Policy Editor

Rename the policy

Click the policy name to change it.

Tell me about this policy

Quickly see the policy status and activate or deactivate the policy. Also see how many sections, technologies and controls are currently in this policy.

Technologies assigned to the policy

This is the global technologies list for the policy. Only controls for these technologies can be added to the policy.

Assign assets

Tell us the hosts you want to test for compliance with this policy. You can do this by adding a combination of asset groups and asset tags. Do you have PC Agent? You'll also see the option to include all hosts in your PC Agent license.

Add a cover page

The cover page will appear in your policy reports.

Add sections to the policy

It's best practice to organize controls into sections. You'll be prompted to give the section a name and add controls to the section.

Reorder sections

Click this button and then type over any section number to change the order. Tip - You can also click the far left edge of any row and drag the row to a new position.

Scroll through sections

Quickly move from one section to another.

Rename the section

Click the section name to change it.

Add controls to this section

Search for controls and add them to this section of the policy. Then edit control details and set the expected value.

Copy controls from another policy

Save time by copying controls already defined in another policy. We'll add them to this section and copy over the control settings.

Reorder controls

Click this button and then type over any control number. You can reorder controls within the section or move controls from one section to another. For example, change control 3.1 to 2.1 to move it from section 3 to section 2. Tip - You can also click the far left edge of any row and drag the row to a new position.

Scroll through controls

Quickly move from one control to another.

Edit control criticality

Select a new criticality level or remove the criticality by choosing Undefined. Your selection will overwrite the setting from the controls library.

Add technologies to the control

A control can apply to many different technologies and each technology can have a different expected value. When you add a technology that is not already in the policy, we'll 1) add it to the global technologies list for the policy, and 2) add it to all controls in the policy that support the technology.

Remove the control

This control will be deleted from the policy.

Show all technologies

We initially show the control value for one technology at a time - the one selected on the left. Use this option to see how the control is set for all technologies at once.

Test the control on a host

Run a quick test to see whether this control will pass or fail for a host. You’ll get the pass or fail status and the actual value based on the last scan of the host. This allows you to modify the control value if needed before saving your policy.

Set status for "item not found" error

A UDC control returns error code 2 "item not found" in cases where the latest scan did not find data required for control evaluation (e.g. file, registry key, or setting within a file or registry key). When selected and error code 2 is returned, we'll set the control status to Passed. Clear the check box to set the status of the control to Failed.

Evaluate now

Select this option and hit Save to start policy evaluation. Note - We'll automatically evaluate the policy each time new scan results are processed for the hosts in the policy.