1.4 Understanding the Features of a Policy

  • A policy is applied to a device only if the policy is directly or indirectly associated to that device .

    The Endpoint Agent Configuration policy, Local File Rights, Power Management policy, and Printer policy can be applied to a device .

  • A policy can be associated to groups .

    In Endpoint Management Console, devices can be organized by using groups. A device can be a member of multiple groups. If a policy is associated to a group of devices, it applies to all devices in that group.

  • A policy can be associated to query groups.

    In Endpoint Management Console, the devices can also be members of query groups. Query groups are similar to ordinary groups except that the membership is determined by a query defined by the administrator. All devices that satisfy the query become members of that device group. The query is evaluated periodically and the membership is updated with the results. An administrator can configure the periodicity of the evaluation. An administrator can also force an immediate refresh of a query group. Query groups act just like other groups where policies are concerned.

  • Policies are chronologically ordered by default.

    When multiple policies are associated to a device, group, or container, the associations are chronologically ordered by default. The administrator can change the ordering.

    If a device belongs to multiple groups, the groups are ordered. Consequently, the policies associated to those groups are also ordered. The administrator can change the ordering of groups for a device at any time.

    In addition, the policies in a policy group are ordered.

  • Policies have a precedence configured to determine the policy that is effective for a device.

    Many policies of the same type can be applied to a device through direct association and inheritance.

  • Policies support system requirements.

    You can specify the system requirements of a device in a policy. The policy is applied to a device only if the device meets the system requirements.

  • OpenText Configuration Management supports singular and plural policies.

    Singular Policy: If multiple policies of the same policy type are assigned to a device and the policy type is a Singular policy, then only the nearest associated policy meeting the system requirements is applied. If the policy type is associated to device, then two different policies can be assigned to device.

    The Power Management policy and Endpoint Agent Configuration policy are singular policies.

    Plural Policy: If multiple policies of the same policy type are assigned to a device and the policy type is a Plural type, then all policies meeting the associated system requirement are applied.

    The Local File Rights policy and Printer policy are plural policies.

  • Policies can be disabled.

    When you create a policy in OpenText Configuration Management, the policy is enabled by default. You can disable it if you do not want to apply it on a device.

  • OpenText Configuration Management allows you to resolve policy conflicts.

    The set of effective policies is a subset of the set of assigned policies. The set of effective policies for a device is calculated by applying precedence rules, multiplicity rules, and system requirements filters on the set of assigned policies. Effective policies are calculated separately for devices . The Policy Conflict Resolution setting determines how device policies interact for a specific device combination.

    Effective policies are calculated separately for devices . When a user logs in to a device, policies associated to the device must be applied. Policy Conflict Resolution settings are used only when policies of the same type are associated to both the device . This setting determines the precedence order among the policies associated to the device. The Policy Conflict Resolution settings are applied after the effective policies are calculated.

    Policy Conflict Resolution settings are defined when associating a policy to a device. T For each policy type, the Policy Conflict Resolution setting defined in the closest effective policy of that type is applied for all policies of that type.

    A Policy Resolution Conflict setting can have one of the following values:

    • Device Precedence: Select this option to apply policies that are associated to the devices.

    • Device Only: Applies only the policies associated to the device .

    NOTE:The Policy Conflict Resolution setting is taken from the device-associated policy with the highest precedence.