Working with policies

Use the Resource Policies portlet to work with policy types for portal resources. For some procedures, you will use Resource Permissions and Personalization.

1. View the list of main policy types that are available for portal resources.
2. For a main policy type, click its menu icon to select one of the following actions:
   • Edit Policy
   • Import Policy Definition
   • Export Policy Definition
   • Assign User Access to Policy
   When you export a policy definition, only the association of the policy and the policy rule is exported with the policy. That is, only the Universally Unique Identifier (UUID) of the policy rule is exported with the policy definition. To export a policy rule, select the rule in the Personalization Navigator. From the Extra Actions menu, click Export.

   Tip: If you using Microsoft^® Internet Explorer 7 as your browser, make certain that the browser security property for file downloads enables automatic prompting: Tools > Internet Options > Security > Custom > Downloads > Automatic Prompting for file downloads set to Enable. If automatic prompting for file downloads is not enabled, the window that allows you to save the file during export of a policy definition will not display.
3. To refine this policy, click its name to view and edit existing child policies or create new child policies.
4. Verify that the policy has a rule associated with it and that the selected rule is the rule that you want to use to create the child policy. Choose one of the following actions from the policy rule drop-down menu:
   • Create New Rule
   • Select Rule
   • Edit Rule
   • Deselect Rule
   The actions that are available for selection from the policy rule menu depend on whether a rule is specified for the policy and your access rights to work with rules. Your access to work with policy rules is controlled by the access rights for Business Rules (Personalization) that are specified for your role.
5. If a rule is selected for the parent policy and it is the rule you want to use, click New Policy to create a child policy.
6. Specify the title, description, and condition of the new child policy. Then specify its settings.
7. For this new child policy, click its menu icon to select one of the following actions:
   • Edit Policy
   • Select Condition
   • Assign User Access to Policy
   • Delete Policy
8. Assign user access to the new child policy. This action takes you to the Resource Permissions , where Policies is listed as a resource type.
9. Any level of policy (main policy, parent policy, child policy) requires access to the portal resources upon which policies depend. Using Resource Permissions, verify that you have assigned the appropriate level of access for individual users and user groups to work with the following related resources:
   1. The pages that contain policy portlets: Resource Policies, ibm.portal.Resource Policies, and Resource Policy Editor, ibm.portal.PolicyEditorCPP.

      From the main menu, click Administration > Resource Permissions and click the resource type Pages. Search for and find Resource Policies and Resource Policy Editor. For each page, click Assign Access.

   2. The policy portlets: Resource Policies, wps.p.PolicyExplorer, and Policy Editor, wps.p.PolicyEditor.

      From the main menu, click Administration > Resource Permissions and click the resource type Portlets. Search for and find Resource Policies and Policy Editor. For each portlet, click Assign Access.

   3. One or more policy types, depending on how many you have created or customized for your portal deployment: for example, Mail.

      From the main menu, click Administration > Resource Permissions and click the resource type Policies. Search for All available policies. Notice that several predefined Theme policies are available. For each policy, click Assign Access.

   4. One or more policy rules, depending on how many main policies and associated business rules you have created or customized for your portal deployment: for example, the Mail Geography Rule Americas.

      From the main menu, click Personalization > Business Rules > Personalization Navigator. Select a policy rule and click Extra Actions > Edit Access.

1. Working with main policies
   Use the Resource Policies portlet to perform tasks on main policies: editing policy settings, refining a policy by creating a child policy, importing and exporting policy definitions, assigning user access to policies, and setting display preferences.
2. Working with child policies
   Use the Resource Policies portlet to refine a policy by creating a new child policy or by editing the policy settings of an existing child policy.