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Global Policy Set is the only default policy set that is
created upon installation. You can create additional policy sets
and add policies, users, policy set coordinators, and document publishers.
After creating a policy set, you can create policies within the
set.
During policy set creation, you can use the Back button to return
to the previous screen and the Save button to save your policy set
at any time.
On the Rights Management, page, click Policies, click
the Policy Sets tab, and then click New.
In the Name box, type a name for the policy set, optionally
type a Description, and then click Next. The name cannot contain
a colon (:).
Note: You can create a policy set
name that contains extended characters; however, when a comparison
is made between two strings, accented and non-accented characters
such as "e" and "é" are considered to be the same. When someone
creates a policy set, a comparison is made to check whether a policy
set with the same name already exists. The comparison cannot distinguish
between names that are the same except for accented characters.
It is assumed that the policy set is already added to the database
and the new one is not added.
(Optional) To set the domains that are visible to Document
Publishers when they are adding users to a policy, click Add Domains,
select the domains to make searchable, click Add, and then click
OK.
On the Add Visible Users and Groups page, click Next.
(Optional) To add a policy set coordinator, click Add Users
and Groups on the Add Policy Set Coordinator(s) (Step 3 of 4) page
and perform these tasks:
In the Find box, type the
name or email address.
In the Using list, select the appropriate option.
In the Type list, select User and, in the In list, select
a domain to search.
In the Display list, select the number of results to display
per page, and then click Find.
Select the check box for the user or group to add and click
Next.
Select the policy set coordinator permissions and click Add.
The following permissions can be set:
View events
Manage documents (revoke and reinstate access to documents,
and switch policies on documents)
Manage policies (create, edit, and delete policies)
Managing Document Publishers (add and remove Document Publishers)
Delegate (add and remove Policy Set Coordinators)
Repeat step 5 to add more policy set coordinators.
Review the policy set coordinator settings and click Next.
Click Add Users and Groups to add document publishers who
can use the policies within the policy set to protect documents.
On the Add Document Publishers page, perform these tasks:
In the Find box, type the name or email address.
In the Using list, select the appropriate option.
In the Type list, select User and, in the In list, select
a domain to search.
In the Display list, select the number of results to display
per page, and then click Find.
Select the check boxes for the users and groups to add, click
Add, and then click OK.
Click Save.
You can now add policies to your policy set. (See Creating and editing policies.)
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