Importing and Exporting Security Profiles

Accolade provides Administrators and Process Designers the ability to export security profiles from one Accolade environment and import it into another Accolade environment. For example, your company may have a test environment set up during your implementation, or you may have company branches that are new to Accolade that are hosted in a separate environment. Instead of having to recreate security profiles in each environment, download the information and import it into the new environment.

The download exports the security profiles configuration into a spreadsheet file with the information grouped into the following tabs within the file:

• Security Profile Summary
• Classes
• Metrics

To export security profiles:

1. From the System menu, select Security & Groups > Security Profiles.
2. Select the security profiles you want to download.

To narrow the list by category, select a category to display in the Category list. To download all security profiles, select All.

3. Click Download in the top right corner of the page.

By default, the file exports automatically to a temporary internet files directory. Save it to a more accessible location.

To import security profiles into Accolade:

1. Ensure the data within the spreadsheet meets the requirements for a successful import.
2. Remove any security profiles that you do not want to include in the upload from the spreadsheet and save the file.
3. From the System menu, select Security & Groups > Security Profiles.
4. Click Upload in the top right corner of the page.

Accolade uploads the changes to the security profiles in the spreadsheet, and adds any new security profiles with unique system names.

5. (Optional) Click Print to print the import results for your records.

Security Profiles Settings Included in the Spreadsheet File

The columns in the downloaded spreadsheet include the settings for each security profile in the order listed below. For a description of each security profile setting, see Creating Security Profiles.

Important! Using the import and export tools to update configuration can result in unintended changes if information is missing or creates an error during the import process. Sopheon recommends reviewing Importing and Exporting Configuration Components Best Practices before making changes in a production environment.

• Security Profile Summary

   

  Column Name	Accepted Values on Upload*	Additional Notes
  Security Profile System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a security profile exists, its settings are changed with the values in the uploaded file. If a new, unique system name exists in the file when uploaded, a new security profile is created.
  Security Profile Name	Any	If blank, the security profile does not upload.
  Description	Any	Can be blank.
  Category	Alphanumeric characters	If a new, unique category name exists in the file when uploaded, a new category is created.
  Visible	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Order	Any number	The field is set to 0 on upload if no value is entered or the value is not a number.
  Delete	Yes, Y, True, 1, X*	All other values are treated as No on upload.

  * For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

   

• Classes

   

  Column Name	Accepted Values on Upload*	Additional Notes
  Security Profile System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a security profile exists, its settings are changed with the values in the uploaded file.
  Class	Valid class system name	Include separate row for each class. To allow access to all classes, leave this worksheet blank.
  Delete	Yes, Y, True, 1, X*	All other values are treated as No on upload.

  * For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

   

• Metrics

   

  Column Name	Accepted Values on Upload*	Additional Notes
  Security Profile System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a security profile exists, its settings are changed with the values in the uploaded file.
  Metric System Name	Valid metric system name	Must be a List, Multi-Select List, or String type and be associated with at least one model in a class selected in the security profile.
  Metric Value	Any
  Metric Extended Access	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Delete	Yes, Y, True, 1, X*	All other values are treated as No on upload.

  * For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).