Edit

Creating a rule in a data protection policy is a multi-step process consisting of configuring triggers, actions, and notifications. After saving the rule you can manage its operation, edit assignments, and add new rules, which provides high flexibility and efficiency in managing IT infrastructure.

Available actions

• Adding additional rules

  You can add additional rules to an existing policy by clicking + Add rule in the policy view.

• Creating a new policy

  If there is a need to configure new policies, select + Add policy and start the process from the beginning.

• Copy / move rule

The system allows copying or moving an existing rule assigned to one policy to another policy.

During the operation the user chooses whether the rule should be:

• copied - the original rule remains in the current policy, and its copy goes to a new or existing policy,

• moved - the rule is removed from the current policy and assigned to another policy.

Next, a new or existing policy to which the rule should be added is specified.

• Editing a rule

  Editing a rule allows changing its configuration without creating a new one. You can modify, among others, triggers, conditions, actions, and notifications. The changes take effect from the moment of saving and apply to all policies to which the given rule is assigned.

• Deleting a rule

  Deleting a rule permanently removes it from the system. The rule is automatically detached from all policies in which it was used. The operation is irreversible and requires confirmation because it affects the behavior of all rule assignments in the system.

Editing assignments

After creating a policy and its rules, it is possible to edit the assignment of automation policies to user and device groups. To do this:

• Open the policy details.

• Change the assignment of objects (computers) and users as needed.

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Summary

Creating rules within a data protection policy in the system is a multi-stage process that includes configuring triggers, actions, and notifications.