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 File to Create Policy in Privilege Management Console

You can upload an XML policy to PMC. If the policy does not exist, it is enumerated as revision one. If the policy does exist, it is a new revision.

  1. Navigate to and click the Policies tile.
  2. Right-click anywhere on the grid and click Upload File to Create Policy.
  3. Click the upload icon to browse to the XML file and click Open. The XML file is uploaded to the portal.

For more information, please see Upload Revision of an Existing Policy in Privilege Management Console.

Upload Revision of an Existing Policy in Privilege Management Console

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.

To upload a new revision of an existing policy:

  1. Navigate to and click the Policies tile.
  2. Right-click on the policy you want to upload a new revision of and click Upload Revision.
  3. Click the upload icon to browse to the XML file and click Open. The XML file is uploaded to the portal.
  4. 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 in Privilege Management Console.

Discard Draft Policy and Undo Check Out

If the 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. Navigate to and click the Policies tile.
  2. Right-click on the policy that is checked out to the Privilege Management MMC snap-in and click Discard Draft & Undo Check Out.
  3. You are prompted to check that you do want to perform this action. Click Continue Anyway to discard the draft and undo the checkout; otherwise, click Cancel.

Download a Policy as an XML File in Privilege Management Console

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 XML file

  1. Navigate to and click the Policies tile.
  2. Right-click on the policy and click Download. The policy is downloaded to your downloaded files location.