29.4 Exporting and Importing Certification Policies

Once you have created your certification policies based on your business requirements, you can easily export the certification policies and related review definitions as a zipped file and save it with your backup files. You can also use exported policies in another location or environment.

To export or import certification policies:

  1. Log in as a Customer, Global, Review, or Data Administrator.

  2. Under Policy, select Certification.

  3. In the Policies tab, select one or more policies.

  4. Select Actions > Export Policies.

    1. Type the policy name or a meaningful description.

    2. Click Download. A zipped file containing certification policies, entities list, and review definitions files in JSON format will be saved.

    3. Click the download icon on the top title bar to access the saved file and download the file.

    4. (Optional) Delete the file after downloading.

      NOTE:If you do not manually delete the file, Identity Governance will automatically delete the file based on your default download retention day settings. For information about customizing download settings, see Section 4.9, Customizing Download Settings.

  5. (Optional) Extract the files if you want to import the review definitions, then import the certification policies to avoid unmapped errors.

  6. To import certification policies, click Import Certification Policies on the Certification page.

  7. Navigate to the folder where your certification policies JSON or zip file is located, and click Open.

    Identity Governance detects whether you are importing new or updated policies and whether the updates would create any conflicts or have unresolved entities.

  8. Select how to continue based on what information is displayed. For example, under Updates, you can compare the imported values with current values for each entity by selecting the respective policy before selecting policies to import.

  9. (Optional) Generate a CSV report of the entities that would be imported and download it from the download area to review updates and conflicts.

  10. Select the policies you want to import, and then click Import.

  11. Remediation settings such as email recipients and review definitions can be resolved when policy is imported or it can be resolved manually after import.

  12. (Optional) Download the auto-generated import report from the download area. The import report will identify what was imported and call out any unresolved entity.