The different parts of the policy editing view

The tabs and options shown in the policy editing view depend on the type of policy you are editing.

Note: Only one administrator at a time can edit a policy. Save your changes and close the policy editing view when you are finished.

All policy editing views have by default the Resources pane on the left, the rule table on the right, and the policy toolbar at the top of the page. The available elements in the Resources pane can be used as matching criteria in different rule cells. There are tabs for the different rule types that are available for each type of policy.

1: Policy toolbar
2: Rule table
3: History for selected rule
4: Search tool

In the Inspection Policy Editing view, there are only two tabs: Exceptions and Inspection. Global Inspection rules are configured on the Inspection tab, and exceptions to global Inspection rules on the Exceptions tab.

1: Detailed Exceptions to the main Inspection rules
2: The main rules tree

The policy toolbar contains tools for managing the policy.

1: Preview the policy in read-only mode
2: Save
3: Save changes and install policy on Secure SD-WAN Engines
4: Undo or Redo
5: Show Inherited rules passed down from higher-level templates
6: Automatic validation finds rules that are clearly incorrect
7: A Snapshot is made at each policy installation to allow change tracking
8: Search tool for finding rules
9: Display the number of hits for each rule
10: Toggle between showing element names and IP addresses

Policy Editing view

Use this view to edit Engine, IPS, Layer 2 Engine, and Layer 2 Interface Policies.

Option	Definition
Resources	Use this pane to create and add elements to a policy.
Filter	Opens a search field for the selected element list.
Up	Navigates up one level in the navigation hierarchy. Not available at the top level of the navigation hierarchy.
New	Opens the associated dialog box to create an element.
Tools	Show Deleted Elements — Shows elements that have been moved to the Trash. Text Size — Changes the text size.

Option	Definition
Policy Toolbar
Preview and Edit	Changes between the preview (read-only) and editing views.
Save	Saves the changes.
Save and Install	Saves the changes and installs the policy on the target Secure SD-WAN Engine. Note: This option is not available for Layer 2 Interface Policies.
Undo operation	Undoes the last change made.
Redo operation	Redoes the last change that was undone.
Inherited Rules	Shows inherited rules passed down from higher-level templates.
Aborts the running rule counters query	Cancels a rule counters query. This option is only available when a rule counters query is running.
Tools
Validate	Validates the rules in the policy. Opens the Validate Policy dialog box in which you can select which issues are checked in the rules.
Compare to Policy Snapshot	Compares the policy with a previously created snapshot of the policy.
Search Rules	When selected, the Search Rules is available below the rules table.
Save As	Saves a copy of the policy as a new element.
Rule Counters	Displays the number of hits for each rule.
Expand All	If you have added Rule Sections or Sub-Policies, they are all expanded.
Collapse All	If you have added Rule Sections or Sub-Policies, and they are expanded, they are all collapsed.
Text Size	Changes the text size.
Target Engine Selector	Selects the target Engine for the Validate, Network Details, and Rule Counters actions.
Network Details	Toggles between element names and IP addresses.

