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The first time a VERA installation is run using 2022.2, the default policy set will be created using the policy files that exist 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, Default Records Management Policy, and Default Synchronization Policy from existing policy files.
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After the initial import of default policy files through the file system, putting subsequent 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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For a new build of VERA Web Portal, at 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 view policy files through the Policy Management UI. |
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Default policy files can be updated with new versions by uploading the new file in through the Policy Management page.
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Click the Upload button in the Actions column for the policy you want to update.
Use the Choose File button to navigate to the file to upload and click Import.
A warning will appear if the admin attempts to upload an unsupported file type. Please upload a JSON file.
A warning will appear if the admin accidentally uploads a policy file to the wrong policy type (i.e., the admin attempts to upload a synchronization policy to replace an approval policy).
The policy file is replaced with the new version.
Refresh the page to see if the Policy Management page reflect reflects the new version.
Add New Policy
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