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.
The sample XLS file can be downloaded by clicking on the Download Sample XLS File link in the upper right corner. After editing this file, it has to be saved in CSV format, so it will be uploadable into Verba.
|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.|
|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 uses have to be created in advance.|
|Description||The short description of the cause of the action.|
|Supervisor||If set to 1, the group supervisor right will be given to the users provided in the Supervisory Person column, in the group provided in the Group Name column.|
|Investigator||If set to 1, the group investigator right will be given to the users provided in the Supervisory Person column, in the group provided in the Group Name column.|
|Administrator||If set to 1, the group administrator right will be given to the users provided in the Supervisory Person column, in the group provided in the Group Name column.|
|Manager||If set to 1, the group manager right will be given to the users provided in the Supervisory Person column, in the group provided in the Group Name column.|
|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 uses have to be created in advance.|
|Valid From||Sets the validity of the user provided in the Agent column.|
|Valid Until||Sets the validity of the user provided in the Agent column.|
Uploading the Group CSV File
Once the CSV file is ready, it can be provided in the web interface.
|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 be no longer 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 are provided, the import the changes can be reviewed by 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.