3.6 Editing a Policy

The Policy Builder allows you to create and edit policies. You can drag and drop rules, conditions and actions. For additional operations, access the Policy Builder toolbar. To display a context menu, right-click an item.

Figure 3-4 Policy Builder Context Menu and Toolbar

3.6.1 Actions and Menu Items in the Policy Builder

The table contains a list of the different actions and menu items in the Policy Builder.

Table 3-3 Policy Builder Actions and Menu Items

Operation

Description

Collapse All

Collapses all expanded rules.

Copy

Copies the selected item to the Clipboard.

Copy and drop

Select the item, press Ctrl, then drag the item.

Cut

Cuts the selected item and copies it to the Clipboard.

Delete

Deletes the selected item.

Disable

Displays a rule, condition, or action as disabled.

Disable Trace

Disables trace on the rule.

Drag and drop

Enables you to select an item, then relocate it. Select the item, then drag it to the new location.

Edit

Enables you to edit the selected item. To open the Rule Builder, select a rule, then click Edit.

Enable

Displays a rule, condition, or action as enabled.

Enable Trace

Enables tracing on the rule.

Expand All

Expands all the rules so that you can view the conditions and actions of each rule.

Import Policy from file

Imports a policy from the file system and appends it to the policy, or replaces all the rules of the policy.

Launch Simulator

Launches the Policy Simulator.

Move and drop

Enables you to select and move an item. Select the item, then drag it.

Move the selected item down

Moves the item down in the list of policies.

Move the selected item up

Moves the item up in the list of policies.

New > Append Condition Group

Creates a new condition group after a selected item.

New > Include > Insert Include Before or Insert Include After

Creates a new Include before or after the selected item.

New > Predefined Rule > Insert Predefined Rule Before or Insert Predefined Rule After

Inserts a predefined rule before or after the selected item.

New > Rule > Insert Rule Before or Insert Rule After

Creates a new rule before or after the selected item.

Paste

Pastes the contents of the Clipboard after the selected item.

Preferences

Enables you to change how the information is displayed.

Redo

Redoes the previous action.

Select

Click any item to select it.

Undo

Undoes the previous action.

3.6.2 Keyboard Support

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

Table 3-4 Keyboard Support in the Policy Builder

Keystroke

Description

Ctrl+C

Copies the selected item into the Clipboard.

Ctrl+X

Cuts the selected item and adds it to the Clipboard.

Ctrl+V

Pastes the contents of the Clipboard after the selected item.

Delete

Deletes the selected Item.

Left-Arrow

Collapses a rule node.

Right-Arrow

Expands a rule node.

Up-Arrow

Navigates up.

Down-Arrow

Navigates down.

Ctrl+Z

Undo

Ctrl+Y

Redo

3.6.3 Renaming a Policy

  1. In the Outline view, select the policy you want to rename.

  2. Right-click and select Properties.

  3. Change the name of the policy in the Policy Name field.

    Policy Name field
  4. Click OK.

3.6.4 Saving Your Work

Do one of the following:

  • From the Main menu, click File > Save (or Save All).

  • Close the editor by clicking the X in the editor’s tab.

  • Select Close from the Main Menu’s file menu.

  • Press Ctrl+S.

3.6.5 Policy Description

The description fields provide a place to add notes about the functionality of the policy. You can add a description for the policy and you can add a description for the rule.

  1. In the Policy Builder, double click Policy Description.

    Policy Description
  2. Provide a description of the policy.

  3. Save the policy by pressing Ctrl+S.

To add a description to a rule:

  1. Double-click the name of the rule.

    Name of the rule
  2. Specify a description of the rule in the Description field.

  3. Save the rule by pressing Ctrl+S.