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--- software:tim:import_export_users [2017/09/08 11:19]
julian.le [Exporting and updating users]
+++ software:tim:import_export_users [2017/09/12 13:51]
julian.le
@@ Zeile 5: / Zeile 5: @@
 —-
-==== 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  }}
@@ Zeile 16: / Zeile 16: @@
 {{:software:tim:userexport_excel.png}}—-
 ==== Updating role- and group assignments ====
@@ Zeile 26: / Zeile 27: @@
-==== The Excel-file ====
+==== Formatting ====
-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 }}
+When editing the exported file using a text editor make sure that the formatting is set to UTF-8 without BOM. Otherwise the file won't be able to be imported again.
-----
-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 ====

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