Before you can begin writing policies, you must import the default policies from a snapshot file. This file contains a minimal set of policies and the default Trust Framework. The Trust Framework defines the foundational elements that you use to build policies, such as API services, HTTP methods, and HTTP requests.

The default policies and Trust Framework are stored in a snapshot file named defaultPolicies.SNAPSHOT, which is bundled with both PingAuthorize Server and the Policy Editor. You must base all policies that you create for use with PingAuthorize on the policies and Trust Framework entities defined in this file.

To use the default policies that are distributed with PingAuthorize Server:

  1. Copy defaultPolicies.SNAPSHOT from the PingAuthorize Policy Editor container to the current directory on your computer using the following command.

    Be sure to include the trailing . character.

    docker cp pingauthorizepap:/opt/out/instance/resource/policies/defaultPolicies.SNAPSHOT .
  2. Sign on to the Policy Editor using the URL and credentials from Accessing the GUIs.
  3. In the Import a Branch from a Snapshot section, click Snapshot and select the file that you just copied to your computer.
  4. In the Name field, enter PingAuthorize Tutorials.

    Screen capture of the Import a Branch from a Snapshot section with the Snapshot and Name fields. The Import button is to the right of the Name field, and there is a Sign out button at the bottom of the window.
  5. Click Import.
    The Policy Editor displays the Version Control page. From this page, you can manage policy changes similar to how you would in a software source control system.
  6. To select the policy branch that you just created, click PingAuthorize Tutorials.
    A Commits table opens. This table provides a log of all changes made to a policy branch.
  7. Click the expand arrow at the left of the top line for Uncommitted Changes.
    This opens a list of all changes to the policy branch that are yet to be committed. In this case, the list includes all of the contents of the snapshot that you just imported.
    Screen capture of the Commits table with the full list of Uncommitted Changes expanded.
  8. Click Commit New Changes.
  9. In the Commit Message field, enter Initial commit. Click Commit.

    Screen capture of the Commit New Changes dialog with the Commit Message field and the Commit button in the bottom right.

    As you work with your own policies, you can use the Policy Editor's version control feature to manage your changes. As you develop policies, a good practice is to set a checkpoint every time you achieve a satisfactory working state by committing your changes.