Save a policy

Policies are saved from the policy editor. Saving a policy creates a new version ID to distinguish between different versions of the policy. The Policy ID and the policy name remain identical.

Name: Type a name that will identify the policy. Note that spaces and special characters are not allowed in policy names.
Version: The version number will automatically increment unless you specifically change it. For more information refer to help topic, Policy versioning.
Description: Type a description of what the policy does. You might also add other notes, for example data sources that are used, dependent policies, and so on.
Category:You can use categories to associate policies with instrumentation and with user roles. For more information, see Associate instrumentation with policies and Configure policies for user roles.

To save a policy

From the File menu of the policy editor, select Save....

NOTE:
When you click the Save and Close or the Save toolbar button, the policy version number is automatically incremented. Use the Save dialog box to change the version number before saving. (The Save dialog box opens when you click File Save....)

Related Topics:

Save policy as