Import and Export Policies

Policies in ADOC capture your organization’s rules for data quality, freshness, drift, anomalies, and more. Often, teams want to reuse these rules across different environments (e.g., staging to production) or share them across business units. To make this easier, ADOC allows you to import and export policies.

• Exporting a policy: Think of it like packaging your rules into a file so they can be shared or backed up.
• Importing a policy: It means bringing in rules from another ADOC environment (another tenant), so you don’t have to start from scratch.

This saves time, ensures consistency, and reduces human error.

Import Policies

You use Import Policies when you want to bring rules into your environment that were already created elsewhere. You import policies to:

• Standardize policies across departments or regions.
• Avoid re-creating policies for the same rules (e.g., “Customer Email must not be null”).
• Reuse tested and approved rules quickly.

How to Import

1. Navigate to Data Reliability -> Manage Policies -> Import Policies.

2. Click Import Policies.

3. Upload the .zip or .gz file you received.

4. ADOC will:

   • Check if the data sources match.
   • Tell you if there are name conflicts.
   • Ask whether you want to override existing policies or skip them.

5. Once complete, ADOC applies the imported policies.

Recommendation If a policy import fails, it doesn’t mean the data is lost. It usually means the policy depends on something that isn’t set up yet (like a missing data source).

What You’ll See

After importing, you’ll see a table that tells you:

• When the import started and finished.
• Whether it was successful or errored.
• How many new policies were created or updated.

Export Policies

You use Export Policies when you want to share your rules with another environment or team. You must export policies to:

• Move policies from development to production safely.
• Share best-practice rules with other teams.
• Keep a backup of your policies for compliance or audits.

How to Export

1. Navigate to Manage Policies -> Policies tab.
2. Use filters to find the policies you want (or leave blank to export all).
3. Select the checkbox on the left of the policies table.
4. Click Export. The Export Policies dialog box is displayed allowing you to:
   1. Choose whether to include tags (metadata).
   2. Provide a filename (optional).
   3. Click the Export Policy button to download the .zip file.

Think of the exported .zip file as a “policy package” that someone else can import into their ADOC.

Things to Keep in Mind

• Some features (like SQL templates) are exported automatically even if not in use.
• If you don’t have the right permissions, you may not see the policies after importing (even if they were technically created).
• Exported files include the ADOC version to make tracking easier.