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Preserving Custom Taxonomies

Situation​

When installing Netwrix Data Classification there are 12 default Taxonomies that are available out of the box. These taxonomies are added to the SQL DB via the installer. In a situation where you have created a custom taxonomy, it is important to create a backup. This is because as a loss of the SQL DB for any reason will cause you to lose the custom taxonomy and force you to recreate it. This will also allow you to move custom taxonomies to multiple Netwrix Data Classification instances that each have their own SQL DB.

Steps to Backup​

  1. From the Netwrix Data Classification dashboard (default: http://localhost/conceptQS) click Taxonomies at the top of the page
  2. Navigate to Global Settings found in the blue banner near the top of the page
  3. Find the custom taxonomy that you have created and click the checkbox to the immediate left of it
  4. Click Export, you will then be prompted by the browser to save an XML copy of the taxonomy.
  5. Place the XML file anywhere you would like for later retrieval.

Steps to upload a taxonomy​

  1. From the Netwrix Data Classification dashboard (default: http://localhost/conceptQS) click Taxonomies at the top of the page
  2. Navigate to Global Settings found in the blue banner near the top of the page
  3. Click Add, you will then be prompted with three options, in this situation we will be clicking Upload
  4. The next screen will prompt you to browse for the XML that you intend to upload. Once you’ve specified the correct file location, click Next and then save. You have successfully uploaded the taxonomy.