Apply a Security Profile

Once a profile has been created, it will be available for you to apply any time you create a new security.

To apply a previously created security profile:

  1. From the toolbar, click Create New.
    You see the Create New panel.

  2. Click the Data Strategy drop-down list and select a data strategy. Then click Ok.

  3. From the toolbar, click Open Profiles.
    You see the Open Profiles dialog box.

  4. From the Profile Name column, select the profile that you would like to use and then click Apply. 
    A dialog box displays indicating that the profile has been successfully applied. 

  5. Click OK.

  6. Click Save.