Escan/english/escan11/eScan Management Console/Policies

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Revision as of 13:29, 6 March 2020

Policy Templates

A Policy Template lets you regulate and monitor activities on eScan client installed computers. Along with enabling and disabling various eScan modules, you can configure eScan client in depth to take actions for specific events and threats.

Creating a Policy Template

To create a Policy Template, follow the steps given below:

In the Policy Templates window, click New Template. New Template window appears.
Define the Template Name.
Select and edit the modules according to your preferences.
Click Save. The policy template gets saved and added.

Assigning Policy Template to group(s)

To assign a policy template to group(s), follow the steps given below:

In the Policy Templates window, select a policy.
Click Assign to Group(s). Select Group window appears.
Click Managed Computers.
Select the Group(s) to which you want to apply the Policy Template and click OK. The Policy template gets assigned to the selected group(s).

Assigning Policy Template to Computer(s)

To assign a policy template to computers, follow the steps given below:

In the Policy Templates window, select a policy.
Click Assign to Computer(s). Assign template to computer window appears.
Click Managed Computers.
Select the computer(s) to which you want to apply the Policy Template and click OK. The Policy Template gets assigned to the selected computers.

Copying a Policy Template

To copy a Policy Template, follow the steps given below:

In the Policy Templates window, select a policy.
Click Copy Template. New Template window appears displaying settings from the original template.
Enter a name for the copied template.
Make the necessary changes and click Save. The Policy Template gets copied.

Editing a Policy Template

The Policy Template can be edited for Windows, Mac, and Linux endpoints. Each module of a policy template can be further configured according to your preferences.

To edit a Policy Template, follow the steps given below:

Select a Policy Template and then click Properties. Properties window appears.
Select a module and click Edit to configure it.
After making changes, click OK. The Policy Template gets updated.

Deleting a Policy Template

To delete a Policy Template, follow the steps given below:

In the Policy Templates window, select a Policy Template.
Click Delete. A confirmation message appears.
Click OK. The Policy Template gets deleted.

Parent Policy

The Parent Policy lets you to implement a change in policy setting to multiple policies at the same time. For example, if you want to make a policy change in a single module like File Anti-Virus in multiple policies; you can do this all at a time using Parent Policy.

To configure Parent Policy, follow the steps given below:

In the Managed Computers screen, click Policy Templates.

In the Policy Template window, click Parent Policy.
Select and edit the required module according to your preferences.
Click Assign To drop-down and select the policies for which the parent policy changes should be applied.
Click OK.
The Parent Policy will be updated and changes will be applied to all the policies selected.

NOTE

Before disabling a module in Parent Policy, ensure that policies are unchecked from Assign To drop-down.

Retrieved from "https://wiki.escanav.com/wiki/index.php/Escan/english/escan11/eScan_Management_Console/Policies"

