Importing rule books

Use the import functionality to use the rule books created by other users or to use the rule books created on another Infor GRC server.

Note: Rules of a rule book are not imported, if:

The related Insight is not installed and activated in the application.
The ERP application linked to the rule book is not installed in the system.

To import a rule book:

Select Design > Business Controls > Rule Books on the navigation bar.
Click Import. The Import Rule Books screen is displayed.
Select the file (.zip, .json, or .xml) to import.
Specify this information:
Task Name

The name of the task.
Rule Book Import Options
The options to import the rule book.
Possible values:
- Create Copy
  A copy of the rule book is imported.
- Keep Existing
  The existing rule book is retained.
- Overwrite/Merge from Import file
  The imported rule book overwrites the existing rule book, available in the application.
Rule Import Options
The options to import rules in the rule book.
Possible values:
- Create Copy
  A copy of the rule is imported.
- Keep Existing
  The existing rules are retained.
- Overwrite/Merge from Import file
  The imported rules overwrite the existing rules, available in the application.
- Replace with Import File
  The existing rules are replaced with the imported rules.
Retain existing Exclusions and Compensating Controls

Select this check box to retain existing exclusions and compensating controls when importing rules.
Note: This check box is not enabled when you select Create Copy option in the Rule Import Options and Condition Import Options fields.
Condition Import Options
The options to import conditions.
Possible values:
- Create Copy
  A copy of the condition is imported.
- Keep Existing
  The existing rule conditions are retained.
- Overwrite/Merge from Import file
  The imported rule conditions overwrite the existing rule conditions, present in the application.
Business Controls Ownership

Select this check box to retain existing owners and users of the rule books that are imported.
Note: This check box is not enabled when you select Create Copy option in the Rule Import Options and Condition Import Options fields.
Click Import.

Note: The Data source details associated with the selected Rule books are not retained when you import the Rule books.