The Active Roles console provides separate wizards for creating Policy Objects in each category—provisioning and deprovisioning. You can start the wizards from the Administration container, located under Configuration/Policies in the console tree:
If you need to manage a large number of Policy Objects, it is advisable to create containers that hold only specified Policy Objects for easy location: In the console tree, right-click Administration and select New | Container. Then, you can use wizards to create Policy Objects in that container: Right-click the container and select New | Provisioning Policy or New | Deprovisioning Policy.
On the Welcome page of the wizard, click Next. Then, on the Name and Description page, type a name and description for the new Policy Object. The Active Roles console will display the name and description in the list of Policy Objects in the details pane.
Click Next to continue. This displays a page where you can select the policy you want to configure. The list of policies depends on whether you are creating a Provisioning Policy Object or Deprovisioning Policy Object. For instance, the list of provisioning policies looks as shown in the following figure.
Figure 24: Provisioning policies
Click Next to configure the policy. The steps involved in configuring a policy depend on the policy type. For instructions on how to configure policies, see Policy configuration tasks later in this chapter.
When you are done with configuring a policy, the wizard presents you with a page where you can specify the policy scope. You have the option to complete a list of containers or Managed Units on which you want the policy to be enforced. This step is optional because you can configure the policy scope after creating the Policy Object (see Applying Policy Objects later in this chapter).
Click Next, and then click Finish to complete the wizard. This creates the new Policy Object.
Although the New Policy Object wizard makes it possible to configure only one policy, a Policy Object may include multiple policies. You can add policies, remove policies, and modify policy options in an existing Policy Object by managing its properties: Right-click the Policy Object and then click Properties.
The Policies tab displays a list of policies defined in the Policy Object. Each list entry includes an icon denoting policy type and policy description. The policies are executed in the order shown in the list. To change the order, use the arrows in the lower-right corner of the tab.
On the Policies tab, you can perform the following management tasks:
The wizard prompts you to select the type of policy to add and then guides you through the steps to configure the policy. The steps to configure a policy depend on the policy type. For instructions on how to configure policies, see Policy configuration tasks later in this chapter.
The Properties. dialog includes several tabs, with each tab containing the same options as the corresponding page of the wizard used to configure the policy. You can manage policy options the same way as you do when initially configuring the policy.
NOTE: The policies that can be added to a given Policy Object depend on the type of the Policy Object. A Provisioning Policy Object can only include provisioning-related policies whereas a Deprovisioning Policy Object can only include deprovisioning-related policies (see Provisioning Policy Objects and Deprovisioning Policy Objects earlier in this document).
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