Option	Definition
Ethernet tab (IPS, Layer 2 Engine, and Layer 2 Interface Policies only)
ID (Not editable)	Automatically assigned ID number that indicates the order of the rules in the policy. The rules are matched against traffic in the order of the ID numbers.
Logical Interface	For IPS engines, Layer 2 Engines, and Layer 2 Physical Interfaces on Engines, traffic matches the rule based on which interface the traffic is picked up from. The same logical interface can be assigned to one or several interfaces as configured in the properties of the Engine. This cell accepts only Logical Interface elements.
Source	Elements containing the MAC addresses that the rule matches. Both the Source and the Destination defined must match the source and destination of a packet for the packet to match the rule. The Source and Destination cells accept MAC Address elements.
Destination	Elements containing the MAC addresses that the rule matches. Both the Source and the Destination defined must match the source and destination of a packet for the packet to match the rule. The Source and Destination cells accept MAC Address elements.
Service	The Services match an Ethernet frame type. The Service cell accepts Ethernet Service elements.
Action	Command for the Engine to carry out when a connection matches the rule.
Logging	The options for logging.
Comment (Optional)	A comment for your own reference. You can also add separate comment rows in between rules.
Rule Name	Contains a rule tag and optionally a rule name. Name (Optional) — Name or description for the rule. Displayed alongside the rule tag. Tag (Not editable) — Automatically assigned unique identification for the rule. Works as a link between the log entries and the rule that has generated the log entries. The rule tag consists of two parts (for example, @20.1). The first part of the tag is permanent and belongs to only that rule. The second part changes when the rule is changed. The first part and the second part are separated by a period.
Hits (Not editable)	Shows the number of connections that have matched the rule. This information is only shown if you have run a Rule Counter Analysis for the policy. The cell shows “N/A” if there is no information available about the rule.
Ethernet Insert Point (Before) and Ethernet Insert Point (After)	Marks the positions where rules can be added.

Option	Definition
IPv4 Access and IPv6 Access tabs
ID (Not editable)	Automatically assigned ID number that indicates the order of the rules in the policy. The rules are matched against traffic in the order of the ID numbers.
Logical Interface	For IPS engines, Layer 2 Engines, and Layer 2 Physical Interfaces on Engines, traffic matches the rule based on which interface the traffic is picked up from. The same logical interface can be assigned to one or several interfaces as configured in the properties of the Engine. This cell accepts only Logical Interface elements.
Source and Destination	A set of matching criteria that defines the IP addresses and interfaces that the rule matches. Both the Source and the Destination defined must match the source and destination of a packet for the packet to match the rule. The Source and Destination cells accept any elements in the Network Elements category, as well as User and User Group elements.
Service	A set of matching criteria that defines the service or application the rule matches. Services match a certain port, but they often also reference a Protocol for more advanced, application-layer inspection and traffic handling. The Service cell accepts Service and Service Group elements, URL Situations, Network Applications, and TLS matches.
Action	Command for the engine to carry out when a connection matches the rule. Also allows you to set options for file filtering (IPv4 only, not supported on Virtual Secure SD-WAN Engines), block listing, connection tracking, deep inspection, rate-based DoS protection, scan detection, user responses, and VPN connections (Engines Policy only).
Authentication (Engine Policy only)	Defines whether the rule requires end users to authenticate, which end users the rule applies to when the rule requires authentication, and which authentication methods are valid for the rule.
QoS Class	The QoS Class that the Engine assigns to connections that match this rule. Used in traffic prioritization and bandwidth management. The QoS Class has effect only if you set up QoS Policies.
Logging	The options for logging.
Time	Allows you to specify when the rule starts being enforced, when the rule automatically expires, and when the rule is active. By default, rules start being enforced when you install the policy, never expire automatically, and are always active. Drag and drop a Rule Validity Time element to the cell.
Comment (Optional)	A comment for your own reference. You can also add separate comment rows in between rules.
Rule Name	Contains a rule tag and optionally a rule name. Name (Optional) — Name or description for the rule. Displayed alongside the rule tag. Tag (Not editable) — Automatically assigned unique identification for the rule. Works as a link between the log entries and the rule that has generated the log entries. The rule tag consists of two parts (for example, @20.1). The first part of the tag is permanent and belongs to only that rule. The second part changes when the rule is changed. The first part and the second part are separated by a period.
Source SD-WAN (Engine Policy only)	Makes the rule match traffic based on whether it is coming from a specific VPN. If this cell is left empty, the rule matches both VPN and non-VPN traffic.
Hits (Not editable)	Shows the number of connections that have matched the rule. This information is only shown if you have run a Rule Counter Analysis for the policy. The cell shows “N/A” if there is no information available about the rule.
Automatic Rules Insert Point	Marks the position of automatic rules in the policy.
Insert Point	Marks the positions where rules can be added.

