Using the Policy Wizard

The Policy Wizard contains two panels:

Trigger: Sets the policy name, enabled status, events that trigger the policy, entities that are affected by the policy
Actions: Sets the actions to take when the policy is triggered.

To access the Policy Wizard

1. Click Alert & Respond -> Policies in the left navigation pane.

2. Do one of the following:

To create a new policy, click the plus icon.
To edit an existing policy, select the policy and click the pencil icon.
To remove an existing policy, select the policy and click the minus icon.

Configuring the Policy Trigger

The policy trigger panel defines the events and objects generating the events that cause the policy to fire and invoke its actions.

For policy triggers that depend on health violation events, the health rules must be created before you can create a policy on them. See Health Rules and Troubleshoot Health Rule Violations.

To configure policy triggers

1. Click the plus icon to create a new policy or select an existing policy and click the pencil icon. The Policy Wizard opens.
2. Enter a name for the policy in the Name field.
3. To enable the policy, check the Enabled check box. To disable the policy, clear the Enabled check box.
4. On the left, click Trigger if it is not already selected.
5. Check the type of event that should trigger the policy. You may need to click the arrow to expose specific events within an event category.
If you check at least one health rule violation event, you can choose whether any (that is, all) health rule violations or only specific health rule violations will trigger the policy.

To designate specific health rule violations to trigger the policy, select These Health Rules, click the "+" icon, and then choose the health rules from the embedded health rule browser.

6. When you have finished selecting the events that trigger the policy, click "any object" to configure which objects to monitor for those events in order to trigger the policy.

If you select Any Objects the policy will be triggered by the configured events when they occur on any object in your application.
To restrict the policy to specific objects, select Any of these specified objects and then choose the objects.
For example, the following policy fires when selected events occur on the the ECommerce Server tier. You can similarly restrict the objects to specific tiers, business transactions, and so forth.

If you wish to have policies triggered by Health Rule Violation Events, you should leave the selection at Any object. Selecting Any of these specified objects means that only non-health rule events - slow transactions, errors, and so forth - will trigger the policy.

7. Click Save to save the policy configuration.

Configuring the Policy Actions

The policy actions panel defines the actions that the policy automatically initiates when the trigger causes the policy to fire.

The actions must be created before you can create a policy that fires them. See Actions and the documentation for individual types of actions (notification actions, remediation actions, etc.) for information on creating an action.

To configure policy actions

1. If you have not already done so, open the policy wizard and edit the policy to which you want to add actions. See To access the Policy Wizard.
2. On the left, click Actions if it is not already selected.

3. Click "+" icon. The list of defined actions appears.

You can filter the list by checking the check boxes for the types of actions you want to see.
4. In the list of actions, select the action that you want this policy to execute and click Select.

If you do not see an appropriate action for your needs, click Create Action to create an action. For more information on creating actions, see Actions. After you have created the action select it here to to assign it to the policy that you are configuring.

5. Click Save in the Policy Wizard.

Learn More

Configure Policies