1. Data Management
  2. Security and Compliance Studio
  3. Audit security
  4. Manage and audit sensitive data

Exchange sensitive data change tracking setup

In Security and compliance studio, you can exchange sensitive data change tracking setup between D365 F&SCM environments.


Security administrator Security administrator The security administrator (SysSecSecurityAdministrator) maintains user and security setup in D365 F&SCM, grants the ability to create and maintain security roles, duties, and privileges and the ability to assign users to roles, define role assignment rules, and maintain data security policies. Export sensitive data change tracking setup Export sensitive data change tracking setup You can export the sensitive data change tracking setup for a D365 F&SCM environment.As a result, an XML file is created with the sensitive data change tracking setup. The XML file is automatically downloaded to your local download folder.You can use the XML file to import and use the sensitive data change tracking setup in another D365 F&SCM environment. Procedure 1. Go to Security and compliance > Setup > Sensitive data setup. 2. In the list, find and select the desired sensitive data change tracking setup record. 3. Click Export. 4. Close the page. Start Start Usually, export and  import is done on  different environments Usually, export and  import is done on  different environments Import sensitive change tracking data setup Import sensitive change tracking data setup You can import sensitive data change tracking setup from an XML file that is exported from another D365 F&SCM environment. Procedure 1. Go to Security and compliance > Setup > Sensitive data setup. 2. Click Import, on the dialog browse for the desired XML file, and click Upload. 3. You can overwrite existing sensitive data change tracking setup. If a setup already exists, it is replaced with the imported setup. Select Yes in the Overwrite existing setup field. Note: Existing sensitive data change tracking setup is overwritten only if it is inactive. So, currently used setup is not disrupted. The import process automatically resolves environment-specific discrepancies. For example, if a user from the imported setup does not exist in the target environment, the import completes successfully while skipping that user. This prevents errors and ensures a smooth transition. 4. Click OK. 5. Close the page. End End

Activities

Name Responsible Description

Export sensitive data change tracking setup

Security administrator

You can export the sensitive data change tracking setup for a D365 F&SCM environment.
As a result, an XML file is created with the sensitive data change tracking setup. The XML file is automatically downloaded to your local download folder.
You can use the XML file to import and use the sensitive data change tracking setup in another D365 F&SCM environment.

Import sensitive change tracking data setup

Security administrator

You can import sensitive data change tracking setup from an XML file that is exported from another D365 F&SCM environment.

See also

Provide feedback