Clone, Activate, or Stage a Global Policy

Clone a policy

1. Click the Policies icon in the left sidebar and navigate to the Data Policies or Subscription Policies tab.

2. Click the dropdown menu in the Actions column of a policy and select Clone.

3. Open the dropdown menu and click Edit in the Global Policy Builder. Then make your changes using the dropdown menus.

4. Click Create Policy, select Activate Policy, and then click Confirm.

The policy will display as Pending until it is enforced on all data sources it applies to. See the Policies explained guide for details.

Note: If a cloned policy contains custom certifications, the certifications will also be cloned.

Activate a templated policy

1. Click the Policies icon in the left sidebar and navigate to the Data Policies tab.

2. Click the dropdown menu in the Actions column of one of the templated policies and select Activate. Note: If data governors decide to stage an active policy, they select Stage from this dropdown menu.

The policy will display as Pending until it is enforced on all data sources it applies to. See the Policies explained guide for details.

Stage the policy

1. Click the dropdown menu in the Actions column of a policy and select Stage. Note: If data governors decide to make a staged policy active, they select Activate from this dropdown menu.

2. Click Confirm in the dialog that appears.

The policy will display as Pending until it is removed from all data sources it applies to. See the Policies explained guide for details.