With the Active Roles console, you can create copies of Access Templates. This feature helps you re-use existing Access Templates. For example, if you need to modify a predefined Access Template, you can create a copy of that Access Template and then modify the copy as needed.
To create a copy of an Access Template, right-click the Access Template, and click Copy. This opens the Copy Object – Access Template wizard. Type a name and description for the copy, and then click Next.
On the next page, the wizard displays a list of permission entries. By default, the list includes all entries defined in the original Access Template. You can modify the list in the same way as on the Permissions tab in the Properties dialog box for an Access Template (see Adding, modifying, or removing permissions earlier in this chapter). When you are done with the list of permission entries, click Next, and then click Finish to complete the wizard.
To copy an Access Template
For detailed instructions on how to add or modify a permission entry, see Steps for creating an Access Template earlier in this document.
With the Active Roles console, you can export Access Templates to an XML file and then import them from that file to populate another instance of Active Roles. The export and import operations provide a way to move Access Templates from a test environment to a production environment, and vice versa.
NOTE: When you export and then import an Access Template, only permission entries are transferred. The Access Template links are not exported, and therefore you need to reconfigure them manually after you have imported the Access Template.
To export Access Templates, select them, right-click the selection, and select All Tasks | Export. In the Export Objects dialog box, specify the file where you want to save the data, and click Save.
To import Access Templates, right-click the container where you want to place the Access Templates, and then click Import. In the Import Directory Objects dialog box, select the file to which the Access Templates were exported, and click Open.
To rename an Access Template, right-click the Access Template, and click Rename. Type the new name, and then press ENTER.
Renaming an Access Template does not affect its links. This is because Access Templates are referenced by immutable identifier rather than by name.