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The first time a VERA installation is run using 20222023.2, the default policy set will be created using the policy files in the Policies directory. The policy files will be loaded into the database, and the files will be moved to an archive folder. This is a one-time action to create a Default Approval Policy, and Default Records Management Policy from existing policy files. At the minimum, a Synchronization Policy with the VERA Server connection information must be uploaded to connect the VERA Web Portal to VERA Server.
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The maximum upload size for policy files is 2MB. |
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2023.2, VERA administrators setting up a new VERA Web Portal can import default policy files through the Policy Management UI via https://tx3.atlassian.net/wiki/spaces/V20232/pages/298128819/Managing+Default+Policies#Add-Default-Policy-Files. The first policy file uploaded for approval or record management policy type will be recognised as default policies. Subsequent policies uploaded can also be set as default on the policy details page.
Downloading the Default Policies
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Add Default Policy Files
In 20222023.32, the initial default policy set can either be uploaded during the initial set up of the VERA Web Portal/VERA Server through the backend (https://tx3.atlassian.net/wiki/spaces/V20232/pages/298128819/Managing+Default+Policies#Importing-Default-Policy-Files) or through the Policy Management UI’s Add Policy button. The Add Policy button can also be used to upload updated versions of any default policy file as an alternative to the individual upload button on each row of the policy table (https://tx3.atlassian.net/wiki/spaces/V20232/pages/298128819/Managing+Default+Policies#Updating-a-Default-Policy).
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