+<p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="font-size: 36px; color: rgb(65, 168, 95); font-family: Calibri, sans-serif;">Policy Templates</span></p>
+<p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;">A Policy Template lets you regulate and monitor activities on eScan client installed computers. Along with enabling and disabling various eScan modules, you can configure eScan client in depth to take actions for specific events and threats.</span></span></p>
+<p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;">&nbsp;</span></span></p>
+<p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="font-size: 30px;"><span style="font-family: Calibri, sans-serif; color: rgb(97, 189, 109);">Creating a Policy Template</span></span></p>
+<p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="font-size: 30px;"></span><span style="font-size:
+px;">To create a Policy Template, follow the steps given below:</span></p>
+<ol style="list-style-type: decimal;margin-left:0in;">
+  <li><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color: black;">In the Policy Templates window, click <strong>New Template</strong>. New Template<strong>&nbsp;</strong>window appears.</span></span></span></li>
+  <li><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color: black;">Define the Template Name.</span></span></span></li>
+  <li><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color: black;">Select and edit the modules according to your preferences.&nbsp;</span></span></span></li>
+  <li><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color: black;">Click <strong>Save</strong>. The policy template gets saved and added.</span></span></span></li>
+</ol>
+<p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;">&nbsp;</span></span></p>
+<p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="font-size: 30px;"><span style="font-family: Calibri, sans-serif; color: rgb(97, 189, 109);">Assigning Policy Template to group(s)</span></span></p>
+<p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color:black;">To assign a policy template to group(s), follow the steps given below:</span></span></span></p>
+<ol start="1" style="margin-bottom:0in;margin-top:0in;" type="1">
+  <li style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:black;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;">In the <strong>Policy Templates</strong> window, select a policy.</span></span></li>
+  <li style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:black;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;">Click <strong>Assign to Group(s)</strong>. Select Group window appears.</span></span></li>
+  <li style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:black;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;">Click <strong>Managed Computers</strong><strong>.</strong></span></span></li>
+  <li style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:black;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;">Select the Group(s) to which you want to apply the Policy Template and click <strong>OK</strong>.&nbsp;</span><span style="font-family:
+        Calibri, sans-serif;"><span style="color:black;">The Policy template gets assigned to the selected group(s).</span></span></span></li>
+</ol>
+<p><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color:black;">&nbsp;</span></span></span></p>
+<p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="font-size: 30px;"><span style="font-family: Calibri, sans-serif; color: rgb(97, 189, 109);">Assigning Policy Template to Computer(s)</span></span></p>
+<p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color:black;">To assign a policy template to computers, follow the steps given below:</span></span></span></p>
+<ol start="1" style="margin-bottom:0in;margin-top:0in;" type="1">
+  <li style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:black;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;">In the <strong>Policy Templates</strong> window, select a policy.</span></span></li>
+  <li style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:black;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;">Click <strong>Assign to Computer(s)</strong>. Assign template to computer window appears.</span></span></li>
+  <li style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:black;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;">Click <strong>Managed Computers</strong>.</span></span></li>
+  <li style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:black;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;">Select the computer(s) to which you want to apply the Policy Template and click<strong>&nbsp;OK</strong>. The Policy Template gets assigned to the selected computers.</span></span></li>
+</ol>
+<p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color:black;">&nbsp;</span></span></span></p>
+<p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="font-size: 30px;"><span style="font-family: Calibri, sans-serif; color: rgb(97, 189, 109);">Copying a Policy Template</span></span></p>
+<p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color:black;">To copy a Policy Template, follow the steps given below:</span></span></span></p>
+<ol start="1" style="margin-bottom:0in;margin-top:0in;" type="1">
+  <li style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:black;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;">In the Policy Templates window, select a policy.</span></span></li>
+  <li style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:black;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color: black;">Click <strong>Copy Template</strong>. New Template window appears displaying settings from the original template.</span></span></span></li>
+  <li style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:black;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="font-family:;color:black;">Enter a name for the copied template.</span></span></span></li>
+  <li style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:black;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color: black;">Make the necessary changes and click <strong>Save</strong>. The Policy Template gets copied.</span></span></span></li>
+</ol>
+<p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;">&nbsp;</span></span></p>
+<p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="font-size: 30px;"><span style="font-family: Calibri, sans-serif; color: rgb(97, 189, 109);">Editing a Policy Template</span></span></p>
+<p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color:black;">The Policy Template can be edited for Windows, Mac, and Linux endpoints. Each module of a policy template can be further configured according to your preferences.</span></span></span></p>
+<p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color:black;">&nbsp;</span></span></span></p>
+<p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color:black;">To edit a Policy Template, follow the steps given below:</span></span></span></p>
+<ol style="list-style-type: decimal;">
+  <li><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color: black;">Select a Policy Template and then click <strong>Properties</strong>. Properties window appears.</span></span></span></li>
+  <li><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color: black;">Select a module and click <strong>Edit</strong> to configure it.</span></span></span></li>
+  <li><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color: black;">After making changes, click <strong>OK</strong>. The Policy Template gets updated.</span></span></span></li>
+</ol>
+<p><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color:black;">&nbsp;</span></span></span></p>
+<p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="font-size: 30px;"><span style="font-family: Calibri, sans-serif; color: rgb(97, 189, 109);">Deleting a Policy Template</span></span></p>
+<p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color:black;">To delete a Policy Template, follow the steps given below:</span></span></span></p>
+<ol start="1" style="margin-bottom:0in;margin-top:0in;" type="1">
+  <li style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:black;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;">In the Policy Templates window, select a Policy Template.</span></span></li>
+  <li style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:black;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color: black;">Click <strong>Delete</strong>. A confirmation message appears.</span></span></span></li>
+  <li style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:black;"><span style="font-size:
+px;"><span style="font-family:
+        Calibri, sans-serif;"><span style="color: black;">Click <strong>OK</strong>. The Policy Template gets deleted.</span></span></span></li>
+</ol>
+<br>
 <p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><strong><span style="font-size:27px;color:#C2D69B;">Parent Policy</span></strong></p>
 <p style="margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;"><span style="color:black;">The <strong>Parent Policy</strong> lets you to implement a change in policy setting to multiple policies at the same time. For example, if you want to make a policy change in a single module like <strong>File Anti-Virus</strong> in multiple policies; you can do this all at a time using Parent Policy.</span></p>

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