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tutorial:adm:roles_-_import_data_from_csv [2019/07/17 06:36]
doischert 		tutorial:adm:roles_-_import_data_from_csv [2019/08/15 14:53]
doischert
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 ==== 1. Prepare the CSV file ==== ==== 1. Prepare the CSV file ====
  
-Here is an example of a CSV file which can be used for importing (or updating) roles, setting their role attributes, guarantees (by user, or by role) and criticality and for saving them in a created catalogue. To use this CSV file, create a new identity with user name "user_login", and a new role with code "role_code".+Here is an example of a CSV file which can be used for importing (or updating) roles, setting their role attributes, guarantees (by user, or by role) and criticality, for saving them in a created catalogue and for assigning their subordinate role. To use this CSV file, create a new identity with user name <nowiki>"user_login"</nowiki>, and a new role with code <nowiki>"role_code"</nowiki>.
  
 <code> <code>
-roles;description;attribute;guarantees;guarantee role;criticality;catalogue +roles;description;attribute;guarantees;guarantee role;criticality;catalogue;subroles 
-Manager-A;Leader;;;;; +Manager-A;Leader;;;;;;role_code 
-LAY-SP;Manager;attr1;user-login;role_code;3;cat4+LAY-SP;Manager;attr1;user-login;role_code;3;cat4;
 "CORE-CLOSE "CORE-CLOSE
 AB-role";desc;attr1;;;2;"cat1 AB-role";desc;attr1;;;2;"cat1
-cat3"+cat3";
 </code> </code>
 +
 +In Excel, it looks like this:
 +{{ :tutorial:adm:00_csv.png?direct&600 |}}
  
 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, values from the same row will be added to every role. The only exception here is role criticality which cannot be multivalued. 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, values from the same row will be added to every role. The only exception here is role criticality which cannot be multivalued.
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 The result of this LRT used with this CSV file should: The result of this LRT used with this CSV file should:
-  * 4 new roles (Manager-A, LAY-SP, CORE-CLOSE, AB-role) +  * 4 new roles <nowiki>(Manager-A, LAY-SP, CORE-CLOSE, AB-role).</nowiki> 
-  * Manager-A will only have a description set (Leader) +  * <nowiki>Manager-A will have a description set (Leader) and a subrole set (role_code).</nowiki> 
-  * LAY-SP will have a description (Manager), attribute (attr1), criticality (3), guarantee by identity (with user-name "user-login"), and guarantee by role (with role-code "role_code") set. It will be saved in catalogue cat4.+  * <nowiki>LAY-SP will have a description (Manager), attribute (attr1), criticality (3), guarantee by identity (with user-name "user-login"), and guarantee by role (with role-code "role_code") set. It will be saved in catalogue cat4.</nowiki>
   * Roles CORE-CLOSE and AB-role will have a description (desc), an attribute (attr1), and criticality (2) set. They will be in catalogues cat1 and cat3.   * Roles CORE-CLOSE and AB-role will have a description (desc), an attribute (attr1), and criticality (2) set. They will be in catalogues cat1 and cat3.
  
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 - Task type - **ImportRolesFromCSVExecutor** - Task type - **ImportRolesFromCSVExecutor**
 - 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 role codes - name of the column with role codes in csv file; if left empty, the role code is based on the role name, only spaces " " are replaced by "_"
 - Column with description - name of the column with role description, can be also used to update description (if your CSV file doesn't contain descriptions, i.e., you are not setting description for any of your roles, leave this line empty)  - Column with description - name of the column with role description, can be also used to update description (if your CSV file doesn't contain descriptions, i.e., you are not setting description for any of your roles, leave this line empty) 
 - Column with role attributes - name of the column with role attributes, can be also used to update attributes (if your CSV file doesn't contain attributes, i.e., you are not setting attributes for any of your roles, leave this line empty) - Column with role attributes - name of the column with role attributes, can be also used to update attributes (if your CSV file doesn't contain attributes, i.e., you are not setting attributes for any of your roles, leave this line empty)
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 - 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't contain guarantees, i.e., you are not setting guarantees for any of your roles, leave this line empty) - 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't contain guarantees, i.e., you are not setting guarantees for any of your roles, leave this line empty)
 - 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't contain role guarantees, i.e., you are not setting role guarantees for any of your roles, leave this line empty) - 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't contain role guarantees, i.e., you are not setting role guarantees for any of your roles, leave this line empty)
-- Column with catalogue names - name of the column with catalogue names, can be also used to update role guarantee (if your CSV file doesn't contain role guarantees, i.e., you are not setting role guarantees for any of your roles, leave this line empty)+- Column with catalogue names - name of the column with catalogue names, can be also used to update catalogue names (if your CSV file doesn't contain catalogue names, i.e., you are not setting catalogues for any of your roles, leave this line empty) 
 +- Column with subroles to be assigned - name of the column with subordinate roles codes, can be also used to update subordinate roles (if your CSV file doesn't contain subordinate roles codes, i.e., you are not setting subordinate roles for any of your roles, leave this line empty)
 - Form definition code - the code for the definition which will contain the added attributes (you only have to fill this if you are setting attributes) - Form definition code - the code for the definition which will contain the added attributes (you only have to fill this if you are setting attributes)
 - Column separator - separator of columns in csv file (default ; ) - Column separator - separator of columns in csv file (default ; )
  • by apeterova