CA SiteMinder® Federation Standalone Guide › Partnership Creation and Activation › Exporting a Partnership

Exporting a Partnership

You can use metadata as a basis for creating remote entities and forming a partnership. Metadata makes the partnership configuration more efficient because many aspects of an entity are already defined in the metadata file. The file can then be imported to create a new partnership or remote entity.

You do not have to complete a partnership before exporting it. You can configure a portion of the partnership and then export it.

In the Administrative UI, you can export metadata from an existing partnership entry.

Note: In the Administrative UI, you can export metadata from an existing local asserting or relying entity. When you export SAML 1.1 data, the terms that are used in the resulting metadata file are SAML 2.0 terms. This convention is part of the SAML specification. When you import the SAML 1.1 data, the terms are imported correctly using SAML 1.1 terminology.

When exporting from the partnership, the selected partnership is used as the basis of the export. You are not allowed to define a new partnership name. The system uses the name from the selected partnership.

Follow these steps:

1. From the Federation tab, select Partnerships.
2. Click the Action pull-down menu next to the appropriate entry in the list and select Export Metadata.
3. Complete the fields on the dialog.

   If you are exporting a partnership in ACTIVE status, most of the fields are read-only; only the Validity Duration field and the alias drop-down list can be edited.

   Note: Click Help for a description of fields, controls, and their respective requirements.

4. Click Export to finish.
5. A dialog prompting you to open or save the metadata file displays. You can open it to view it.
6. Save the data to an XML file on your local system.

The metadata is exported to the specified XML file.