Policy Management in Privilege Management Console

Using PMC, you can

  • Upload and download policy files
  • Override a policy checkout if you have the appropriate user permissions

Upload an XML File to Create Policy

You can upload an XML policy file in PMC when you first create the policy, or make edits to the policy at a later time.

Upload XML file for a new policy:

Select Import Policy to upload an XML policy file.

  1. Select Policies from the sidebar menu.
  2. Click Create Policy at the top of the Policies grid.
  3. Select the desired policy template and enter policy details.
  4. Click Create Policy.
  5. On the Policies Editor, select Utilities > Import Policy.
  6. Choose either Merge Policy or Overwrite Policy and click the box to import your XML policy.
  7. Click Upload File.

Upload XML file for an existing policy:

  1. Select Policies from the sidebar menu.
  2. Click the vertical ellipsis icon beside the policy you want to edit.
  3. From the dropdown menu, click Edit.
  4. On the Policies Editor, select Utilities > Import Policy.
  5. Choose either Merge Policy or Overwrite Policy and click the box to import your XML policy.
  6. Click Upload File.

 

Upload Revision of an Existing Policy

You can upload a new revision of an existing policy to PMC. Policies downloaded from PMC, modified and then reuploaded are recognized as a new revision based on a unique identifier in the XML.

Upload new revision of an existing policy:

  1. Select Policies from the sidebar menu.
  2. Click the vertical ellipsis icon beside the policy you want to edit.
  3. From the dropdown menu, select Revision History.
  4. Click Upload Revision. Browse to the XML file and click Open. The XML file is uploaded to the portal.
  5. The new revision is uploaded, provided the XML validation passes. If the XML policy does not pass validation, the row is highlighted in red and the policy is not uploaded.

Each time the same policy is checked in from the MMC, the revision of the policy is incremented. New revisions of the same policy need to be manually assigned to the group; this is not done automatically.

For more information, please see Assign a Policy to a Group.

Discard Draft Policy and Undo Check Out

If a policy is checked out using the Privilege Management MMC snap-in, you can force PMC to discard the changes and undo the checkout. You must be an Administrator or Policy Administrator.

To discard draft and undo checkout of a policy:

  1. Select Policies from the sidebar menu.
  2. Click the vertical ellipsis beside the appropriate policy and select Revert & Discard Changes from the dropdown menu.
  3. Review the warning and click Revert & Discard to revert the policy changes; otherwise, click Cancel.

Download a Policy as an XML File

You can download a policy from PMC as an XML file. This is useful if you need to share the policy with other people in your organization.

To download a policy as an XML file:

  1. Select Policies from the sidebar menu.
  2. Click the vertical ellipsis beside the policy you want to edit.
  3. From the dropdown menu, select Download Latest Revision.

If you would like to download a previous revision version, select Revision History from the dropdown menu.