Option	Definition
Inspection tab (Not available in Layer 2 Interface Policies)
Inspection Policy	Specifies the Inspection Policy. Click Select to select an element.
File Filtering Policy	Specifies the File Filtering policy. Click Select to select an element.

Option	Definition
IPv4 NAT and IPv6 NAT tabs (Engine Policy only)
ID (Not editable)	Automatically assigned ID number that indicates the order of the rules in the policy. The rules are matched against traffic in the order of the ID numbers.
Source and Destination	A set of matching criteria that defines the IP addresses and interfaces that the rule matches. Both the Source and the Destination defined must match the source and destination of a packet for the packet to match the rule. The Source and Destination cells accept any elements in the Network Elements category, as well as User and User Group elements.
Service	A set of matching criteria that defines the service or application the rule matches. Services match a certain port, but they often also reference a Protocol for more advanced, application-layer inspection and traffic handling. The Service cell accepts Service and Service Group elements, URL Situations, Network Applications, and TLS matches.
NAT	Specifies the translation type and options for the translation operation.
Used on	Specifies the Secure SD-WAN Engine to which the rule applies.
Comment (Optional)	A comment for your own reference. You can also add separate comment rows in between rules.
Rule Name	Contains a rule tag and optionally a rule name. Name (Optional) — Name or description for the rule. Displayed alongside the rule tag. Tag (Not editable) — Automatically assigned unique identification for the rule. Works as a link between the log entries and the rule that has generated the log entries. The rule tag consists of two parts (for example, @20.1). The first part of the tag is permanent and belongs to only that rule. The second part changes when the rule is changed. The first part and the second part are separated by a period.
Hits (Not editable)	Shows the number of connections that have matched the rule. This information is only shown if you have run a Rule Counter Analysis for the policy. The cell shows “N/A” if there is no information available about the rule.
NAT Insert Point	Marks the positions where rules can be added.

Option	Definition
Search Rules pane
Options	Match All Columns — Searches rules that match all defined criteria. Match Any Columns — Searches rules that match any defined criterion. Do not Match ANY — Does not find rules that have ANY in a cell that is used as a search criterion. Show Only Matching Rules — Shows only rules that match the search criteria in the rule table.
Next	Moves to the next search result.
Previous	Moves to the previous search result.
Clear	Clears the search fields.

Option	Definition
Info pane — Use this pane to view more information about the selected rule.
General tab	Name — The name of the rule. Rule Tag — The rule's tag. Comment — Comment in the rule.
Rule Info tab	Shows the matching criteria and options for the rule.
History tab	Creator — Shows the administrator who created the rule. Created — Shows the time when the rule was created. Modifier — Shows the administrator who modified the rule. Modified — Shows the time when the rule was modified. Audit History — Opens the Logs view and displays the audit log data for traffic that matches the rule.

Table 1. Drill-Down pane
Option	Definition
Properties	Opens the Rule Properties dialog box.
Disable Rule and Enable Rule	If the rule is enabled, temporarily disables the rule without deleting. If the rule is disabled, enables the rule.
Lock Rule	Prevents edits until the rule is explicitly unlocked.

Inspection Policy Editing view

Use this view to edit an Inspection Policy element.

Option	Definition
Resources	Use this pane to create and add elements to a policy.
Filter	Opens a search field for the selected element list.
Up	Navigates up one level in the navigation hierarchy. Not available at the top level of the navigation hierarchy.
New	Opens the associated dialog box to create an element.
Tools	Show Deleted Elements — Shows elements that have been moved to the Trash. Text Size — Changes the text size.

