5.4 Editing Policies

The following table lists the tasks you can perform for a policy:

Task

Steps

Additional Details

Edit the content of a policy

  1. Click the policy whose content you want to edit.

  2. Click the Details tab, then edit the settings according to your requirements.

  3. Click Apply.

  4. Click the Summary page.

  5. Increment the version of the policy to enforce the changes made to the policy on the managed device.

 

Rename a policy

  1. Select the check box next to the policy.

  2. Click Edit > Rename, then specify the new name.

  3. (Conditional) Select Publish changed display name immediately.

  4. Click OK.

If more than one check box is selected, the Rename option is not available in the Edit menu.

If a sandbox exists, the policy is updated to a sandbox.

If a sandbox does not exist, you can choose to publish the policy as a new version or update to a sandbox.

Create a copy of the policy

  1. Select the check box next to the policy.

  2. Click Edit > Copy, then specify a new name.

If more than one check box is selected, the Copy option is not available in the Edit menu.

The copy option is useful to create a new policy that is similar to an existing policy. You can copy a policy and then edit the new policy's settings.

Move a policy to a different folder

  1. Select the check box next to the policy (or policies).

  2. Click Edit > Move, then select the target folder.

 

Copy the system requirements of one policy to another policy

  1. Select the check box next to the policy.

  2. Click Edit > Copy System Requirements.

  3. Select Policies, then click Add to select the policies to which you want to copy the selected policy’s system requirements.

If more than one check box is selected, the Copy System Requirements option is not available in the Edit menu.