Auditor Help: Using Policies in Auditor

Policy Tab Overview

The policy tab houses the grouping, policy creation, and user management aspects of policy management. The left pane contains the tree structure for those three areas. The active item in the tree dictates what is available in the right detail pane.

The Groups node includes both dynamic and static groups. The dynamic "All Systems" group is created by default to provide access to all systems defined in Auditor System Management. See Group Management.

The Policies node includes those policies Ecora has provided as well as any custom policies created. See Policy Management.

The Users node contains all users defined and their access rights to systems, groups, and the Auditor Professional Executive Dashboard. See User Management.

Button Bar

New Dynamic Group ButtonBegins the process of defining a "dynamic" group, which is a collection of systems with criteria in common
New Static Group ButtonBegins the process of defining a "static" group, which is a collection of specific, named systems
Edit Group ButtonBegins the process of modifying an existing collection of systems
Delete Group ButtonRemoves the selected group
New Policy ButtonBegins the process of defining a new policy based on rules for attributes
Import Policy ButtonBegins the process of importing an existing policy from another Auditor installation
Export Policy ButtonBegins the process of exporting the selected policy for use with another Auditor installation
Edit Policy ButtonBegins the process of editing the selected policy
Delete Policy ButtonRemoves the selected policy
Apply Policy ButtonBegins the process of applying a policy to a group
Detach Policy ButtonRemoves the association between a policy and a group, called "detaching" the policy
New User ButtonBegins the process of creating a new user
Delete User ButtonRemoves the selected user






Resource  See Defining Policies, Auditor Professional Executive Dashboard.