Importing a Word policy

You can import a Microsoft Word .doc file as a Control Compliance Suite policy. When you import a Word document, the name of the source Word document is assigned to the new Policy. You can manually change this name.

If the policy name already exists as a policy, the Control Compliance Suite follows rules to determine how to handle the new policy. If the policy status is Draft or In Review, you have a choice to overwrite the existing policy or to create a new policy. If the policy status is Reviewed, Approved, or Published, a new policy is created with a different name.

The new policy name includes the existing policy name and one of the following:

The text of the Word document is set as the content of the new policy.

When you import one or more Word documents, the following properties are explicitly set for the newly imported policies:

Policy name

Same as the source Word document name

Policy content

Contents of the source Word document

Policy status

Draft

All other properties have their default values.

Before approving or publishing the new policy, you should make any necessary changes to the policy.

You must install Microsoft Word and the Microsoft Office Primary Interop Assembly on the same computer as your CCS client to import Word documents.

The Microsoft Office Primary Interop Assembly may or may not be installed, depending on the version of Microsoft Office and how it is installed.

Use one of the following URLs to download the correct version of the Microsoft Office Primary Interop Assembly for your Office version:

Office 2003

http://www.microsoft.com/downloads/details.aspx?familyid=3c9a983a-ac14-4125-8ba0-d36d67e0f4ad&displaylang=en

Office XP

http://www.microsoft.com/downloads/details.aspx?FamilyId=C41BD61E-3060-4F71-A6B4-01FEBA508E52&displaylang=en

Note:

Microsoft Office 2007 is not supported.

To import a Word policy

  1. In the policies view, navigate in the tree pane and click the folder where you want to store the new policy.

  2. Do one of the following:

    • Click Import Policies.

    • Click Policy Tasks > Import Policies.

    • Right-click a folder in the tree , then click Import Policies.

  3. Click Next.

  4. In the Select Word Documents panel, click Add.

  5. In the Select Word Documents to Import dialog box, click the Word .doc file to import, then click Open.

  6. Repeat step 4 and step 5 to add additional Word files to import.

    Click Next to continue when all files are added.

  7. In the Select a Target Folder panel, click the folder into which the imported files should be saved, then click Next.

  8. In the Input Rationale panel, enter the rationale for the imported policies.

    Click Next.

  9. In the Completing the Import Policies Wizard panel, review the choices you have made, then click Finish.