Export and Import of Custom Roles
You're looking at migrating your custom role definitions from one environment to another. You can accomplish your migration needs by exporting the business objects in the Users and Security functional area within the Financials offering.
Before You Begin
Learn how to export and import business object data as described in the Overview of Setup Data Export and Import topic of the Using Functional Setup Manager guide.
What Gets Exported and Imported
When you migrate custom roles, the following business objects are exported in the configuration package generated from the Users and Security functional area within the Financials offering. These business objects include custom role definitions:
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Application Data Security Policy
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Functional Security Custom Roles
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Functional Security Custom Role Hierarchy
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Functional Security Custom Role Privilege Membership
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HCM Data Role
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HCM Data Role Security Profile
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Let's closely examine each business object to know what it contains.
Business Object |
Information Included in Export and Import |
---|---|
Application Data Security |
Application data security includes data security policies that are created in the following ways:
|
Functional Security Custom Roles |
The custom role includes the following details:
|
Functional Security Custom Role Hierarchy |
The role hierarchy includes the following details:
|
Functional Security Custom Role Privilege Membership |
The role privilege membership includes the following details:
|
HCM Data Role |
The HCM data role includes the following details:
|
HCM Data Role Security Profile |
The HCM data role security profile includes the following details:
|
The business objects HCM Data Role and HCM Data Role Security Profile are included in the configuration package if you have used security profiles to configure access to HCM data. If you're also using Oracle HCM Cloud, it's recommended that you follow the instructions as described in the Export and Import of HCM Custom Roles and Security Profiles topic in the Securing HCM guide.
What Happens After the Import
You may not immediately see all of the migrated data security policies in the security console after completing the import of the configuration package that's generated from the Users and Security functional area within the Financials offering.
When you import application data security policies, a background process runs to synchronize the imported data security policies with the roles on the target environment. The imported data security policies aren't active until this process has completed, at which point the data security policies will be visible in the security console. This affects data security policies for custom roles that have been copied from other roles in the source environment. It also affects custom roles that have data security policies that were added manually using the security console.