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Applies to:

Winshuttle Foundation settings—Policies

Use the Policies page to:

  • Define policies for users to control access for Query and Transaction operations, including date/time, upload size, and more.
  • View or search a list of existing policies
  • Create, edit, or delete policies
  • Add or remove users from policies

Note: Default roles (for example, the Central Application Administrator) displayed on the Policies page are not applicable to users in SharePoint groups. For users added through a SharePoint Group, you would need to add a separate policy and assign it specifically to the SharePoint group users.

On this page

Creating a policy

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  1. Open the Winshuttle Foundation home page.
  2. On the menu bar, click Settings.

  3. Click Policies.
  4. On the Policies page, click Add New Policy, and then click Transaction Policy or Query Policy.

    Winshuttle Central 11 add new policy

  5. On the policy page, specify the following settings to create your policy. See below for a basic description of available Policy settings.
  6. Under Policy Info, specify the following:
    • Policy Name: Your name for the policy.
    • Description: A description for your policy
    • Server Type: Click the arrow, and then select a server type (Production/Non-Production).
  7. Under SAP Server Access, specify the following:
    • Select Standard (daily), Weekly, or Monthly. Clicking Weekly or Monthly will enable you to enter specific times and/or days for access (see below).

    SAP Server Access - Weekly access options

    SAP Server Access - Monthly access options

  8. Under Transaction Access (applies to Transaction policies only), specify the following:
    • Transactions per Run: The number of allowed transactions per run
    • Allow SAP Transactions: The allowed SAP transactions for this policy. You can use wildcards (*) with this setting. For example you can specify FB01, MM* (for all MM transactions), VA01, etc.
    • Disallow SAP Transactions: The disallowed SAP transactions for this policy. You can use wildcards (*) with this setting. For example you can specify FB01, MM* (for all MM transactions), VA01, etc.
  9. Add/Delete users: Under Users, add (or delete) users from the policy:
    • To add a user, click the field and then select a user from the list (repeat to add multiple users).
    • To delete a user, click the X next to their name.

  10. Click Save to save the policy.

Editing a policy

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  1. On the Policy page, click the arrow next to the policy name, and then click Edit.

  2. Change the policy settings as needed. See Creating a Policy for a basic description of available policy options.

Deleting a policy

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On the Policy page, click the arrow next to the policy name, and then click Delete.