Use > Software management > Create and manage software policies > Create software policies and software templates

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

To create a policy in the SA Client:

  1. 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.

  2. Select a specific operating system.
  3. From the Actions menu, select New. The policy window appears.
  4. In the Name field, enter the name of the software policy.
  5. In the Description field, enter text that describes the purpose or contents of the policy.
  6. 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.
  7. From the Availability drop-down list, select the SA server life cycle values for the software policy.
  8. From the OS drop-down list, select the operating system family or specific operating systems in that family.
  9. 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.
  10. 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:

  1. From the navigation pane, select Library>By Folder. The folder hierarchy in the Library appears in the content pane.
  2. Select the folder that should contain the software policy.
  3. From the Actions menu, select New software policy. The policy window appears.
  4. In the Name field, enter the name of the software policy.
  5. In the Description field, enter text that describes the purpose or contents of the policy.
  6. 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.
  7. From the Availability drop-down list, select the SA server life cycle values for the software policy.
  8. From the OS drop-down list, select the operating system family or specific operating systems in that family.
  9. 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.
  10. 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 .