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Importing Default Policy Files
The first time a VERA installation is run using 2023.2, 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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After the initial import of default policy files through the file system, putting subsequently updated policy files into the Policies directory will not update the policy file in the database. Updates must be done through the Policy Management UI. |
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The maximum upload size for policy files is 2MB. |
Starting in 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.
Upgrading to Vera 2023.2 default policies will be created using the policy files in the Policies directory. Existing policy files will be marked as default policies.
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The maximum upload size for policy files is 2MB. |
Downloading the Default Policies
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In 2023.2, 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 Revision button on the policy details page 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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Open the Policy Management page.
Click the Add Policy button.
Select the Policy Type of the policy file (Approval, Records Management).
Upload the policy file.
Refresh the page to see the Policy Management page reflects the new policy.
NOTE: At the minimum, a Synchronization Policy with the VERA Server connection information must be uploaded to connect the VERA Web Portal to VERA Server in order to viewpolicy
files through the Policy Management UI.