Overview

A policy contains a collection of settings that the Surveyor uses for enforcing power management in your organization's network. You can assign a policy to multiple devices in a network, as well as single devices. This article provides information on how to create new policies and how to edit the existing ones.

Process

1. Go to Administrator Console > Verdiem Menu > Policies.
2. Choose one of the actions below that suits your purpose.
   • To create a new policy from scratch, click New Policy.
     • Type the policy name and a description.
   • To start with an existing policy as your template, click Copy.
   • To edit an existing policy, select a policy from the list. 
3. Determine default settings.
   1. Go to the Schedule tab, and select a background power scheme that will be used when no other scheme is scheduled.
   2. Go to the Background tab, and select a background power scheme that specifies the power state transition rules to run when no other power state transition rules are scheduled.
4. Add a scheduled power scheme to the policy.
   1. Click Insert Scheme.
   2. Select Scheme, Days, and Time Range.
   3. Click Insert.
      
      You may continue to add more schemes to the policy if you need to. However, please, note that scheduled power schemes cannot overlap.
5. Add a power state transition rule to the scheduled scheme.
   1. Go to the Power State Transition Rules tab.
   2. Click Insert. 
   3. Select the rule (or rules) you want to add, and click Add.
   4. Click New Rule to add a rule to the list.
      
      Power state transition rules can apply to applications running locally, on the network, or both. The application name that you provide should be the executable name as it appears in the Windows Task Manager under Processes. For example, firefox.exe.
6. Go to the Schedule tab when you are done.
7. Add a power state change to the policy.
   1. On the Insert Power Level Transition menu, click the power state change you want to add.
   2. Select the Days and Time.
   3. Click Insert.
      
      You may continue to add more power state changes to the policy if you need to.
8. Adjust the Wake Settings.
9. Go through the Data Collection tab and adjust the settings you need.
   
   Please note that these settings only affect computers.
10. To leave the power state change data out of the available reports, clear the Collect power state data option.
11. Click Save.

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Confirmation

Refresh the browser to see policy changes in the device lists.

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Supplemental Information

• Insert EnergyWise Power Level automatically maps to PC and Mac power states and works for other devices, too.

• For PCs and Macs, if you select Insert Sleep, Insert Hibernate (PCs only), Insert Shutdown, Insert Restart, or Insert EnergyWise Power Level, you can choose whether you want to force the change in power state by selecting Force Transition. You can also choose whether to force a transition for Wake on WAN proxies.

  • Use Force Transition only when it is absolutely necessary. Some applications may block normal shutdown requests. For example, Word or Notepad may display a dialog box asking a user to save changed documents. When you select Force Transition, applications are prevented from blocking shut down, and any unsaved changes in the documents will be lost.

• For computers, you can also specify whether users can skip or delay a transition, and the message that is displayed for Sleep, Hibernate, Shut Down, or Restart.

• Options for skipping, delaying, or forcing a transition, or displaying a message
  are ignored for non-computer devices.

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