14.12 Downloading and Importing Business Roles and Approval Policies

You can download business roles and approval policies as JSON files and import them later into another environment.

To download or import business roles:

  1. Log in to Identity Governance as a Business Role or Global Administrator.

  2. Under Policy, select Business Roles.

  3. Select a role or all the roles on the Roles tab.

  4. Select Actions > Download.

    1. (Optional) Include references to business role owners, managers, and fulfillers; and download included business roles, associated applications, technical roles, and assigned categories and approval policies.

    2. Select Download.

  5. If you make changes, or want to import previously downloaded business roles into another environment, select Import Business Roles on the Roles tab.

  6. Navigate to the business roles JSON file, select the file to import, then click Open.

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

  8. Select how to continue based on what information the application user interface displays. For example, under Updates, you can compare the imported values with current values for each role by selecting the respective role before selecting the roles to import.

  9. Select the roles you want to import, and then click Import.

    NOTE:Identity Governance does not automatically publish imported business roles. You must publish them in order for them to take effect in the system. For more information, see Publishing or Deactivating Business Roles.

To download or import business role approval policies:

  1. Log in to Identity Governance as a Business Role or Global Administrator.

  2. Under Policy, select Business Roles.

  3. Select a policy or all the policies on the Approval Policies tab.

  4. Select Actions > Download.

    1. (Optional) Include references to approval policy approver.

    2. Select Download.

  5. If you make changes, or want to want to import previously downloaded approval policies into another environment, select Import Approval Policies on the Approval Policies tab.

  6. Navigate to the approval policy JSON file, select the file to import, then click Open.

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

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

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