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When you choose to create a new Filtering Rule, you have the option of using a "wizard" or the Advanced Setup (New/Edit Website Filtering rule box). The advantage to using the wizard is that you are led through all steps, and you can create a time profile on the fly.
To open the wizard:
Select Management and Filtering Rules in the left navigation pane.
Right-click and select New or click New on the toolbar above Filtering Rules Management.
To complete the wizard:
Step 1: Welcome.
Choose to use this wizard or Advanced
Setup and click Next.
Step 2: Select
Type of Rule.
Specify whether this rule will Allow
access to web sites or Block access
to web sites and content. Click Next
to continue.
Step 3: Select
When to Allow/Block.
Choose a Time Profile from the "Existing Time Profile" drop-down
list, or click the New button
to add a new Time Profile now. If
you add a new Time Profile, it is automatically selected for this panel.
Click Next to continue.
Step 4: Select
Who to Allow/Block.
Select the users to be included in the rule. All
Users and User Groups includes everyone.
Specific Users and User Groups activates
the User Groups and Users list. Check the user(s) or group(s) you wish
to include in the rule and click Next
to continue.
New User - Creates a new User and
includes the user in the rule.
New Group - Creates a new User Group
and includes the group in the rule.
Select All - Checks all users/groups.
Clear All - Clears all check marks.
Step 5: Select
What to Allow/Block.
Choose categories of web sites to include in the rule. All
Web Sites blocks (or allows) all domains. Choose Specific
Categories and Category Groups activates the list. Check the Category Groups, System
Categories, and Custom Categories
to include in this rule. Click Next
to continue.
New Category - Creates a new Custom
Category and includes it in the rule.
New Group - Creates a new Category
Group and includes it in the rule.
Select All - Checks all items in the list.
Clear All - Clears all check marks.
Step 6: Enter a
Rule Name and Description.
The Rule Name appears in the list of Filtering Rules and is required. The
description is optional. Check "Disable this rule when it is saved"
to start the rule disabled. You can Enable
it when you are ready at any time using the toolbar button at the top
of Filtering Rules Management.
Step 7: Review
Your New Rule.
The final panel of the wizard summarizes the rule name, type, time profile,
users and categories. If the rule is correct, click Finish
to close the wizard and add the rule to Filtering Rules Management. If
the rule is not correct, use the Back
button to go back through the steps and make corrections. Cancel
ends the wizard without saving the rule.