*If necessary, you can click Previous to return to the Scope panel and change your object-type and event-type selections.
*Make sure that the actions in the Selected Actions list appear in the order that you want CentraSite to execute them at enforcement time. If necessary, use the controls above the list to place the actions in the correct order.
*Be aware that actions from the WS-I category cannot be combined with other types of actions. Also be aware that when you add a WS-I action to the action list, CentraSite will automatically add dependent actions to the list as necessary.
Note:  
For descriptions of the built-in actions that CentraSite provides for design/change-time policies, see the CentraSite Developer’s Guide.
8. Click Finish to save the new (as yet incomplete) policy.
9. Complete the new policy by doing the following:
a. Configure the parameters for each action on the Actions tab. For procedures, see Configuring Policy Action Parameters.
b. Optional. Specify additional selection criteria to narrow the set of objects to which this policy applies. For procedures, see Refining the Object Scope.
c. If the policy is to be enforced during a PreStateChange or PostStateChange event, ensure that the options on the States tab specify the lifecycles and state changes to which the policy applies. For procedures, see Configuring Policies that Execute on Lifecycle State Changes.
d. If you want to allow other users to view, edit,or delete this policy, click the Permissions tab and assign permissions to those users. For procedures, see Setting Permissions on a Design/Change-Time Policy.
e. Activate the policy when you are ready to put it into effect. For procedures, see Activating a Design/Change-Time Policy.
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