Option	Definition
Policy Toolbar
Save	Saves the changes.
Undo operation	Undoes the last change made.
Redo operation	Redoes the last change that was undone.
Inherited Rules	Shows inherited rules passed down from higher-level templates.
Tools
Validate	Validates the rules in the policy. Opens the Validate Policy dialog box in which you can select which issues are checked in the rules.
Compare to Policy Snapshot	Compares the policy with a previously created snapshot of the policy.
Search Rules	When selected, the Search Rules is available below the rules table.
Save As	Saves a copy of the policy as a new element.
Expand All	If you have added Rule Sections or Sub-Policies, they are all expanded.
Collapse All	If you have added Rule Sections or Sub-Policies, and they are expanded, they are all collapsed.
Text Size	Changes the text size.
Show Only Overrides	When selected, only rules that override the default settings are shown.
Target Engine Selector	Selects the target Engine for the Validate, Network Details, and Rule Counters actions.
Network Details	Toggles between element names and IP addresses.

Option	Definition
Exceptions tab
ID (Not editable)	Automatically assigned ID number that indicates the order of the rules in the policy. The rules are matched against traffic in the order of the ID numbers.
Situation	Defines the patterns of traffic that the rule matches. In addition to individual Situation elements, this cell can contain Situation Type and Situation Tag elements, which are shown as branches in the Situations tree and allow adding the whole branch of Situations at once to a rule.
Severity	Limits the rule to matching Situations that have a severity value within a range you define. This is most useful with rules that include Situation Tags in the Situation cell.
Logical Interface (IPS and Layer 2 Engine only)	Traffic matches the rule based on which interface the traffic is picked up from. The same logical interface can be assigned to one or several interfaces as configured in the properties of the Engine. This cell accepts only Logical Interface elements.
Source and Destination	A set of matching criteria that defines the IP addresses and interfaces that the rule matches. Both the Source and the Destination defined must match the source and destination of a packet for the packet to match the rule. The Source and Destination cells accept any elements in the Network Elements category, as well as User and User Group elements.
Protocol	Limits the Protocols that the rule matches. The protocol is set for traffic in the Access rules in the Service cell of the rule that allows the traffic.
Action	Command for the engine to carry out when a connection matches the rule. The action-specific Action Options define settings for connection termination, and user responses. The Continue action can be used to set options for the Exceptions.
Logging	The options for logging.
Time	Allows you to specify when the rule starts being enforced, when the rule automatically expires, and when the rule is active. By default, rules start being enforced when you install the policy, never expire automatically, and are always active. Drag and drop a Rule Validity Time element to the cell.
Comment (Optional)	A comment for your own reference. You can also add separate comment rows in between rules.
Rule Name	Contains a rule tag and optionally a rule name. Name (Optional) — Name or description for the rule. Displayed alongside the rule tag. Tag (Not editable) — Automatically assigned unique identification for the rule. Works as a link between the log entries and the rule that has generated the log entries. The rule tag consists of two parts (for example, @20.1). The first part of the tag is permanent and belongs to only that rule. The second part changes when the rule is changed. The first part and the second part are separated by a period.

Option	Definition
Inspection tab
Name	The name of the Situation or Situation Category.
Action	Command for the Engine to carry out when a connection matches the rule.
Logging	The options for logging.
Comment (Optional)	A comment for your own reference.
Overrides	Shows the number of overrides to the default settings.
Tag (Not editable)	Shows the rule tag.

Option	Definition
Info pane — Use this pane to view more information about the selected rule.
General tab	Name — The name of the rule. Rule Tag — The rule's tag. Comment — Comment in the rule.
Elements tab	Shows information about the elements that are of the selected Situation Type. Name — The name of the Situation Type. Context — The Situation's context. Severity — The Situation's severity. Type — The Situation's type. Last Update — The number of the dynamic update package in which the Situation element was last updated. Category — The Situation's Category. Comment — A comment for the Situation.
History tab	Creator — Shows the administrator who created the rule. Created — Shows the time when the rule was created. Modifier — Shows the administrator who modified the rule. Modified — Shows the time when the rule was modified. Audit History — Opens the Logs view and displays the audit log data for traffic that matches the rule.
Tags tab	Name — The name of the Tag element. Comment — A comment for the Tag. Type — The type of the Tag.

Table 2. Drill-Down pane
Option	Definition
Properties	Opens the Properties dialog box for the selected element.
Where Used	Searches for references to the selected element.