Creating a compliance process

Use this procedure to define a new Compliance Process. Defining a new Compliance Process requires access to the User Interface wizard.

1. Select CreateProcess.

   The Name and Description window displays. Mandatory fields are denoted by an * (asterisk). Policy selection is also required at this stage.

2. Use the following descriptions as a guide to entering the appropriate information in the Name and Description window.

   Name

   Specifies the name used to identify the process. This field takes a maximum of 255 characters. This is a mandatory field.

   Description

   Specifies a brief narrative attached to the Policy whose purpose is to explain its function or use. This field takes a maximum of 4000 characters.

   Revision

   Specifies an automatically generated number that is given an initial value of one. Each time the Policy is edited, the revision number is incremented by one. This is for versioning control.

   Enable process for automatic validations

   When selected this option indicates that the policies selected within this process may be used by automatic processes.

   Policy Selection

   Policies to be included in the validation procedure should be selected here. Select the Policy/Policies required from the navigation pane, and select using the arrows in the middle of the panel. A new Policy may be created at this stage using the Create new icon; this invokes the Create a Policy window.

3. Click Next on the Name and Description window.

   The Pre-Emptive Options window displays.

4. Use the following descriptions as a guide to entering the appropriate information in the Pre-Emptive Options window.

   Enable Pre-Emptive Compliance Options for this Process

   Specifies a check box that enables or disables the specified Compliance Process for pre-emptive compliance.

   Policy Name

   Specifies a list of Policies to be included. Policies that are not enabled for pre-emptive compliance appear in the list, but are greyed out. The user does not have the ability to enable them for pre-emptive compliance.

5. Click Next on the Pre-Emptive Options window.

   The Select Devices window displays.

6. Use the following descriptions as a guide to entering the appropriate information in or to making use of the icons at the bottom of the Select Devices window.

   Retrieve Realms Button

   Populates realms created

   Device/Realm Selection drop-down menu

   Options to view devices, realms, VTMOS device and VTMOS realm.

   Check Device Coverage Button

   Checks if Policies cover all devices selected.

   Note: The Check Device Coverage button will inform if all devices in the selection are covered by the policies, which will allow the user to continue to the next step in creating a Compliance Process. If there is a problem with the device coverage, the Policy Coverage Check window screen will be displayed. This window displays a reason such as: Policy not applicable or No rule applicable.

   Search for Devices

   Conduct a search on devices based on Name, Realm, Status, Synced at, and VTMOS.

   If sub-realms are employed in your realm structure, and you want to include these sub-realms in your selection, you must check the Include Subrealms checkbox. By default this is checked.

   The Devices/Realms that are required to execute the Process against should be selected. Using the navigation tree in the Device pane, select the necessary devices or realms.

7. Click Next on the Select Devices window.

   The Parameters window displays.

   You cannot add any new parameters here, but if you edit an existing parameter when creating a new policy that will create a process parameter in the 'Process Parameter' tab in the Process Administration GUI.

8. Select an existing parameter that exists in one of the included definitions, and then click View > Edit. Use the following descriptions as a guide, and note that not all of the following fields are editable:

   Name

   Specifies the name of the parameter. Parameters that have already been created in any of the Compliance definitions or through parameter administration display in this window.

   Type

   Specifies the type of the parameter, either LOCAL or GLOBAL.

   Description

   Specifies a description for the parameter.

   Current Value

   Specifies the current value for the parameter.

   Default Value

   Specifies the default value for the parameter.

   Realm

   Specifies the realm.

9. Click Next on the Parameters window.

   The Process Schedule window displays.

10. Use the following descriptions as a guide to entering the appropriate information in the Process Schedule window.

    Unscheduled

    Specifies a radio button used to specify an unscheduled execution of a Compliance Process.

    Scheduled

    Specifies a radio button used to specify a scheduled execution of a Compliance Process.

    Recurring Schedule

    Specifies radio buttons used to specify a scheduled or recurring execution of a Compliance Process. The recurring schedule is offered on an hourly, daily, weekly, monthly, or yearly basis.

    Server Time:

    Specifies the user's preference for date and time on the UI.

    Scheduled Monthly

    Specifies radio buttons used to specify the day and month if the Monthly radio button is selected.

11. Click Next on the Process Schedule window.
12. The Choose a Save Location window displays.
13. Navigate through the tree structure, and choose the location where you want to save the newly created Compliance Process. Otherwise, it is possible to create a new folder from here if required.
14. Click Finish on the Choose a Save Location window to complete the creation of the Compliance Process.