Policy Scope and Action Scope

CentraSite Documentation : CentraSite User’s Guide : Working with Design/Change-Time Policies : Functional Scope : Assigning Actions to a Design/Change-Time Policy : Policy Scope and Action Scope

Like a policy, an action has a declared scope. The scope of an action is declared in the Object Types and Event Types properties in the action's action template. An action template is an object that defines a policy action that is available within CentraSite. For more information about action templates, see the CentraSite Developer’s Guide .

A policy can only include actions whose scope matches or exceeds the policy's own scope. For example, if you had an action ABC with the following scope:

Action ABC's Scope
Object Type(s):	Service
Event Type(s):	PostCreate PostUpdate

You could use this action in policies 1 and 2 below, because these policies include only objects and events that are encompassed by scope of the action. However, you could not use the action in policies 3 or 4, because these policies include objects and/or events that the action does not support.

Compatible with Action ABC?	Policy #1 Scope
Object Types(s):	Service	Yes
Event Type(s):	PostCreate	Yes

Compatible with Action ABC?	Policy #2 Scope
Object Types(s):	Service	Yes
Event Type(s):	PostCreate PostUpdate	Yes

Policy #3

Compatible with Action ABC?	Policy Scope
Object Types(s):	Service Report Template (out of scope)	No
Event Type(s):	PostCreate	Yes

Policy #4

Compatible?	Policy Scope
Object Types(s):	Service	Yes
Event Type(s):	PostCreate PostUpdate PostDelete (out of scope)	No

You can use the following procedure to examine the scope for a particular action.

To examine the scope of an action

1. In CentraSite Control, go to Policies > Action Templates to display the list of action templates that exist on your instance of CentraSite.

2. Locate the action whose scope you want to examine and choose Details from its context menu.

3. On the Edit Action Template page, select the action's Scope tab. This tab specifies the object types and event types with which the action can be used.

Note:

Virtual types and base types are treated as distinct object types with respect to policy action scope. A policy action that is scoped to a base type cannot be inserted into a policy that is scoped only for the virtual type(s) associated with the base type, nor can an action that is scoped for a particular virtual type be inserted into a policy that is scoped specifically for the base type. The scope of a policy action is not affected by a virtual type's Inherit Base Type Policies option. (In other words, the Inherit Base Type Policies option does not enable you to insert actions that are scoped for a virtual type into a policy that is scoped for a base type, or vice versa. Virtual types and base types are treated simply as different types when CentraSite determines which actions are compatible with the specified scope of a policy.)

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