Export and Import of Custom Roles, Role Hierarchies, and Role-to-Privilege Assignments

You can migrate your custom roles, role hierarchies, and privilege-to-role assignments from one environment to another by exporting and importing the business objects in the Users and Security functional area of the Sales offering.

Export and Import the Data

Before you begin, learn how to export and import business object data using CSV files by following the instructions in the Setup Data Export and Import chapter of the Using Functional Setup Manager guide.

To select your custom roles, role hierarchies and privilege-to-role assignments for export or import, use the Manage Job Roles task in the Users and Security functional area of the Sales offering. Here are the steps to use:

1. Select Navigator > My Enterprise > Setup and Maintenance.

2. In the Setup and Maintenance work area, go to the following:

   • Offering: Sales

   • Functional Area: Users and Security

   • Task: Manage Job Roles

3. In the Tasks table, select Columns > View > Actions to make the applicable task actions visible.

4. From the corresponding Actions menu, select Export to CSV File or Import from CSV file as required.

What Gets Exported and Imported

When you migrate job roles, the following business objects are exported in the configuration package generated from the Users and Security functional area within the Sales offering.

• Functional Security Custom Roles

• Functional Security Custom Role Hierarchy

• Functional Security Custom Role Privilege Membership

Let's closely examine each business object to know what it contains.

Business Object	Information Included in Export and Import
Functional Security Custom Roles	The custom role includes the following details: Role Code Role Name Role Description Role Category All IP Address Access. Indicates that a role is granted access to the Security Control irrespective of the IP address from where it's signed in. Note: The scope is limited to User Assignable roles only.
Functional Security Custom Role Hierarchy	The role hierarchy includes the following details: Parent Role Member Role Add or Remove Role Membership
Functional Security Custom Role Privilege Membership	The role privilege membership includes the following details: Parent Role Member Privilege Add or Remove Privilege Membership

What's Not Included

Data security policies that have been manually created from the security console. Access groups, rules, and memberships aren't exported or imported.