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Importing and exporting users and groups

By default, octoplant offers the option of importing users and groups into the user directory or exporting them to another directory. The import and export can be carried out both manually and automatically. The automatic import is done with the Active Directory binding.

Info

CSV files from which users/groups are imported must be encoded with UTF-8-BOM. You can change the encoding with a text editor (e.g. Notepad++) or in Microsoft Excel.

Example:

Figure: Encoding users/groups with UTF-8 BOM

CSV files that are exported from octoplant are automatically encoded with UTF-8-BOM.

Exporting users and groups

If you want to export users and groups from octoplant, proceed as follows:

  1. Open the User Management module.
  2. Navigate to the Synchronization tab in the menu bar.
  3. Click on the Export users/groups to *.csv-files button.
  4. A dialog for selecting the directory in which the files are to be saved opens.
  5. Select the desired directory.
  6. The users and user groups created in octoplant are exported as separate files in the selected directory.

The user ID, which is assigned by octoplant when the user is created, must be deleted from the CSV file after the export. Otherwise, the user can no longer be imported from the CSV file.

If you have exported users and groups with an older octoplant version, the corresponding CSV file contains encrypted passwords. These must be manually removed from the users.csv file before re-importing and re-inserted accordingly after the import. Otherwise, an error will occur during the import.

Importing users and groups

If you want to import users and groups from one or more CSV files, proceed as follows:

  1. Open the User Management module.
  2. Navigate to the Synchronization tab in the menu bar.

  3. Here you have the following selection options:

    Figure: Menu bar, Synchronization tab

  4. Click on the Import users/groups from *.csv-files button.

  5. The Import users, groups and rights dialog opens.
  6. Use the ... button to select the directory from which CSV files are to be imported.
  7. Click on the Import button or test the import beforehand using the Test button.
  8. The result of the import is displayed in the Output field. You can save this in a LOG file using the button Save Output.
  9. Close the Import users, groups, rights dialog.