Create a Governance Policy

1. Navigate to Automation Ops from the left-side navigation bar.
2. Select Governance > Policies. Existing policies are listed in the table on the page. You can create a policy in one of the following ways:
   • To start from scratch, select Add Product Policy above the table.
   • To start from an existing policy, hover over that policy in the table, and then select Duplicate. in the menu displayed on the right side of the policy row.
   • To start from a policy generated from Studio or previously downloaded from Automation Ops, select Upload above the table, select the .json policy file that you can then further configure in Automation Ops. For more information, see Generate Governance Files from Studio.
     Note: If you are trying to upload a policy created for a different version than the selected template, you are prompted to review the policy before saving it.
3. Enter a unique name for the policy, select the product it applies to, and then click Add.
4. Configure the policy settings.

Generate Governance Files From Studio

You can generate JSON files with the settings currently configured for each Studio profile that you can then import as new policies in Automation Ops. This can be especially useful if you are migrating from the file-based governance model, as it enables you to quickly export the existing governance policies to a format that is compatible with Automation Ops.

1. Make sure Automation Ops is enabled for the organization.
2. Open an instance of UiPath Studio that is connected to Orchestrator using interactive sign-in.
3. Select Home (Studio Backstage View) > Help.
4. On the right side of the screen, select Generate Governance File > Modern Policy.
   
   

   

   
   
5. Select where to save the file and enter a file name (by default uipath.modern.policies.zip). Extract the zip archive that contains three files:
   • uipath.policy.StudioPro.json - Contains the settings from the Studio Pro profile.
   • uipath.policy.Development.json - Contains settings from the Studio profile.
   • uipath.policy.Business.json - Contains settings from the StudioX profile.
6. To import one of the governance files in Automation Ops, on the Policies tab, click Upload and select the file.
7. Once the new policy file is imported, you are prompted to review the imported policy and save it.
   Note: If the version of the policy template selected in Automation Ops is different from the one of the imported policy, some settings might not be available. When this happens, you should check the policy settings and correct any differences.