1. Data Management
  2. Data Quality Studio
  3. Set up data quality policies
  4. Set up data quality policy versions

Exchange data quality policy versions

You can exchange data quality policy versions between environments for Microsoft Dynamics 365 for Finance and Supply Chain Management. To do so, you export a data quality policy version to an XML file and import it in another environment.


Data quality administrator Data quality administrator The data quality administrator (DQSDataQualityAdministrator) can set up and maintain: Data quality policies Data quality studio parameters Data quality studio general setup Start Start Export data quality policy version Export data quality policy version You can export a data quality policy version to an XML file. So, you can import it in another Microsoft Dynamics 365 for Finance and Supply Chain Management environment. If you export a data quality policy version, all related settings, like rules, organization assignments, and conditions, are included. Procedure 1. Click Data quality management. 2. On the Data quality policies tab, in the list, click the link of the desired data quality policy. 3. On the Action Pane, click Version. 4. Click Versions. 5. On the dialog, in the list, select the version to be exported. 6. Click Export. Note: The XML file is stored in your default downloads folder. 7. To close the dialog, click Cancel. 8. Close the page. Usually, export and import  is done on different environments.  So, move the data files accordingly. Usually, export and import  is done on different environments.  So, move the data files accordingly. Import data quality policy version Import data quality policy version You can import a data quality policy version from an XML file. This XML file must be the result of a data quality policy version export on another or the current Microsoft Dynamics 365 for Finance and Supply Chain Management environment. The XML file contains the exported data quality policy version, with all related settings, like rules, organization assignments, and conditions. If, in the environment, the imported data quality policy: Exists, the imported version is added to this data quality policy as a new version. Exists as a retired data quality policy, you cannot import the data quality policy. However, you get a message with the question if you want to restore the retired data quality policy. If you click OK, the retired data quality policy is restored. Also, the imported version is added to the restored data quality policy as a new version. Does not exist, the imported data quality policy is created with a first version. Procedure 1. Click Data quality management. 2. Click the Data quality policies tile. 3. Click Import. 4. Click OK. 5. Close the page. Notes You can also import a data quality policy version from the Data quality policy versions dialog. End End

Activities

Name Responsible Description

Export data quality policy version

Data quality administrator

You can export a data quality policy version to an XML file. So, you can import it in another Microsoft Dynamics 365 for Finance and Supply Chain Management environment.

If you export a data quality policy version, all related settings, like rules, organization assignments, and conditions, are included.

Import data quality policy version

Data quality administrator

You can import a data quality policy version from an XML file. This XML file must be the result of a data quality policy version export on another or the current Microsoft Dynamics 365 for Finance and Supply Chain Management environment.

The XML file contains the exported data quality policy version, with all related settings, like rules, organization assignments, and conditions.

If, in the environment, the imported data quality policy:

  • Exists, the imported version is added to this data quality policy as a new version.
  • Exists as a retired data quality policy, you cannot import the data quality policy. However, you get a message with the question if you want to restore the retired data quality policy. If you click OK, the retired data quality policy is restored. Also, the imported version is added to the restored data quality policy as a new version.
  • Does not exist, the imported data quality policy is created with a first version.

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