Migrate Access Group Rules Setup Data

You can migrate object sharing rules setup data from one environment to another using Import and Export Management.

If you export and import rules setup data using this option, make sure that any access groups and group members that exist in the source environment are created in the target environment before you import the object sharing rules. Otherwise, the rules aren't assigned correctly.

Perform the migration steps in this sequence:

1. (Optional) Perform a configuration set migration to move any configurations you have made in the source environment, such as creating custom objects or attributes, or creating custom relationships between objects, to the target environment.

   For information on this step, see the chapter about migration in the Configuring and Extending Applications guide.

2. Synchronize all custom objects and attributes you migrated in the previous step using the Manage Object Sharing Assignment Objects task in the Setup and Maintenance work area:

   1. Sign in as a setup user and navigate to the Setup and Maintenance work area.

   2. Select the Sales offering, then search for and select the Manage Object Sharing Assignment Objects task.

   3. From the Actions menu, select Export to CSV File.

   4. Once the rules are exported, download and extract the CSV file.

   5. In the target environment, import the CSV file you just extracted by selecting the Manage Object Sharing Assignment Objects task in the Setup and Maintenance work area.

   6. From the Actions menu, select Import from CSV File.

      You don't have to run the Synchronize Custom Objects and Fields option on the Object Sharing Rules page in the target environment after the import process completes.

3. Export and then import access groups and group members from your source environment to your target environment using the standard export and import framework.

4. Export and then import object sharing rules, including access extension rules, from your source environment to your target environment using the standard export and import framework.

   See the import and export topics in this chapter for information on importing and exporting access group objects.

5. After the import process completes successfully, navigate to the Object Sharing Rules page: Navigator > Sales and Service Access Management > Access Groups > Object Rules.
6. Publish the rule changes by selecting Publish Rules from the Actions menu.

   The Perform Object Sharing Rule Assignment Processing process automatically runs at scheduled intervals. When the process is finished, verify that the object sharing rules and group membership rules are displaying correctly in your environment.

For detailed information on importing and exporting setup data, see the topic, Export and Import CSV File PackagesExport and Import CSV File Packages. For an example of importing and exporting Assignment Manager objects, see the topic, Example of Uploading Assignment Objects and Rules Setup Data to a CSV File.