User Guide > Policies > Import and Export
  

Import and Export

You can export policies, domains, and rules to XML files and import the XML files to another TDM repository.
When you export a policy, Test Data Manager exports references to the data domains in the policy. When you export data domains, Test Data Manager exports references to the rules in the repository. However, Test Data Manager does not export the data domains or rules unless you choose to export them.
Test Data Manager exports the policies, data domains, and rules to separate XML files. Each file has a default name and number that includes the date. For example: Policy_121112141309.xml or Domain_121112141309.xml. You can rename the files before you save them.

Exporting Policy Components

Export policies, domains, and rules to separate XML files.
    1. In the Policies view, choose the policies, data domains, and rules to export.
    To choose an object, select the check box next to the object name.
    2. Click Actions > Export.
    3. Click Open to open the XML file in a text editor or click Save to save the XML file on the system.
    Test Data Manager prompts you for each type of XML file you create. It downloads separate files file policies, data domains, and rules.

Importing Policy Components

You can import policies, data domains, and rules from XML files that have been exported from a TDM repository.
    1. In the Policies view, click Actions > Import.
    2. Browse for the XML file to import.
    3. Click Finish to import the file.
    If the file policy, data domain, or rule already exists in the TDM repository, Test Data Manager overwrites the original file.

Data Domain Import

Before you import a profile, verify that TDM contains the objects in the profile. So before you import a data domain profile, you must import the data domains in the profile. You can import data domains from the Model repository into TDM. You can edit the data domain in Test Data Manager after you import it.
If you edit a data domain in the Developer tool after you import it, you can import it again to update the data domain in TDM.
You can view data domains that you import in the list of data domains in the Policies view.
When you import a data domain from the Model repository, TDM imports the following information in the data domain:
TDM does not import the following information in the data domain:
If a data domain with the same name exists in TDM, you can choose to overwrite it. If you continue, TDM imports and updates the description and linked business terms of the data domain. It does not overwrite the data patterns, metadata patterns, and preferred rules that you configured within Test Data Manager.
When you import a data domain, TDM merges the linked business terms and retains existing linked business terms. If you re-import a data domain after you delete a linked term from it in the Developer tool, TDM retains the linked term that you deleted. You can manually delete the linked business term from Test Data Manager.
If you re-import a data domain after you change the name of the data domain in the Developer tool or in Test Data Manager, TDM updates the name. You cannot re-import the data domain if a data domain in TDM has the same name.
You can edit data domains that you import in Test Data Manager. You can edit the description, or add a data pattern, metadata pattern, or preferred rule. You can add or delete links to business terms.

Importing a Data Domain

You can import a data domain from the Model repository into the TDM repository. Import data domains before you import a data domain profile.
TDM does not import the data patterns, metadata patterns, or the preferred rules of the data domain.
    1. Click the Policies view.
    2. Click Actions > Import Data Domains.
    The Import Data Domains window opens with a list of data domains in the Model repository.
    3. Select the required data domains.
    4. Assign a sensitivity level to each data domain that you want to import. Click the Sensitivity Level column and choose the required level from the list. Click Save.
    5. Click Import.
    If a data domain with the same name exists, you are prompted to overwrite the data domain or cancel the import. TDM imports the data domain with the description and any linked business terms. You can view the data domain and its properties in the list of data domains.