Administration Guide › User Policies › Export, Import, and Copy Policies

Export, Import, and Copy Policies

You can use the Policy Editor to export and import policies to and from files, copy a policy from one account to another, and check policy versions. These operations are equally applicable to user policies and machine policies.

This functionality is also available through a command line using wgnpol.exe. For example, you can incorporate policy operations into scripts or batch files. This is installed automatically using the server installation wizard and, for standalone client installations the client installation wizard. For command line details, see the Platform Deployment Guide; search for wgnpol.exe.

To export, import or copy a policy

Follow instructions 1-3 and then see the relevant section below.

1. Open the policy you want in the Administration console.
2. In the Policy Editor screen, choose one of the following:
   • File, Export policy
   • File, Import policy
   • File, Copy policy
   • File, Export Policy Blueprint

To export the current policy to an XML file

1. In the Policy Editor screen, choose File, Export.
2. In the Export Policy to File dialog, specify the name and location of the file you want to export the policy to.
3. Complete check box: Select this check box to export the entire set of policy triggers in the selected policy. If you do not select this check box, only the policy settings that have changed from the default settings are exported. This is known as ‘sparse’ policy.

   Note: Exported policies are saved as XML files and can be reimported.

To import a policy from an XML file

1. In the Policy Editor screen, choose File, Import.
2. In the Import Policy to File dialog, locate the source policy file you want to import.

   Note: You can only import XML policy files.

3. If you are importing from a 'complete' source policy XML file, you must select the Complete check box. If you do not select this check box, the import will fail.

   Note: A 'complete' source policy file is one that contains all policy triggers and not simply those triggers that have changed from the default settings.

You can use wgnpol.exe to import items from a CSV file to a list setting in a user policy.

Note: Policy names correspond to CA DataMinder account names for users, groups or machines.

To export policy as human-readable spreadsheet

1. In the Policy Editor screen, choose File, Export Policy Blueprint.
2. In the Export Policy Blueprint dialog, specify the name and location of the file you want to export the policy to.

   Note: Human-readable policy blueprints are saved as XLS files and cannot be re-imported.

To copy a policy from one account to another

1. In the Policy Editor, choose File, Copy Policy To.
2. In the resulting dialog, select the target account. That is, choose where you want to copy the current policy to.

More information:

Policy Navigation