Manage Business Policies

Alation Cloud Service Applies to Alation Cloud Service instances of Alation

Customer Managed Applies to customer-managed instances of Alation

Important

You are viewing documentation for Alation’s Classic User Experience.

Business Policies are a generic type of Policy object that can be found using Search and managed in the Policy Center. You can link objects in the Catalog to a policy using an Object Set field. Since policies are a unique object type, they are discoverable using Search. Search results can also be filtered to show only policies.

Note

The default template of the business policy object does not include any Object Set fields. Catalog or Server Admins can create Object Set fields in Settings > Customize Catalog and add to the Catalog template of the policy object (see Policy Templates section). After this, linking to other Catalog objects using Object Set fields is available upon manual creation of a Policy.

Create a Buiness Policy

Perform the following steps to create policies in Alation:

1. From the Apps menu, click Curate and Govern.

2. Under Govern, click Policies to access the Policy Center.

   

3. Click + Create Policy in the Policies section to create a new policy. A new policy page appears.

4. Provide a desired title for the policy and edit the description to add information about the policy.

   

5. The following can be added to the policy if desired:

   • Member of a domain or subdomain

   • Stewards

   • Tags

   

6. Click Save to commit the changes or Cancel to discard your edits.

7. Once created, the policy can be added to documents using @-mentions. Articles that contain @-references to this policy will be displayed in the Relevant Articles section on the catalog page.

   

1. In the left-side navigation panel, click the Curate and Govern icon. The Curate and Govern landing page opens.

   

2. Under Govern, click Policies to access the Policy Center.

   

3. Click + Create Policy in the Policies section to create a new policy. A new policy page appears.

4. Provide a desired title for the policy and edit the description to add information about the policy.

   

5. The following can be added to the policy if desired:

   • Member of a domain or subdomain

   • Stewards

   • Tags

   

6. Click Save to commit the changes or Cancel to discard your edits.

7. Once created, the policy can be added to documents using @-mentions. Articles that contain @-references to this policy will be displayed in the Relevant Articles section on the catalog page.

   

Update a Business Policy

Perform the following steps to update policies in Alation:

1. From the Apps menu, click Curate and Govern.

2. Under Govern, click Policies to access the Policy Center.

   

3. Click the title of the policy you would like to edit in the Policies section.

4. Click Edit to update the policy. Edits can be made to the title, description, Domains, Stewards, and Tags for the policy.

   

5. Click Save to commit the changes, or Cancel to discard your edits.

1. In the left-side navigation panel, click the Curate and Govern icon. The Curate and Govern landing page opens.

   

2. Under Govern, click Policies to access the Policy Center.

   

3. Click the title of the policy you would like to edit in the Policies section.

4. Click Edit to update the policy. Edits can be made to the title, description, Domains, Stewards, and Tags for the policy.

   

5. Click Save to commit the changes, or Cancel to discard your edits.

Delete a Business Policy

Perform the following steps to delete policies in Alation:

1. From the Apps menu, click Curate and Govern.

2. Under Govern, click Policies to access the Policy Center.

   

3. Click the three dot menu on the policy you wish to delete in the Policies section.

   

4. Select Delete Policy from the dropdown menu.

   

5. A dialog will appear to confirm the desired removal. If you wish to delete the policy, click Delete Policy.

   

1. In the left-side navigation panel, click the Curate and Govern icon. The Curate and Govern landing page opens.

   

2. Under Govern, click Policies to access the Policy Center.

   

3. Click the three dot menu on the policy you wish to delete in the Policies section.

   

4. Select Delete from the dropdown menu.

   

5. A dialog will appear to confirm the desired removal. If you wish to delete the policy, click Delete.

   

Customize Business Policy Templates

Alation users with a role of Server Admin or Catalog Admin can modify and customize the standard policy template. For additional information on customizing policy templates, see Manage Templates.