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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.

Downloading the Default Policies

Default policy files can be downloaded from the database using the Policy Management UI.

Download a default policy file

  1. Open the Policy Management page.

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

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

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

Updating a Default Policy

Default policy files can be replaced with new versions by uploading the new file in the UI. Follow these steps.

Upload a new policy file version

  1. Click the Upload Policy 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 and click Import.

  3. The policy file is replaced with the new version.

The system will prevent you from replacing one policy type with another, but care should still be taken to select the correct file to upload.

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