How to Create a Policy in Ping32

Ping32 includes multiple functional modules, and each module has its own policy model and delivery logic. This article uses Web Browsing Audit as an example to explain how policies are created, assigned, and applied in Ping32.

Before you start creating policies, it is helpful to understand the following core concepts.

Policy concepts

Endpoint policy

Path: Internet Behavior -> Policy -> Add Applies to: specific endpoints Use this option when a policy should apply only to selected devices.

Group policy

Path: Internet Behavior -> Policy -> click the drop-down arrow next to Add -> Group Policy Applies to: selected groups Any endpoint that is added to the group later will automatically inherit the policy.

Recommendation: In most production environments, group policies are easier to maintain and should be preferred whenever possible.

Policy template

Path: Internet Behavior -> Policy -> click the drop-down arrow next to Add -> Create Policy Template Purpose: Reuse common settings and avoid rebuilding the same configuration from scratch.

How to reuse a template:

• Return to the policy list.
• Right-click an existing policy template.
• Select the option to create a referenced copy, as shown below.

Duplicate a policy

• Existing policies can be duplicated.
• Path: in the policy list, right-click the target policy -> Create Copy.

Delete a policy

• Method 1: In the policy list, right-click the target policy and delete it.
• Method 2: Open the policy and click the delete button in the upper-right corner.

Policy priority

• Priority order: endpoint policy > group policy
• If both an endpoint policy and a group policy apply to the same endpoint, the endpoint policy takes precedence.

Override rule for the same function

• For the same endpoint and the same functional module, only one policy can be effective at a time.
• Example: if endpoint A already has a Web Browsing Audit policy and you later save another policy for the same function, the later-saved policy overrides the earlier one.

Steps to create a policy

1. Open the policy creation page

Go to Internet Behavior -> Policy -> Add, as shown below.

Notes: The Add button creates an endpoint policy. Select Endpoints / Groups is used to define the scope of the policy.

2. Select the function module and configure the policy

• In the left-side navigation of the policy editing page, select the functional module you want to configure.
• This article explains the policy model only and does not cover module-specific parameters in detail.