Export and Import a Custom Role

You can export and import a custom role that has data security policies using an implementation project. The tasks in your implementation project and their sequence determine the list of setup business objects whose data is exported and imported, and in which order.

This method is useful if you want to export and import one or more custom job or abstract roles without security profiles.

Create an Implementation Project

Follow the steps below to create an implementation project.

1. Click Navigator > Others > Setup and Maintenance work area.

2. In the Setup page, select Manage Implementation Projects from the Tasks panel tab.

3. In the Manage Implementation Projects page, select Create from the Actions menu, or click the Create icon.

4. In the Create Implementation Project: Basic Information page, enter a meaningful name and a brief description to describe your project.

5. Click Save and Open Project.

   A page with the name you specified for your implementation project opens. The task list is empty.

6. Select Create from the Actions menu, or click the Create icon and add the following tasks to your implementation project:

   • Manage Job Roles

   • Manage Data Security Policies

7. Click Done.

Export Role Definitions Using an Implementation Project

Follow the steps below to export your custom role definitions using your implementation project.

1. Click Navigator > Others > Setup and Maintenance work area.

2. In the Setup page, select Manage Configuration Packages from the Tasks panel tab.

3. In the Manage Implementation Projects page, select Create from the Actions menu, or click the Create icon from the Search Results table in the Manage Configuration Packages page to go to the Create Configuration Package: Enter Basic Information page.

4. Select the implementation project you created earlier from the Name menu.

   1. If you see a message warning you that the implementation project doesn't contain any offering, click Yes to continue.

   2. Leave the default selection for Export, Setup task list and setup data unchanged.

5. In Configuration Package Details, you can use the default field values for Name, Code and Description, or assign unique values.

6. Click Next to go to the Create Configuration Packages: Select Objects for Export page.

   The first table displays the list of business objects whose setup data is exported:

   • Application Data Security Policy

   • Functional Security Custom Roles

   • Functional Security Custom Role Hierarchy

   • Functional Security Custom Role Privilege Membership

     All of the business objects have their Export column checked by default. Keep this selection unchanged.

     It's best if the Application Data Security business object is imported after the other three business objects. Change the import sequence for the Application Data Security Policy business object so that it has a higher value than the import sequence for the other business objects.

7. Select the custom roles that you want to export.

   1. Select the Functional Security Custom Roles business object in the first table.

   2. Click the Create icon in the scope table.

   3. Search and select the custom role you ant to export and click Apply. If you want to export more than one custom role, repeat this step for each role you want to export.

   4. Click Save and Close when you have finished selecting all the roles you want to export.

   Note: There is no scope support for data security policies. Refer to the What Gets Exported and Imported section of the Export and Import of HCM Custom Roles and Security Profiles topic for detailed information on which data security policies will be exported.

8. Click Submit to submit the setup data export process and Confirm when the confirmation message appears.

9. Monitor the process from Manage Configuration Package until it completes.

10. While the process is in progress, you may select the status to go to the Export and Import Process Results page to view how much progress the process has made at the time. Click the Refresh button to get the most recent information. Refer to the Review of Export and Import Process Results topic for detailed descriptions of the process results.

11. Once the export process completes successfully, click Download to download the configuration package. Use this .zip file to import setup data in the target environment. Optionally, select the status to go to the Export and Import Process Results page to view the result details.

Import Role Definitions Using an Implementation Project

Follow these steps in the Import Setup Data Using Implementation Project topic of the Using Functional Setup Manager guide. Refer to the Related Topics section below for the link to this topic.