Operator & profile import/export

Solution

The list of operators screens now have import and export options to easily copy operators from one environment to another, e.g., between PROD and PREPROD, or from a different organization within your SECUTIX instance. The import file (JSON) can also be edited to create a bulk import file for new operators.

Getting started

This function is available at institution and at organization level. In the organization and in the institution profiles screens, the following options are now available:

• Check box to select the profile to export

• Export button with Export all and Export selected options

• Import button

Open

Profiles

Select the profiles that you want to export and click on Export selected or Export all if you want to export all the lines. A JSON export file is generated and downloaded.
Please note that the number of profile to export is limited to 1000 profiles.

Open

You can now import this file in the production environment or in the other institution you need to. Click on import and select your file.
This file must not exceed 2MB.

• If a profile does not exist, it will be created by the import process.

• If a profile with the same code already exists, the privileges of that profile will be updated.

Errors may occur if you are exporting/importing profiles between environments with different active security packages. If it is the case, please contact our support service.

Operators

For operators, the process is almost the same:

• The feature is available at the institution and at the organization level.

• You can import selected operators or all of them.

• The limit in term of size of the file and number of operators are the same than for profiles (2MB and up to 1000 operators).

For security reason the following information is excluded from the import and export functions:

• Operator Passwords

• MFA accounts

• Access Control Rights

• Virtual Operator

When exporting the operators you will have to select the organization for which you want to export the data.

• If an operator exists in the system, the imported data will be merge with the existing data. This means that imported operators may get additional access rights, if their profiles exist in the target environment. In such cases, they will retain their previous rights and gain any new rights from the import.