Import user accounts

User accounts can be imported from a CSV file. The format is:

Last Name,First Name,Groups,Email,Account Name,Password,Account Type,Preferred Server,Change Module,Action Module,Reports To,Job Title,Comment,URL Substitution,Landing Page (name),Street Address,City,State/Province,Zip/Post Code,Country,Mobile Phone,Work Phone,System Roles

For example:

Jones,Jack,Technical;Project Management;UK,jjones@email.com,Jack.Jones,******,Contributor,http://<Server>/TIBCO Nimbus® /CtrlWebISAPI.dll,True,False,True,John Doe,Engineer,Works from home,Storyboards,1 Hollywood Drive,Los Angeles,California,123456,United States of America,1234567890,9876543210,Statement Set Manager

Import Rules

•Important: If any of the fields in the CSV file are left blank and you choose to update existing user information from the import file, any information that already exists for those blank fields will be removed in the user's account.

•The password field is optional. If it is left blank then a random password will be generated and the new user will be sent a Password Reset email.

•The groups field is optional. If used, one or more groups can be defined and separated by semi-colons and the user will become a member of those groups. If the group does not exist then the group will be created.

•The preferred server field is the user's preferred server URL, as defined in the ServerURL.npdta file (set in the Details tab of users' account details). Either the full URL can be specified, or an integer value. This value is case-insensitive and if no match is found then the default preferred server will be used.

•The account type field can be either Admin, Author or Contributor. For information on account types see About user accounts.

•The Contributor modules field (which now include Mobile) can be Change or Action.

•The first line in the CSV file is ignored as it will be assumed that this contains column header information.

•A log file is created in the root of the Process Repository, listing all users that have been imported.

1.From the Tools menu choose Users and then User Accounts.

2.From the File menu choose Import User Accounts From CSV.

3.Click Browse to locate the CSV file.

4.Choose one of the following options:

•Ignore / Skip existing users will not update user accounts that already exist in the system.

•Allow passwords to be reset/changed for existing user accounts

•Update existing users with information in the import file will update any existing user accounts in the system with the information in the import file.

▪Only add new group memberships from import file will add any new group memberships from the import file. Group memberships that do not exist in the import file will not be removed.

▪Overwrite group Memberships from import file will add new group memberships from the import file. Any group memberships that are not in the import file will be removed.

5.Click OK.