Exporting a Rule Book

Export rule books if you want to share rule books with other users or use same rule books on different Infor Risk & Compliance servers. Multiple rule books may be exported at a time.

Export a rule book as follows:

  1. On the Rule Books page, select the check box next to the rule book to be exported.
  2. Click the More Actions icon and then clickExportThe Export Rule Books window opens.
  3. Provide a task name to track this task. You can track the task from the Tasks  page or the  Import Export page.
  4. To export all existing rule books, select the check box Export All Rule Books.
  5. Select an option for how you want to export your rule books on the Rule Book Export Options panel. If you select the check box Select All, then the rule books will be exported with all attachments such as compensating controls, exclusion lists, documentation and alerts. You can also select specific options as explained below:
    • Export as XML file: If multiple rule books are selected, they will be exported as a single .xml file. This option is selected by default.
    • Compress output in a Zip file: If multiple rule books are selected, an .xml file is created for each rule book and all .xml files are zipped together in a .zip folder.
    • Rule Book Details: This option is selected by default and is mandatory. Rule book details such as rule book name, lock status, access status and so on are exported.
    • Compensating Control: Select this option to export all the compensating controls attached to the rules in the rule book.
    • Exclusion Lists: Select this option to export all the exclusion lists attached to the rules in the rule book.
    • Documentation: Select this option to export the documentation attached to the rules in the rule book.
    • Alerts: Select this option to export the actions associated with the rule book.
  6. Click Export. You can download the exported rule book from the Import Export page.
    Note:  If you clear all the rule book export options and click Export, an error message will be displayed. To export a rule book, select Export as XML file or Compress output in a Zip file, and Rule Book Details.

    The format used to name exported rule book files is as follows:

    <login name>_<rule book name>_<dd-mm-yyyy>_<hh-mm-ss>.xml.

    Note:  If rule book names contain special characters (/ \ : * ? " < >), the special characters will be replaced with $, when the file is exported. When the file is imported back into the Infor Risk & Compliance application, users can rename the file as required. Export or import will not be impacted in any way.