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tutorial:adm:automatic_role_definitions_-_import_of_data_from_csv [2019/06/11 14:06] hanakp [Run the task] |
tutorial:adm:automatic_role_definitions_-_import_of_data_from_csv [2020/05/26 08:44] (current) sourek |
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====== Automatic role definitions - Import of data from CSV ====== | ====== Automatic role definitions - Import of data from CSV ====== | ||
+ | |||
+ | This LRT can be used to import automatic roles which are assigned based on an EAV attribute of a contract. | ||
==== Prepare CSV file ==== | ==== Prepare CSV file ==== | ||
Line 6: | Line 8: | ||
< | < | ||
- | roles;position;organizational unit | + | roles;company;city |
- | Manager;Leader;Business | + | role1;company1;Prague |
- | "MASTER RO | + | "role1 |
- | PAY-OP | + | role2"; |
- | PAY-SP | + | role3;company3;Shanghai |
- | PAY-BLL | + | |
- | AMT-BLK | + | |
- | ACC-CLOSE" | + | |
</ | </ | ||
As you can see roles column can be single or multivalued. For multivalued roles, definition from the same row will be added to every role. | As you can see roles column can be single or multivalued. For multivalued roles, definition from the same row will be added to every role. | ||
- | CSV file can have optional number of columns, role and automatic role definitions columns are specified in setup of LRT. | + | CSV file can have an optional number of columns, role and automatic role definitions columns are specified in setup of LRT. |
+ | |||
+ | <note important> | ||
==== Create new LongRunningTask ==== | ==== Create new LongRunningTask ==== | ||
- | Now we will create the new LongRunningTask(LRT). As shown in the picture, go to Settings → Task scheduler → Scheduled tasks and hit green " | + | Now we will create the new LongRunningTask (LRT). As shown in the picture, go to Settings → Task scheduler → Scheduled tasks and hit green " |
==== Fill all attributes ==== | ==== Fill all attributes ==== | ||
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- Task type - **ImportAutomaticRoleAttributesFromCSVExecutor** | - Task type - **ImportAutomaticRoleAttributesFromCSVExecutor** | ||
- Import csv file - dropzone to select or drop csv file | - Import csv file - dropzone to select or drop csv file | ||
- | - Column with roles - Name of the column with roles in csv file | + | - Import file encoding - the encoding of the csv file |
+ | - Column with roles - Name of the column with the names of roles in csv file | ||
+ | - Use role codes instead of role names - If checked, tries to find roles by code directly, if not, converts names to codes (replaces spaces with underscores) (since 1.9.0) | ||
- Column with description - name of the column with role description, | - Column with description - name of the column with role description, | ||
- Column separator - separator of columns in csv file | - Column separator - separator of columns in csv file | ||
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- Second contract eav name - name of existing eav attribute of contract which will be checked for match with automatic attribute | - Second contract eav name - name of existing eav attribute of contract which will be checked for match with automatic attribute | ||
- | {{: | + | {{: |
==== Run the task ==== | ==== Run the task ==== | ||
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You can check status about created role definitions in "all tasks" panel in task detail. Here you can find information about created or already existing automatic role definitions. | You can check status about created role definitions in "all tasks" panel in task detail. Here you can find information about created or already existing automatic role definitions. | ||
- | Everything should be set up so far and when the task ends, roles are imported in IdM, placed in catalogue named by system name. | + | Everything should be set up so far and when the task ends, existed |
Number of processed items means how many role names is in csv. | Number of processed items means how many role names is in csv. | ||
Number of finished items are roles that were found in IdM and has't got automatic role definition. | Number of finished items are roles that were found in IdM and has't got automatic role definition. | ||
+ | |||
+ | <note important> | ||
+ | |||
+ | ==== Known issues ==== | ||
+ | |||
+ | <note warning> | ||
+ | |||
+ | If you delete or upload new file via dropzone, you should delete old files, created from previous uploads. | ||
+ |