The “Clone policy” feature is available for both out-of-the-box and custom policies. This feature can be executed by Tenant Admins and Playbook Admins, and it is particularly useful for quickly replicating similar policies while still allowing for detailed customization.
How to clone a policy
To clone a policy, simply expand the Policy Box of the desired policy, whether it is predefined or custom. Click on the “Clone policy” option from the details list. A modal will appear:
- Out-of-the-box policies: CoreView predefined policies will only allow the duplication of the policy definition due to customization constraints.
- Custom policies: for custom policies, you can include the remediation in the cloning process. Simply check the “Clone remediation” option in the modal and select “Proceed”.
Policy customization
After initiating the cloning process, the “Edit policy” wizard will open. Here, you can edit all the details for your cloned policy:
- Policy details: on this page, you can rename and provide a description for your cloned policy, with the option to select a different categorization and enable the policy remediation.
- Policy definition: here you can adjust the policy target and assign a severity level severity level to your cloned policy. For non-informational policy, you will be required to establish a threshold as well.
- Remediation action: enable and set up the desired remediation type, with the option of scheduling the remediation as well.
- Review and complete: check your changes and select “Save” to complete the creation of your cloned policy.
At this stage, you should see a confirmation pop-up on the screen informing you the policy has been successfully edited.
Cloned policy ownership
The user who clones a policy will immediately become the Policy Owner of the cloned policy, with an automatic V-Tenant scope application for Playbook Admins.