Duplicate Policy and Copy Rule to Policy

Use this topic to duplicate a policy or a rule, or copy one or more rules into another existing policy.

Overview

This topic covers two related actions: Duplicate, which creates a full, independent copy of a policy or a rule, and Copy to policy, copies one or more rules — not the whole policy — into a different, existing policy.

Duplicate is available for both policies and rules, and can be applied to a single selected item or to multiple selected items at once. Copy to policy is available only for rules — again, a single rule or multiple selected rules. The two are easy to confuse since they can appear on the same row action menu — see the note below for the distinction.

Note: Duplicate creates a new, independent copy of the selected policy or rule. Copy to policy does not create a new independent item — it adds a copy of the selected rule(s) into an existing destination policy that you choose.

Duplicate a policy

Duplicating creates a full, independent copy of the selected item(s). Duplicating a policy also copies all of its rules and exceptions. You can duplicate a single policy or rule using its row action menu, or select multiple policies or rules and duplicate them all at once.

  1. Navigate to Policy > Data protection.

  2. Right-click the policy you want to duplicate.
  3. Select Duplicate.

  4. Click Duplicate again to confirm.

  5. A new policy is created containing the same rules and exceptions as the original. Rename and adjust the new policy as needed.

Duplicate a rule

  1. Navigate to Policy > Data protection.

  2. Open the policy that contains the rule, or select All Policies Rules to see rules across all policies.

  3. Right-click the rule that you want to duplicate.
  4. Select Duplicate.

  5. A new rule is created as a copy of the original.

Copy a rule to another policy

Copy to policy copies a single rule — not the whole policy — into a different, existing policy. Use this when only one rule from a policy is relevant elsewhere.

  1. Navigate to Policy > Data protection.

  2. Open the policy that contains the rule, or select All Policies Rules to see rules across all policies.

  3. Right-click the rule (or open its row action menu).
  4. Select Copy to policy.

  5. Choose the destination policy from the list.

  6. Click Copy to confirm.

  7. The rule is added to the destination policy.