Page Comparison

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Importing Default Policy Files

Vera administrators setting up a new Vera Web Portal When upgrading to Vera 2023.2 from a previous Vera version, the default policies will be created using the policy files in the Policies directory. Existing policy files will be marked as default policies.

When installing a new Vera server, Vera administrators can import default policy files through the Policy Management page (https://tx3.atlassian.net/wiki/spaces/V20232/pages/298128819/Managing+DefaultPolicy+Policies#AddFiles#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.

When upgrading to Vera 2023.2 from a previous Vera version, the default policies will be created using the policy files in the Policies directory. Existing policy files will be marked as default policies.

Downloading Policy Files

Policy files can be downloaded through the Policy Management page.

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

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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 will be replaced with the new versionrevision.

Add New Policy Files

New policy files can be added to the database 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.

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1. Open the Policy Management page.

2. Navigate to the policy that you want as the new 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