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Create a Custom Policy Based on an Existing Policy

You can create a custom policy based on a default policy or based on another custom policy.

CA Process Automation provides a policy for almost all resource classes. You can modify default policies directly since they are editable. However, there is no easy way to revert to the original. You can institute a practice that preserves the predefined policies so you can compare a revision with the original or revert to it.

Follow these steps:

  1. Browse to CA EEM and log in.
  2. Click Manage Access Policies.
  3. Click the name of the access policy to modify.
  4. Click the policy link in the policy table.
  5. Click Save As and enter a custom policy name.
  6. Click Save.
  7. If the custom policy is to replace a predefined policy, open the predefined policy and click Disable. Then click Save.

Note: Your custom policy is ready for customization.