User Manual

The first step in creating a policy is to create a connection to your data source, in the
example below you will use the sample .csv data file which is provided on the CD –
D:\Sample Data
Adding a Data Source
Right click DataSources and select Add DataSource
In the following screen below, you will add the name of your Data Source and select
the connection method to your data.
In our example we have used a .csv file, select file and click Next.
The .csv file is available on the CD-ROM – D:\Sample Data You may also have
downloaded it from the FTP site, the example data can be found in the folder
Sampledata.zip