You can download business roles and approval policies as JSON files and import them later into another environment. You can also download a list of business roles as a CSV file.
To download or import business roles and business role definitions:
Log in to Identity Governance as a Business Role or Global Administrator.
Under Policy, select Business Roles.
To download:
A list of business roles with description, owners, and managers as a CSV file, select Actions > Download all as CSV in the Roles tab.
To download all business role definitions, select Actions > Download Definitions.
To download one or more business role definitions, select Actions > Download Definitions.
Select one or more roles on the Roles tab.
Type the business role name or a meaningful description.
(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.
Click Download.
Select the download icon on the top title bar to access the saved files and download the files.
(Optional) Delete the file from the download area in Identity Governance.
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 3.6, Customizing Download Settings.
If you make changes or want to import previously downloaded business roles into another environment, select Import Business Roles on the Roles tab.
Navigate to the business roles JSON file, select the file to import, then click Open.
Identity Governance detects whether you are importing new or updated roles and whether the updates would create any conflicts or have unresolved references.
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.
Select the roles you want to import, and 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:
Log in to Identity Governance as a Business Role or Global Administrator.
Under Policy, select Business Roles.
Select a policy or all the policies on the Approval Policies tab.
Select Actions > Download Definitions.
Type the approval policy name or a meaningful description.
(Optional) Include references to the approval policy approver.
Select Download.
Select the download icon on the top title bar to access the saved file and download the file.
(Optional) Delete the file from the download area in Identity Governance.
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 3.6, Customizing Download Settings.
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.
Navigate to the approval policy JSON file, select the file to import, 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 references.
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.
Select the policies you want to import, then click Import.