Create Policy

The policies are created to define set of rules and thus automate tasks and actions which might otherwise need user’s intervention.

While creating a policy you can define a rule to restrict a user from launching an instance based on provider region, images, size and network.

To create new policies, do the following:
  1. On the My Company menu, click Policies. The Policies page is displayed.
  2. Click the Add Policy icon available on the top left of the page. The Add Policy page is displayed.
  3. Type the Policy name in the Name field.
  4. Provide a shot description about the policy in the Description field.
  5. Select the Policy Category for which you want to create the policy from the drop-down list. The listing of the action is based on the Policy Category you select here.
  6. Enter the Resources with tags for the instances which you want to associate with your policy. If you do not associate tags with policies, the particular policy will be associated with all active instances. Provide the key and value in the fields. Refer to the What are Tags? for more information on tags.
  7. Select the type of policy you want to create next to the Using Events field.

    The store provides different types of policies to define, 1) IaaS Resources, 2) Instance, 3) Volume, and 4) Usage.

    If you have selected IaaS Resources policy, by default the policy will be driven using IaaS Configuration Screen.

    OR

    If you have selected Instance policy, then you have to select either Calendar Driven Policies, Instance Monitoring Driven Policies, and or Server Recovery Policies as an event type.

    OR

    If you have selected Volume policy, by default the polices will be driven by using Calendar Driven Policies.

    OR

    If you have selected Usage policy, by default the polices will be driven by using Calendar Driven Policies.

  8. If you select the Calendar Type policy you need to select the recurrence of the action from the Recurrence list. You can select whether the action should be executed only once, daily, weekly, monthly, the last day of the month or you define your customer intervals (in Hours and Minutes) . In the Date field, select the Date and in the Time field, enter a valid time in the 24 hours format. The field accepts only values greater than the current time. If you select Daily/Monthly from the Recurrence list, enter the time in the Time field. If you select the recurrence as Weekly, enter the time in the Time field. Then, select which days of the week you need to execute the action.
  9. Select the specific action for which you want to create the policy from the Action drop-down list. The actions which the store currently supports executing using a policy are listed under the Action drop-down list. If you want to add another action, click the Add Another Action link and then select the action. If you select the action as Send Email Notification, you can configure the notification by clicking on the View/Edit Template link.
    OR
  10. If you select the Instance Monitoring type policy, you need to set the criteria for the events to execute. You can select the actions from the drop-down list.
  11. Select the specific action for which you want to create the policy from the Action drop-down list. The actions which the store currently supports executing using a policy are listed under the Action drop-down list. If you want to add another action, click the Add Another Action link and then select the action. If you select the action as Send Email Notification, you can configure the e-mail notification by clicking on the View/Edit Template link. If you select Resize from the Action drop-down list, then you must select the provider and the size to which you want to resize. The system will automatically resize your instance size based on the date and time that you have provided.
  12. If you selected the policy category as Usage Based Policy, you cannot add another action to it. You can select either Cloud Product Usage/Variance Alert or Provider Account Usage/ Variance Alert. Cloud Product Usage gives you the usage details of each product for a particular account. Where as the Provider Account Usage gives you the account level usage details. Click the View/Edit Template link to configure/provide a email address to which the alerts to be sent.
  13. If you select Action as Cloud Product Usage/Variance Alert, then you must select the Provider, the system will list out the number products that the provider has. Select your Product and set a value for both Cumulative Usage Account and Variance. Whenever the usage or variance is reached/crossed the set value, the user (the email which was configured/provided in the email template) will be notified through an email
    OR
  14. If you select Action as Provider Account Usage/Variance Alert, then you must select the Provider and set a value for both Cumulative Usage Account and Variance. Whenever the usage or variance is reached/crossed the set value, the user (the email which was configured/provided in the email template) will be notified through an email.
  15. While Scaling Out an instance, you must defined your criteria and based on your define criteria an instance is created. You can scaled out any number of instances for one particular instance. And while Scaling In, the latest instance will be terminated first.
    Note: For AWS and or for any Private OpenStack instance, before defining the scaled out policy, an image should be created.
  16. Once you have made the changes, click Save & Finish.
    Note: Please use your judgement while choosing the actions for which you want to create the policy.
    The policies you create here will be listed on the Policies page.