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tutorial:adm:roles_-_import_data_from_csv [2020/06/15 07:15] doischert |
tutorial:adm:roles_-_import_data_from_csv [2020/08/11 12:25] 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;Leader;;;;;;;; | + | testimportrolename;testimportrolecode;desc; |
- | LAY-SP; | + | |
- | " | + | |
- | AB-role" | + | |
- | cat3";; | + | |
</ | </ | ||
Line 20: | Line 16: | ||
CSV file can have optional number of columns: column names are specified in setup of LRT. | 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: | + | The result of this LRT used with this CSV file should |
- | * 4 new roles < | + | * description: ' |
- | * < | + | * attribute: 'attr1' |
- | * < | + | * guarantee: user with username 'user-login' |
- | * Roles CORE-CLOSE and AB-role | + | * guarantee by role: role with the code 'role_code' |
+ | * criticality: | ||
+ | * catalogue: it will be in ' | ||
+ | * it will have EAV with code ' | ||
+ | * it will create | ||
<note important> | <note important> | ||
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- 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 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 ; ) | - Column separator - separator of columns in csv file (default ; ) | ||
- | - Multi value separator - (Char, default: | + | - Multi value separator - (Char, default: |
- Role environment - the name of the environment to which you want to add the role; only supported during creating, not updating roles! | - 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 56: | Line 56: | ||
- 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' | ||
- 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) | ||
+ | |||
+ | **Role EAVs:** | ||
+ | |||
+ | You can set value to multiple role EAVs. The mechanism used for this is prefixes which are followed by the order number of the column (e. g., ' | ||
+ | - Prefix of column with name of EAV attribute: Only attributes from the main role definition can be imported and they must of type SHORTTEXT. Supports update (the current value of the attribute will be overwritten if imported). | ||
+ | - Prefix of column with value of EAV attribute | ||
**Guarantees: | **Guarantees: | ||
Line 66: | Line 72: | ||
- 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) | ||
- | System: | + | **System:** |
- | + | You can set attributes at multiple systems or set multiple attributes in one system. The mechanism used for this is prefixes which are followed by the order number | |
- | - 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) | + | - Prefix of column with system |
- | - MemberOf attribute | + | - Prefix |
- | - MemberOf attribute value name - name of column | + | - Prefix |
- | <note important> | + | <note important> |
< | < | ||
- | {{ : | + | {{ : |
==== Run the task ==== | ==== Run the task ==== |