Creating Policies

You can add policies in one of two ways, either by creating a new policy or by copying an existing policy as a starting point. Each method is described below. Once you have defined a policy name and given it a description, you can then determine the policy settings as described in Changing Policy Settings.

Note: Policy names must be unique, so plan your policies in advance to avoid conflicts later. Once you give a policy a name, you cannot re-use that same name even after a policy has been deleted.

Creating Policies

You create a new policy by giving it a name and description. Your new policy will pick up the Recommended Default settings as a starting point, but you can change those settings later.

To create a new policy:

1. Log in to your Endpoint Protection console.

   The Endpoint Protection console displays, with the Status tab active.

   

2. Click the Policies tab.

   

   The Policies tab displays.

   

3. In the Command bar, click the Create button.

   

   The Create Policy window displays.

   

4. In the Policy Name field, enter a policy name.

   

5. In the Policy Description field, enter a description of up to 50 alphanumeric characters.

   

6. Click the Create Policy button.

   

7. In the Policy Name column, locate your new policy.

   You can do either of the following: 

   • Double-click the policy and change the settings. For more information, see Changing Policy Settings.
   • Apply the policy to an individual endpoint or to a group of endpoints. For more information, see Applying Policies to Endpoint Groups.

Copying Policies

If you have a similar policy already defined, you can copy it and rename it. Your new policy will use the settings from the policy you copied, but you can change the settings later.

To copy a policy:

1. Log in to your Endpoint Protection console.

   The Endpoint Protection console displays, with the Status tab active.

   

2. Click the Policies tab.

   

   The Policies tab displays.

   

3. In the Policy Name column, select the policy you want to use as a starting point and then click the Copy icon.

   

   The Copy Policy window displays, with the policy you selected in the Policy to Copy field.

   

4. As needed, from the Policy to Copy drop-down menu, select a different policy to copy.

   

5. In the Policy Name field, enter a unique name.

   

6. In the Policy Description field, enter a description of up to 50 alphanumeric characters.

   

7. In the Policy Name column, locate your new policy.

   You can do either of the following: 

   • Double-click the policy and change the settings. For more information, see Changing Policy Settings.
   • Apply the policy to an individual endpoint or to a group of endpoints. For more information, see Applying Policies to Endpoint Groups.