Shadow Policy Pane

The Shadow Policy pane configures the Delete/Shadow (soft delete) button on the Policy Screen. TheDelete/Shadow button enables an OIPAuser to delete a policy after the policy has been saved. This might be used, for example, when a policy has been created in error and is still in Pending status. The statuses that can be deleted are configured in the CompanyCosmetics rule; the Shadow Policy pane allows the Rules Palette user to select which of the configured statuses in CompanyCosmetics will make a policy eligible for deletion, which predefined validations are performed, and what status is assigned to a policy when it is deleted by the user. When a policy is eligible for deletion, the Delete/Shadow button is visible on the secondary menu of the Policy Screen. If the policy status is not eligible, the Delete/Shadow button is hidden.

The Shadow Policy pane in the PolicyScreen business rule visual editor provides a method for visually configuring shadow criteria. <ShadowPolicy> element in the PolicyScreen business rule determines the status the policy moves to when it is deleted in OIPA.

The Policy Status codes are selected from AsCodeStatus in the AsCode table. The list of status codes is configurable in CompanyCosmetics. It specifies statuses that allow deletion; any status not listed in CompanyCosmetics does not allow deletion. The typical use for the Delete/Shadow button is to delete a policy that was just saved, has not been assigned roles, activities, and segments, and is not yet active.

To configure the Delete/Shadow button, the following must be set up:

Shadow Policy tab

PolicyScreen Shadow Policy Pane

Steps to Configure the Shadow Policy Pane

  1. Check out the PolicyScreen business rule.

  2. Click the Shadow Policy pane in the Configuration Area.

  3. Select one Shadow Status Code from the drop-down box.

  4. Right-click on theAllow Shadow field and select “Add Policy Status.

    This action splits the pane into two sections (upper and lower). The lower pane contains the Status Code drop-down box, and the Save and Cancel buttons. The Cancel button closes the lower pane without saving any changes.

  5. Select an appropriate policy status and click on the Save button.

    This action adds a Policy Status sub-node (e.g. “Pending”) to the Allow Shadow tree node. Once a policy status is saved, the lower pane closes.

  6. To add another policy status, repeat Steps 4 and 5.

  7. To remove a policy status from the Allow Shadow node, right-click on the status to be removed, and select Remove.

  8. Right-click on the Validations field and select Add Validation Item.

    This action splits the pane into two sections (upper and lower). The lower pane contains the Validation Item drop-down box, and the Save and Cancel buttons.

    The Cancel button closes the lower pane without saving any changes.

  9. Select the appropriate validation item and click on the Save button.

    This action adds a Validation Item sub-node (e.g. “Activities”) to the Validation tree node. Once a Validation item is saved, the lower pane closes.

  10. To add another Validation item, repeat Steps 8 and 9.

  11. To remove a Validation item from the Validations node, right-click on the Validation item to be removed, and select Remove.

  12. When complete, save and check in the rule.

  13. Under the AdminExplorer, enable the ShadowPolicy button for the applicable security groupsas shown in the example below.

     
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