Export and Import of ERP Security Setups

You're looking at migrating your ERP security setups 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. Detailed instructions are available 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 ERP security setups, the following business objects can be exported in the configuration package generated from the Users and Security functional area within the Financials offering.

• General Ledger Data Access Set

  • General Ledger Data Access Set Assignment

• Role Provisioning Rule

  • Role Provisioning Associated Role List

• All User Data Access

  • Data Provisioning Rules

    • Data Provisioning Rule Detail

• Role Security Context Mapping

Business Object	Information Included in Export and Import
General Ledger Data Access Set	The role hierarchy includes the following details: Name Description Access Set Type Accounting Calendar Default Ledger Name Chart of Accounts
General Ledger Data Access Set Assignment	The role privilege membership includes the following details: Data Access Set Name Ledger Name All Values Privilege
Role Provisioning Rule	The role provisioning rule includes the following details: Mapping Rule Name Legal Employer Name Business Unit Name Department Name Job Set Code Job Code Position Business Unit Name Position Code Grade Set Code Grade Code Location Set Code Location Code User Person Type System Person Type Assignment Type HR Assignment Status Code Resource Role Party Type Usage Code Contact Role Manager with Reports Check Box Manager Type Responsibility Type
Role Provisioning Associated Role List	The role provisioning associated role list includes the following details: Mapping Rule Name Role Code Requestable Check Box Self-Requestable Check Box Autoprovision Check Box
All User Data Access	All user data access includes the following details: User Name Role Code Business Unit Name Asset Book Type Code Reference Data Set Name Inventory Organization Code Cost Organization Name Data Access Set Name Project Organization Name Manufacturing Plant Code Object Name Data Security Context Type Data Security Context Value1 Data Security Context Value2 Data Security Context Value3
Data Provisioning Rules	Data provisioning rules includes the following details: Mapping Rule Name Rule Type Legal Employer Name Business Unit Name Department Name Job Set Code Job Code Position Business Unit Name Position Code Grade Code Location Code User Person Type System Person Type Assignment Type HR Assignment Status Code
Data Provisioning Rule Detail	The data provisioning rule detail includes the following details: Mapping Rule Name Role Code Data Security Context Type Data Security Context Value1 Data Security Context Value2 Data Security Context Value3
Role Security Context Mapping	The role security context mapping includes the following details: Object Name Role Name Record Type Code Data Security Context

Before Import

The following business objects include references to elements of the enterprise structure:

• General Ledger Data Access Set Assignment

• All User Data Access

• Data Provisioning Rule Detail

The elements of the enterprise structure referenced in these business objects include:

• Ledger

• Business Unit

• Asset Book

• Intercompany Organization

• Project Organization

• Project Organization Hierarchy

• Award Organization Hierarchy

• Cost Organization

• Warehouse

• Manufacturing Plant

• Reference Data Set

Note: These elements must be in the target environment before importing the ERP security setups.