Using the Group CSV Import

The Group CSV Import provides the capability for assigning users to groups, configuring their group-related rights and its validity in a bulk way. It allows applying supervisor configurations which cannot be derived from the AD objects or structure (organization units, security groups, manager/delegate configurations). It can be found in the Users \ Group CSV Import menu.

Sample XLS

You can download a sample CSV file by clicking on the Download Sample XLS File link in the top right corner of the Group CSV Import screen. After editing this file, it has to be saved in CSV format, so it will be uploadable into Verba.

Column Name	Description

Column Name	Description
Group Name	The Group CSV Import will create the groups provided in this column. If the group already exists, then its members will be modified based on the values provided in the other columns and rows. All fields on this row and in subsequent rows that are blank in this column relate solely to the group named in this cell.
Supervisory Person	Verba users to be added to the group described in the Group Name column as a supervisor. Multiple users can be provided, each of them in a new line (within a single cell). The users have to be created in advance.
Description	A short description of the purpose of this group.
Supervisor	Set each of these to 1 to grant this role within the group to the user(s) listed in the Supervisory Person column.
Investigator
Administrator
Manager
Agent	Verba users provided here will be assigned to the group provided in the Group Name column in the previous row. Each user has to be provided in a separate row. The users always have to come after the row, in which the group and the supervisors were provided. The users have to be created in advance.

Uploading the Group CSV File

Once the CSV file is ready, it can be uploaded using the web interface.

Setting Name	Description

Setting Name	Description
CSV File	The CSV file to upload can be provided here by clicking on the Browse button.
Reference	The short description of the import action. After the import, the reference can be used for searching in the import log.
Action for the current members not listed in the CSV	Delete Membership: Users not listed in the CSV file, but present in the group will be removed from the group entirely. Close Membership (Update Valid Until): The membership of the users not listed in the CSV file but present in the group will be invalidated, by setting the Valid Until property to the current time. The user will no longer be a member of the group but will be listed in the Group Membership History. Do Nothing: Users not listed in the CSV file, but present in the group will not be modified.
User Identifier Field	The user property that is used in the CSV file for user identification.
Separator	The separator has to be selected which is being used in the CSV file.
Skip first row (heading)	If the first row of the CSV file is used for heading (like in the sample XML), then this setting has to be turned on.
Do not modify Active Directory synchronized groups	If checked, the Group CSV import will not modify the groups synched by Active Directory Synchronization

Once the settings have been provided, the impact of the changes can be checked before they are executed by clicking the Preview Changes button. If the changes are correct, it can be executed by the Submit button, otherwise, they can be discarded by the Cancel button.

Viewing the Group CSV Import Log

The Group CSV Import Log can be reached by clicking on the View Log link in the upper right corner. Log entries can be searched based on the CSV file name, the Reference property of the import, and any users (supervisors or agents) present in the import.