Versioning a Policy

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 (which 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, you simply 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 will only allow 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.

To create a new version of a policy, you must have permission to manage design, change-time policies for the organization specified in the scope of the original policy. For example, if the original policy is scoped for organization ABC, you will not be permitted to create a new version of that policy unless you have permission to manage design/change-time policies for organization ABC.

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. For additional information about system-assigned version numbers, see System-Assigned vs User-Assigned Version Identifiers.

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.

2. Locate the most recent version of the policy for which you want to create a new version and choose Create New Version from its context menu.

4. When you are ready to put the new version into effect, activate the new policy. CentraSite will automatically deactivate and retire the previous version.

Note:

If you activate the new version of the policy while CentraSite is in the middle of executing the old version, your activation request will fail. If this occurs, wait for a period time and then try to activate the new version of the policy again.