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Important This documentation space contains information about the SaaS version of BMC Helix Discovery. If you are using the on-premises version of BMC Helix Discovery, see BMC Helix Discovery 25.2 (On-Premises).

Exporting and importing the credential vault

BMC Helix Discovery provides an option to export your credentials. You can back up the entire credential vault, individual credentials, or the credentials that are now displayed in the UI.

This feature is useful when you are moving a BMC Discovery Outpostfrom one server location to another. During the move, if you uninstall the BMC Discovery Outpost on the original server before installing it in the new location, you will be deregistered from the service and consequently lose the credentials as well. To avoid this, you can use the export option to safely export the credential vault and only then deregister the BMC Discovery Outpost. You can then install the BMC Discovery Outpost in a new location and use the import option to restore the credentials in your vault.

Related topic

Configuring-credentials

To export the credential vault, you must set a guard passphrase of at least eight characters. Sensitive credential information is encrypted in the exported file by using a key, which is protected by the passphrase. The credentials or entire vault are exported as an encrypted .json file. To successfully import the encrypted credential vault into your system, specify the same passphrase you set during export.

Note

The Active Directory credentials are not included in the exported file for security reasons.


To export the credential vault

  1. From the menu bar, select Manage > Credentials.
    The Credentials page is displayed.
  2. From the list of installed BMC Discovery Outposts, click the one for which you want to export the credential vault.
    You are automatically logged into the BMC Discovery Outpost in a new browser tab.
    1. In the BMC Discovery Outpost window, from the menu bar, click Manage > Credentials.
      The Credentials page is displayed.
      import_export_buttons.png

  3. From the top-right corner of the page, click Export.
    The Export Credentials dialog is displayed.
    export_credentials.png

  4. Configure the following fields:
    • Guard Passphrase: Enter a passphrase of at least eight characters. 
      This passphrase secures the exported file. You must use the same passphrase to import the file.
    • Verify Passphrase: Enter the guard passphrase again to verify it.
  5. Click Export. 
    The credential vault is exported as an encrypted .json file to the Downloads folder on your system.  

To export a single credential

  1. From the Credentials page, select the credential to export.
  2. From that credential's Action menu, select Export.
  3. The Export Credentials dialog is displayed.
    ExportOneCred.png

  4. Configure the following fields:
    • Guard Passphrase: Enter a passphrase of at least eight characters. 
      This passphrase secures the exported file. You must use the same passphrase to import the file.
    • Verify Passphrase: Enter the guard passphrase again to verify it.
  5. Click Export. 
    The credential is exported as an encrypted .json file to the Downloads folder on your system.  

To export a selection of credentials

When you select credentials to view by using the selection lists, the Export button exports only the selected credentials. For example, to export some of your cloud credentials, select only those credentials using the selection lists. The following screenshot illustrates selecting credentials for some cloud vendors:

ExportSomeCloudCredentials.png

  1. From the Credentials page, select the credential to export. 
  2. From the top-right corner of the page, click Export.
    The Export Credentials dialog is displayed.
    ExportSomeCloudCredentialsLater.png
  3. Configure the following fields:
    • Guard Passphrase: Enter a passphrase of at least eight characters. 
      This passphrase secures the exported file. You must use the same passphrase to import the file.
    • Verify Passphrase: Enter the guard passphrase again to verify it.
  4. Click Export. 
    The selected credentials are exported as an encrypted .json file to the Downloads folder on your system. 


To import credentials

  1. From the menu bar, select Manage > Credentials.
    The Credentials page is displayed.
  2. From the list of installed BMC Discovery Outposts, click the one for which you want to import the credential vault.
    You are automatically logged into the BMC Discovery Outpost in a new browser tab.
  3. In the BMC Discovery Outpost window, from the menu bar, click Manage > Credentials.
    The Credentials page is displayed.
  4. From the top-right corner of the page, click Import.
    The Import Credentials dialog is displayed.
    ImportCreds.png


  5. Configure the following fields:
    1. Choose File: Click to browse your system and select the exported credential vault file that you want to import.
    2. Guard passphrase: Enter the passphrase that you had set earlier when exporting the credential vault,
    3. Replace existing credentials: (Optional) Select this check box only if you want the credentials from the imported file to overwrite the existing credentials in your vault.
  6. Click Import.
    After the process is complete, the imported credentials are listed in the Credentials tab.

 

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