10.3 ZENworks Desktop Management Policies and Policy Packages

To fully deploy the Workstation Management component of Desktop Management, you must configure, enable, and associate the necessary policies and policy packages in ConsoleOne.

A policy is a set of rules that defines how workstations, users, and servers can be configured and controlled, including application availability and access, file access, and the appearance and contents of individual desktops. Policies are contained within policy packages, where they are also administered and customized.

A policy package is a Novell eDirectory™ object containing one or more individual policies. A policy package groups policies according to function, making it easier to administer them. It also provides the means for the administrator to change policy settings and to determine how they affect other eDirectory objects.

Review the following sections for an understanding of Desktop Management policies and policy packages:

10.3.1 Policy Packages

Desktop Management policies are grouped into policy packages for ease of administration. You create and manage policy packages using ConsoleOne.

The property page for each policy package contains one or more platform-specific tabs that list one or more policies specific to that platform and package. These pages each identify an operating platform, such as General, NetWare, Windows (9x/NT/2000/XP), or Windows Terminal Server (2000/XP). Any policy that you enable on a General page applies to all platforms indicated by the other pages. However, any policy configurations you set on a specific platform page override similar settings on the General page.

The Desktop Management policy packages are:

The Container Package and Service Location Package are identical to the policy packages used in ZENworks Server Management. The Server Package also exists in ZENworks Server Management; however, in ZENworks Desktop Management it contains different polices. The User Package and Workstation Package are unique to Desktop Management. For more information, see Section 11.0, Creating Policy Packages.

10.3.2 ZENworks Desktop Management Policies

A policy is a set of rules that defines how workstations, users, and servers can be configured and controlled, including application availability and access, file access, and the appearance and contents of individual desktops. Policies are contained within policy packages, where they are also administered and customized. Desktop Management policies provide you with automated management of server, user, and workstation configurations, processes, and behaviors. For example, you could set up a user policy that determines how a certain user's desktop looks, regardless of the machine that users logs in from. Or, you could set up a workstation policy that determines how a certain machine's desktop looks, regardless of which user logs in.

You can use policies to define the following:

  • Parameters for importing workstation objects to the tree

  • How far in the tree to search for effective policies

  • Parameters for collecting hardware and software inventory

  • Parameters for remotely controlling a workstation

  • Event and action scheduling

Each policy's properties contains one or more tabs where you can specify settings or configurations related to User, Workstation, Group, or container objects, depending on the type of policy. For more information, see Section 11.0, Creating Policy Packages.

10.3.3 Plural Policies

Plural policies allow you to have multiple instances of the same policy type within the same policy package or as effective policy. Desktop Management has one plural policy in both the User and Workstation Policy packages with the default name of Scheduled Action.

Because you can have several different actions that you might want to run on different schedules, when you add a Scheduled Action policy to the policy package you should name it to reflect the action being scheduled.

For Desktop Management, the Scheduled Action plural policy is available for all platforms in the User Package and Workstation Package. For more information about the Scheduled Action policy in the User Package, see Section 15.6, Scheduled Action Policy (User and Workstation Packages).

10.3.4 Enabling Policies

As your Workstation Management needs change, you can enable, disable, or modify a policy using any of the three states for policy settings:

Table 10-1 States for Policy Settings

State

Description

Enabled

Activates the policy's settings; however, settings are not enforced unless the policy package is also associated with an object.

Disabled

Clears a policy. However, disabling a policy in ConsoleOne does not immediately clear its effect at the workstation. The workstation runs the policy with the cleared settings because the settings for each policy are saved in the workstation’s registry.

Ignored

Does not guarantee the clearing or enabling of a policy, because it allows the workstation to continue with whichever policy setting it previously had.

When you create a policy package, its policies are disabled by default. After you enable a policy, some default settings are still in place.

A policy can be enabled when you:

  • Create a policy package

  • Modify a policy package

A policy can also be enabled anytime from within most of the lists where the policy is displayed.

10.3.5 Policy Scheduling

Some policies can be scheduled to run at a certain time. During creation, all policy packages are given a default run schedule. This means that all applicable policies in this package run according to the default schedule. However, you can change the entire policy package schedule, or you can set a policy within the package to run at a different time from the rest of the package.

