- Release Notes
- Getting Started
- Governance
- Logging
Create a Governance Policy
Create a governance policy in Automation Ops from scratch or by duplicating an existing one, and generate governance files from Studio.
-
Navigate to Automation Ops from the left-side navigation bar.
-
Select Governance > 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.
- To start from an existing policy, hover over that policy in the table, and then select the Duplicate icon**.**
- To start from a policy generated from Studio or previously downloaded from Automation Ops™, select Upload, select the
.jsonpolicy file that you can then further configure in Automation Ops. For more information, refer to Generate Governance Files from Studio.Note:If you are trying to upload a policy created for a different version than the selected template, you are prompted to review the policy before saving it.
-
Enter a unique name for the policy, select the product it applies to, and then select Add.
-
Configure the policy settings by following the steps in Configure a governance policy.
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™.
-
Make sure Automation Ops™ is enabled for the organization.
-
Open an instance of UiPath® Studio that is connected to Orchestrator using interactive sign-in.
-
Select Home (Studio Backstage View) > Help.
-
On the right side of the screen, select Generate Governance File > Modern Policy.
-
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.
-
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.