Creating a policy document

When you create a policy, you use a Policy document to specify which policy settings documents to include. You can create policy settings documents before you create the policy document, or you can create them while you create the Policy document.

About this task

If you are creating an exception policy, include only the policy settings documents that have settings whose values you do not want to enforce. For each setting you do not want to enforce, change the value as required. Exceptions are made at the policy setting level. When the effective policy settings are resolved, any settings you specify in the exception policy apply.

If you are creating a dynamic policy you can use the Policy Assignment tab to assign the policy to users and groups while you are creating the policy.

Policy document names

About this task

The names of Policy documents must be in one of the following formats. However, when you create a Policy document, you do not have to include the asterisk (*) or slash (/) when you enter a policy name. Domino adds them for you depending on the type of policy you specify.

*/organization -- an organizational policy that is automatically applied at the organization level

*/organizational unit/organization -- an organizational policy that is automatically applied to an organizational unit

* -- an organizational policy that is automatically applied to everyone in the Domino Directory

/policyname -- an explicit policy that must be assigned manually, but can be assigned at any organizational level

To create a policy document

Before you begin

Make sure that you have Editor access to the HCL Domino® Directory and one of these roles:
  • PolicyCreator role to create a policy document
  • PolicyModifier role to modify a policy document

Procedure

  1. From the Domino Administrator, click the People & Groups tab, and then open the Policies view.
  2. Click Add Policy.
  3. Under Basics, complete these fields:
    Table 1. Basics fields

    Field

    Action

    Policy name

    Enter one:

    • A unique name, for an explicit policy.
    • The name of the organization or organizational unit, such as Renovations or Sales/Renovations

    Policy type

    Choose one:

    • Explicit -- to create a policy to assign to specific users and groups.
    • Organizational -- to create a policy that is automatically assigned to all users in the part of the organization specified in the Policy name field.

    Description

    Enter a description of the policy.

    Category

    Specify a category, for example, the name of a geographical location to further define how or where the policy is to be assigned.
  4. Optional: Click Create Child to create a child policy document that includes the name of the parent policy. You can save the child policy document and return to it at a later time. When you close this document you return to the parent policy document.
  5. If you are creating a dynamic policy, click the Policy Assignment tab and then assign the policy to the appropriate users and groups. If you are not creating a dynamic policy, skip this step and proceed to step 6.
  6. To specify the policy settings documents to include in this policy, for each type of settings do one:
    • Select a policy settings document from the list.
    • Click New to create a new policy settings document. Then, after you create the policy settings document, select it from the list.
      Note: If the name of the new policy settings document does not appear as a selection, you may need to refresh. Press F9.
  7. Optional: To create an exception policy, click the Administration tab and enable Exception Policy.
    CAUTION: Be cautious when creating an exception policy. An exception policy allows a user to override enforced policy settings.
  8. Save the document.