Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision 		Previous revision
Next revision Both sides next revision
tutorial:adm:roles_-_import_data_from_csv [2019/08/15 14:53]
doischert 		tutorial:adm:roles_-_import_data_from_csv [2020/05/18 12:49]
doischert
Line 6: Line 6:
  
 <code> <code>
-roles;description;attribute;guarantees;guarantee role;criticality;catalogue;subroles +roles;description;attribute;guarantees;guarantee_type;guarantee_role;guarantee_role_type;criticality;catalogue;subroles 
-Manager-A;Leader;;;;;;role_code +Manager-A;Leader;;;;;;;;role_code 
-LAY-SP;Manager;attr1;user-login;role_code;3;cat4;+LAY-SP;Manager;attr1;user-login;type1;role_code;type2;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: In Excel, it looks like this:
-{{ :tutorial:adm:00_csv.png?direct&600 |}}+{{ :tutorial:adm:00_csv.png?direct&800 |}}
  
 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.
Line 23: Line 23:
   * 4 new roles <nowiki>(Manager-A, LAY-SP, CORE-CLOSE, AB-role).</nowiki>   * 4 new roles <nowiki>(Manager-A, LAY-SP, CORE-CLOSE, AB-role).</nowiki>
   * <nowiki>Manager-A will have a description set (Leader) and a subrole set (role_code).</nowiki>   * <nowiki>Manager-A will have a description set (Leader) and a subrole set (role_code).</nowiki>
-  * <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>+  * <nowiki>LAY-SP will have a description (Manager), attribute (attr1), criticality (3), guarantee by identity (with user-name "user-login" and type of guarantee "type1"), and guarantee by role (with role-code "role_code" and type of guarantee "type2") 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.
  
Line 39: Line 39:
 - 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 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, 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)
 - Column with criticality - name of the column with role criticality, can be also used to update criticality (if your CSV file doesn't contain criticality, i.e., you are not setting criticality for any of your roles, leave this line empty); if no criticality is specified, the default is 0 - Column with criticality - name of the column with role criticality, can be also used to update criticality (if your CSV file doesn't contain criticality, i.e., you are not setting criticality for any of your roles, leave this line empty); if no criticality is specified, the default is 0
 - 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 types - name of the column with role guarantee by identity [[tutorial:adm:new_role|type]] (if your CSV file doesn't contain guarantee types, i.e., you are not setting guarantee types for any of your roles, leave this line empty) (since Extras 2.2.0)
 +- 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'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 guarantee role types - name of the column with role guarantee by role [[tutorial:adm:new_role|type]] (if your CSV file doesn't contain guarantee role types, i.e., you are not setting guarantee role types for any of your roles, leave this line empty) (since Extras 2.2.0)
 +- 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't contain catalogue names, i.e., you are not setting catalogues 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) - 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)
Line 52: Line 56:
 - 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)
 +- 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.
  
Line 60: Line 65:
 {{ :tutorial:adm:01_conflrt.png?direct&600 |}} {{ :tutorial:adm:01_conflrt.png?direct&600 |}}
 {{ :tutorial:adm:02_conflrt2.png?direct&600 |}} {{ :tutorial:adm:02_conflrt2.png?direct&600 |}}
 +{{ :tutorial:adm:03_conflrt3.png?direct&600 |}}
  
 ==== Run the task ==== ==== Run the task ====
  • by apeterova