Create Policy Package


For Lifecycle Notifications, Naming Convention to be applied to OneNote, Planner and Teams, first step is to create a Naming Convention, second step is to define a Policy and third step is to execute the Policy. 


Following section describes the steps for creation of Policy Package.


Go to Teams Manager and click on tab "Settings".


Click on link "Policies" under "Governance".


Click on button "Create a Policy Package".


Enter the following details:


Field "Name": This is a text field which accepts alphanumeric characters. This is the name of the Policy definition that will be used.  This is a mandatory field.

Enter value as "Policy-001".


Field "Description": This is a text field which accepts alphanumeric characters. This is the short description of the Policy that is used. This is a mandatory field.

Enter value as "Policy-001".


Field "Icon": This is the drop down field which is used for defining the policy. This is a mandatory field.

Select value as "Like".


Field "Naming Convention": This is the drop down field which is used to define which naming convention has to be used on this policy definition. This is not a mandatory field.

Select value as "NC-Test".

Note: Naming Convention NC-Test should be already available.


Field "Two Owner": This is the toggle field which is used to set the two owners to ON and OFF. When this toggle field is set to ON, two owners are mandatory when a Team is created.


Field "Approver Group- Approval Enabled": This is a toggle field, when this field is set to ON, a drop down field is displayed below with list of all Approval Groups available.

This is mapped to Default Approval Group for the first time when the Teams Manager app is upgraded from the previous version. User can select any Approval Groups available.


Field "Approver Group- Approval Enabled": When this field is set to OFF, even though approval process is enabled, when Team is created and policy conditions are satisfied, instead of creation of Request, Teams are created without undergoing any Approval process.

Select Default Approval Group.


Field "LifeCycle": This is the drop down field which is used to define which lifecycle has to be used on this policy package. This is not a mandatory field.

Select value as "LC-Test".

Note: Lifecycle "LC-Test" should be already available.


Field "Force Visibility": This is the drop down field with options - No force, Private and Public.When No force is selected, policy doesnt overwrite the option selected by the user during Team creation for Private or Public. 

If Force visibility is set to Private, during Team creation when user selects Public, policy overwrites and the visibility is forcefully set to Private.

If Force visibility is set to Public, during Team creation when user selects Private, policy overwrites and the visibility is forcefully set to Public.


This field "Force Visibility" will NOT be available if Enable public Teams is disabled in Settings-Requests.



Field "Force Guest Access": This is the drop down field that has options 'Allow guests', 'Disable guests' and 'No force'. Police overwrites the settings provided in Settings 'Guest Access disabled by default' toggle field.



Field "Classification-Force": This is a toggle field, when this field is set to ON, Select a Classification drop down is displayed below. Select any Classification. In this case, when a Team is created with some classification, irrespective of what classification the user select, Classification that is set in here will be updated in newly created Teams.

Select Force toggle field and enter the value as 'Internal Use".


Field "Sensitivity Label": This is the toggle field with force 'ON' and 'OFF'. When this toggle field is set to ON, drop down field is displayed to the user with all values of Sensitivity Labels displayed.

Select Force toggle field and enter the value as 'Confidential-Finance'.



When this field is set to OFF, there is no Classification drop down available and whatever value the user selects on classification field during Team Creation is updated in Teams.

Set this toggle field to OFF.

NOTE: If there are no classifications available, this field will NOT be displayed.




Click on button "Create".


Policy Package is created and displayed under " Policy Package" list with icon "Like", "Name", "Description", "Modified by" and "Last Modified".

NOTE: Modified by is updated with the username that has modified  and Last Modified is updated with the current date.



Note: When there are no policy package available in Teams Manager, following screen is displayed to the user.


This completes the functionality of Creation of Policy Package.


Back to Policy Package