Importing Users with .csv Files
You can import user data from a .csv (comma delimited) file. You can choose to include LDAP authentication data in your .csv file. For best results, create a Stored Import Definition that can be used repeatedly.
To import users with internal authentication settings:
- In the CSM Administrator, select the Database category.
- Select the Stored Import Definition Manager (CSV files) task.
- Select New to open the Import Data Wizard, and then select Next.
- Navigate to a .csv file that contains user data.
- from the Primary Business Object drop-down list, select the Business Object that stores internal user information. In most cases, this is the UserInfo Business Object.
- Optionally, select a timeout to specify the number of seconds the system should wait before the import operation times out. This option is only available for 3-tier database connections.
- Select Next.
- On the Set Special User Authentication Column page of the Import Data Wizard, select the Column button for each column shown, and then select the matching data column in the .csv file.
At least one Login ID column and the Rec ID, Security Group, Default Security Group, and Default Team fields are required.
- Optionally, select the Include LDAP Authentication checkbox if your .csv file contains LDAP user information and LDAP is configured for your system.
- Select Next.
- If you are importing LDAP user information, you must add LDAP information to the import.
Option Description Users Name Starts With Select the Column button, and then choose the .csv column that matches the start of each user name. LDAP Directory Service Select the LDAP connection to use for the data import. LDAP Key Field Select a field from the User Business object to serve as the LDAP key. Default Domain Provide you LDAP domain name or IP address. Use Default Domain Select this option to use the specified LDAP domain if another is not detected from the .csv file. Always Use Default Domain Select this option to use the specified LDAP default domain.
- Select Next.
- Select a Column in File (example:Email) to map it to a User field, and then select an action:
Option Description Do not import this column Select this option to prevent data from this column from being imported Import into field Select this option, and then select a Business Object field to import the column data into.
Repeat these steps for all columns.
- Optionally, selectAdd to add more data to Business Object fields, and then select a field from the Field to Populate list.
Option Description Expression Select this option, and then select the Expression. Concatenate Columns from File Select this option, and select Add to choose a column from the file to concatenate data in the columns based on the specified separator characters. Separator characters Choose the character to separate column data during the import process.
- Select Next.
- Define options to take when duplicate data is detected.
Option Description Duplicate Records in Import File Select the Ignore Duplicate Entries checkbox to ignore duplicate entries in the .csv file. Select Add to select which columns to ignore when duplicate entries are found. Records in Database that Match Import File Select one of these options:
- Select the Import all records - No duplicate check radio button to import all data from the .csv file, even if data matches existing records in the database.
- Select the Ignore/skip duplicate records radio button to skip records that exist in the .csv file and the database.
- Select the Update duplicate records radio button to update the database with information from the .csv file.
Selecting the Ignore/skip duplicate records radio button or the Update duplicate records radio buttons requires column names to be specified (Add>Select column names for the Import Data Wizard to ignore or update)
- Choose one of these options to use the Stored Import Definition:
- Select Run in the Stored Import Definition Manager window to run the import.
- Schedule an import using the Scheduler. For more information, see Define Import from File Action Options.
- Optionally, select the Test Import button. After the test runs, warnings appear for any duplicate entries.