To get started with the Policy Editor, complete the following tasks:

  1. Sign on to the Policy Editor.
    In demo environments, you can use the default credentials:
    • User name: admin
    • Password: password123
  2. Create a branch.
    This branch stores your policies and other entities.
  3. Define the Trust Framework.
    This allows you to define the elements that will form the building blocks of your policies – the WHO, WHAT, WHERE, WHY, and WHEN.
  4. Define your policies and policy sets.
    Build your policies to reflect your business needs.
  5. Test polices and policy sets.
    Verify that your policies correctly implement your business rules.
  6. Commit changes.
    This creates a commit, which is an immutable representation of the Trust Framework and Policies at a point in time.
  7. Create a deployment package.
    This creates a file that can you deploy to PingAuthorize Server instances across multiple environments.

After you sign on to the Policy Editor, the system prompts you to set the branch on which to work. You can create a new (empty) branch, select an existing branch, or import a branch from a snapshot file.

The PingAuthorize Policy Editor embraces similar principles to general software source control. As such, it begins with the creation of a branch. When you first deploy the Policy Editor, the Branches repository is empty, and the system prompts you to create or import a branch. You must complete one of these actions to continue using the product.

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