1. Data Management
  2. Security and Compliance Studio
  3. Flows

Exchange snapshots
Activity Flow

You can export a snapshot of the security configuration. So, you can upload and use it in another environment for comparison reasons.

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. Start Start Export snapshot Export snapshot You can export a snapshot of the security configuration.As a result, an XML file is created with the snapshot. The XML file is stored in the Security and compliance file share workspace, on the Snapshots tab.You can use the XML file to import and use the snapshot in another environment. Procedure 1. Go to Security and compliance > Security > Snapshots. 2. In the list, find and select the desired snapshot. 3. Click Export. 4. Click OK. 5. On the job message, click Close. 6. Close the page. Notes A snapshot export is run in a batch job and can take significant time to complete. You can track the progress on the Batch job page. When the batch job is ended, it is no longer shown on the Batch job page. Download XML file with exported snapshot Download XML file with exported snapshot If you have exported a snapshot of a security configuration, you can download the XML file from the Security and compliance file share workspace. Procedure 1. Go to Security and compliance > Workspaces > Security and compliance file share. 2. Click the Snapshots tab. 3. In the list, find and select the desired snapshot XML file. 4. Click Download. Usually, export and  import is done on  different environments Usually, export and  import is done on  different environments Import snapshot Import snapshot You can import a snapshot of a security configuration from an XML file that is exported from another environment. You can compare the imported external snapshot with an internal snapshot.When the snapshot is imported from the XML file:The XML file is stored in the Security and compliance file share workspace, on the Snapshots tab.The snapshot is added to the list of snapshots shown on the Snapshots page. Procedure 1. Go to Security and compliance > Security > Snapshots. 2. Click Import. 3. Click Yes, and on the dialog, browse for and select the desired XML file. 4. Select Yes in the Overwrite existing setup field. 5. Click OK. Note: Make sure the file is fully loaded before you click OK. 6. On the job message, click Close. 7. Close the page. End End

Activities

Name Responsible Description

Export snapshot

Security administrator

You can export a snapshot of the security configuration.
As a result, an XML file is created with the snapshot. The XML file is stored in the Security and compliance file share workspace, on the Snapshots tab.
You can use the XML file to import and use the snapshot in another environment.

Download XML file with exported snapshot

Security administrator

If you have exported a snapshot of a security configuration, you can download the XML file from the Security and compliance file share workspace.

Import snapshot

Security administrator

You can import a snapshot of a security configuration from an XML file that is exported from another environment. You can compare the imported external snapshot with an internal snapshot.
When the snapshot is imported from the XML file:

  • The XML file is stored in the Security and compliance file share workspace, on the Snapshots tab.
  • The snapshot is added to the list of snapshots shown on the Snapshots page.

Activities

Name Responsible Description

Export snapshot

Security administrator

You can export a snapshot of the security configuration.
As a result, an XML file is created with the snapshot. The XML file is stored in the Security and compliance file share workspace, on the Snapshots tab.
You can use the XML file to import and use the snapshot in another environment.

Download XML file with exported snapshot

Security administrator

If you have exported a snapshot of a security configuration, you can download the XML file from the Security and compliance file share workspace.

Import snapshot

Security administrator

You can import a snapshot of a security configuration from an XML file that is exported from another environment. You can compare the imported external snapshot with an internal snapshot.
When the snapshot is imported from the XML file:

  • The XML file is stored in the Security and compliance file share workspace, on the Snapshots tab.
  • The snapshot is added to the list of snapshots shown on the Snapshots page.
Related to Notes

Exchange snapshots

 		 

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