3.1 Accessing the Policy Builder

Designer contains two policy builder, the pre-Identity Manager 3.5 Policy Builder and the Identity Manager 3.5 and Later Policy Builder. The Policy Builder version is determined by the version of Identity Manager. To set the version of Identity Manager:

  1. Open a project in Designer.

  2. Click the Outline tab > select the Show Model Outline icon.

  3. Right-click the server object, then click Properties.

  4. Select the Identity Manager Version.

    The options are:

    • 2.0

    • 2.0.1

    • 2.0.2

    • 3.0

    • 3.0.1

    • 3.5

    • 3.5.1

When the Identity Manager version is set to 3.5 or above, the new Policy Builder is available. If the version is set to anything below 3.5, the old Policy Builder is available.

The Policy Builder can be accessed from the Model Outline view, from the Policy Flow view, or from a policy set.

3.1.1 Model Outline View

  1. Open a project in Designer.

  2. Click the Outline tab > select the Show Model Outline icon.

  3. Double-click a policy listed in the Model Outline view or right-click and select Edit.

    Model Outline view

3.1.2 Policy Flow View

  1. Open a project in Designer.

  2. Select the Outline tab > select the Show Policy Flow icon.

  3. Right-click a policy (for example, the Matching policy) in the Policy Flow view, then select Edit Policy.

    or

    Double-click the Matching policy in the Policy Flow

    Policy Flow icon
  4. Select the policy, then click Edit.

    Edit the policy

3.1.3 Policy Set

  1. Right-click the policy in the policy set, then click Edit.

    or

    Select the policy in the policy set, then click the Edit the policy icon.

    Edit the policy icon

To see all of the information in the Policy Builder window without scrolling, double-click the policy tab so the Policy Builder fills the entire window. To minimize the window, double-click the policy tab.

Figure 3-1 Policy Builder Full Screen

For information on using the Policy Builder, see Section 3.2, Using the Policy Builder.