Copying Policy Editor entities

To build your authorization logic more quickly and accurately, you can make editable copies of many of your Policy Editor entities.

About this task

Within the Policies and Trust Framework pages, you can copy whole definitions, policies, rules, statements, and Library entities. See the following table for page-specific capabilities and limitations.

Policy EditorPolicy Editorpage	Capabilities and limitations
Trust Framework	You can copy any definition. You can’t copy a portion of a definition, such as a resolver. Copy the whole definition to duplicate any of its content, or manually copy the element between definitions. When you copy a definition that contains child definitions, only the parent definition is duplicated. You can’t copy definition hierarchy trees.
Policies	You can copy any policy, rule, or statement. You can’t copy policy sets. You can’t copy targets, conditions, or properties within a policy or rule. When you copy policies containing rules, targets, or statements belonging to the Library, these entities get reused in the new policy, not copied. When you copy rules or statements within a policy, you must save the policy.
Library	On the Library tab, you can copy top-level Library rules, targets, and statements. You can also copy statements within rules. You can’t copy targets within rules. You can copy Library rules and statements at their point of use. When you make copies of Library entities within rules or policies, the copies display at the point of use and on the Library tab. Where relevant, the copying capabilities and limitations listed for the Policies page apply to Library entities.
Trust Framework, Policies, and Library	You can’t use Make Copy in the tree structure view. You must save any unsaved changes to an entity before making a copy.

Policy EditorPolicy Editorpage

Capabilities and limitations

Trust Framework

You can copy any definition.
You can’t copy a portion of a definition, such as a resolver.
- Copy the whole definition to duplicate any of its content, or manually copy the element between definitions.
When you copy a definition that contains child definitions, only the parent definition is duplicated.
You can’t copy definition hierarchy trees.

Policies

You can copy any policy, rule, or statement.
You can’t copy policy sets.
You can’t copy targets, conditions, or properties within a policy or rule.
When you copy policies containing rules, targets, or statements belonging to the Library, these entities get reused in the new policy, not copied.
When you copy rules or statements within a policy, you must save the policy.

Library

On the Library tab, you can copy top-level Library rules, targets, and statements.
- You can also copy statements within rules.
- You can’t copy targets within rules.
You can copy Library rules and statements at their point of use.
- When you make copies of Library entities within rules or policies, the copies display at the point of use and on the Library tab.
Where relevant, the copying capabilities and limitations listed for the Policies page apply to Library entities.

Trust Framework, Policies, and Library

You can’t use Make Copy in the tree structure view.
You must save any unsaved changes to an entity before making a copy.

Steps

To create a copy of a Policy Editor entity, click Make Copy in the hamburger menu.

Result:

The Policy Editor creates a duplicate of the entity and its contents. The new duplicate’s name is formed by adding the prefix [Copy of] to the original name, as in the following image.
Optional: Make edits to the new entity.

PingAuthorize

Copying Policy Editor entities

About this task

Steps

Result: