Copy and Paste a Security Profile

The copy and paste feature enables you to copy an existing profile and paste it into a different environment (or same environment) for another data strategy.

To copy and paste a security profile:

  1. From the toolbar, click Create New.
    You see the Create New Security dialog box.

  2. Click the Data Strategy drop-down list and select a data strategy. Then click Ok.
    You see the security reference fields assigned by the data strategy.

  3. Complete the options on the Create New panel. Required fields are indicated by an *.

  4. From the toolbar, click Copy. Or right-click anywhere in the panel and select Copy Panel Values.

  5. Follow the steps for creating a new profile. You see the Create New panel.

  6. From the toolbar, click Paste. Or, right-click anywhere in the panel and select Paste Panel Values.