Editing compliance check properties

The Compliance Check Editor allows you to modify a compliance check’s properties, such as renaming it, adding a description, modifying its property information, adding an external ID to it, and so on.

To edit compliance check property information:

1. In the SA Client, from the Tools menu, select Compliance Check Editor. If you do not see the menu item, contact your SA administrator to obtain access permissions.
2. In the Compliance Check Editor window, in the Browse tab, expand the different Custom Checks categories to find the check you want to edit. Narrow the list by selecting an operating system in the Platform filter drop-down list.
3. Select the Search tab if you want to search for a check by a name or a keyword in its name and Description fields.
   
   For example, if you want to find all rules that check for security logs, enter security log in the Keywords field. If you want to narrow the search further, add the keyword size to find all checks that audit for security log file size.
   
   The Advanced Search option allows you to set more specific parameters to find checks. Using advanced search, you can filter by other properties such as security level, external ID, platform, or test ID.
   
   To add additional search parameters, click , or click to remove search parameters.
4. To edit a check’s property information, select the check from the Browse tab or Search tab results.
5. On the right side of the Compliance Check Editor, in the Properties tab, edit the following check information:
   • Name: Double-click inside the Name’s value field to modify the check’s name.
   • Categories: Click the “Click to edit” link to add the check to a custom folder. For example, click the link and in the Categories window, press ENTER on your keyboard and then type a name to create a new compliance check category. Click Apply. To create the custom grouping folder, click Apply Changes at the bottom of the Compliance Check Editor window. For information on creating custom grouping for your checks, see Creating custom compliance check categories.
   • External ID: Double-click inside the value field to add or modify an External ID.
   • Security Level: Double-click inside the value field to enter or modify security level for the check.
6. Click Apply Changes at the bottom of the Compliance Check Editor window to apply the modifications to the checks.
7. To edit a check’s descriptions, select the Description, Remediation Description, or Technical Description tabs to edit the descriptive text for each.
8. To access the HTML editor for the description, click the edit icon .
9. In the HTML editor, click the HTML Edit icon at the bottom left of the description window.
10. Edit the HTML description.
11. Click Apply. If you want to undo any changes, from the File menu, select Revert.
12. Click Apply Changes at the bottom of the Compliance Check Editor window to apply the description modifications to the checks.