Please select a CSV file containing the users to be imported via the button Select.
Choose the character code. This should be normally ISO-8859-1. If you recognize on the tab Overview, that special characters weren’t transferred correctly, change to UTF-8.
Via the import options you define, if only new users should be created, existing should be updated or if both options should be done.
Further you can define by setting an appropriate check box, if only existing users, at which the import setting agrees with the save user data, should be updated. If you haven’t selected this option, also existing users are updated, who have other import settings for example or were created manually.
Select a client where the users are to be put. There is no default for the client.
Standard permission group
Determine whether newly created users should contain a permission group.
Prefix and suffix for the user name
This is an automatic generation of the user name. The prefix is a fixed string, which is set before the login in the CSV. The suffix is a fixed string, which is set after the login. You can use both or none of them of these login supplement for the user name.
Prefix and suffix for OE (OU)
Indicate a prefix and a suffix for the OE of the users to be imported. See prefix and suffix for the user name.
You can define, if the users have to change their password at the next/first registration or if they should receive the initial password via e-mail (the e-mail address of the CSV file is used). The option Generate new password created a random password. The option Generate password from user name sets the password as user name. The password options apply only to new users who were saved.
Entry in the “Import” field
Determine what value should be written in the “Import” field.
The user is not allowed to change any personal preferences.
The user is allowed to change his/her password.
The user is allowed to change all his/her personal preferences.
Default login mechanism
Specify the login mechanism to be applied to users who enter either no information or incorrect information.
- If you want to define the registration (login) via the Avendoo® start page by entering user name and password or via Single Sign On, choose the option Avendoo and SSO.
- If you want to define the registration (login) only via the Avendoo® start page by entering user name and password, choose the option Avendoo.
- If you want to define the registration (login) only via Single Sign On and defining that the user cannot register manually via the Avendoo® start page, choose the option SSO.
Stipulate how roles are to be handled in import:
- Do not import or change roles
- Import roles via the title separated by “,”
- Import roles via the external reference separated by “,”
Statistics on current import operation
These statistics gives you a quick overview of the performed import.
- Details on the users
In this table you see all user data of the users, which you want to import.
- Error code
The column error code is green or red. It depends on if the user could be imported or couldn’t be imported.
- Red marked
This can be caused by: The user is already as author in the system or the user is already in another client.
- Green marked
The import of the user is possible
Below the table you can export the data via click on the appropriate button (CSV Export (UTF-8) or CSV Export (ISO-8859-1)).