Plan

A plan details the difference between your policies and what the external system holds. A plan lets you review the changes that would be made downstream to achieve .

A plan's summary of operations, workers, and problems — A plan with its changes grouped by field

The Anatomy of a Plan

Statuses

Status	Meaning
Generating	Klef is comparing desired state to your systems.
Ready for review	Plan ready for review.
Approved	Plan is approved but has yet to be executed.
Executing	Plan is being executed downstream.
Done	Plan is finished.
Done with errors	The apply finished, and at least one operation failed.
Failed	The plan failed to execute.
Superseded/Stale	A newer plan replaced this one.

Operations

An is one change to a downstream account.

Operation	What it does
Create	Creates an account that does not exist downstream.
Update	Writes the fields that no longer match.
Set access	Adds and removes grants, such as groups, licenses or channels.
Set link	Points a link field to another account, such as a manager.
End item	Drops an item from a collection downstream.
Adopt	See adoption.
Forget	Stops tracking an account in Klef.
Detach	User manually stops tracking an account in Klef.
Set claims	Changes which policies claim an account.
Set items	Records which collection items Klef manages.

Problems

A problem is something Klef noticed but could not act on by itself.

A variety of problems can occur. The follow problems can be corrected by the user:

Problem	Meaning
Conflict	Two or more policies write different values to one field
Account already exists	A duplicate account was prevented from being created. This can be resolved by adopting the account.
Could not evaluate	Invalid policy

Notifications

If a policy sends messages, the plan lists each one with its rendered text and recipients.

Running on a Schedule

Once you’ve determined the policies behave in the way you expect, you can configure your workspace to apply policies on a schedule. This setting can be found under Workspace settings as Apply plans automatically.

Anatomy of a policy

Every part of a policy document, from the outside in.

Adoption

Bringing accounts that already exist under Klef.

Basics

Connectors

Administration

The Anatomy of a Plan

Statuses

Operations

Problems

Notifications

Running on a Schedule

Anatomy of a policy

Adoption

​The Anatomy of a Plan

​Statuses

​Operations

​Problems

​Notifications

​Running on a Schedule

Anatomy of a policy

Adoption

The Anatomy of a Plan

Statuses

Operations

Problems

Notifications

Running on a Schedule