Prior to version 5.4, a ControlPoint Governance Policy could have multiple "instances," each with its own schedule. If you have Governance Policies that were created prior to version 5.4, they will display in the Governance Policy Manager with the option to [Convert Pre-5.4 Policies]. Note that you only run this conversion once, and the operation will convert all pre-5.4. policies.
NOTE: You must convert pre-5.4 Governance Policies before you can edit or delete them.
Once policies are converted:
·all existing Instances will be combined into a single Scope
·the schedule for each instance will be removed
·the Type column will be removed from the grid
·the [Convert Pre-5.4 Policies] button will no longer be visible,
After completing the conversion, you will need to create a new schedule for the Governance Policy rule(s).
To create a governance policy:
From the Governance Policy Manager main page, click [Create New].
1Enter a Governance Policy Name.
2Select the Policy Rule Type (Actions, Reports, or ControlPoint Policies and Alerts).
3Select a Governance Policy Category.
Note that the categories correspond to the folders in the SharePoint Hierarchy right click menus and the tabs on the ribbon.
4Select the operation that you want to add to your Governance Policy.
5Specify the Parameters for the rule.
NOTE: To access instructions for completing the applicable ControlPoint operation, click the Help icon () at the top right corner of the window or refer to the relevant section of the ControlPoint User Guide.
6Click the Schedule Policy Rule tab, and follow the instructions for Scheduling a ControlPoint Operation.
7To return to the Build Governance Policy window, click [Save and Close].
Note that the name of the rule (which is the Schedule Job Name) displays under Configured Rules.
8If you want to define another rule for the Governance Policy, use the information in the following table to determine the appropriate action to take.
If you want to configure a rule ..
in the same category
select the next operation for which you want to create a rule, then repeat Steps 6-8.
of the same type in a different category
click the Back to Categories link, then repeat Steps 4-8.
of a different type
click the Back to Rule Types link, then repeat Steps 3-8.
9When you are finished configuring rules, click [Save].
10Click [Close] to return to the Governance Policy Manager main page.
Note that, if you chose to save the policy before it was completed or have not yet created a scope, it will display in the grid on the Governance Policy Manager main page with the applicable status.
A policy scope can be created for incomplete policies, but they cannot be activated until the policy has been completed.
Once a Governance Policy has been created, it must be applied to a specific scope (that is, one or more selected site collections or sites).
NOTE: If a Governance Policy is applied to a Site Provisioning Template, the scope will automatically be updated to include any newly created sites based on that template.
To create a Governance Policy Scope:
1From the Governance Policy Manager main page, click the Create Scope icon for the applicable policy.
2From the Create scope for [Governance_Policy_Name] dialog
b)Click [Add Scope].
To activate a Governance Policy:
1Click the arrow in the left-most column to expand the policy and display the scope.
2Click the Activate icon.
Once a Governance Policy has been activated, you can view its status via the ControlPoint Schedule Monitor. Once a policy rule that performs an action has run, you can view a ControlPoint Task Audit for the action.
To edit a Governance Policy:
1From the Governance Policy Manager main page, check the box to the left of the Governance Policy you want to edit.
3Follow the instructions for Creating a Governance Policy.
To edit a Governance Policy Scope:
1From the Governance Policy Manager main page, check the box to the left of the Governance Policy whose Scope you want to edit
To delete a Governance Policy:
1From the Governance Policy Manager main page, check the box to the left of the Governance Policy(ies) you want to delete.
To delete a Governance Policy Scope:
1From the Governance Policy Manager main page, check the box to the left of the Governance Policy(ies) whose scope you want to delete.
2Click [Delete Scope].