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Version: 7.1

Policy Editor Workspace

The Policy Editor Workspace is the left pane of the Policy Editor. It is there for your convenience to keep any Policy Package which you currently are working on easily available. As opposed to the Policy Package Library, which looks the same to all users, the Workspace represents your private work area. When you open a policy in the Policy Package Library, it is automatically placed on your private Workspace.

On the Workspace, Policy Packages are listed under a row of action icons, which from left to right are

  • Open Policy Package

  • Create new Policy Package

  • Import Policy Package

  • Export Policy Package

  • Duplicate Policy Package

An Export Policy Tree icon is available on each table tree node.

Open Policy Package​

Click on this icon to open a separate window listing Policy Packages from the Library with information on previous edits, action icons like those in the Workspace tool bar, and action buttons that permit the user to open, export, duplicate, or delete a package. If you open a package it is placed in the Policy Package List on your Workspace.

Create new Policy Package​

Click on this icon to create a new Policy Package in the list of Policy Packages below the action icons in the Workspace. The package becomes available to others in the general Policy Package Library.

Import Policy Package​

Click this icon to select a Policy Package to be imported into the Policy Editor. A standard file dialog is opened.

Export Policy Package​

Only when a user selects a policy package (top level) node does the Export policy package button become enabled. Click the enabled button to download a Policy Package as a .zip file into your default download folder. All policy package content, including all policies, will be exported in the .zip file.

Export Policy Tree​

An Export policy tree button is available on each table tree node. Pressing the button exports only the selected tree in a .zip file.

Duplicate Policy Package​

Click this icon to make a copy of a selected Policy Package and place it in the Policy Package List. It also becomes available to others in the Policy Package Library.

Policy Package List​

When a new Policy Package is created, it is added to a list of open Policy Packages. Users can name the package and expand the entry to show a line containing the top-level policy. When the top-level policy is selected, a default set of nodes appears on the Policy Design Board. The set consists of a Policy Set, Policy, and Rule node.

You can create additional Policy Trees by clicking the Add Policy Tree button. This also creates a default set of nodes on the Policy Design Board. The tree will appear as "untitled" but you can supply a name in the text box.

Remove package from Workspace​

Click on the x-icon to the right of the Add Policy Tree button to remove the Policy Package from your Workspace. It is still available in the Policy Package Library but is no longer listed on your private Workspace.

To retrieve the Policy Package to your Workspace again, you just need to open it, either from the Policy Package Library as described in Open Policy Package.