Creating Policies

Creating a Structured Policy

This section describes the steps to create a structured policy.

To create a structured policy:

1. On the ESA Web UI, navigate to Policy Management > Policies & Trusted Applications > Policies.

   The list of all the policies appears.

2. Click Add New Policy.

   The New Policy screen appears.

3. Select Structured from Type.

4. Type a unique name for the policy in the Name textbox.

   Note: The maximum length of the policy name is 55 characters.

5. Type the description for the policy in the Description textbox.

6. Under the Permissions tab, select the required permissions.

   For more information about adding permissions, refer to Adding Permissions to Policy.

7. Under the Data Elements tab, add the required data elements.

   For more information about adding data elements, refer to Working with Data Elements.

8. Under the Roles tab, add the required roles.

   For more information about adding roles, refer to Working with Roles.

9. Under the Data Stores tab, add the required Data Stores.

   For more information about adding data stores, refer to Working with Data Stores.

10. Click Save.

A message Policy has been created successfully appears.

Creating an Unstructured Policy

This section describes the steps to create an unstructured policy.

To create an unstructured policy:

1. On the ESA Web UI, navigate to Policy Management > Policies & Trusted Applications > Policies.

   The list of all the policies appear.

2. Click Add New Policy.

   The New Policy screen appears.

3. Select Unstructured from Type.

4. Type a unique name for the policy in the Name textbox.

   The maximum length of the policy name is 55 characters.

5. Type the description for the policy in the Description textbox.

6. Under the Permissions tab, select the required permissions.

   For more information about adding permissions, refer to Adding Permissions to Policy.

7. Under the Data Elements tab, add the required data elements.

   For more information about adding data elements, refer to Working with Data Elements.

8. Under the Roles tab, add the required roles.

   For more information about adding roles, refer to Working with Roles.

9. Under the Data Stores tab, add the required Data Stores.

   For more information about adding data stores, refer to Working with Data Stores.

10. Click Save.

A message Policy has been created successfully appears.

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