You create snapshots to be able to use Security and compliance studio functions, for example:

  • Security explorer
  • Match roles
  • Compare snapshots
  • Security role wizard

Snapshot

A snapshot is an image of the security configuration at a specific date and time. A snapshot consists of:
  • All securable objects: roles, duties, privileges, and entry points, with the related license type and access level.
  • The associations between the securable objects: user-role, role-duty, role-privilege, duty-privilege, and privilege-entry point.

Snapshot creation

You create a snapshot in these cases:

  • The first time you want to explore the security configuration or match roles.
  • Changes are made to the security configuration. So, these changes become available for the security explorer or match roles function.
  • You want to compare the current security configuration with a previous security configuration.

You are advised to create snapshots:

  • In batch, if you frequently make changes to the security configuration.
  • In the background, because the creation of a snapshot can take quite some time.

Dynamic snapshot

In the Security and compliance studio parameters, you can use the 'Enable dynamic snapshots' field to enable automatic updates of security configuration changes to the latest snapshot. So, no new snapshot is required each time you change the security configuration.

Automatic updates of security configuration changes to the latest snapshot are done when you, for example:

  • Publish changes.
  • Approve security requests.
  • Update or create a role with the wizard.
  • Import security configurations.
  • Assign users to roles.

Note: If yo use dynamic snapshots, you are advised to create a snapshot regularly. You do so to ensure that no security inconsistencies occur and to create a safety net,


Standard procedure

1. Click Security management.
2. Click the Snapshots tab.
3. Click Create snapshot.
4. Sub-task: Set recurrence and background processing.
  4.1 Expand the Run in the background section.
  4.2 You can create snapshots in batch. So, it is run in the background.
  Select Yes in the Batch processing field and fill in the other batch fields as required.
  4.3 You can create snapshots in a recurring pattern.
  Click Recurrence and define the recurrence settings.
  4.4 Click OK.
5. Click OK.

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