Using Menu "Import"

Use menu Import to import data into your Scheer PAS Administration.

You can import the following

four

elements and their properties:

Users
Profiles
Roles
Permissions

Use menu Import to import data into your PAS user management.

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Menu Import consists of two sections:

Template
Upload the File

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Using the Template

Template

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The structure of the import file must correspond to the objects and their properties in the

Scheer PAS Administration

user management. Only correctly structured files can be imported.

Therefore, we recommend to use the template provided in section Template.

This

The Excel file is properly formatted and contains all necessary columns.

Use button Download Template to save the file to your computer

:

.

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Confirm the download in the pop-up window to open or save the template

:

.

Overview of the Template's Content

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The Templates' Content

For every uploadable element you can find a separate tab in the Excel template

.

:

Every tab contains the preconfigured columns needed for the properties of this specific element.

Mandatory fields are marked red

:

.

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Note

Import of Profiles or Roles

If you want to import profiles or roles, please note that you need to use the profile/role ID. The ID has to be inserted in the import file with double quotes:

Code Block
//Valid entry for a profile or role ID ["947c5d80-d969-11e5-839d-d5dcd95d29f0"]

Import of Boolean Values

The fields active and create Sandbox must contain boolean values. Please :

In an English Microsoft Excel application enter TRUE or FALSE

in an english

.
In a German Microsoft Excel application

and

enter WAHR or FALSCH

if you use Microsoft Excel in German

.

User Properties

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With the help of the template, you can create new users including master data and additional data.

Open tab users in the Excel file to insert user data

:

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The following table is searchable and shows all user properties that can be specified in the template file. You can search the table by:

Technical Name: Name of the column in the template
User Property: Name of the field in the user data sheet

Enter your search terms into the fields:

Table Filter

hideControls	true
inverse	false
sparkName	Sparkline
datepattern	dd.mm.yy
globalFilter	true
id	1550840434716_-1252310374
sort	Technical Name ⇧
worklog	5\|8\|w d h m
isOR	AND
separator	Point (.)
order	0

Technical Name	User Property	Where to be found?
active	User active	Menu "Users": Master Data
city	City	Menu "Users": Additional Data
company	Company	Menu "Users": Master Data
country	Country	Menu "Users": Additional Data
create Sandbox	Create Sandbox	Menu "Users": Master Data
department	Department	Menu "Users": Additional Data
email	E-Mail	Menu "Users": Master Data
extension	Technical Informations	Menu "Users": Additional Data
fax	Fax	Menu "Users": Additional Data
firstname	First Name	Menu "Users": Master Data
lastname	Last Name	Menu "Users": Master Data
loginId	Login	Menu "Users": Master Data
mobile	Mobile	Menu "Users": Additional Data
organisation	Organisation	Menu "Users": Additional Data
password	Password	Menu "User": Password
phone	Phone	Menu "Users": Additional Data
profiles	Profiles	Menu "Users": Profiles
roles	Roles	Menu "Users": Roles
street	Street	Menu "Users": Additional Data
validFrom	Valid from	Menu "Users": Master Data
validTo	Valid until	Menu "Users": Master Data
zip	ZIP	Menu "Users": Additional Data

Profile Properties

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Create new or update existing profiles by inserting their properties into the import file.

To be able to do so, open tab profiles in the template file

:

.

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The following profile properties can be imported:

Technical Name	Profile Property	Where to be found?
active	Profile active	Menu "Profiles": Master Data
name	Name	Menu "Profiles": Master Data
namespace	Namespace	Menu "Profiles": Master Data
description	Display Name	Menu "Profiles": Master Data
permissons	Permissions	Menu "Profiles": Permissions

Role Properties

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The properties of roles can be found in tab roles of the Excel template

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You can insert the following roles properties in the import template:

Technical Name	Role Property	Mandatory	Where to be found?
active	Role active		Menu "Roles": Master Data
name	Name		Menu "Roles": Master Data

Permission Properties

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Open tab permissions in the template to insert the properties of permissions

:

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The following properties can be imported for permissions:

Technical Name	Permission Property	Where to be found?
active	Permission active	Menu "Permissions": Master Data
name	Name	Menu "Permissions": Master Data
resource	Permission	Menu "Permissions": Permission

Importing Data

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Go to section Upload the File when you have inserted all data into the Excel template

:

.

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You have two options to upload the import file:

Use drag and drop to place your document to the space marked Drop file here .
Click the Upload

file

File button to select your file.

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Note

Please note, that elements such as users, profiles, roles and permissions created by an import cannot be assigned to other new elements created by the same import.
Example:

You want to create new users and new profiles by the same import.
The new profiles should be assigned to the new users.
In that case, you will have to divide the import: The profiles must be imported first, the users by a second import.

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As soon as an import file has been uploaded, the content of the file will be analyzed.

In section Result of the Analysis, an overview will appear, showing the following information for all four elements:

How many new objects will be created by the import?
How many existing objects will be updated by the import?
Does the import file contain erroneous data?

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Note
If the import file contains objects to update, the existing objects in the user administration portal will be overwritten.

Click Start Import, to import your file. If you want to stop the operation and cancel the import, click Reset.

Otp

Floating	false
maxHLevel	23

Rp
Exporting User Data Managing Users Managing Profiles Managing Roles Managing Permissions

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Using Menu "Import"

Using the Template