3.2 Using the Policy Builder

The Policy Builder enables you to add, view, and delete the rules that make up a policy. You can also import and save policies and rules, and manage XML namespaces using the Policy Builder. The Policy Builder contains the Action Builder and the Condition Builder.

3.2.1 Tips

  • Click Green check icon to disable a policy, rule, condition, or action. Click Red circle icon to re-enable it.

  • Click the Disable Trace Red circle icon to disable tracing on a policy, rule, actions, conditions, or token. Click the Enable Trace Red circle icon to re-enable tracing.

  • Click the Edit icon Edit icon to edit the name of a rule or edit the description of a rule.

  • Click the Search icon icon to see a list of values for a field.

  • Click the Delete icon Delete icon to delete a rule or a policy.

  • Click the Rule icon Rule icon to add a new rule. If you click the down-arrow on the right, you can add a rule, use predefined rules, include a policy, or create a new Condition Group.

  • Click the Import Policy from file icon Import Policy from file icon to import a policy or a rule. Click the Save to File icon Save to File icon to export a policy or a rule.

  • Click the Edit Namespace icon Edit Namespace icon to add multiple XML namespaces to the rule or policy.

  • Click the Launch XPath Builder icon Launch XPath Builder icon to launch the XPath Builder. It allows you to create XPath expressions.

  • Click Expand all to expand all of the rules or click Collapse all to collapse all of the rules.

  • Click Move up icon icon to move a rule up. Click Move down icon to move the rule down.

  • To save your work from the main menu, click File > Save or press Ctrl+S.

  • To add a comment to a policy or rule, fill in the Policy Description field. Comments are stored directly in the policy or rule, and can be as long as necessary.