Policies
You can manage users and groups easily using policies.
- Policies enable you to manage settings at the user or group level
- One policy record manages multiple policy settings
- The policy record can be associated with a user or group
- A user or group can only have one policy at a time. If a new policy is assigned to the user or group, they no longer have the previous policy.
To manage FileCloud policies, click Settings in the navigation pane, and then click the Policies tab.
The policy values in Table 1 are managed in a policy record.
Working with Policy Records
Watch a video on Accessing Policy Records.
To access a policy record:
- Log into the Admin Portal.
- Click Settings.
- Click the Policies tab.
Watch a video on Creating a New Policy Record.
To create a policy:
- Log into the Admin Portal.
- Click Settings.
- Click the Policies tab, and then click the New policy button.
- In the New policy window, in Policy Name, type in a unique identifier for this policy, and then click Create.
- On the Policies tab, in the Manage Policy section, select the policy you just created.
- To configure the policy, click the Edit icon
.
Instead of creating a new policy, you have the option to copy an existing policy.
To copy a policy:
- Log into the Admin Portal.
- Click Settings.
- Click the Policies tab.
- In the Manage Policy section, select the policy you want to copy.
- To copy the policy, click the Copy icon
.
Watch a video on Managing Policy Users and Groups
A policy can be assigned to one ore more user or group.
To assign a user to a policy:
- Log into the Admin Portal.
- Click Settings.
- On the Policies tab, to open the Manage Policy Users window, click the users icon
. - In the Manage Policy Users window, in Available Users, select a user.
- Use the arrow to move the user to the Policy Users list box.
- To save your changes, click Close.
To assign a group to a policy:
- Log into the Admin Portal.
- Click Settings.
- On the Policies tab, to open the Manage Policy Groups window, click the groups icon
. - In the Manage Policy Groups window, in Available Groups, select a group.
- Use the arrows to move the group to the Policy Groups list box.
- To save your changes, click Close.
Beginning with FileCloud Version 21.3, you can see which users and groups are members of a policy by exporting them.
To export policy members:
- Go to Settings > Policies.
- Under Actions for the policy, click the right arrow icon.
A csv file listing the individual users in the policy and users in groups in the policy is exported. The file includes the following fields:
Manage the Recycle Bin Using Policies
An effective policy for a user is calculated on multiple factors
Policy Selection Scenarios
Case 1: User with no policy assigned : Global Default Policy will be used
Case 2: User with specific policy assigned: Assigned policy will be used
Case 3: User is a member of multiple groups, No Policy is assigned to user or group: Global Default Policy will be used
Case 4: User is member of multiple groups and multiple groups have policies: One of the group policy will be used (Randomly selected).
Case 5: User is a member of multiple groups and has specific policy assigned and groups have their own policies: User assigned policy will be used
Selecting a Policy Scenario Flow Chart
