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Finance | Project Operations, Human Resources, ...
Suggested Answer

Import/export Role

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Posted on by

Hi,

How can i export and import role from an enviroment to another.

I used the button import of this table, a file .XML has been appload but i coudn't exported it in the other environement.

2251.Capture.PNG

PS: the issue is that i have created a custom role so idon't want to redo the work on the other environement.

Thank you

I have the same question (0)
  • Suggested answer
    nmaenpaa Profile Picture
    101,172 Moderator on at

    Do you mean you exported it from one system but could not import it in another system?

    The export will export your whole security configuration customizations. Not just one role. But if you didn't do any customizations in this form, instead you created the role via development in AOT, then it's not exported.

    Did you create your role in Security Configuration form, or in Visual Studio?

  • Community Member Profile Picture
    on at

    I used the security configuration form

  • nmaenpaa Profile Picture
    101,172 Moderator on at

    Could you then describe what kind of problem you have when you try to import the configuration to another system? Do you get some error?

  • Community Member Profile Picture
    on at

    5657.Error.png

  • nmaenpaa Profile Picture
    101,172 Moderator on at

    Are the source and target systems in same D365 version?

  • Community Member Profile Picture
    on at

    yes the version for both systems is 10.0.6

  • Suggested answer
    nmaenpaa Profile Picture
    101,172 Moderator on at

    Could it be that your role refers to some AOS roles/duties/privileges (not created in Security configuration form) which exist only in the source system but are not present in the target system?

  • Suggested answer
    Rahul Mohta Profile Picture
    21,046 on at

    also the export file (XML) try and see what contents it has

    sometimes if file is corrupted then it can give error during import in other environment

  • Community Member Profile Picture
    on at

    In fact, i had create custom role from standard one.

    1. I made a copie  of a standard role then I changed it's name.  

    2. Then I made a changes in the duties and privilèges. For example, i deleted some duties, or some priveleges related to a dutie. I had create some privilèges using coping then i changed DataManagementWorkspaceDataProjectsAllProjects.

  • Suggested answer
    Sukrut Parab Profile Picture
    71,739 Moderator on at

    Did you promote newly created duties and privileges to target environment ? If not first deploy those changes in that environment.   Its always good to deploy security changes  done in VS through  deployable package in your target environment.  

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