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Comment: Published by Scroll Versions from space WADMINPAS and version 24.0

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.

Image Added

Menu Import consists of two sections:

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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

:Image Removed

.

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:
Last Name
Table Filter
hideControlstrue
inversefalse
sparkNameSparkline
datepatterndd.mm.yy
globalFiltertrue
id15450433361711550840434716_-13616101061252310374
sortTechnical Name ⇧
worklog5|8|w d h m
isORAND
separatorPoint (.)
order0
Technical NameUser PropertyMandatoryWhere to be found?
activeUser active(tick)Menu "Users": Master Data
create Sandbox
city
Create Sandbox
City
(tick)
(error)Menu "Users":
Master
Additional Data
loginId
company
Login
Company
(tick)
(error)Menu "Users": Master Data
firstname
country
First Name
Country
(tick)
(error)Menu "Users":
Master
Additional Data
lastname
create SandboxCreate Sandbox(tick)Menu "Users": Master Data
password
department
Password
Department
(tick)
(error)Menu "
User
Users":
Password
Additional Data
emailE-Mail(tick)Menu "Users": Master Data
company
extension
Company
Technical Informations(error)Menu "Users":
Master
Additional Data
validFrom
fax
Valid from
Fax
(tick)
(error)Menu "Users":
Master
Additional Data
validTo
firstname
Valid until
First Name(tick)Menu "Users": Master Data
profiles
lastname
Profiles
Last Name(tick)Menu "Users":
Profiles
Master Data
roles
loginId
Roles
Login
(error)
(tick)Menu "Users":
Roles
Master Data
extension
mobile
Technical Informations
Mobile(error)Menu "Users": Additional Data
organisationOrganisation(error)Menu "Users": Additional Data
department
password
Department
Password
(error)
(tick)Menu "
Users
User":
Additional Data
Password
street
phone
Street
Phone(error)Menu "Users": Additional Data
zip
profiles
ZIP
Profiles
(error)
(tick)Menu "Users":
Additional Data
Profiles
city
roles
City
Roles(error)Menu "Users":
Additional Data
Roles
country
street
Country
Street(error)Menu "Users": Additional Data
phone
validFrom
Phone
Valid from
(error)
(tick)Menu "Users":
Additional
Master Data
mobile
validTo
Mobile
Valid until
(error)
(tick)Menu "Users":
Additional
Master Data
fax
zip
Fax
ZIP(error)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 NameProfile PropertyMandatoryWhere to be found?
activeProfile active(tick)Menu "Profiles": Master Data
nameName(tick)Menu "Profiles": Master Data
namespaceNamespace(error)Menu "Profiles": Master Data
descriptionDisplay Name(error)Menu "Profiles": Master Data
permissonsPermissions(error)Menu "Profiles": Permissions

Role Properties

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The properties of roles can be found in tab roles of the Excel template
:Image Removed
.

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

Technical NameRole PropertyMandatoryWhere to be found?
activeRole active(tick)Menu "Roles": Master Data
nameName(tick)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 NamePermission PropertyMandatoryWhere to be found?
activePermission active(tick)Menu "Permissions": Master Data
nameName(tick)Menu "Permissions": Master Data
resourcePermission(tick)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:

  1. Use drag and drop to place your document to the space marked Drop file here .
  2. Click the Upload
file
  1. 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.

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