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Creating policy documents

Once you have sufficient authority via the Domino Administrator client, you're ready to go. The following steps provide a general overview on how to create a policy document.

Creating Policy Documents Before you create a policy document you'll need a clear understanding of the settings and policy type to be associated with a particular user group. Once this has been determined and you have sufficient authority via the Domino Administrator client, you're ready to go. The following steps provide a general overview on how to create a policy document.

Step 1. Launch the Domino Administrator client.

Step 2. Navigate to the People & Groups tab.

Step 3. Select the Policies view.

Step 4. Select the Actions -> Add Policy menu option or select the Add Policy action button.

Step 5. If a warning message appears, review the message and verify you are in compliance. Click OK to continue.

Step 6. Specify a Policy Name (for example, */employee/ABC).

Step 7. Select the Policy Type.

Step 8. Provide a short descriptive abstract for the document (e.g. "This is the Organization Policy document for permanent employees.").

Step 9. Configure the settings associated with the policy. For each setting that's applicable, you'll need to click the New button and complete the related document.

Note: You can also create these settings documents by navigating to the Settings view, which is also found in the People & Groups tab.

After all settings have been defined, save and close the document. The policies will then be applied as new employees are registered in the Domino Directory. The Notes configurations settings will be applied the user's client based on the settings document type. If you recall, settings are applied during installation, registration settings are applied the first time the user connects to the server, desktop settings are applied dynamically, and so forth.


Survival guide for Lotus Notes and Domino Administrators

 Home: Introduction
 Part 1: What are policies?
 Part 2: How are policies implemented?
 Part 3: What are settings documents?
 Part 4: What is a policy architecture?
 Part 5: Creating settings and policy documents
 Part 6: Creating policy documents
 Part 7: Registering a new user using an explicit policy
 Part 8: Assigning an explicit policy to an existing user
 Part 9: Using exception policies
 Part 10: Viewing your policy settings

Survival Guide for Lotus Notes/Domino Administrators This chapter is an excerpt from the book, Survival Guide for Lotus Notes and Domino Administrators, authored by Mark Elliott, published by IBM Press, March 2009, ISBN 0137153317, Copyright 2009 by International Business Machines Corporation. All rights reserved. For more info, please visit the publisher site. Safari Books Online subscribers can also access the book at safari.com.

Click here for the chapter download.

This was last published in October 2009

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