Exporting and Importing Configurations

The Export/Import feature of Risk Analytics Presentation Service allows you to transfer your settings and configurations between environments. It greatly facilitates transferring rule, alert management, report, and interface configurations.

Before you begin

If you import a configuration, this will erase the previous configuration of the same type and all related pending alerts in the environment to which you are importing the new configuration!

The import file must be generated in the same environment type as the environment to which you are going to import; if this is not the case, all campaigns, divisions, and rules must be recompiled again because the relevant fields and features may not be usable across channels and/or environments! Thus, importing a digital banking export file into a digital banking environment will pass; importing a corporate banking export file into a digital banking environment might lead to a compilation error.

By default, Risk Analytics Presentation Service limits the maximum size of the import file to 50 MB. If you need to import environments in files that are larger than 50 MB, you need to adapt the Presentation Service configuration file. For instructions how to change the settings in the configuration file, refer to the OneSpan Risk Analytics Installation Guide.

To export a configuration

1. Navigate to Settings > Export/Import.

2. To export a configuration, select the check box for the required item and click Export. You can select several items to be exported simultaneously by selecting all relevant check boxes.

   Risk Analytics will create .xml files of these configurations, which you can save. Export configuration options lists the available export options.

   Export configuration options
   Export Option	Description
   Export Design Rules and Alert Management Configuration	Export the set of campaigns, divisions and rules, and all elements required to restore the alerts.
   Export Reports Configuration	Export the set of reports.
   Export Interfaces Configuration	Export the interface definitions used in Risk Analytics Data Collector web service.
   Export global Configuration	Export the details of the system parameters used in Risk Analytics. The following tables compose this dataset: PT_ACTIONS PT_BIN_ISSUER_CARD_TYPES PT_CLEARANCES PT_DECISIONS PT_DISPUTE_DISPOSITIONS PT_FRAUD_DISPOSITIONS PT_LOSS_TYPES PT_PARAMETERS PT_PURGE PT_RESULTS PT_REASON_CODES PT_STATUS_CODES PT_TXN_ROUTING PT_TXN_ROUTING_RESPONSES PT_SECURITY_ROLES PT_SECURITY_USERS PT_SECURITY_CLEARANCES PT_SECURITY_FRAUD_DISP PT_SECURITY_DISPUTE_DISP PT_SECURITY_CB_REASONS PT_SECURITY_LOSS_TYPES PT_SECURITY_STATUS_CODES PT_SECURITY_REASON_CODES PT_SECURITY_ACTIONS PT_SECURITY_RESULTS PT_SECURITY_REPORTS PT_SECURITY_SCREENS PT_SECURITY_GRIDS PT_SECURITY_Q_CAMPAIGNS PT_SECURITY_Q_DIVISIONS PT_SECURITY_Q_DEFINITIONS PT_WORKFLOW_GROUPS
   Export Professional Services Tool Kit Configuration	Export the environment details and channel-specific parameters used in Risk Analytics. The following tables compose this dataset: PT_TXN_TYPES PT_TXN_SUB_TYPES PT_PRODUCTS PT_SUB_PRODUCTS PT_APPLICATION_TYPES PT_AUTHENTICATION_RESPONSES PT_AUTHENTICATION_PROVIDERS PT_CHANNELS PT_COUNTRY PT_CURRENCY PT_MCC PT_NON_MON_EVENT_TYPES PT_NON_MON_EVENT_SUB_TYPES PT_PROCESSING_TYPES PT_RESPONSE_CODES

3. In the dialog box that opens when clicking Export, select Save File.

4. Click OK to confirm saving the file and initiate the download process of the file.

   Once the download is complete, you can open the file.

When you import a configuration, the status of the campaigns and divisions included in the imported configuration remains the same.

To import a configuration

1. Log out from Risk Analytics Presentation Service, and log on to the environment to which you will import a configuration.

   You can only complete this when logged on to the environment with the specific environment login.

2. To import a saved configuration file, click Browse and navigate to the file location.

3. In the dialog box, select the required file and click Open.

4. In the Risk Analytics Presentation Service window, click Import.

5. Risk Analytics Presentation Service will display a success notification once the import process has completed.