Create a PaCE policy

Create a PaCE policy to determine if changes to a software service or application comply with a set of pre-defined rules.

Before you begin

Role required: sn_pace.policy_editor

About this task

After you create a PaCE policy, a decision is then made about these changes, and if they are compliant, non-compliant, or compliant-exception according to these pre-defined rules. The policy must be mapped correctly to the relevant object (table and document ID) to invoke the policy when any changes are made to the object.

Note: Policies are only used if they have active mapping records, and if there was a request to validate an object (tables and document IDs) mapped to the policy. For further information, see Map PaCE policies.

Procedure

1. Navigate to All > Policies > My Policies.

   Note: To view all policies generated by admin/other users, navigate to Policies > All Policies.

2. Click New.

   The New policy page appears.

3. Select the New blank policy tile or an existing policy template, then Create.

   Templates can be filtered by most used, alphabetically, state, and type. By default, inactive templates are hidden.

4. In the Create New Policy form, fill in the fields.

<table id=“table_mc2_q1m_zwb”><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Policy name

</td><td>

The policy name.Note: The policy name must be unique, and is used as the identifier of the policy.

</td></tr><tr><td>

Document type

</td><td>

Select a document type for the table of items for the policy to be applied to.

</td></tr><tr><td>

Category

</td><td>

Categories enable you to group and manage policies more efficiently. See Managing categories in PaCE for details.

</td></tr><tr><td>

Calling service

</td><td>

The name of the calling service the policy was created in.

</td></tr><tr><td>

Description

</td><td>

Additional details for this policy.

</td></tr><tr><td>

Comments

</td><td>

Comments about the policy.

</td></tr></tbody> </table> Note: You can add additional comments in the Compose text box, that will show up in the Activity stream.

1. Click Save.

   The form is refreshed to display the newly created policy.[Omitted image "pace-new-policy-manage-3.jpg"] Alt text: Details page.

2. Add tags by selecting the tag icon [Omitted image "pace-tag-icon-1.jpg"] Alt text: Tag icon. alongside the policy name to add tags.

   For more information about defining tags, Add tags to PaCE policies.

Result

The newly created policy contains the following tabs.

<table id=“table_yck_b1m_zwb”><thead><tr><th>

Tab name

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Details

</td><td>

The details of the policy including the policy name, category, date on which it was created, and a description is displayed.

</td></tr><tr><td>

Policy builder

</td><td>

When you create a policy, by default a draft policy version is created. Each policy version contains version meta-data, a policy script, and variable input definitions, which you can modify according to your requirements. Click the Policy builder tab to view the Policy builder page. You can:- Edit a policy version.

Note: You can edit a policy version only if it is a Draft state.

• View version details

• Create a new version

• Switch from low-code to the code editor

• Save the policy as a template

• Compare versions

• Duplicate policy versions

For more details, see Manage PaCE policy versions.Note: You must publish the (See Publish a PaCE policy version) policy version to make it Current before it can be used.

</td></tr><tr><td>

Version management

</td><td>

The Version management tab lists out the previous versions of the policy. You can also create a new version of the policy.

</td></tr><tr><td>

Mappings

</td><td>

The Mappings tab enables you to define the object (table and document ID) to which the policy is to be mapped. For more information, see Map PaCE policies.

</td></tr><tr><td>

Executions

</td><td>

The Executions tab enables you to review the execution activity for the policy.

</td></tr></tbody> </table>## What to do next

You can perform the following actions:

• Delete a policy that is in an inactive state. See Delete a PaCE policy.

• Duplicate or create a copy of an existing policy.

• Write and test custom PaCE policies. See How to write and test custom PaCE policies.