Creating a Policy Assignment

Introduction

The Policies > Assignment feature in the Workforce Experience Platform (WXP) allows IT administrators to target specific device groups with policies for configuration management and security enforcement. The following types of groups are supported:

• Static Groups: Fixed membership groups where devices are manually added or removed.
• Dynamic Groups: Groups with membership automatically updated based on device attributes.

This article provides a step-by-step guide to create a policy assignment.

Prerequisites

You must have access to the Remediation feature in WXP with appropriate permissions. Additionally:

• A policy must already be created in the Policies section.
• At least one device group must be defined in the system.

Procedural Steps

Creating a policy assignment is a 3-step process.

Step 1: Initiate Policy Assignment

1. Log in to WXP. The Home page is displayed.
2. From the left menu of WXP, click Remediations > Policies. The Policies page is displayed.
3. Find the policy you want to assign. For example, BIOS Enterprise Settings.
4. Click the policy name to open its details page, showing three tabs - Overview, Assignments, and History.
5. Click the Assignments tab. The Assigned Groups are displayed, along with the option to Add additional groups.
6. In the Assignments tab, click Add. The Assign Groups interface is displayed, listing available groups and their types (Static or Dynamic), along with a search box to find groups.
7. Use the checkboxes, select one or more groups. As groups are selected, the number of selected groups are be displayed. For example, "3 selected".
8. Click Next to proceed to the review screen. Step 2 of 3 is displayed.

Step 2: Review Selected Groups

1. In Step 2 of 3, the Review page, confirm the selected groups and their types.
2. Confirm that the correct groups are selected.
3. If applicable, conflicts are displayed on this page.
   • Click the box showing the conflict to view additional information.

Step 3: Complete the Assignment

1. After reviewing, click Assign. A popup is displayed showing a success message.
2. After clicking Assign, the Assignments tab is displayed. The newly assigned groups will appear in the list.
3. The policy status updates to Assigned in the main Policies list.

Tips for Effective Policy Assignments

• Target Precisely: Assign policies only to required groups to minimize unnecessary processing.
• Test First: Apply policies to small test groups before a full rollout.
• Document Assignments: Maintain a record of policy-to-group mappings.
• Regular Review: Periodically audit policy assignments for accuracy and relevance.
• Consider Conflicts: Be mindful of potential conflicts when multiple policies target the same groups.

Troubleshooting

• If the Assign button appears greyed out, ensure at least one group is selected.
• If a group doesn't appear, confirm the group name or whether the group exists in the system.
• If assignment fails, verify that you have the necessary permissions.

Related Articles

• Overview of Policies
• Adding a PC Policy
• Viewing Policy History
• Overview of Remediation

Contact Us

If you encounter any issues, create a support case or email [email protected].