Creating and managing policy sets

On the document security, page, click Policies, click the Policy Sets tab, and then click New.

In the Name box, type a name for the policy set, optionally type a Description, and then click Next. The name cannot contain a colon :.

NOTE

You can create a policy set name that contains extended characters; however, when a comparison is made between two strings, accented and non-accented characters such as “e” and “é” are considered to be the same. When someone creates a policy set, a comparison is made to check whether a policy set with the same name already exists. The comparison cannot distinguish between names that are the same except for accented characters. It is assumed that the policy set is already added to the database and the new one is not added.

(Optional) To set the domains that are visible to Document Publishers when they are adding users to a policy, click Add Domains, select the domains to make searchable, click Add, and then click OK.

On the Add Visible Users and Groups page, click Next.

(Optional) To add a policy set coordinator, click Add Users and Groups on the Add Policy Set Coordinator(s) (Step 3 of 4) page and perform these tasks:

• In the Find box, type the name or email address.

• In the Using list, select the appropriate option.

• In the Type list, select User and, in the In list, select a domain to search.

• In the Display list, select the number of results to display per page, and then click Find.

• Select the check box for the user or group to add and click Next.

• Select the policy set coordinator permissions and click Add. The following permissions can be set:

  • View events
  • Manage documents (revoke and reinstate access to documents, and switch policies on documents)
  • Manage policies (create, edit, and delete policies)
  • Managing Document Publishers (add and remove Document Publishers)
  • Delegate (add and remove Policy Set Coordinators)

Repeat step 5 to add more policy set coordinators.

Review the policy set coordinator settings and click Next.

Click Add Users and Groups to add document publishers who can use the policies within the policy set to protect documents.

On the Add Document Publishers page, perform these tasks:

• In the Find box, type the name or email address.
• In the Using list, select the appropriate option.
• In the Type list, select User and, in the In list, select a domain to search.
• In the Display list, select the number of results to display per page, and then click Find.
• Select the check boxes for the users and groups to add, click Add, and then click OK.

Click Save.

On the document security, page, click Policies, click the Policy Sets tab, and click the policy set to edit.

Click the appropriate tab and edit as required:

• Detail: Edit the policy set name and description.
• Policies: Create, enable, edit, and delete policies within the policy set.
• Visible Users and Groups: Add and remove visible users and groups who can be included in a policy.
• Policy Set Coordinators: Add, remove, and change permissions for coordinators.
• Document Publishers: Add and remove users who can publish documents by using the policies in the set.

To delete a visible user or group, Policy Set Coordinator, or Document Publisher, click the appropriate tab, select the check box for the entry, click Delete, and then click OK.

To add visible users or groups, a Policy Set Coordinator, or Document Publishers, click the appropriate tab, click Add Users or Groups, search for the user or group to add, select the entry, click Add, and then click OK.

On the Policies tab, search for policies to add to the policy set and create new policies:

• To search for a policy, select Policy ID or Policy Name, type the corresponding value, select the number of items to display, and click Find.
• For details about creating an policy, see Creating and editing policies.