Understanding Policies

Understanding Policies

The Policy feature in Zoho IoT allows you to define a set of permissible actions for devices using MQTT and client certificate authentication. These actions specify the allowed communications between the device and the cloud, enabling the sending and receiving of MQTT messages.

For example, if you want to allow the device only to receive configuration settings from the cloud, you can create a policy with the "Configure Settings" permission enabled. Assign this policy to a certificate and subsequently assign the certificate to the device.
 
Notes
 Note: Policies cannot be used directly on devices, but must be associated with certificates, which are in turn associated with devices. 
  

Default Policies 

The default policies available in the application are:
 
Policy Name
Description
Default All Access Policy
Default policy with access to all types of messages which can be sent from cloud to device and from device to cloud.
 
Default Telemetry policy
Default policy with access restricted to the telemetry messages sent to the devices. Other devices can send messages to the telemetry topic of the device.
 
 


Image: Default Policies list view
 

Custom Policies

The custom policy options are available under two sections: Device communication with the application and  denoting the communication flow. You can create your own custom policy in the application by selecting the desired one or more options that are required for your device.

 

The available policy options under each section and their descriptions are provided below: 
 
Policy Option
Description
 
Device communication with the application
Telemetry data
Provides permission to the device gateway to send the collected periodic data to the cloud.

Device Notification/Event data
Provides permission to the device gateway to send device notifications and events instantly to the cloud.

 
Application communication with the device
Subscribe to Command
Provides permission to the device to subscribe and accept commands from the cloud.

Edge Agent configuration
Provides permission to the device to accept Edge Rules from the cloud.

  

Adding Policy 

As a first step in associating a policy with a device, you need to create the policy. Based on the tasks you want your device to perform, you can select the appropriate options for your policy. The new policy must be associated with a new or existing certificate to become operational.

For example, if you want to allow the device to receive configuration settings from the cloud and execute commands on the device, you can create a policy with the Edge Agent Configuration and Subscribe to Command options selected. Next, assign this policy to a certificate and subsequently assign the certificate to a device.

Info
Refer to the  Working with Policies section of the document for more details.

Associating Certificate with Policy  

A policy can be associated to a certificate by following simple steps. Refer to the "Associate Certificate with Policy" section of the "Working with Certificates" document for more details.

Notes
Note: Only one policy can be assigned to a certificate. Upon assigning a new policy, the old policy association will cease. 
Info
Refer to the Associate Certificate with Policy section of the Working with Certificates document for more details.

 
Policy Views

The list view of the certificate can be accessed from the End Application by clicking Devices > Policies in the left default Navigation Menu. The All Policies list view displays all the policies currently available in the application.  
 


Image: Policies list view 

Info
Refer to the Policy Views section of the Working with Policies document for more details. 

Availability

Info
All Policy operations require necessary permissions. Refer to Users and Profiles document for more details.

Check Feature Availability and Limits



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