Export and Import of Security Console Data
You can move the Security Console setup data from one environment to another using the CSV file 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. You can now quickly replicate the same setup in another environment by exporting the setup data and then importing it into the other environment.
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 Manage Setup Using CSV File Packages chapter of the Using Functional Setup Manager guide.
To select your Security Console preference data for export or import, use the Manage Applications Security Preferences task in the Users and Security functional area of the Sales offering. Here are the steps to use:
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Select
. -
In the Setup and Maintenance work area, go to the following:
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Offering: Sales
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Functional Area: Users and Security
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Task: Manage Application Security Preferences
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In the Tasks table, select
to make the applicable task actions visible. -
From the corresponding Actions menu, select Export to CSV File or Import from CSV file as required.
What Gets Exported and Imported
The Security Console setup data consists of 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.
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Security Console Administration Settings
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Security Console User Category
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Security Console User Category Notifications
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 |
|
Security Console User Category |
|
Security Console User Category Notifications |
Notification preferences. Note: 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.
|
When the export process successfully completes, you get the following CSV files:
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Administration Settings CSV
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User Category CSV
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User Category Notifications CSV
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.