Transferring Groups & Group Memberships between instances

[shane_holland]

Hello,

I noticed when I was working in an update set I created, one of the things I did was create a new Group and add new users/members to it. However, when I moved the update set over to our production instance, the new Group did not come with it. By exporting the Group table via XML and importing it to production, this brought over the new group but did not bring with the group members. In order to get the group memberships to transfer over, must you also do an XML export of the User table and then import it to production?

It seems like an odd way to move these changes over, is there another way or is this best practice/how it works?

Thanks,

Shane

[Jay_Ford · Accepted solution]

You actually want to export from the 'sys_user_grmember' table. Filter the list on just the group you want to get the members for before exporting. This will keep you from overwriting groups that may be out of sync between your instances.

[shane_holland]

Wonderful to know, thanks again Jay!

[ccajohnson]

There is a table that stores the group memberships. You can export what you need from this table from your test instance and import that into production. To do so:

Export Group Memberships:

1.       In the filter text textbox, type sys_user_grmember.list

2.       Filter the list so that the groups you created are visible.

3.       Right-Click on the first column and select Export > XML.

4.       Click the Download button.

5.       Click the Save file button.

Import Group Memberships:

1.       In the filter text textbox, type sys_user_grmember.list

2.       Right-Click on the first column and select Import XML.

3.       Click the Browse... button under (1) Choose file to import

4.       Navigate to where the Export is saved.

Hint: the file should have sys_user_grmember in the name.

5.       Select the file, then click the Open button.

6.       Click the Upload button under (2) Upload the file.

Let me know if you have any questions about the procedure.

[shane_holland]

Thank you very much for the procedure. Works great!