Managing Default Policies
Importing Default Policy Files
The first time a VERA installation is run using 2022.2, the default policy set will be created using the policy files 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.
After the initial import of default policy files through the file system, putting 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.
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.
Downloading the Default Policies
Default policy files can be downloaded from the database using the Policy Management UI.
Download a default policy file
Open the Policy Management page.
Find the row for the default policy you wish to download: Approval, Records Management, or Synchronization.
Click the Download button in the Actions column for that row.
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 updated with new versions by uploading the new file through the Policy Management page.
Update the policy file
Download the default policy file that you want to update.
Open the policy file in your preferred text editor to make the appropriate changes and update the version number.
Upload the new policy file version to the appropriate policy file row.
Upload a new policy file version
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 reflects the new version.
Add New Policy
The Add Policy button is under development and will allow admins to upload a new policy file beyond the default policy files.