Deploying a New Policy from a Saved Quick Transfer

A policy is a scheduled Quick Transfer. For configuration steps, refer to Creating a Quick Transfer. If applicable, perform a Dry Run. When you're ready, follow these steps to deploy the policy:

1. Click Orchestration > Dashboard in the left-hand navigation panel.
   The Dashboard page displays. 
   
   
2. Click Quick Transfer > Deploy at the top-right of the page.
   The Deploy Policy dialog box displays. 
   
   
3. Set the policy schedule: 
   NOTE: Before completing the steps below, review the Policy Best Practices section in CloudSoda Best Practices.
   
   
   1. 1. Click the Deploy At field to select a date and time you want the policy to start.
         NOTE: If you leave the date as is (the default setting), or set the date in the past, the policy will start immediately once deployed.
         NOTE: If you set the date in the future the policy will not run until that time.
         
      2. Select a Repeat option, Hourly, Daily, or Weekly.
         
      3. Set your Active option. Green for active (default), black for inactive or paused. 
         
         
4. Set the Tracking options:
   Note: All Jobs using this policy can be tracked by the Users and Groups assigned to it. 
   
   
   1. 1. Select the type of Group from the drop-down menu to assign to the policy.
      2. Click the User field to show a drop-down list of available Users. 
      3. Select a User to assign to the transfer.
         NOTE: Users and Groups do not have to be present to deploy a policy. 
         
         
5. Click Deploy. 
   

The Policy is set and the system returns to the Policy page where the new Policy Card displays.