11.9 Exporting and Importing Data Policies

Once you have created your data policies based on your business requirements, you can easily export the data policies and publication policies 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 data policies:

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

  2. Select Data Administration > Policies and Controls.

  3. Select Collection Data Policies or Publication Data Policies.

  4. Select one or more policies.

  5. Export the policies.

    1. Select Actions > Export Data Policies.

    2. Type the policy name or a meaningful description.

      A zipped file containing data policies and entities list in JSON format will be saved. When you export publication data policies, micro certification remediation related review definitions in JSON format will also be included in the zipped file.

    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.

  6. To import data policies, click Import Data Policies on the Data Comparison Policies page.

  7. Navigate to the folder where your data policies JSON or zip file is located, then 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. (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.