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software:tim:import_export_users

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software:tim:import_export_users [2017/09/08 11:18]
julian.le [Exporting and updating users]
software:tim:import_export_users [2017/09/08 11:21]
julian.le [The .csv file]
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 ===== Exporting and updating users ===== ===== 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.+A variety of [[:​en:​software:​tim:​user_profile|users]] may be easily exported as an .csv 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.
  
 —- —-
  
-==== The Excel-file ====+==== The .csv 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]]).+The .csv file is the key to exporting or modifying [[:​en:​software:​tim:​user_profile|users]]. The .csv 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 ​ }} {{:​software:​tim:​exportusers.png ​ }}
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 {{:​software:​tim:​userexport_excel.png}}—- {{:​software:​tim:​userexport_excel.png}}—-
 +
  
 ==== Updating role- and group assignments ==== ==== Updating role- and group assignments ====
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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 Users ==== ==== Importing Users ====
software/tim/import_export_users.txt · Zuletzt geändert: 2021/07/01 09:52 (Externe Bearbeitung)