Export and Import of Security Console Data

You can move the Security Console setup data from one environment to another using the CSV export and import functionality.

Let's assume you have spent lot of time and effort in configuring and setting up the Security Console in your primary environment. You test the setup and find that everything's working as intended. Now, you want to replicate the same setup in another environment. And you want that to happen with the least effort and as quickly as possible. Well, it certainly can be done in a simple and less time-consuming way.

In the Setup and Maintenance work area, use the Manage Application Security Preferences task in the Initial Users functional area.

Before You Begin

Learn how to export business object data to a CSV file and to import business data from a CSV file. Detailed instructions are available in the Export and Import CSV File Packages topic of the Using Functional Setup Manager guide.

What Gets Exported and Imported

The Security Console setup data comprises information that you see on the Administration and User Categories tabs of the Security Console. The following business objects help in packaging those details into CSV files so that the data can be easily exported and imported.

• Security Console Administration Settings

• Security Console User Category

• Security Console User Category Notifications

Note:

• Lists of users or information about any specific user is never a part of the CSV file.
• After exporting the setup data to a CSV file, if you want to remove any memberships in the target environment, you must make those changes in the exported CSV file before beginning the import process. Only then, you can apply those changes to the target environment. If you make changes to the source environment alone, you can't expect the CSV file to be automatically updated with memberships that were removed. This is because there's no automatic synchronization between the source environment and the exported CSV file. So, if you don't manually update the CSV file, the changes won't reflect in the target environment.

In this table, you will find information about the contents of each business object.

Business Object	Information Included in Export and Import
Security Console Administration Settings	General administration details Role preferences Location-based access settings If location-based access isn't enabled (if the tab doesn't appear on Security Console), nothing gets included in the export or import.
Security Console User Category	User category details Password policy information
Security Console User Category Notifications	Notification preferences. For notifications, only the custom template information is exported from the default user category. The predefined notifications are excluded because they're available in the target environment.

Note: When you export Security Console setup data, user categories with a password policy configured with custom password complexity setting are exported with the simple password complexity setting. You must manually configure a custom password policy in the new environment with the values used earlier to create it.

When the export process successfully completes, you get the following CSV files:

• Administration Settings CSV

• User Category CSV

• User Category Notifications CSV

If there are language packs installed on your application, additional CSV files may be generated containing the translated data.

To import data into another environment, bundle these files into a .zip file to create the CSV file package and follow the process for importing setup data.