Show/Hide Toolbars

Thereforeā„¢ Help

Policies are used to link Thereforeā„¢ device definitions to categories. By default all documents saved to Thereforeā„¢ are first written to the Buffer directory. If a Policy is defined for a category, documents will be migrated automatically to specific devices based on a user defined schedule.

 

SD_T_Storage_Defining_Storage_Policy_001

 

 

New Storage Policy...

Opens the Storage Policy dialog.

 

Export...

Exports the policy configuration as an xml file.

 

Security Report...

The security report contains all security settings for all policies. It allows you to document the final security configuration after installing a system. The security report is stored as a .csv file which can be viewed with Microsoft Excel.

 

Security

View and edit role-based access for anything below this node.

Tutorials: Role-based access

 

Right-clicking on a specific policy opens another context menu.

 

SD_R_Storage_Policies_002

 

Open Storage Policy

Opens the Storage Policy dialog for the selected policy.

 

Delete Storage Policy

Deletes the selected policy. This can only be deleted if no categories are assigned to it.