When you create a policy, you use a Policy document to specify which policy settings documents to include. You can create policy settings documents before you create the policy document, or you can create them while you create the Policy document.

About this task

If you are creating an exception policy, include only the policy settings documents that have settings whose values you do not want to enforce. For each setting you do not want to enforce, change the value as required. Exceptions are made at the policy setting level. When the effective policy settings are resolved, any settings you specify in the exception policy apply.

If you are creating a dynamic policy you can use the Policy Assignment tab to assign the policy to users and groups while you are creating the policy.

Policy document names

About this task

The names of Policy documents must be in one of the following formats. However, when you create a Policy document, you do not have to include the asterisk (*) or slash (/) when you enter a policy name. Domino adds them for you depending on the type of policy you specify.

*/organization -- an organizational policy that is automatically applied at the organization level

*/organizational unit/organization -- an organizational policy that is automatically applied to an organizational unit

* -- an organizational policy that is automatically applied to everyone in the Domino Directory

/policyname -- an explicit policy that must be assigned manually, but can be assigned at any organizational level

To create a policy document

Before you begin

Make sure that you have Editor access to the HCL Domino® Directory and one of these roles:

• PolicyCreator role to create a policy document
• PolicyModifier role to modify a policy document

1. From the Domino Administrator, click the People & Groups tab, and then open the Policies view.

2. Click Add Policy.

3. Under Basics, complete these fields:

Table 1. Basics fields

Field	Action
Policy name	Enter one: A unique name, for an explicit policy. The name of the organization or organizational unit, such as Renovations or Sales/Renovations
Policy type	Choose one: Explicit -- to create a policy to assign to specific users and groups. Organizational -- to create a policy that is automatically assigned to all users in the part of the organization specified in the Policy name field.
Description	Enter a description of the policy.
Category	Specify a category, for example, the name of a geographical location to further define how or where the policy is to be assigned.

5. If you are creating a dynamic policy, click the Policy Assignment tab and then assign the policy to the appropriate users and groups. If you are not creating a dynamic policy, skip this step and proceed to step 6.

6. To specify the policy settings documents to include in this policy, for each type of settings do one:

• Select a policy settings document from the list.
• Click New to create a new policy settings document. Then, after you create the policy settings document, select it from the list.

  Note: If the name of the new policy settings document does not appear as a selection, you may need to refresh. Press F9.

CAUTION: Be cautious when creating an exception policy. An exception policy allows a user to override enforced policy settings.

Related concepts
Organizational and explicit policies
Creating policies
Understanding policy hierarchy and effective policy
Customizing Notes using plugin_customization.ini

Related tasks
Creating a child policy document

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