Publishing, unpublishing, and deleting automation policies

Use the Policies page to publish, move to draft or unpublish, or delete automation policies.

To publish a policy

You must have the role of the automation engineer to publish a policy. As an automation developer, you can create, test, and save a policy. You cannot publish policies that are in a disabled state or contain actions that are disabled. 

  1. In the BMC Helix Intelligent Automation console, go to Policies.
  2. Search for the policy that you want to publish, and click Actions > Publish.
    The policy status changes to Published. When an event that matches the trigger conditions in the policy appears, the policy is run. 

To move a policy to a draft state

You must have the role of the automation engineer to move policies to a draft state.

  1. In the BMC Helix Intelligent Automation console, go to Policies.
  2. Search for the policy and click Actions > Move to Draft.
    Policy status changes to Draft, and it can no longer be matched and executed against the incoming events based on the trigger condition. You can edit a policy when it is in a draft state.  

To delete a policy

You cannot delete a policy unless it is in a draft state.

  1. In the BMC Helix Intelligent Automation console, go to Policies.
  2. Search for the policy that you want to delete, and if the status is Draft or Disabled, click Actions > Delete.
    After you delete a custom policy, the policy no longer appears on the Automation Policies page. However, if the policy has any associated failed or successful instances, they are displayed on the Policy Runs page until the policy's retention period is reached (default is 90 days). Instances that are still running remain unaffected until they reach a completion stage. 
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