iConsole User Guide › Editing Policies › Editing Policy in the iConsole

Editing Policy in the iConsole

You can edit the standard policies in the iConsole.

To edit policies in the iConsole

1. Log onto the iConsole using a CA DataMinder account with appropriate administrative privileges. In particular, your CA DataMinder account must have the 'Policies: Edit Policy' privilege.

   Note: FastStart users must log on using the Primary Administrator account. The credentials for this account were supplied when the Base Package was installed.

2. Go to the Policy tab and select the policy document that you want to edit.

   A policy document is a collection of predefined user policies, such as the CA Foundation Policy Pack (FPP) or Autonomy Message Manager policy documents. Policy documents are customizable and enable you to quickly roll out CA DataMinder policies across your organization.

   Within a policy document, individual policies are typically organized into policy classes. Each class contains the individual policies that target specific types of information or data. For example, the 'Personally Identifiable Information (PII)' class contains the FPP 'Account Number' and 'Credit Card Information' policies.

3. In the Edit Policy Document page, you can:
   • Edit the Global Options. Double-click the option that you want to edit.
   • Enable or disable triggers for individual policies. Select or clear the relevant checkboxes.
   • Edit the settings for individual policies or triggers. Double-click the policy that you want to edit.
4. Click the Save button in the Edit Policy Document page to save all the changes to the policy document.

Important! You must edit these policies in the iConsole! If you edit them directly in the Administration console, there may be unexpected results. Specifically, do not use the Policy Editor in the Administration console to edit policy for the top-level 'Users' group, FPP Base group, FPP Custom group, or any user in the FPP Custom group.

More information:

Define the Global Options

Enable Policy Triggers

Edit the Policy Settings

Choose a Policy Action

Save the Policy Changes