PingAuthorize

Creating a branch

Create a branch to start an independent line of policy development. You can create a branch at the root level, import a snapshot as a new branch, or base a subbranch on a commit in an existing branch.

Creating a root branch

Create a root branch to begin a new line of policy development from scratch.

You can create up to 100 root branches in the Policy Editor, including system and self-governance branches that might not be visible to the user. The Branch Manager displays a visual counter showing how many branches have been created out of the 100-branch limit.

Steps

  1. In the Policy Editor, go to Branch Manager > Version Control.

  2. From the menu, select Create new root branch.

    Screen capture of the Create new root branch option in the Branch Manager’s Version Control configuration.

  3. Enter a name for the new branch.

    Branch names must be unique.

  4. Click Save Branch.

Importing a snapshot

Import previously exported snapshot files as branches to share and restore Trust Framework definitions and policies across users and environments.

A snapshot file contains all the entities and policies from an existing branch. Learn more in Creating a snapshot.

Steps

  1. In the Policy Editor, click Branch Manager.

  2. On the Version Control tab, click , and then select Import Snapshot.

    Screen capture of the Import Snapshot option highlighted on the Version Control tab.

  3. Select the appropriate snapshot file.

  4. Specify a unique name for the branch.

  5. Click Import.

  6. (Optional) Click Commit New Changes to commit the initial state of the policy branch.

Creating a subbranch from a commit

You can create a subbranch as a child of a commit in another branch. The subbranch shares the history and contents of the parent branch up to that commit.

Learn more about branch commits in Committing changes.

Steps

  1. In the Policy Editor, click Branch Manager.

  2. On the Version Control tab, select the commit from which to branch.

    To branch from the latest uncommitted changes, make sure to commit before proceeding.

  3. Click the hamburger menu and select Create new branch from commit.

    Screen capture of the commit hamburger menu with the Create new branch from commit option highlighted.

  4. Specify a unique name for the branch.

  5. Click Save Branch.

Result

The system creates a new subbranch with the selected commit as the branch point.