Manage policy history

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When you change a policy, a Policy History entry is created where you can describe the change for future reference. You can use policy histories to compare versions, and revert to a previous version of a policy if the changes are not required anymore.

  • Only policies you create in the Policy Catalog have Policy History entries.

  • Make sure that you leave a comment when you revise a policy. Consistent commenting provides a record of your changes.

  • You must have appropriate permissions to revert to a previous policy version.

    • ePO - On-prem administrators have full control of all policy history functions.

    • Policy administrators can approve or reject changes submitted by policy users.

    • Policy users can monitor the status of their policies. Status includes Pending Review, Approved, or Declined.

For details about product features, usage, and best practices, click ? or Help.

  1. To view the Policy History, select MenuPolicy Policy History.

    Note

    No Policy History entries appear for Trellix Default policies. You might need to filter the page to select a customized policy.

  2. Use the Product, Category, and Name filters to select Policy History entries.

  3. To manage a policy or Policy History entry, click Actions, then select an action.

    • Choose Columns — Opens a dialog box that allows you to select which columns to display.

    • Compare Policy — Opens the Policy Comparison page where you can compare two selected policies.

    • Export Table — Opens the Export page where you can specify the package and format of Policy History entry files to export, then email the file.

    • Revert Policy — Reverts the policy to the selected version.

      You can select only one target policy.

      When you revert a policy, you are prompted to add a comment to the Policy History entry.