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Policy Foundry

Introduction to Policy Foundry

Policy Foundry is a smart tool that allows you to set up rules that can trigger actions. Policy can be related to multiple factors such as beacons battery level, button click, telemetry data, positions, or even occupancy. You can either create rules from scratch or create new ones based on already created ones.

Important

Please note that in order to create policy you need to have actions already created.

Policy List

Go to Policy Foundry

Policy list allows you to see all your configured policies, their IDs, Names, descriptions and statuses. You can edit already configured policy

Add a policy

Click on Add Policy button, system will display a prompt asking if you would like to create policy from the scrath or policy based on already configured one. Click on Create from scratch.

Add policy a name and description

First step is to set policy a name and description. Always use names that allows you to find correct policy easily. For the porpouse of this guide, we will describe scenario when room occupancy exceeded maximum value.

Schedule

You can define schedule for the policy, policy can be active always, on specified days or in selected time range.

Select Participating Devices

Depending on the use case, you can create policy that will be valid for all devices or only specified ones.

Set a location that the policy is configured on

Next step is to select what is the area for your policy. You can euther chose any location or select a specific location. You can select location, building, foor or even room. Note, that after you choce certain level of your organisation, you are obligated to operate only in this level, i.e. when you chose one building, you can't select rooms, only another building.

Set a condition for your policy

Now, configure conditions for your policy. Conditions specify what needs to happen for your policy to trigger an action.

Available policy conditions

Condition types Parameters
Beacon Signals Low battery
High battery
Button click
Telemetry Low temperature
High temperature
Bad air quality
Low humidity
High humidity
Positions Exit location
Enter location
Occupancy Room occupancy exceeded
Room occupancy not reached

Click on Add Condition, select occupancy, chose above or equal.

After you selected type of condition specify max occupancy for the room as 6.

Select an action

Next step is to select action that needs to be taken if policy is triggered, please click on Add Action and select prreviously created action from drop down list.

Policy coordinator

Policy coordinator allows you to set a limiter that will limit amount of messages sent in specified time duration to certain numbers. Depending on the use case, you can chose values that are suitable for particular policy. Another usefull feature of policy coordinator is an aggregator that collects all messages for specified amount of time and sends them as one message.

Introduction to Actions

Action are used to comunicate to users policy violations. In order to assign action to a policy you need to create an action in policy creation wizard. There are multiple channels of comunication to send notifications.

Streams

You can configure AWS Kinesis or Azure Event Hub as a target of notifications sent from the Kio Cloud.

AWS Kinesis

When configuring AWS Kinesis data stream following parameters needs to be provided

  • Endpoint
  • Stream name
  • Access key
  • Secret key
  • Region
  • Forced partition key

Learn more about AWS Kinesis

Azure Event Hub

When configuring AWS Kinesis data stream following parameters needs to be provided

  • Endpoint
  • Shared access key name
  • Shared access key
  • Event Hub name

Learn more about Azure Event Hub

Emails

Another communication channel you can use is email.

  • Set email notification a name
  • Add recipients
  • Set subject of the email.

Email notifications support a parameters to provide additional infomations based on policy they are connected to. On the Text field type dolar sign ($) or click on button Insert Parameter.

Number of parameters is supported:

  • Battery level
  • Company ID
  • Occupancy
  • Occupancy limit
  • Previous room ID
  • Room ID
  • Temperature
  • Treshold
  • Tracking ID

Warning

Be careful when configure emails, try to avoid the situation where the condition is true for longer periods of time.

Particular notification can be sent only once a minute.

Text Messages

You can also use SMS messages to notify users.

  • Name
  • Add recipients

Similary to email notifications, SMS notifications also support a parameters to provide additional infomations based on policy they are connected to. On the Text field type dolar sign ($) or click on button Insert Parameter.

Number of parameters is supported:

  • Battery level
  • Company ID
  • Occupancy
  • Occupancy limit
  • Previous room ID
  • Room ID
  • Temperature
  • Treshold
  • Tracking ID