The new docs.trellix.com offers a modernized UI and AI-powered features like conversational searches. Content is currently available only in English. Other languages will be available in mid-October 2026. We hope you enjoy the new experience.

Manage policies

Prev Next

Apply policies to apply parsing rules to data sources more efficiently than working with each rule and data source individually.

  1. From the dashboard, click GUID-0177D71C-5A80-43D5-9629-5D396CF2895F-low.png and select Policy Editor.

  2. Use the Policy Tree to:

    • See rules associated with policies

    • Create a policy hierarchy

      Note

      You can only drag and drop devices onto policies.

    • Search for policies or devices using filters or tags

    • Rename, delete, copy, or replace policies

      Note

      Copied policy settings are applied to replaced policies, but the name remains the same.

    • Move policies to different devices

    • Import policies

      Note

      If importing multiple policies, the first policy overwrites the selected policy and the system inserts subsequent policies as children of the current node, leaving their hierarchical relationship intact. This option doesn't change the name of the selected policy.

    • Export policies

      Note

      • Due to the possible dependency of custom rules on custom variables, you cannot export custom rules without also exporting the custom variables.

      • Policy hierarchy is flattened, which means the system compresses settings into one level of policy, with the most immediate policy's settings taking precedence on an item by item basis. For example, if you select a device, the system exports both policies above the selected policy. To export a parent policy, you must select its child. Also, policy settings have precedence over the parent policy settings when the file is compressed down into one level of policy.