Guidelines for exporting and importing

The following guidelines are important to understand before you perform export and import tasks.

Exporting BSNGLOBL policies

If the policies being exported contain only BSNGLOBL policies, only BSNGLOBL rules and notification lists ever apply to these BSNGLOBL policies (that is, BSNGLOBL policies can only reference BSNGLOBL rules and notification lists).

If the import of a BSNGLOBL member is selectable, you can perform the following tasks:

  • Import all the BSNGLOBL rules as BSNGLOBL rules
  • Import all the BSNGLOBL policies as BSNGLOBL policies
  • Import all the BSNGLOBL notification lists as BSNGLOBL notification lists
  • Import all directory entries
  • Re-import the BSNGLOBL rules, policies and notification lists from BSNGLOBL to locale-specific policies, rules, and notification lists

BSNGLOBL rules must be exported:

  • With the BSNGLOBL policy package, or
  • Must be in another package that is to be imported at the same time, or
  • Must exist in the locale that you import the BSNGLOBL policies to.

BSNGLOBL notification lists must be exported:

  • With the BSNGLOBL policy package, or
  • Must be in another package that is to be imported at the same time, or
  • Must exist in the locale that you import the BSNGLOBL policies to.

The directory entries that are included in a notification list are not automatically exported with the policy. It is recommended that all directory entries be exported if you are exporting all or selected notification lists.

Even though directory entries are not locale-specific, the notification lists are only valid if you export the directory entries:

  • With the BSNGLOBL policy package, or
  • Must be in another package that is to be imported at the same time, or
  • Must exist in the locale that you import the BSNGLOBL policies to.

Exporting locale-specific policies

If the policies being exported contain locale-specific policies, both BSNGLOBL and the same locale-specific rules and notification lists can apply to these locale-specific policies (that is, locale-specific policies can reference BSNGLOBL and the same locale-specific rules and notification lists).

Locale-specific, BSNGLOBL, or both rules must be exported:

  • With the locale-specific policy package, or
  • Must be in another package that is to be imported at the same time, or
  • Must exist in the locale that you import the locale-specific policies to.

Locale-specific, BSNGLOBL, or both notification lists must be exported:

  • With the locale-specific policy package, or
  • Must be in another package that is to be imported at the same time, or
  • Must exist in the locale that you import the locale-specific policies to.

The directory entries that are included in a notification list are not automatically exported with the policy. It is recommended that all directory entries be exported if you are exporting all or selected notification lists.

Even though the directory entries are not locale-specific, the notification lists are only valid if you export the directory entries:

  • With the locale-specific policy package, or
  • Must be in another package that is to be imported at the same time, or
  • Must exist in the locale that you import the locale-specific policies to.

Notes about the selectable option

Another consideration at export time is to decide whether the selective option should be set:

  • If the changes for all policy templates, rules templates, rule thresholds, notification lists, and directory entries have been made for each locale (locale-specific, BSNGLOBL, or both) and the export package is a single locale package, then set the selectable option to NO to force the complete package to be imported at the importing locale.
  • If the changes for all policy templates, rules templates, rule thresholds, notification lists, and directory entries have been made for all locales (locale-specific, BSNGLOBL, or both) and the export package is to be used at all locales, then set the selectable option to YES to allow the locations the ability to select non-locale-specific (BSNGLOBL and directory entries) items as well as locale-specific items from the package to be imported at each of the unique importing locales.

When exporting, you might want to export with the selectable option set until you are familiar with the export and import process. This option allows you to selectively import the items.