Universal Policy Administrator Documentation
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Introduction to Universal Policy Administrator
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Installing Universal Policy Administrator
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Setting up UPA Delegation
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Working with Universal Policies
- Intro to Working with Universal Policies
- Creating Universal Policies
- Adding and Editing Policies
- Approving Universal Policies
- Exporting Universal Policies and Updating OU Links
- Merging Policies
- Rolling Back Policies
- Replicating Policies
- Synchronizing Policies (Gold Policy)
- Managing Security Filtering
- Working with ADMX Templates
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Working with Domains and OUs
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Reporting on Universal Policies
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UPA Configuration Settings
- Configuring UPA to use a Third-Party Identity Provider
- Configuring OIDC Authentication with OKTA
- Configuring OIDC Authentication with Microsoft Entra ID
- Configuring SAML Authentication with Microsoft ENTRA ID
- Configuring SAML authentication with Okta
- Configuring the Universal Policy Administrator Syslog Provider
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Appendix
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Workflow
Below is a sample workflow for the different user personas and the tasks that can be configured with UPA.
UPA Workflow Explained

UPA Workflow Video
In This Article
