PingAuthorize

Importing and exporting policies

PingAuthorize supports two import and export file formats for Trust Framework and policy data.

About this task

The following table describes the snapshot and deployment package formats.

Format Description

Snapshot

Contains all Trust Framework and policy data for a policy branch in the Policy Editor.

Use a snapshot to load data into the Policy Editor for policy development using external policy decision point (PDP) mode.

Deployment package

An optimized data format that contains all policies under a specified root policy node and all Trust Framework entities used by those policies.

Use a deployment package to load data into the PingAuthorize Server for policy deployment using embedded PDP mode.

The following sections describe how to import and export policy snapshots using the Policy Editor. See Exporting a policy deployment package and Using the Deployment Manager for more information on deployment packages.

Loading a policy snapshot

To import a policy snapshot into the Policy Editor for policy development, complete the following steps.

About this task

To create a new policy branch with the Trust Framework and policies of the provided snapshot:

Steps

  1. Go to the Branch Manager section.

  2. Click the Version Control tab.

  3. In the menu, select Import Snapshot.

    Screen capture of the Import Snapshot button.

  4. Select a snapshot file and provide a name for your policy branch.

    Screen capture of the Import Snapshot fields.

  5. Optional: Click Commit New Changes to commit the initial state of the policy branch.

Exporting a policy snapshot

About this task

To import a policy snapshot into a different Policy Editor or use it as the basis to create a deployment package to be loaded in the PingAuthorize Server:

Steps

  1. Go to the Branch Manager section.

  2. Select the Version Control tab.

  3. Choose the commit message corresponding to the version of the branch that you want to export and click the icon in the Options column to the left of the commit message.

  4. Select Export Snapshot.

    Screen capture of the Export Snapshot option in the My Policies window

  5. Provide a snapshot filename and click Export.

Result

The snapshot file is downloaded to your computer.