If you enable a policy but fail to schedule it, it runs according to the schedule currently defined in the Default Package Schedule.

10.3.6 Policy Package Associations

When you have enabled a policy, you must then associate it to make it effective. Configuring, enabling, and scheduling a policy only sets it up. A policy is enforced through its association with a directory object, such as a Server, Container, User, Group, or Workstation object.

Because policy package associations flow down a tree like inherited rights flow in the directory, you can associate a policy package directly with an object. You can also associate a policy package indirectly, such as with the object's parent container.

When you view the associated policy packages for an object, Desktop Management starts at the object and searches up the tree in the following order for the associated policy packages to be displayed (unless the search order has been changed with a Search policy):

  1. The object itself

  2. Any Group where the object has membership

  3. Any container above the object up to [Root]

Similar to assigning different rights for different users in the directory, you can set a general policy for most users and unique policies for unique users.

You must have the Write right to both the policy package and the object in order to associate one with the another.

You can associate a policy package with Server, Container, User, Group, or Workstation objects when you:

  • Create or modify the policy package

  • Create or modify the Server, Container, User, Group, or Workstation object

  • Associate a policy package with a group or container where the User or Workstation objects have membership

IMPORTANT:Do not associate the policy packages with Alias objects. Alias objects are not supported.

10.3.7 Search Policy

The Search policy is used to prevent tree-walking. Unless specified differently in a Search policy, when Desktop Management starts searching for an object's associated policy packages, it starts at the object and works its way up the tree. If Desktop Management does not have any Search policies defined, it walks the tree until it finds the root object. This can cause unnecessary network traffic. Therefore, plan to use Search policies wherever needed.

Unless otherwise specified in a Search policy, all enabled policies in a policy package that is associated directly with an object have precedence over contradicting policies in policy packages higher in the tree.

For more information about configuring the Search policy, see Setting Up the Search Policy in the Container Package.

10.3.8 Effective Policies

Effective policies for a directory object are those that have been configured, enabled, and associated with the object. Just as the effective rights in the directory flow down the tree, policy package associations also flow down the tree.

The following sections provide more information on effective policies:

How Effective Policies Are Determined

When Desktop Management calculates the effective policies for an object, it starts with all policy packages assigned to that object. It then looks up the tree for policy packages associated to Group objects and then for policy packages associated to Containers (assuming that the search order starts at the leaf object and goes up towards the root of the tree).

How Package Associations Are Resolved to Determine Effective Policies

Because Desktop Management policies provide management-by-exception through policy package associations, a lower package association overrides an upper package association. In other words, a package associated to a User object overrides any similar settings in a package associated to the user's container object.

The following illustrates policy package associations:

Figure 10-1 Directory Tree Showing Policy Package Associations

Suppose that in this illustration, User Package 1 contains three enabled policies: Windows Desktop Preferences, Inventory, and Remote Control. User Package 2 contains one enabled policy: Windows Desktop Preferences. For the User object, the Windows Desktop Preferences policy settings in User Package 2 overrides the similar policy settings in User Package 1.

The effective policies for the user are the Windows Desktop Preferences policy in Policy Package 2 and the Inventory and Remote Control policies in Policy Package 1. The Associations tab for this User object lists the one policy in User Package 2 that has been enabled. The two enabled policies in User Package 1 are also listed on the User object's Associations tab. In other words, effective policies are the sum of all enabled policies in all policy packages associated directly or indirectly to an object.

Extensible Policies

For any Windows-compatible software program, an extensible policy allows you to control any application function that is configured in the Windows registry. Desktop Management lets you easily customize and deploy extensible policies across your network to accommodate your specific business practices.

Extensible policies are not supported on Windows XP. You should use Windows Group policies to configure policies for Windows XP systems. Additionally, we recommend that you use Windows Group policies instead of extensible policies for Windows 2000 or newer. You should continue using extensible policies for the Windows 9.x platforms.

For more information, see Section 15.2.1, Understanding Extensible Policies.