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Umbrella policy export

scruse
Level 1
Level 1

Does anyone know if there is a way to export the Umbrella policies?  We have an auditor asking and I would prefer not to have to take a ton of screenshots.

1 Accepted Solution

Accepted Solutions

Ruben Cocheno
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@scruse 

 

At this point the only way to export policies is using API's, however i do recall that were some limitations of what you were able to export. If it's for audit purposes, perhaps a read only access account will do the trick, and let the auditor take the snapshots needed.

Tag me to follow up.
Please mark it as Helpful and/or Solution Accepted if that is the case. Thanks for making Engineering easy again.
Connect with me for more on Linkedin https://www.linkedin.com/in/rubencocheno/

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3 Replies 3

Hi,
There does not appear to be a way to download policies from the Dashboard that I can see.
A couple of options I can think of, create a read-only access account for the auditor or potentially use API to pull the information you desire. Creating a read-only account would be the quickest thing to do.

HTH

Hi @scruse ,

For auditing purpose, I would recommend providing auditor with read only access to go through the policies, umbrella does not provide a way to export policies yet, however, the export is possible for data.

https://docs.umbrella.com/umbrella-user-guide/docs/export-report-data-to-csv

Also, log management is possible via Amazon's S3 bucket, for anaylsis purpose.

Thanks,

Pulkit

Ruben Cocheno
Spotlight
Spotlight

@scruse 

 

At this point the only way to export policies is using API's, however i do recall that were some limitations of what you were able to export. If it's for audit purposes, perhaps a read only access account will do the trick, and let the auditor take the snapshots needed.

Tag me to follow up.
Please mark it as Helpful and/or Solution Accepted if that is the case. Thanks for making Engineering easy again.
Connect with me for more on Linkedin https://www.linkedin.com/in/rubencocheno/