Data Management Security and Compliance Studio Flows
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 setup
Security administrator
You can export the sensitive data change tracking setup for a D365 F&SCM environment.
Import sensitive 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.
Activities
Name
Responsible
Description
Export sensitive data setup
Security administrator
You can export the sensitive data change tracking setup for a D365 F&SCM environment.
Import sensitive 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
