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Configuring Policies

As an administrator, you can declare policies in ADx and assign them to repositories. Assigning a policy to a repository means that it's available for use on folders and contents inside this repository. As a user, you can achieve the following goals by using policies:

  • Define inheritance policy on the folder level
  • Define the default type signature for all contents uploaded to a folder
  • Grant or deny access to a folder based on the type signature of the entry (content or folder)

Prerequisites

Default Type policies and Type Restriction policies work based on custom type signatures. Therefore, if you want to use these policies, it's necessary to configure custom types first. Read about Configuring Custom Types for more information.

Configuring Inheritance Policies

Inheritance policies are assigned on folders in ADx Explorer. Check the video below for information on how to create and use inheritance policies:

The video shows the following steps:

  1. Create the policy in Administration area. Use the available policy properties

    Inheritance policy propertyEffect
    NamePolicy name
    Inherit ACLAll entries in a folder with this policy will inherit its Access Control settings
    Inherit ClassificationAt the momentAll entries in a folder with this policy will inherit its assigned classifications
    Inherit Common PropertiesAll entries in a folder with this policy will inherit property values for all common properties shared with the parent (if any)
    Inherit PoliciesAll entries in a folder with this policy will inherit the policies of the parent
    Inherit TagsAll entries in a folder with this policy will inherit the tags of the parent
  2. Add the policy to a repository in ADx Administration Area.

  3. Synchronize the repository. Its policies can now be assigned to folders inside the repository.

  4. Assign the policy to a folder.

Configuring Default Type Policies

Default Type policies are assigned to a folder in ADx. When in effect, default type policy defines the type signature of the uploaded content.

The video shows the following steps:

  1. Create the policy in Administration area. Use the available policy properties

    Default Type policy propertyEffect
    NamePolicy name
    Default TypeType signature applied on entries affected by this policy
    DescriptionPolicy description

    In the video, we're adding CustomContent as the Default Type.

  2. Add the policy to a repository in ADx Administration Area.

  3. Synchronize the repository. Its policies can now be assigned to folders inside the repository.

  4. Assign the policy to a folder. Contents added to this folder have the CustomContent type, despite the fact that we didn't assign any type on upload.

Configuring Type Restriction Policies

Type Restriction Policies are assigned to a folder in ADx. When in effect, they restrict access to a folder based on type signatures. Restriction policies are inclusive, meaning that only the types added to the policy are allowed in the folder where the policy is in effect.

The video shows the following steps:

  1. Create the policy in Administration area. Use the available policy properties

    Type restriction policy propertyEffect
    NamePolicy name
    Include Sub TypesWhen true, policy affects the sub-types of the added type signatures
    Allowed TypesTypes explicitly allowed in folders where this policy is in effect
    Denied TypesTypes explicitly denied from folders where this policy is in effect (this policy has priority in case of conflict with Allowed Types)
    DescriptionPolicy description
  2. Add the policy to a repository in ADx Administration Area.

  3. Synchronize the repository. Its policies can now be assigned to folders inside the repository.

  4. Assign the policy to a folder. Denied types can no longer access the folder.

Rest API

Policy management services are also exposed in ADx REST API. More information, including examples, is available under Working with Policies with ADx REST API.