You can import users and groups of users in a comma-separated or XML list. Importing provides an alternative method for setting display names (descriptions), grouping users, and adding users to the Users Management list (and User Criteria) who may not have logged in or been recorded yet. The groups you import will appear in User Groups Management, and the users will appear in Users Management in the Dashboard. See below for an example of each type of import file.
To import a group of users:
Select the Management tool, then select Users or User Groups.
Right-click in the right pane and select Import.
In the box that appears, select Users and Groups. Click Next.
Choose to import a .CSV (Comma Separated
Values) or an .xml (eXtensible Markup Language) file. Directions for both
are below.
Click Browse to browse to and select the file you wish to import.
Click Next. If the file is correctly formatted you see a summary of users about to be imported.
Click Import. If there is a problem with the import file, a message appears at the top of the box "One or more record(s) failed to be imported. Fix the error in the record(s) and import again."
A CSV file is a text file saved under a name with the .csv suffix (name.csv). In the file, fields are separated by commas or tabs. The file can be created from an Excel spreadsheet or other application and takes the following format:
UserName, UserDescription, LoginType,
Domain, Computer, GroupName, GroupDescription
The import expects these fields in order:
User Name - REQUIRED. The user's login name.
Display Name - OPTIONAL. The name used to identify the user in the Dashboard.
Login Type - REQUIRED. Either Local or Network.
Domain - REQUIRED. Name of the domain to which the user logs in. For a Local user, enter the computer name. The list can include users who log into different domains.
Computer - OPTIONAL. The Windows computer name a user logs in to. This must exactly match a Windows computer name known to the database and listed in Computers Management. You may leave this field blank for a network user.
GroupName - OPTIONAL. The name of the Spector 360 group to which this user belongs. If this field is blank, the user is added to Users Management, but not to a group.
GroupDescription - OPTIONAL. A description of the user group. Must match the description provided for other users in the same group.
An XML file is a text file with XML markup, saved under a name with the .xml suffix (name.xml). The example below shows the required format and fields, and adds two users to the group named "Cartoon."
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<Root> <Users> <User Name="dduck" Description="Daffy Duck" LoginType="Network" Domain="CHICAGO" GroupName="Cartoon" GroupDescription="Cartoon Characters" /> <User Name="dduck2" Description="Donald Duck" LoginType="Local" Domain="CHICAGO" Computer="Computer1" GroupName="Cartoon" Characters"/> </Users> </Root> |
The import uses the following XML elements:
Root: The <Root> </Root> tags contain all the file contents. XML requires this top-level tag.
Users: The <Users> </Users> tags enclose all user names defined. Users can be in any "group" and do not have to appear organized with other users from the same group.
User: Each <User Name... /> tag specifies a complete user record with the fields as described for .CSV above.
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You can import computer and user records in a single XML file as long as they appear in correct XML nodes. |
When you import computers, the following rules apply:
If a required field is missing, a message informs you that "Some records do not have the required information. Continue processing the file?" If you choose to continue the import, the records with errors will be skipped and all valid records will be imported.
If a user already exists in the domain specified by the import file, the record will not be imported. A message informs you that user exists.
If a user does NOT exist in Spector 360, the user is added and will be visible under the Users Management after you refresh the view.
If a User Group does NOT exist in Spector 360, it is created. If the group exists, the import adds any new users to the existing group.
