Create a New Policy Store

1. Enter Display Name
   Provide a unique name for the Policy Store (e.g., “PetStore-PolicyStore”) to identify it.
2. Write Description
   Add a brief description of the Policy Store’s purpose (e.g., managing retail access rules).
3. Select Policy Store Type
   Choose the appropriate type (e.g., “AVP”) to define the structure of security policies.
4. Choose Integration
   From the dropdown, select the integration type (e.g., Git) for version control and synchronization.

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Review Added Environment(s)

1. Confirm Environment Name
   Ensure the environment name (e.g., “Prod”) is listed and linked to the Policy Store.
2. Verify Policy Store Name
   Confirm that the Policy Store name matches the environment’s needs.
3. Click Create
   Proceed by clicking ‘Create’ to create the new Policy Store.

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Configure the Policy Store

1. Check Configuration Status
   Ensure the Policy Store status is “Awaiting Configuration.”
2. Begin Schema Setup
   Click the Gear icon under the Action column to start the schema setup.
   • Option 1: Define Policy Structure Manually
     • Manually map the core components of your access policy to define precise authorization logic:
       • Principal: The entity (e.g., user, role, or system) requesting access. (e.g., “User”)
       • Action: The operation the principal intends to perform. (e.g., “createOrder”, “viewProduct”, “editCart”)
       • Resource: The object on which the action is performed. (e.g., “Order”, “Product”, “Cart”)
   • Option 2: Add from Library or Upload Existing Schema
     • Quickly define your policy and schema using the following options:
       • Add from Library: Select a prebuilt schema template for common application types.
       • Upload Existing Schema: Upload a JSON schema file to automatically create the mappings for principal, action, and resource.
3. Preview and Proceed
   Click Preview to review the schema and return to the Define Policy Structure screen.
   Click Next to proceed to the Define Attributes section.

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Define Attributes for Entity Types

1. Configure Entity-Level Attributes
   Define attributes like User ID, Email, or Username for fine-grained access control.
2. Add Run-Time Attributes
   Define dynamic attributes (e.g., Current Time, Access Location) that are evaluated during real-time authorization decisions.

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Set Up Hierarchy for Entity Types and Actions

1. Organize Hierarchy
   Arrange entity types and actions in a logical structure to simplify policy evaluation.

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Save and Activate the Policy Store

1. Save and Activate
   Once the entity types, attributes, and hierarchies are defined, click Save and Activate to complete the configuration.

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Proceed After Activating the Policy Store

1. Activate Status
   Once the Policy Store is marked as “Active”, click Continue to move to the next onboarding step: Upload Test Data.

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Upload Test Data Files

1. Upload Sample Files
   Upload sample .zip files containing test data (e.g., .json or .csv files for users, roles, and permissions).
2. Confirm Upload Success
   Ensure the upload is successful, indicated by a progress message or confirmation.

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Review Applications List

1. Navigate to Applications
   Go to the Manage Applications screen to review all registered applications.
2. Track Progress
   Use the Progress and Status columns to track onboarding completion for each application.