To copy an Access Template
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In the Console tree, under Configuration > Access Templates, locate and select the folder that contains the Access Template you want to copy.
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In the details pane, right-click the Access Template, and then click Copy to start the Copy Object - Access Template wizard.
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On the first page of the wizard, do the following, and then click Next:
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In the Name box, type a name for the new Access Template.
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In the Description box, type any optional information about the new Access Template.
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On the second page of the wizard, you can add, modify, and delete the permission entries that were copied from the original Access Template. Do the following, and then click Next:
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To add a permission entry to the new Access Template, click Add.
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To modify a permission entry for the new Access Template, select the entry from the list, and click View/Edit.
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To delete a permission entry from the new Access Template, select the entry from the list, and click Remove.
For detailed instructions on how to add or modify a permission entry, see Steps for creating an Access Template earlier in this document.
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Click Finish to complete the creation of the new Access Template.
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 imported the Access Template.
To export Access Templates, select them, right-click the selection, and select All Tasks > Export. In the Export Objects dialog, 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, 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 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.
To rename an Access Template
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In the Console tree, under Configuration > Access Templates, locate and select the folder that contains the Access Template you want to rename.
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In the details pane, right-click the Access Template, and click Rename.
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Type a new name, and then press Enter.
NOTE: Consider the following when renaming an Access Template:
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If an Access Template is applied within Active Roles to determine permission settings in the directory, renaming the Access Template does not cause any changes to the permission settings in the directory. When applying an Access Template, Active Roles refers to the Access Template by an internal identifier rather than by the name of the Access Template.
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Active Roles includes a suite of predefined Access Templates. The name of a predefined Access Template cannot be modified. If you need an Access Template with a different name to have the same permission entries as a predefined Access Template, create a copy of the predefined Access Template, and then make changes to the copy. Another option is to create an Access Template and nest the predefined Access Template into the newly- created Access Template. For more information, see Steps for creating an Access Template, Steps for copying an Access Template, and Steps for managing nested Access Templates.