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tutorial:adm:roles_-_import_data_from_csv [2019/08/05 11:17] doischert |
tutorial:adm:roles_-_import_data_from_csv [2020/05/28 10:58] kucerar |
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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, | + | 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, |
< | < | ||
- | roles; | + | roles; |
- | Manager-A; | + | Manager-A; |
- | LAY-SP; | + | LAY-SP; |
" | " | ||
- | AB-role"; | + | AB-role"; |
cat3"; | cat3"; | ||
</ | </ | ||
In Excel, it looks like this: | In Excel, it looks like this: | ||
- | {{ : | + | {{ : |
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 < |
- | * Manager-A will have a description set (Leader) and a subrole set (role_code). | + | * < |
- | * | + | * < |
- | * 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 (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. | ||
+ | |||
+ | <note important> | ||
==== Create new LongRunningTask ==== | ==== Create new LongRunningTask ==== | ||
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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 underscores | ||
- Column with description - name of the column with role description, | - Column with description - name of the column with role description, | ||
- Column with role attributes - name of the column with role attributes, can be also used to update attributes (if your CSV file doesn' | - Column with role attributes - name of the column with role attributes, can be also used to update attributes (if your CSV file doesn' | ||
- Column with criticality - name of the column with role criticality, | - 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 - 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 types - name of the column with role guarantee by identity [[tutorial: | ||
+ | - Update guarantee types - check if you want to add new guarantee type to an existing guarantee (this will create a new guarantee with the selected type, the original one will still exist) (since Extras 2.2.0) | ||
- 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' | - 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' | ||
+ | - Column with guarantee role types - name of the column with role guarantee by role [[tutorial: | ||
+ | - Update guarantee role types - check if you want to add new guarantee type to an existing guarantee role (this will create a new guarantee with the selected type, the original one will still exist) (since Extras 2.2.0) | ||
- Column with catalogue names - name of the column with catalogue names, can be also used to update catalogue names (if your CSV file doesn' | - Column with catalogue names - name of the column with catalogue names, can be also used to update catalogue names (if your CSV file doesn' | ||
- 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' | - 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' | ||
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- System name - name of the system to connect with roles (if you do not want to connect your roles to any system, leave this line empty) | - System name - name of the system to connect with roles (if you do not want to connect your roles to any system, leave this line empty) | ||
- MemberOf attribute name - name of multi valued attribute for merge; (if you do not want to do that, leave this line empty) | - MemberOf attribute name - name of multi valued attribute for merge; (if you do not want to do that, leave this line empty) | ||
+ | - MemberOf attribute value name - name of column where is stored value which should be used in memberOf attribute (leave empty and role name will be filled in) | ||
+ | - Role environment - the name of the environment to which you want to add the role; only supported during creating, not updating roles! | ||
- Can be requested - (Boolean) - Roles can be requested, can be also used to update already imported settings; it allows not selecting value when updating (not when creating!) roles which will not change the Can be requested property of roles. When creating roles, either Yes or No must be selected. | - Can be requested - (Boolean) - Roles can be requested, can be also used to update already imported settings; it allows not selecting value when updating (not when creating!) roles which will not change the Can be requested property of roles. When creating roles, either Yes or No must be selected. | ||
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{{ : | {{ : | ||
{{ : | {{ : | ||
+ | {{ : | ||
==== Run the task ==== | ==== Run the task ==== |