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Importing Default Policy Files

The first time a VERA installation is run using 2022.2When upgrading to Vera 2023.2 from a previous Vera version, the default policy set policies will be created using the policy files in the Policies directory. The Existing 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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marked as default policies.

When installing a new Vera server, Vera administrators can import default policy files through the Policy Management

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page (https://tx3.atlassian.net/wiki/spaces/V20232/pages/298128819/Managing+

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Policy+

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Files#Add-Default-Policy-Files). The first approval policy and record management policy will be recognized as default policies. Subsequent policies uploaded can later be set as the default on the policy details page.

Downloading

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Policy Files

Policy files can be downloaded from through the database using the Policy Management UIpage.

Download a

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policy file

1. Open the Policy Management page.

2. Find the row for the default policy you wish to download: Approval, Records Management.

3. Click the Download button in the Actions column for that row.

4. The file is will be downloaded and saved to your standard downloads folder (or as configured for your browser).

Updating

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Policy Files

Default policy Policy files can be updated with new versions revisions by uploading the new file through the Policy Management page.

Update the policy file

1. Download the default policy file that you want to update.

2. Open the policy file in your preferred text editor to make the appropriate changes and update the version number.

   1. Keep in mind that the maximum upload size for policy files is 2MB.

3. Upload the new policy file version to the appropriate policy file row by following the directions in the section below.

Upload a new policy file version

1. Click the Upload button in the Actions column for the policy you want to update.

2. Use the Choose File button to navigate to the file to upload, add a comment (optional), 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).

   • A warning will appear if the file size is above 2MB. Please review the policy file to meet the size requirement.

3. The policy file is will be replaced with the new version.Refresh the page to see if the Policy Management page reflects the new versionrevision.

Add

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New Policy Files

In 2022.3, 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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New policy files can be added to Vera through the Policy Management page. When adding a policy file, it cannot initially be marked as default until it has already been added to the database.

Add a policy file

1. Open the Policy Management page.

2. Click the Add Policy button.Select the Policy Type of the policy file (Approval, Records Management).

   1. Choose the correct policy type: Approval, Records Management Policy

      1. If you attempt to upload an incompatible policy type to the one you selected, you will receive an error.

3. Give the policy file a name. Policy file names must be unique. An error will display if you enter a duplicate name.

4. Select a Policy Owner (optional)

5. Enter a Description (optional)

6. Upload the policy file.Refresh the page to see

Setting Default Policy Files

After the initial policy files are imported and set to default, they do not have to remain the default. The default policy file can be set to any policy.

Set a policy file as default

1. Open the Policy Management page reflects .

2. Navigate to the policy that you want as 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 view policy files through the Policy Management UI.

   default.

3. Click “Set as Default Policy”

4. A modal will pop up confirming your action

   1. NOTE: There can only be one default policy per type at a time. Doing this will make the current default policy a non-default file.

Delete Policy Files

A system administrator can delete any unused policy files.

Delete a policy file

1. Click the delete icon on the same row as the policy

2. On the delete policy modal, click delete