VERA Vera uses policy files (in JSON format) to define certain configurations and business rules. In VERA 20222023.2, you can now manage policy files within the Administration UI. Add new policies, assign owners, view previous revisions, filter policy listing, update policies with comments. There are two types of policies that can be uploaded; Approval or Policy and Records Management Policy (RMP).

In this lesson, you will

• Upload an Approval and RMP policy

• View Policy Table

• View policy detail

• Set as default policy

• Add a revision of the policy

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Add an Approval Policy

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1. Open and log in to the VERA Administration site

2. Display the Policy Management module

   1. On the VERA sidebar, select Policy Management

3. Add a policy

   1. Select add policy the +Add Policy button

   2. Select the Approval policy type from the dropdown . The Add - the Create Approval Policy dialog box opens

   3. In the Name box, type Tutorial Approval PolicyAP

   4. In the Owner box, click the down arrow and select Vera-admin your username

   5. In the Description box, type the following description for the policy: This is the first tutorial approval policy.

   6. Click Choose file File and select the VeraAPTutorial-part1.json from your device

   7. Click save

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1. 1. Import

   2. The system will automatically give the policy a version 1.0

Add a Records Management Policy

1. Open and log in to the VERA Administration site

2. Display the Policy Management module

   1. On the VERA sidebar, select Policy Management

3. Add a policy

   1. Select add policy the +Add Policy button

   2. Select the RMP policy type from the dropdown . The Add RMP dialog box - the Create Records Management Policy dialog opens

   3. In the Name box, type Tutorial RMP Policy

   4. In the Owner box, click the down arrow and select Vera-admin your username

   5. In the Description box, type the following description for the policy: This is the first tutorial RMP.

   6. Click Choose file File and select the VeraRMPTutorial-part2.json from your device

   7. Click save Import

   8. The system will automatically give the policy a version 1.0

Go back to top

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When you select policy management, the policy table is displayed. This table shows a list of policy names, revision, types, owners and actions (upload, download, delete)

To view policy table:

1. Make sure the Policy Management module is displayed

   1. On the VERA sidebar, select Policy Management

To download Tutorial Approval Policy:

1. On the row of the policy name, select the download icon

   1. Download starts automatically

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1. On the row of the policy name, select the upload icon, the Import Policy Revision dialog box opens

   1. In the Choose File box, select VeraAPTutorial2.0.json from your device

   2. In the Revision Comments box, type the following revision comments: This is an updated approval policy.

   3. Click Save

   4. System automatically increments current revision by 1

To delete Tutorial Approval Policy:

1. On the row of the policy name, select the delete icon, the Delete Policy dialog box opens

2. System will warn you if policy is being used in a policy set/domain, this will cause policy set to use default approval policy

3. Click Confirm

4. Policy and it’s revisions are deleted

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Vera shows a high-level overview of the information entered when adding the policy. It also shows all the policy sets linked to the policy, and the number/details of revisions added to the policy.

To view SAP Approval policy detail:

1. Make sure the Policy Management module is displayed

   1. On the VERA sidebar, select Policy Management

2. Display the policy detail

   1. On the policy table, select Tutorial Approval Policy

To edit policy detail:

1. In the Name box, type Tutorial Application Approvals

2. In the Owner box, select tx3-admin

3. In the Description box, type the following description: This is an approval policy for Vera tutorial

4. Click Save

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• Click set as default policy button

To add Tutorial Approval Policy Revision:

1. Click add revision button, and Import Policy Revision dialog box opens

2. In the Choose File box, select VeraAPTutorial2.0.json from your device

3. In the Revision Comments box, type the following revision comments: This is an updated approval policy.

4. Click Save

5. System automatically increments current revision by 1

To download previous revisions:

• On the row of the previous revision, click the download icon

  1. Download starts automatically

To view revision comments:

On the row of the previous revision, click show more, and revision comments modal opens

To view linked policy sets:

On the row of the policy set, click view

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