Create a Policy

A standard user requires delegated access to this page. For more information, see About user roles and resources.

There are different ways to create and edit a policy:

Use a QuickStart template for macOS or Windows to get started. You can then customize the template to suit your requirements.

Both templates contain Workstyles, Application Groups, Messages, and Custom Tokens configured with Endpoint Privilege Management and Application Control. The QuickStart policy is designed from BeyondTrust’s experiences of implementing the solution across thousands of customers, and is intended to balance security with user freedom.

As every environment is different, we recommend you thoroughly test this configuration to ensure it complies with the requirements of your organization. You can then customize the template to suit your requirements.

  1. Go to Policies.
  2. Click Create Policy.
  3. Select one of the following:
    • QuickStart for Windows: A template with Workstyles, Application Groups, messages, and Custom Tokens already configured.
    • QuickStart for Mac: A template with Workstyles, Application Groups, and messages already configured.
    • Server Roles: The Server Roles policy contains Workstyles, Application Groups, and Content Groups to manage different server roles such as DHCP, DNS, IIS, and Print Servers.
    • Blank: Select to create a policy without any existing framework. There are no preconfigured settings in this template.
  4. Enter a name and description.
  5. Click Create Policy.

The Policy Editor opens to the Workstyles page. At this point, configure the Workstyle, Application Groups, Application Rules, and other policy configuration as required for your organization.

For more information about QuickStart templates, see Quickstart Templates.

 

You can upload an XML policy file in EPM when you first create the policy.

To upload an XML file for a new policy:

Select Import Policy to upload an XML policy file.

  1. Go to Policies.
  2. Click Create Policy.
  3. Select a policy template and enter policy details.
  4. Click Create Policy.
  5. Select Utilities > Import Policy.
  6. Choose either Merge Policy or Overwrite Policy and click the box to import your XML policy. You can also drop the file to upload in the box.
  7. Click Upload File.