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 PingDataGovernance Server and the Policy Administration GUI. You must base all policies that you create for use with PingDataGovernance on the policies and Trust Framework entities defined in this file.

To use the default policies that are distributed with PingDataGovernance Server, perform the following steps.

  1. Copy defaultPolicies.SNAPSHOT from the PingDataGovernance Policy Administration GUI container to the current directory on your computer. To do this, run the following command. Be sure to include the trailing . character.
    docker cp pingdatagovernancepap:/opt/out/instance/resource/policies/defaultPolicies.SNAPSHOT .
  2. Sign on to the Policy Administration GUI using the URL and credentials from Accessing the GUIs.
  3. Under Import a Branch from a Snapshot, click where it says Click here to select a snapshot file. Choose the file that you just copied to your computer.
  4. Name the branch file PDG Tutorials.
    Screen capture of window to choose and name the default policies
  5. Click Import.

    The Policy Administration GUI 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. Click PDG Tutorials to select the policy branch that you just created.
    A Commits table appears. This table provides a log of all changes made to a policy branch.
  7. Click the disclosure (triangle) widget at the left of the top line for Uncommitted Changes.

    This reveals 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 page

  8. Click Commit New Changes.
  9. Enter the commit message Initial commit and click Commit.
    Screen capture of the commit message
    As you work with your own policies, you can use the Policy Administration GUI'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.