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tutorial:adm:roles_-_import_data_from_csv [2020/05/25 07:14] sourek |
tutorial:adm:roles_-_import_data_from_csv [2020/07/02 11:09] 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, | + | 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;code; |
- | Manager-A; | + | Manager-A;Manager-A; |
- | LAY-SP; | + | LAY-SP;LAY-SP; |
" | " | ||
- | AB-role"; | + | AB-role" |
- | cat3"; | + | cat3";;; |
</ | </ | ||
Line 22: | Line 22: | ||
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 < | * 4 new roles < | ||
- | * < | + | * < |
- | * < | + | * < |
* 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> | + | <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 " |
{{ : | {{ : | ||
Line 38: | Line 38: | ||
Now we need to create new LRT with these attributes: | Now we need to create new LRT with these attributes: | ||
- | - Task type - **ImportRolesFromCSVExecutor** | + | **General:** |
- | - Import csv file - dropzone to select or drop csv file | + | |
- | - Column with roles - name of the column with roles in csv file | + | - Upload a CSV file - dropzone to select or drop csv file |
+ | - Column with role names - 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 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 criticality - name of the column with role criticality, | - Column with criticality - name of the column with role criticality, | ||
+ | - 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 subrole codes - name of the column with subordinate roles codes, can be also used to update subordinate roles (if your CSV file doesn' | ||
+ | - 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 the csv file, it's recommended to use some symbol instead | ||
+ | - 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. | ||
+ | |||
+ | **Role attributes: | ||
+ | |||
+ | - Column with role attributes - name of the column with role attributes, can be also used to update attributes (if your CSV file doesn' | ||
+ | - 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) | ||
+ | |||
+ | **Role EAVs:** | ||
+ | |||
+ | - Column with EAV attribute codes and values: name of the column with role EAVs codes and values, separate the code and the values by ':', | ||
+ | |||
+ | **Guarantees: | ||
+ | |||
- 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: | - Column with guarantee types - name of the column with role guarantee by identity [[tutorial: | ||
Line 51: | Line 69: | ||
- Column with guarantee role types - name of the column with role guarantee by role [[tutorial: | - 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) | - 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 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' | ||
- | - 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 ; ) | ||
- | - 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 (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) | ||
- | - 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. | ||
- | <note important> | + | **System: |
+ | |||
+ | - Column with system informations (name of the system, attribute, its value) - name of column with the name of the system, imported attributes and its value is, separate the system name, attribute code and the value by ':', | ||
+ | |||
+ | <note important> | ||
- | < | + | < |
- | {{ : | + | {{ : |
- | {{ : | + | |
- | {{ : | + | |
==== Run the task ==== | ==== Run the task ==== |