Export and Import User Assignment Groups
You can export user assignment groups from a source instance to a file, then import them from the file to a second instance.
Here are issues to be aware of before you undertake these tasks:
- When you export groups, security assignments configured for them aren't exported with them. A user who subsequently imports them automatically becomes their owner in the destination environment, and could configure additional security for them in that environment.
- The import job fails if the file contains a group whose name matches that of a group already existing in the destination instance.
To export user assignment groups:
- Navigate to Risk Management > Risk Management Data Security. This opens the User Assignment Groups page.
- Click the checkboxes for the groups you want to export. You can select one or multiple groups.
- Select Actions > Export User Group. A message presents a job ID. Note the ID, then close the message.
- Click the Monitor Jobs button to navigate to the Monitor Jobs page.
- Locate the row displaying the job ID you noted.
- When the status displayed in that row reaches Completed, click the Download icon.
- A file-download window offers you options to open or save the export file. Select the Save option. In a distinct save-as dialog, navigate to the folder you want to save the file in.
To import user assignment groups:
- From the User Assignment Groups page, select Actions > Import User Group.
- In an Import User Group page, select a file that contains groups you want to import. Click Browse, navigate to the location of the file, and select the file name. It consists of the phrase "User_Groups" followed by a number, with a json file extension. That file name then populates the File field on the Import page.
- Click the Submit button. Again, a message presents a job ID. Note the ID, then close the message.
- Click the Monitor Jobs button to navigate to the monitor jobs page. Locate the row displaying the job ID you noted, and confirm that it reaches the Completed state.