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- Create and manage software policies
- Create software policies and software templates
- Open a policy or template
- Edit software policy properties
- Add software resources to a software policy
- View properties of software resources in a software policy
- Specify the installation/uninstallation order in a software policy
- Set installation and update options for a RPM
- Remove a software resource from a software policy
- Add custom attributes to a software policy
- Edit custom attributes in a software policy
- Delete custom attributes from a software policy
- Add custom attributes to servers
- Duplicate ZIP packages
- Edit the ZIP installation directory
- View servers attached to a software policy
- View all the policies containing a software policy
- View OS sequences containing a software policy
- View OS Build Plans containing a software policy
- View applications containing a software policy
- View the history of a software policy
- Locate policies in folders
Create software policies and software templates
A policy contains software resources such as packages, patches, RPM packages, scripts, application configurations, and server objects that need to be installed on managed servers. A software template is a policy that can only contain other policies.
In the SA Client, you can create a policy or template in the following ways:
- Creating a software policy or template from the By Type view in the library
- Creating a software policy or template from the By Folder view in the library
Creating a software policy or template from the By Type view in the library
To create a policy in the SA Client:
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From the navigation pane, select Library>By Type> Policies. The list of policies appears in the content pan. By default, the policies are organized by operating system families.
- Select a specific operating system.
- From the Actions menu, select New. The policy window appears.
- In the Name field, enter the name of the software policy.
- In the Description field, enter text that describes the purpose or contents of the policy.
- Click Select to specify the location for the policy in the folder hierarchy. The Select Folder window appears. Select a folder in the Library to specify the location of the policy and then click Select.
- From the Availability drop-down list, select the SA server life cycle values for the software policy.
- From the OS drop-down list, select the operating system family or specific operating systems in that family.
- In the Template field, select Yes to designate a policy as a template. A policy template is not persistently associated with a server. See the Software policy templates for information about policy templates.
- To save the changes, select Save from the File menu.
In the SA Client, a policy is represented by the icon . A software template is represented by the icon .
Creating a software policy or template from the By Folder view in the library
To create a policy in the SA Client:
- From the navigation pane, select Library>By Folder. The folder hierarchy in the Library appears in the content pane.
- Select the folder that should contain the software policy.
- From the Actions menu, select New software policy. The policy window appears.
- In the Name field, enter the name of the software policy.
- In the Description field, enter text that describes the purpose or contents of the policy.
- Click Select to change the location for the policy in the folder hierarchy. The Select Folder window appears. Select a folder in the Library to specify the location of the policy and then click Select.
- From the Availability drop-down list, select the SA server life cycle values for the software policy.
- From the OS drop-down list, select the operating system family or specific operating systems in that family.
- In the Template field, select Yes to designate a policy as a template. A policy template is not persistently associated with a server. See the Software policy templates for information about policy templates.
- To save the changes, select Save from the File menu.
In the SA Client, a policy is represented by the icon . A software template is represented by the icon .
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