10.7 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 Global or Data Administrator.

  2. Select Data Administration > Data Policy.

  3. Select Collection Data Policies or Publication Data Policies.

  4. Select the policy or policies you want to export.

  5. Export the policies.

    1. Select Actions > Export Data Policies. A zipped file containing data policies in JSON format will be saved. When you export publication data policies, review definitions in JSON format will also be included in the zipped file.

    2. Select the Download icon on the top title bar to access the saved file and download the file.

    3. (Optionally) Delete the file from the download area in Identity Governance after downloading.

      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.

  6. Extract the files.

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

  8. Navigate to the folder where your data policies file is located, and click Open.

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

  10. 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.

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