Configuring a Configuration Management policy

Use the Configuration Policy dialog to configure a Configuration Management Policy.

To configure a Configuration Management Policy:

1. From the CM Policy Library (SETTINGS menu > Configuration Management > Policy Library).

   Click 'add' (). The Configuration Management Policy dialog displays.

   - or -

   Select an existing policy, then click 'edit' (). The Configuration Management Policy dialog displays.

2. Enter a Name for the policy. This name is displayed in the Configuration Management Policy Library.
3. Enter a short Description for the policy. This description is displayed next to the policy's name in the Configuration Management Policy Library.
4. In the following sections of the dialog, you have the opportunity to specify strings that you either expect or do not expect to see within the configuration files the policy audits. You can choose to enter only include patters, only exclude patterns, or both.

   Note: The more restrictive the audit criteria, the less audit results you may obtain as a result.

5. Under the Include Patterns section of the dialog, click 'add' () to enter a string Pattern that you expect to see in the archived configuration files.
   • RegEx. Select if you want the string to be interpreted as a Regular Expression.
   • Ignore Case. Match upper and lowercase characters.
   • Description. Optional notes to describe the include pattern.
6. Under the Exclude Patterns section of the dialog, click 'add' () to enter a string Pattern that you do not expect to see in the archived configuration files.
   • RegEx. Select if you want the string to be interpreted as a Regular Expression.
   • Ignore Case. Match upper and lowercase characters.
   • Description. Optional notes to describe the include pattern.
7. Click OK to save changes.

See Also Using Policies Configuration Management Policy Library Auditing a policy Viewing Archive Policy Audit Results