Managing Policies

The Policy Configuration window is responsible for displaying the created policies and allowing the management of these policies. Using this window you can for example, create or remove a policy.



Fields and Commands

New

To create a new policy, you can press the New button and the following window will be displayed:

Type the name of the new policy and its description. Make the configurations that you want for the new policy using the Internet, Application and the other menus and then press the OK button. These menus will be explained in more detail in the following topics.

In the version of the product for the individual computer, the PolicyControl doesn't show the Policy Type field because all created policies are of Computer Defined Local Policy type.

In the PolicyServer, that is a version of PolicyControl installed in a server, this window displays the Policy Type field. PolicyControl can be used in different environments. It can be used to manage a computer individually or it can be used to manage computers connected in a network, through the use of a central server that will be responsible to save the created policies and to apply them to the computers, when they connect to the network. In this last case, you must select the type of the policy that you want to create, through the Policy Type field:


Network Policy: if you create a Network Policy, when the user using the computer that will be managed by PolicyControl connects to the network, the network policy, created and saved in the policies server, will be applied.

Server Defined Local Policy: if you create a Server Defined Local Policy, when the user is not connected to the network and there is no local policy defined in his computer, the local policy defined in the policies server, will be applied.

Remove

To remove a policy, you must select the desired policy and then press the Remove button. The following confirmation message will be displayed.

After this message is displayed, you can press the OK button to remove the selected policy or the Cancel button if you don't want to remove the policy.

If you try to remove a policy that is Active, the following alert message will be displayed:

You must deactivate the policy before trying to remove it.

Edit

Using this button you can edit a previously created policy. You must select the desired policy in the Policy Configuration window and then press the Edit button.

The Policy Edition window will be displayed and you can make the desired changes.

Copy

This button is used to copy an existing policy to create a new one. You can select the desired policy and then press the Copy button. The following window will be displayed and you can enter the name for the new policy.

After copying a policy you can edit it and make the modifications that you want.

Activate

Using this button you can activate the desired policy. To do this you must select the policy and press the Activate button in the Policy Configuration window.

It is important to notice that only one policy can be activated at the same time.

If you select a policy that is not active, the name of this button will be Activate. If you select an active policy, the name of the button will be Deactivate.

Deactivate

Using this button you can deactivate a policy. To do this, you must select the desired policy and press the Deactivate button in the Policy Configuration window.

If you select a policy that is not active, the name of this button will be Activate. If you select an active policy, the name of the button will be Deactivate.

Export

To export a policy, press the Export button. When this button is pressed, the following window will be displayed:

The file will be saved with the name of the policy that is being exported. For example, if you want to export a policy named “Violence Sites”, the file will be exported with the name: “Violence Sites.xml”. If you want to modify the file's name, you can enter the desired name in the Location field.

After the policy is exported, the following message will be displayed indicating that the export was successfully completed.



Import

To import a policy, press the Import button. When this button is pressed, the following window will be displayed:

Select the file that corresponds to the policy that you want to import. The file must have the XML extension. If there is already a policy with the same name that the policy that is being imported, a window will be displayed for you to inform the name of the new policy.

After the policy is imported, the following message will be displayed, indicating that the import was successfully completed.



About

This button when pressed, displays a window with information about the PolicyControl, such as its version number.



Help

This button displays the Help window where you can navigate through the PolicyControl help topics.

Close

This button closes the Policy Configuration window.