Managing IT Policies

An IT policy is a set of rules that govern:

•      What email and PIM data are synchronized

•      How the device and server handle the data

•      The extent of user access to the rules

The policy consists of two types of rules: Server Rules and Device Rules.  There are groups of rules within each category:

Server Rules	Device Rules
Access Rules	ActiveSync Rules
Calendar Sync Rules	Cleanup Rules
Contact Sync Rules	Email Rules
Control Options	Emergency Calling Rules
Notification Format Rules	File List Rules
Security Rules	General Security Rules
Signatures	Lock Rules
Task Sync Rules	Password Rules
Blocks  (at user level only)	PIM Rules
Folders  (at user level only)	Push Rules

 

The Default IT Policy is the set of rules automatically applied to all unclassified user accounts as they are added to the NotifyLink server. 

The Default IT Policy set employs NotifyLink Enterprise Server default settings for all rules and allows full user permissions.  The Default IT Policy cannot be deleted; however, administrators can edit the settings to meet corporate requirements. 

The administrator can also create other policies that can be associated with various user classes.

 

How a policy is assigned to a user.  When a user account is added to the NotifyLink server, it can be assigned to a user class.  The policy set associated with the user class determines the set of rules that govern the user account.  If a user is unclassified, the Default IT Policy set is automatically applied to the user’s account.  See Creating a New Policy Set for information on assigning a policy to a class.

                                                                                           

Policy Exceptions can be made for an individual user by editing the rules at the user level (User Administration > Edit User Policy).  Any policy synchronization, however, will overwrite the exceptions.  See Policy Synchronization below.

 

User Access to Policy Rules.  Users, who have been granted access, can also make exceptions to the rules for their individual account.  Users with access to server rules can make changes via the NotifyLink Client Web.  Users with access to device rules can make changes via the NotifyLink Preferences menu on their device. 

          Caution:  Administrators should be judicious when granting access rights to end users.  Many of the policy rules aid the administrator in enforcing security measures, limiting system load, and otherwise implementing corporate requirements.  It is wise to begin with a somewhat hardened policy and grant access in limited areas, on an as-needed basis.

 

Printing and Exporting Policy Lists.  Lists from the IT Policy Management pages can be printed  or exported  to a spreadsheet.

 

Location:  Select IT Policy Management from the Administrative Web console home page.

 

Highlight the “Default” policy set (or a custom policy set you have created) and click Edit IT Policy.

 

 

 

Editing the Rules   There are two categories of rules: Server Rules or Device Rules.  Server Rules determine what information is synchronized from the server to the device. Device Rules determine what information is synchronized from the device to the server.   •  Reveal a list of the rules configurable in each group by clicking theto expand an individual group.  (See Task Sync Rules in the illustration.) •  Edit a group’s rule settings by clicking on the group title.

 

Policy Synchronization updates a single user or all users assigned to a particular set of policy rules with a policy’s current rule settings. 

If the “Automatic Push” option is checked, any change made to the policy set is immediately synchronized to user accounts governed by the policy set.  If Automatic Push is not used, the administrator may click the “Synchronize All Unclassified Users” button to synchronize changes. 

Any policy synchronization, whether automatic or manual, will overwrite all policy exceptions with the current settings of the policy rules. 

The administrator has the ability to view a list of users that have policy exceptions before synchronizing.  Click thebeside User List.

•      For unclassified users, policy synchronization is done from the IT Policy Management page: 

IT Policy Management > (select the Default policy) > Edit IT Policy

•      For all users in a class, policy synchronization is done from the Manage User Classes page:

User Administration > Manage User Classes > (select the user class) > Edit Class

•      For a single user, you can overwrite an individual user’s policy settings with the current settings of the Default policy:

User Administration > (select a user) > Edit User Policy
Click the Restore Policy Defaults button.

 

More:

Creating a New Policy Set

Server Rules

Device Rules