PingAuthorize

Copying elements

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 Editorpage Capabilities and limitations

Trust Framework

  • You can copy any definition.

  • With the exception of resolvers, you can’t copy a portion of a definition.

    • 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

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

    Screen capture of using Make Copy to copy an attribute in the Trust Framework.

    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.

    Screen capture of a duplicate Trust Framework attribute created using Make Copy.

  2. Optional: Make edits to the new entity.

Resolving issues with deleting copies

About this task

After upgrading from a version of PingAuthorize earlier than 10.1 and attempting to delete a copy of a Policy Editor element, that copy might persist in the UI and return an error when selected. To troubleshoot:

Steps

  1. Back up your policy database.

  2. Make a new copy of the element with the copies that you’re trying to delete.

  3. Delete the element.

    Result:

    The element and its original copies disappear from the Policy Editor UI.

  4. Rename the copy that you created in step 2 and remove [Copy of] from the element’s name.

Result

You can delete copies of Policy Editor elements and they will disappear from the UI.