Roles - Import of data from CSV

Please use this tutorial to do so!

Here is an example of CSV file which can be used for import roles.

roles;description
Manager;Some role description
"MASTER RO
PAY-OP
PAY-SP
PAY-BLL
AMT-BLK
ACC-CLOSE";Some roles description

As you can see roles column can be single or multivalued. For multivalued roles, description from the same row will be added to every role. CSV file can have optional number of columns, role and description columns are specified in setup of LRT.

Now we will create the new LongRunningTask(LRT). As shown in the picture, go to Settings → Task scheduler → Scheduled tasks and hit green "Add" button to add new LRT.

Now we need to create new LRT with these attributes:

- Task type - ImportRolesFromCSVExecutor - Import csv file - dropzone to select or drop csv file - Column with roles - Name of the column with roles in csv file - Column with description - name of the column with role description, can be also used to update description - Column separator - separator of columns in csv file - Multi value separator - ( Char, default: new line ) separator of multi valued role names in csv file, new line separator is default export from excel, but for better clarity of csv file, it's recommended to use some symbol instead - System name - name of the system to connect with roles - MemberOf attribute name - ( default: rights ) - name of multi valued attribute for merge, attribute named "rights" is automatically created on every virtual system, but you can create your own and change setup of LRT - Can be requested - ( Boolean ) - Fills can be requested, can be also used to update already imported settings

Now we just need to hit run.

And we also need to process it in all tasks.

You can check status about created roles in "all tasks" panel in task detail. Here you can find information about created, updated or already existing roles.

Everything should be set up so far and when the task ends, roles are imported in IdM, placed in catalogue named by system name.