Hier werden die Unterschiede zwischen zwei Versionen angezeigt.
Beide Seiten der vorigen Revision Vorhergehende Überarbeitung Nächste Überarbeitung | Vorhergehende Überarbeitung Nächste Überarbeitung Beide Seiten der Revision | ||
software:tim:import_export_users [2017/09/08 11:19] julian.le [Exporting and updating users] |
software:tim:import_export_users [2017/09/08 11:21] julian.le [The Excel-file] |
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- | ==== 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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- | ==== 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 ==== | ==== 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. | 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 ==== |