Policy Designer Deployment

Deploy Policy Designer for the First Time

The following table outlines the steps that you must complete to deploy and configure this module for the first time.

These tasks may be completed by multiple people in your organization. We recommend, however, that the tasks be completed in the order in which they are listed.

Important: The Policy Execution Service uses the MIJOB user account. MIJOB should be a Super User, and should have its time zone set to UTC. Any modifications to the security privileges of the MIJOB user account may lead to failure of the Policy Execution Service.
Table 1. Procedure
StepTaskNotes
1Assign Security Users to one or more of the Policy Designer Security Roles.This step is required.
2Review the Policy Designer data model to determine which relationship definitions you will need to modify to include your custom equipment and location families, and as needed, modify the relationship definitions using Configuration Manager.

This step is required only if you store equipment and location information in families other than the baseline Equipment and Functional Location families.

3Configure Alternative Query for Policy OverviewThis step is optional. The alternative query provides additional information on the most recent execution of each policy but may impact performance.

Configure Alternative Query for the Policy Designer Overview Page

About This Task

To optimize the performance of the Policy Designer Overview page in the systems with a large volume of policy execution history records, the Policies tab displays a simplified view which does not display the latest policy execution results. If you want to see the latest results in the Policies list, you can configure the Policy Designer Overview page to use the alternative query (Policy Overview – Policies Alternate Query) that is provided in the Essentials Catalog.
Note: When you configure an alternative query for Policy Designer Overview page, you might face some performance issues.

Procedure

  1. Access Essentials using the super user account.
  2. Access the Catalog page.
  3. In the Catalog section, select Public > Meridium > Modules > Policy Manager > Queries.
    The Queries workspace appears, displaying the catalog items of the Queries folder in a table.
  4. Select the check box corresponding to the Policy Overview – Policies query.
  5. In the same row, select .
    The Catalog Item Properties window appears, displaying the properties of the Policy Overview – Policies query.
  6. In the Name box, modify the value to rename the query.
  7. Select Done.
    The Policy Overview – Policies query is renamed.
  8. Select the check box corresponding to the alternative query (Policy Overview – Policies Alternate Query).
  9. In the same row, select .
    The Catalog Item Properties window appears, displaying the properties of the alternative query.
  10. In the Name box, delete the existing value, and then enter Policy Overview – Policies.
  11. Select Done.
    The alternative query is configured for the Policy Designer Overview page.