Working with Tasks › Task Management Policies › Create a Policy

Create a Policy

Use the Policy wizard to create policies. The wizard guides you through steps to choose what actions the policy performs, criteria for the tasks to be processed, and scheduling information.

When you create a policy with the Policy wizard, you can enable scheduling. You can schedule policies to run daily or weekly. You schedule the policy to run based on the system time. The system time reflects your CA CSM application server time zone. Local time is calculated based on the system time that you set.

Daily

Allows you to schedule a policy to run daily or every x number of days. For example, every two days at 4pm.

Weekly

Allows you to schedule a policy to run on a specified day of the week every week or every x number of weeks. For example, on Monday at 7am every two weeks.

Note: Imagine you set the recurrence for a specific number of days and you set the time that precedes the current time. Then the first update occurs in the specified number of days at the specified time. For example, on Monday at 10.30am, you set the number of days to 3 and time to 07.00. The first update then occurs on the third day, Thursday, at 7.00am. When you set the time past the current time, the first update occurs on the same day at the time set. For example, on Monday at 10.30am, you set the number of days to 3 and time to 11.00. The first update then occurs on that Monday at 11.00am.

Follow these steps:

1. Click the Tasks tab and then click the Manage History subtab.

   The Manage History subtab opens showing cards for any policies that have been previously created.

2. Click Create a New Policy.

   The Policy wizard opens to the Introduction step.

3. Follow the instructions on the wizard to navigate through the wizard steps.

   Note: When using the JES Spool option, the Output Descriptor selections are only available when they are added to the CA CSM startup JCL. For more information, see the Administration Guide.

4. When you are on the Summary step, review the summary and click Save.

   A dialog that shows the progress of the task opens. When the task completes, you can click Show Results on the Progress tab to close this dialog. The task output browser opens and you can view the action details. Click Close to close the task output browser.

   Note: While a task is in progress, you can perform other work. You can click Hide to exit the dialog and view the task status later on the Tasks tab.

   The policy is created and can be viewed on the Manage History subtab.