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Import/Export Permission Sets

A Permission Set can be exported to file as an extra backup or to be imported into another IFS Cloud installation. The default format for an exported Permission Set is XML. If several Permission Sets are exported at once, all individual Permission Set XML files will be added to a single Zip file.

Exporting Permission Sets

Exporting a Permission Set will include all Projection and system privilege grants. This means that the same grants will be given upon importing it. Exporting Permission Sets in IFS Cloud does not support legacy grants. Exporting a Permission Set with legacy grants will simply exclude those grants from the export. If you wish to reatin them, please use the IFS Enterprise Explorer client to export Permission Sets that contain legacy grants. The Partial Export field will be set to Yes if you export Permission Set(s) which contain grants that will not be included in the export, as shown in the image.

Permission Sets are added using an assistant which can be opened by using the Add command. You can open and close this assistant to add Permissions Sets until you are ready to finalize the export. The export can be finalized either by using the Finish command at the first step or by using the same command at the second step of the export. The Exported ZIP file will be placed in the folder specified to store downloads by your current browser.

Export Permission Set

Importing Permission Sets

The first step of the import Permission Set will require you to use the Browse command to open up a file explorer that allows you to select the XML files that you wish to import. A secondary option would be to simply drag and drop the files into the space indicated with a dotted line. Please note that all files must be provided in XML format, and importing files inside a ZIP is not supported. Once all files have been added, use the Next command to proceed to the next step.

Import Permission Set step 1

The second step of the import assistant will show a summary of what will happen once the import is finalized. There are 3 different options to choose from when importing:


This is the default option which will simply replace any existing Permission Set with the same name in the IFS Cloud installation.


This will merge the imported Permission Set with the existing version of the Permission Set. No projections/entities/actions will be removed if they are not present in the Permission Set that is being imported; But will only add changes that are present in the imported Permission Set.


This will skip the import of a Permission Set entirely.

Each of these options can be individually selected for each Permission Set that is being imported, and need not require applying to all at once. Show Difference command can be used to highlight all changes that will occur upon finishing the import.

Import Permission Set step 1

If the permission set that require importing is larger than 2MB, it will be imported in the background using a background job. Background Job ID will be listed in the generated log file. Go to Solution Manager/Background Processing/Background Jobs/Background Jobs and query using the ID in the log file to check the status of the background job. Make sure not to import another permission set with the same name until the earlier background job is completed.

For permission sets larger than 2MB, the Show Difference command will not be available.

Import Permission Set step 2