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software:tim:import_export_users
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software:tim:import_export_users [2017/09/08 11:13] julian.le [The Excel-file] |
software:tim:import_export_users [2021/07/01 09:52] |
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| - | ===== Exporting and updating users ===== | ||
| - | A variety of [[en:software:tim:user_profile|users]] may be easily exported as an Excel-file using the [[en:software:tim:administration_client|Admin-Client]]. Then, the [[en:software:tim:user_settings_group_membership|group assignments]] as well as [[en:software:tim:roles|roles and rights]] of the users may be modified. Additionally, new groups and roles may be created. | ||
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| - | ---- | ||
| - | ==== The Excel-file ==== | ||
| - | The Excel-file is the key to exporting or modifying [[en:software:tim:user_profile|users]]. The Excel file can be either self-produced or be downloaded in the [[en:software:tim:administration_client|Admin-Client]] using the [[en:software:tim:client_profile|client profile]]. This is done by opening the context menu from the client-profile-icon via right-click and selecting the menu item **Export user** (see. [[:play|Screenshot]]). | ||
| - | {{:software:tim:exportusers.png }} | ||
| - | ---- | ||
| - | As seen in the linked [[en:play|Screenshot]], the [[en:software:tim:user_profile|users]] are listed in in **column A**. The additional columns contain the roles (i.e. member and process manager) as well as the created groups. An **x** in the appropriate column is used to denote if a [[en:software:tim:user_profile|user]] has assumed a [[en:software:tim:roles|role]], or similarly if he is a member of a [[en:software:tim:group|group]]. | ||
| - | |||
| - | {{:software:tim:userexport_excel.png|}} | ||
| - | ---- | ||
| - | ==== Updating role- and group assignments ==== | ||
| - | In order to assign a [[en:software:tim:roles|role]] or a [[en:software:tim:group|group]] to a [[en:software:tim:user_profile|user]], an **x** is places in the appropriate column. Similarly, by removing the **x** from he column, the role or membership of a [[en:software:tim:user_profile|user]] within a [[en:software:tim:group|group]] is removed. Should the Excel file then be integrated into TIM, the user data will be updated accordingly. | ||
| - | |||
| - | ==== Creating Groups ==== | ||
| - | The excel file can be used to create new [[en:software:tim:group|groups]] in TIM. In order to do this, create a column wit the desired group name in the Excel table. (s. [[:play|Screenshot]]). | ||
| - | {{:software:tim:userexport_creategroup.png|}} | ||
| - | |||
| - | ==== Importing Excel files ==== | ||
| - | By right-clicking on the client icon in the [[en:software:tim:administration_client|Admin-Client]], the Excel file will once again be imported. The menu option **import user** opens the **import pop-up**, which then gives the user the option to **test document** and **upload document**. Testing the Excel file shows which changes will be made. This may be used to avoid unwanted updates. | ||
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| - | {{:software:tim:userexport_popup.png }} | ||
software/tim/import_export_users.txt · Zuletzt geändert: 2021/07/01 09:52 (Externe Bearbeitung)
Falls nicht anders bezeichnet, ist der Inhalt dieses Wikis unter der folgenden Lizenz veröffentlicht: 2013 T!M Solutions GmbH
