UiPath Documentation
automation-ops
2021.10
false
Automation Ops User Guide for Automation Suite
  • Release Notes
    • 2021.10
      • 2021.10.6
      • 2021.10.7
      • 2021.10.8
      • 2021.10.9
  • Getting Started
  • Governance
  • Logging

Create a Governance Policy

  1. Select Admin > Automation Ops™ > Policies. Existing policies are listed in the table on the page. You can create a policy in one of the following ways:

    • To start from scratch, select Add Product Policy above the table.
    • To start from an existing policy, hover over that policy in the table, and then select Duplicatedocs image in the menu displayed on the right side of the policy row.
    • To start from a policy generated from Studio, select Upload above the table, and then select a JSON policy file that you can then further configure in Automation Ops. For more information, see Generate Governance Files from Studio.
  2. Enter a unique name for the policy, select the product it applies to, and then click Add.

Generate Governance Files From Studio​

You can generate JSON files with the settings currently configured for each Studio profile that you can then import as new policies in Automation Ops™. This can be especially useful if you are migrating from the file-based governance model, as it enables you to quickly export the existing governance policies to a format that is compatible with Automation Ops™.

  1. Make sure Automation Ops™ is enabled for the organization.

  2. Open an instance of UiPath® Studio that is connected to Orchestrator using interactive sign-in.

  3. Select Home (Studio Backstage View) > Help.

  4. On the right side of the screen, select Generate Governance File > Modern Policy.

  5. Select where to save the file and enter a file name (by default uipath.modern.policies.zip). Extract the zip archive that contains three files:

    • uipath.policy.StudioPro.json - Contains the settings from the Studio Pro profile.
    • uipath.policy.Development.json - Contains settings from the Studio profile.
    • uipath.policy.Business.json - Contains settings from the StudioX profile.
  6. To import one of the governance files in Automation Ops™, on the Policies tab, click Upload and select the file.

    A new policy is added to the table on the Policies tab.

  • Generate Governance Files From Studio​

Was this page helpful?

Connect

Need help? Support

Want to learn? UiPath Academy

Have questions? UiPath Forum

Stay updated