Using Policies to Manage Requests › How to Create Policies

How to Create Policies

To create a policy, follow this process:

1. Become familiar with the Policy Builder.
2. Create and maintain folders to store policies.

   Organize folders according to business units and child business units, using intuitive names.

3. Create the policy.

   Important! Intuitive names and meaningful descriptions are critical for efficient use and reuse of policies across your organization!

   When creating the policy, you decide whether to activate it now or later, and you define its priority in comparison to other policies.

4. Create the condition.

   When a condition you specify is met, CA Service Catalog assigns the related pending actions. The pending action is typically to approve, reject, or fulfill a requested item.

5. Specify assignees for the policy.
6. Enable rules and actions for policies.

   Policies require an engine. The rules and actions that you enable depend on the engine you use:

   • The Catalog Policy Engine is part of the Policy Builder, and is available to all CA Service Catalog implementations. It does not require CA Process Automation.
   • If your CA Service Catalog implementation uses CA Process Automation for approving and fulfilling requests, you can use CA Process Automation as the engine for policies.

   If both options apply, then you can use either option as the policy engine for any service.

7. Test the policy by placing requests that meet its condition; that is, requests to which the policy applies.

   Click the Tracking tab for the test request to see which policies were used and what assignments were made.

8. Refine the policy, based on the test results, experience over time, or both.