3.3 Creating a Policy

A policy sends data to the connected systems. A policy is created through the policy set.

3.3.1 Accessing the Policy Set

  1. Select a driver object from the Outline view in an open project.

    Outline view

  2. Select the Policy Set tab.

    Policy Set tab

3.3.2 Using the Policy Set

The policy set contains a toolbar and a list of policies.

The policy list displays all the policies contained in the selected policy set. During a transformation, the policies within the list are executed from top to bottom. The toolbar contains buttons and a drop-down menu that you can use to manage policies displayed in the list, including, editing, adding, deleting, renaming, and changing the processing order of the policies.

Figure 3-2 Policy Set

Policy Set Toolbar

The policy set displays a copy of the policy. The buttons on the toolbar are enabled or disabled depending upon the item you have selected. The different icons are described below.

Table 3-1 Policy Set Toolbar

Operation

Description

Edit a policy

Launches the Policy Builder.

Create or add a new policy to the Policy Set

Launches the Add Policy Wizard.

Remove and delete the selected policy

Deletes the policy from the project.

Remove the selected policy from the Policy Set, do not delete

Removes the policy from the selected policy set object but doesn’t delete the policy.

Move the policy up the policy chain

Moves the policy up in the processing order.

Move the policy down the policy chain

Moves the policy down in the processing order.

Keyboard Support

You can move through the policy set with keystrokes as well as using the mouse. The supported keystrokes are listed below.

Table 3-2 Keyboard Support

Keystroke

Description

Up-arrow

Moves the selected policy up in the processing order.

Down-arrow

Moves the selected policy down in the processing order.

Delete

Deletes the policy from the project.

Minus

Removes the policy from the selected policy set, but does not delete it.

Plus

Launches the Add Policy Wizard.

Ctrl+Z

Undoes the last operation.

Ctrl+Y

Redoes the last operation.

3.3.3 Using the Add Policy Wizard

The Add Policy Wizard launches when you click the Create or add a new policy to the Policy Set icon in the toolbar. The Add Policy Wizard enables you to do the following:

To launch the Add Policy Wizard:

  1. Select a driver in the Outline view.

  2. Select a policy set item in the policy set, then click the Create or add a new policy to the Policy Set icon in the toolbar.

    Add icon in the Policy Set

Creating a Policy

  1. In the Add Policy Wizard, select Create a new policy, then click Next.

    Create a new policy

  2. Provide a policy name.

    Policy name

  3. Accept the default container, or browse to and select the Driver, Publisher, or Subscriber object where you want the policy to be created.

    If a policy is not reused by multiple drivers, you typically create that policy under the driver or channel that is using it.

    This decision depends on how you want to organize the policies. By default, policies are placed under the container object that is selected in the Outline tab when the Add Policy Wizard is launched.

    For example, if you move to a Publisher object in the Outline tab and then add a policy to a policy set, the policy defaults to the Publisher container.

    You can change this setting if you want to create policies in a different container. For example, you can set up a policy library, put all of the common policies under this driver, and then simply reference the policies from the other drivers. That way, the policy is common. If you need to change a policy, you need to do it only once.

  4. Select the type of policy you want to implement. The policy type defaults to DirXML Script. You can select XSLT, if you don’t want to use DirXML® Script.

    DirXML Script

  5. Click Finish.

If you create a Schema Mapping policy set, then an additional option is available for Schema Mapping. The new policy appears in the expanded policy set.

You can also add a policy by right-clicking a policy set in the Policy Flow view.

  1. Right-click a policy set (for example, Input Transformation Set).

  2. Select Add Policy.

  3. Select how to implement the policy.

    • DirXML Script

    • XSLT

    • Link To Existing

    • Copy Existing

    • Schema Mapping (Only displayed, if the Schema Mapping policy set is selected.)

    Implement the policy by DirXML Script, Schema Map, XSLT, or From Copy

  4. Name the policy.

    Name the policy

  5. Click Open Editor after creating policy.

  6. Click OK.

Copying a Policy

  1. In the Add Policy Wizard, select Copy a policy, then click Next.

    Copy a policy

  2. Name the policy.

  3. Accept the default container, or browse to and select the Driver, Publisher, or Subscriber object where you want the policy to be created.

  4. Browse to and select the policy you want to copy, then click OK.

    Browse to the policy to copy

  5. Click Finish to make a copy of the selected policy.

Linking to a Policy

  1. In the Add Policy Wizard, select Link a policy, then click Next.

    Link a policy

  2. Click Browse to launch the model browser.

    Browse for a policy to link

  3. Browse to and select the Policy object you want to link into the policy set, then click OK.

    Select the policy object

    Linking a policy into a policy set doesn’t create a new Policy object. Instead, it adds a reference to an existing policy. This reference can be to any existing policy within the current Identity Vault. It doesn’t need to be contained within the current Driver object, but the policy type must be valid for the policy set that it is being linked to. For example, you can’t link a Schema Mapping policy into an Input policy set.

    Linking a policy into a policy set is not permitted when viewing all policies.

  4. Click Finish to link to the selected policy.