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tutorial:adm:roles_-_import_data_from_csv [2019/07/09 06:46] doischert |
tutorial:adm:roles_-_import_data_from_csv [2019/07/11 11:53] doischert |
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==== 1b. Prepare CSV file ==== | ==== 1b. Prepare CSV file ==== | ||
- | Here is an example of CSV file which can be used for importing (or updating) roles and set their role attributes. | + | Here is an example of CSV file which can be used for importing (or updating) roles, setting |
< | < | ||
- | roles; | + | roles; |
Manager-A; | Manager-A; | ||
- | LAY-SP; | + | LAY-SP; |
" | " | ||
AB-role"; | AB-role"; | ||
</ | </ | ||
- | As you can see roles column can contain single or multiple values (separated by a line; the separator can be specified in the settings of the LRT). For multivalued roles, | + | As you can see roles column can contain single or multiple values (separated by a line; the separator can be specified in the settings of the LRT). For multivalued roles, |
- | CSV file can have optional number of columns, role, description, | + | CSV file can have optional number of columns: column names are specified in setup of LRT. |
+ | |||
+ | The result of this LRT used with this CSV file should: | ||
+ | * 4 new roles (Manager-A, LAY-SP, CORE-CLOSE, AB-role) | ||
+ | * Manager-A will only have a description set (Leader) | ||
+ | * LAY-SP will have a description (Manager), attribute (attr1), criticality (3), guarantee by identity (with user-name " | ||
+ | * Roles CORE-CLOSE and AB-role will have a description | ||
==== 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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- 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 | - Column with roles - Name of the column with roles in csv file | ||
- | - Column with description - name of the column with role description, | + | - Column with description - name of the column with role description, |
- | - Column with attributes - name of the column with role attributes, can be also used to update attributes | + | - Column with attributes - name of the column with role attributes, can be also used to update attributes |
+ | - Column with criticality - name of the column with role criticality, | ||
+ | - Column with guarantee - name of the column with role guarantee by identity login, can be also used to update guarantee (if your CSV file doesn' | ||
+ | - Column with guarantee role - name of the column with role guarantee by role code, can be also used to update role guarantee (if your CSV file doesn' | ||
- Form definition code - the code for the definition which will contain the added attributes | - Form definition code - the code for the definition which will contain the added attributes | ||
- Column separator - separator of columns in csv file (default ; ) | - Column separator - separator of columns in csv file (default ; ) | ||
- | - Multi value separator - (Char, default: new line) separator of multi valued role names in the csv file, new line separator is default export from excel, but for better clarity of csv file, it's recommended to use some symbol instead | + | - Multi value separator - (Char, default: new line) separator of multi valued role names in the csv file, new line separator is default export from excel, but for better clarity of the csv file, it's recommended to use some symbol instead |
- System name - name of the system to connect with roles | - System name - name of the system to connect with roles | ||
- | - MemberOf attribute name - ( default: rights ) - name of multi valued attribute for merge, attribute named " | + | - MemberOf attribute name - (default: rights) - name of multi valued attribute for merge, attribute named " |
- | - Can be requested - ( Boolean ) - Fills can be requested, can be also used to update already imported settings | + | - Can be requested - (Boolean) - Fills can be requested, can be also used to update already imported settings |
- | <note important> | + | <note important> |
+ | |||
+ | < | ||
+ | |||
+ | {{ : | ||
+ | {{ : | ||
- | {{: | ||
==== Run the task ==== | ==== Run the task ==== | ||
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At this point, everything should be set up and when the task ends, roles are imported in IdM with their attributes, placed in the catalogue named by the system name. | At this point, everything should be set up and when the task ends, roles are imported in IdM with their attributes, placed in the catalogue named by the system name. | ||
+ | |||
+ | {{ : | ||
==== Known issues ==== | ==== Known issues ==== |