Creating a Policy

  1. Navigate to Policies > Policy Management.

    The Policy Management screen appears.

  2. Select the type of product settings from the Product list.

    The screen refreshes to display policies created for the selected managed product.

  3. Click Create.

    The Create Policy screen appears.

  4. In the Policy Name field, type a name for the policy.
  5. In the Targets section, select a method to assign targets to the policy.
    • None (Draft only)

      Use this option to save the policy as a draft without choosing any targets.

    • Filter by Criteria

      Use this option to allocate endpoints automatically based on the filtering criteria.

      Note:

      This option is only available for OfficeScan settings.

      1. Click Set Filter.

        The Filter by Criteria screen appears.

      2. Select the following options and define the criteria. Control Manager assigns an endpoint to the policy if the target matches all of the selected criteria.

        • Match keywords in

          Define keywords based on the host name or Control Manager display name.

        • IP addresses

          Note:
          • Policy management only supports IPv4 addresses.

          • When a new managed product or endpoint registers to Control Manager, it takes about an hour for the managed product or endpoint to become available for search by IP address.

        • Operating systems

        • Product Directory

          Select a folder from the Product Directory.

      3. Click Save.

      Note:

      Control Manager can only assign endpoints without policies to a new filtered policy. To re-allocate an endpoint already assigned to a filtered policy, move another filtered policy with the matching criteria up the priority list.

    • Specify Targets

      Use this option to select specific endpoints or managed products.

      1. Click Select.

        The Specify Targets screen appears.

      2. Use Search or Browse to locate the targets.

        • Search: Use the following search criteria to find endpoints or managed products. The search results display the endpoints or managed products matching all of the selected criteria.

          • Match keywords in

            Define keywords based on the host name or Control Manager display name.

          • IP addresses

            Note:
            • Policy management only supports IPv4 addresses.

            • When a new managed product or endpoint registers to Control Manager, it takes about an hour for the managed product or endpoint to become available for search by IP address.

          • Operating systems

        • Browse: Browse the Product Directory or Active Directory to locate the endpoints or managed products and assign them to the policy.

          Note:

          To set up the Active Directory, see Configuring Active Directory and Endpoint Protection Verification Widget Settings for details.

      3. Select the endpoints or managed products and then click Add Selected Targets.

      4. Wait for the numbers in View Action List and View Results to change.

      5. Click OK.

  6. Under Settings, click a feature to expand the tab and then configure the settings. Repeat the step to configure all features.
    • For details about configuring each feature, refer to theControl Manager Online Help or the Administrator’s Guide of the managed product.

    • For details about setting the permissions to configure settings, see Changing Setting Permissions.

  7. Click Deploy.

    Control Manager immediately starts to deploy the settings to the targets. The policy appears in the list on the Policy Management screen.

    Note:
    • After clicking Deploy, please wait two minutes for Control Manager to deploy the policy to the targets. Click Refresh on the Policy Management screen to update the status information in the policy list.

    • Control Manager enforces the policy settings on the targets every 24 hours.