Export and Import Munis Roles and Users

• How do you Export Roles from and Import Roles into Enterprise ERP?
• Created roles in one database and need to move them into another without manual entry

• Security & User Administration
• Enterprise ERP

• Site created roles in the wrong Enterprise ERP database and needs to move them into the correct environment 
• Site is moving Enterprise ERP versions and needs to test before the entire database is copied over
• Site deleted a role and needs to copy it from another environment

Take a backup of the Enterprise ERP Database or export the Roles/Users of the target environment before attempting the steps below!

Export Roles

• The Export Role Data program allows you to export role-based security control records from a database. Using the Import Role Data program, you can import the control records into another database.
  
  1. Browse to Munis > System Administration > Security > Export Role Data
  2. Select Define
  3. Enter the needed Export Directory file path
  4. Choose Export Type
     1. All (export all role permission types)
     2. Custom (enable custom export options for roles and users at bottom of the screen)
  5. Accept
  6. Export

SaaS hosted sites, please reach out to the TSM SaaS team to assist with moving the files to the correct import directory before proceeding to the next step

Import Roles

• The Import Role Data program imports role-based security control records into one database after you have exported them from another database using the Export Role Data program.  
  1. Browse to Munis > System Administration > Security > Import Role Data
  2. Define
  3. Enter the full file path for the import directory
  4. Complete the remaining fields according to the import requirements. Refer to the help screen's Field Descriptions table for details.
  5. Accept
  6. Import
     
     1. When the import is complete, the program displays a confirmation message.

• Prod and Non-Prods are hosted on different servers.  TSM SaaS can assist with moving the files out of the EXPORT Dir and into the IMPORT Dir for the environment needing the import.   
• This is typically done with implementation or in coordination with deployment during server or version upgrades
• Process required when refreshing database is not an option to copy roles from one database to another