Enabling working copies
When you enable the working copy, the changes are transferred to the original company policy. A company policy is added to a new working copy. Only original company policies are included in policy checking.
To enable a working copy
- Select the Company policies > Policies > Working copies of policies category.
- Select the working copy in the result list.
- Select the Enable working copy task.
- Confirm the security prompt with OK.
TIP: All working copies with a different condition to that of the original company policy are displayed in the Company policies > Policies > Working copies of policies > Modified working copies category.
Showing conditions
By default, the database query for finding objects that violate company policies, is not displayed on the main data form.
To show the database query on the main data form
- Select the Company policies > Policies > Working copies of policies category.
- Select the working copy in the result list.
-
Select the Change main data task.
- Select the Show condition task.
To hide the database query on the main data form
- Select the Company policies > Policies > Working copies of policies category.
- Select the working copy in the result list.
-
Select the Change main data task.
- Select the Hide condition task.
Copying policies
Company policies can be copied, for example, to reuse complex policy conditions. Working copies as well as active company policies can be used as copy templates.
To copy a working copy
- Select the Company policies > Policies > Working copies of policies category.
- Select the working copy in the result list.
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Select the Change main data task.
- Select the Copy policy... task.
- Enter a name for the copy and click OK.
This creates a working copy with the given name.
- Click Yes to immediately edit the copy's main data.
- OR -
Click No category.to edit the copy's main data later.
Comparing a company policy working copy with the original
You can compare the results of a working copy with the original company policy. Company policies can only be compared when an original of the working copy exists.
To compare a company policy with the working copy
- Select the Company policies > Policies > Working copies of policies category.
- Select the working copy in the result list.
-
Select the Change main data task.
- Select the Compare policy task.
Table 16: Results of a policy comparison
Newly added |
would violate the policy for the first time |
Identical |
would still violate the policy |
No longer included |
would no longer violate the policy |
To display the policy comparison as report
- Select the Show rule comparison report.
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