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How to Create, Modify, Delete, Clone or Archive Policies?

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A policy is a set of configurations, restrictions and apps that are defined first and then applied across a range of devices, users and groups within Hexnode UEM. You can either create a new policy, modify an existing policy, clone a policy, archive a policy, or delete a policy if not required.

Policy Template

Policy templates can be created in advance with the required configurations. While creating a policy, you can choose from the existing templates and then associate the policies to relevant devices.

To create a template
  1. Log in to your Hexnode portal.
  2. Navigate to Policies > Templates > New Template.
  3. Provide a template name and description.
  4. Select the required configurations and save the template.


To create a policy from the template
  1. Navigate to Policies > My Policies > New Policy.
  2. Choose any of the templates.
  3. Go to Policy Targets and associate the policy with devices.
  4. Save the policy.


To save an already created policy as a template
  1. Go to Policies > My Policies.
  2. Select the existing policies that need to be saved as templates.
  3. Click Manage > Save as template(s).

Create New Policy

Steps to create a new policy
  1. Log in to your Hexnode UEM Portal.
  2. Go to Policies.
  3. Click New Policy.
  4. A pop-up appears from where you can select from the existing templates or click New Blank Policy.
  5. It will take you to the policy creation page.
    • Policy Name: Provide a suitable name to identify the policy.
    • Description: Provide a brief description about the policy.
  6. Depending upon the type of device the users have, select the appropriate settings.
  7. Configure the required settings for the devices.
  8. Click on Save to save the policy.

Modify an existing Policy

Steps to modify an existing policy
  1. Log in to your Hexnode UEM Portal.
  2. Go to Policies.
  3. Select an existing policy to modify it.
  4. If required, change the policy name and description.
  5. Make the necessary changes under the policy and click on Save.

Note:
  • Modifying an existing policy will affect all the policy targets.


Clone a Policy

Steps to clone a policy
  1. Log in to your Hexnode UEM Portal.
  2. Go to Policies.
  3. Click on the clone icon at the right side of the policy to be cloned.
  4. It creates a copy of the selected policy with its same configurations.
  5. Make the necessary changes and associate the policy with devices.

Note:
  • Cloning a policy won’t clone the policy targets.


Archive a Policy

Steps to archive a policy
  1. Log in to your Hexnode Portal.
  2. Go to Policies.
  3. Select the policy.
  4. Click on Manage > Move to Archive.

You can also view the archived policies from the Archived Policies subtab.

  1. Archived policies will be listed here.
  2. You can either restore/delete the archived policy by clicking on the restore/delete button.

Note:
  • Archiving a policy dissociates all policy targets.
  • Restoring archived policies won’t restore policy targets.


Delete a Policy

Steps to delete a policy

Hexnode allows you to delete a policy permanently after archiving it.

  • Log in to your Hexnode UEM Portal.
  • Go to Policies > Archived Policies.
  • Select the policies you want to delete.
  • Click on Manage > Delete.

Remove a Policy

Steps to remove a policy

Certain situations may require removing the policy from the devices. In such cases, you can remove the policy from the associated devices, or remove the device from the policy.

To remove a policy from the device,

  • Log in to your Hexnode portal.
  • Go to Manage > Devices.
  • Click on the device from which the policy is to be removed.
  • From the Device Summary page, click on the Policies subtab and remove the policy by clicking on the trash icon.

Exceptions:
  • If the policy is associated with a custom device group, then you cannot remove the policy from a device. You’ll have to remove the device from the device group.
  • If the policy is associated with a dynamic device group, then you cannot remove the policy from a device.


    • Policies tab for a device associated to a dynamic group.



To remove a device from the policy,

  • Log in to your Hexnode portal.
  • Go to Policies and select the policy.
  • From Policy Targets, click on Remove to remove the corresponding policy.
  • Save the policy.

How to associate policies with the devices?

Once the policy is created, you need to associate it with the devices.
There are two ways by which you can associate a policy with the devices.

If the policy has not yet been saved:

  1. Navigate to Policy Targets.
  2. Click on +Add Devices.
  3. Select the devices and click OK.
  4. Click on Save to apply the policies to devices.

Apart from devices, you can also associate the policies to Device groups, Users, User groups, or Domains from Policy Targets.

If the policy has been saved, you can associate it with a different method:

  1. From Policies, check the policies to be associated.
  2. Click on Manage → Associate Targets and select the device.
  3. Click on Associate to apply policy to the devices.

Policy Summary

The Policy Summary includes the version of the policy, created date, modified date, target count and the configured settings. To view the Policy Summary:

  1. Navigate to Policies.
  2. Click on the policy summary icon on the right side of the policy.
  3. You can view the policy summary here.

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