Layton ServiceDesk - Utilities - Import End User (CSV & TXT)
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=Procedure= | =Procedure= | ||
− | + | 1. Enter all your '''[[Layton ServiceDesk - Settings - Company Structure - Manage Department|Departments]]''' and '''[[Layton ServiceDesk - Settings - Company Structure - Manage Site|Sites]]'''. If this step is not done first, the import will fail, as it needs to match the import file against these. | |
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+ | 2. Copy the file to | ||
C:\Program Files (x86)\Layton Technology\Layton ServiceDesk\HB_Data\Import | C:\Program Files (x86)\Layton Technology\Layton ServiceDesk\HB_Data\Import | ||
− | + | 3. Go to Administration > Utilities > Import End User .CSV .TXT. | |
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+ | 4. All the files in the import folder will be listed, including ''sampleusersimport.txt'', which is a sample file created on installation. Click the one you wish to import. | ||
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+ | 5. Map each column from the file to a field in the End User table. This includes user-defined fields. | ||
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+ | [[File:Lsd admin util import file 02.png|link=]] | ||
− | + | 6. Click the Save button [[File:Lsd btn save.png|link=]]. | |
The importing utility requires that the first row of the data file contains the column header and that the column you map to the field sys_eusername is unique. | The importing utility requires that the first row of the data file contains the column header and that the column you map to the field sys_eusername is unique. | ||
− | When the import runs, the system will give a report on how many rows were processed and how many rows were omitted and how many rows were imported. | + | When the import runs, the system will give a report on how many rows were processed and how many rows were omitted and how many rows were imported. If the License Limit is exceeded the import will not be permitted. In this case, '''[mailto:[email protected]?Subject=Please Quote for Additional End User Licenses contact Layton Technology]''' for a new license key to increase the number of end user licenses. A sample import file is located in the program’s Import folder to give an example of how the file should be structured. |
<p align="right">[[File:btn_back_up.png|link=User Guide for Layton ServiceDesk]] [[User Guide for Layton ServiceDesk|<u>Back to Contents</u>]]</p> | <p align="right">[[File:btn_back_up.png|link=User Guide for Layton ServiceDesk]] [[User Guide for Layton ServiceDesk|<u>Back to Contents</u>]]</p> |
Revision as of 23:47, 23 May 2017
Contents |
Overview
The Import End User .CSV .TXT utility provides a means to import a large number of end users from a tab-delimited text file or a CSV (comma-separated-values) file. This is an alternative to LDAP (Active Directory) import.
File Structure
The file must contain the following columns:
Username | Password | Forename | Surname | Phone | Fax | Department | Site |
---|
If there is no data for a column, it can be left null.
Examples
Tab-Delimited Text File (.txt Extension)
Here is an example of the contents of a tab-delimited text file:
Username Password Forename Surname Phone Fax Email Department Site Alexandra OBrien mib Alexandra O'Brien 123 456 7890 123 456 0987 [email protected] ACME Services/Services ACME Services/New York bblingo mib Bart Blingo 123 456 7891 123 456 0986 [email protected] ACME Services/Sales ACME Services/New York bwithers mib Bill Withers 123 456 7892 123 456 0985 [email protected] ACME Services/Sales ACME Services/Los Angeles Daniel Cheung mib Daniel Cheung 123 456 7893 123 456 0984 [email protected] ACME Services/Services ACME Services/New York Elizabeth Pearson mib Elizabeth Pearson 123 456 7894 123 456 0983 [email protected] ACME Services/Sales ACME Services/New York
Comma-Delimited Text File (.csv Extension)
Here is an example of the contents of an comma-delimited text file:
Username,Password,Forename,Surname,Phone,Fax,Email,Department,Site Alexandra OBrien,mib,Alexandra,O'Brien,123 456 7890,123 456 0987,[email protected],ACME Services/Services,ACME Services/New York bblingo,mib,Bart,Blingo,123 456 7891,123 456 0986,[email protected],ACME Services/Sales,ACME Services/New York bwithers,mib,Bill,Withers,123 456 7892,123 456 0985,[email protected],ACME Services/Sales,ACME Services/Los Angeles Daniel Cheung,mib,Daniel,Cheung,123 456 7893,123 456 0984,[email protected],ACME Services/Services,ACME Services/New York Elizabeth Pearson,mib,Elizabeth,Pearson,123 456 7894,123 456 0983,[email protected],ACME Services/Sales,ACME Services/New York
Column Mapping
Text File Header | euser Table Column |
---|---|
Username | sys_eusername |
Password | sys_euserpwd |
Forename | sys_forename |
Surname | sys_surname |
Phone | sys_phone |
Fax | sys_fax |
sys_email | |
Department | sys_eclient_id |
Site | sys_siteid |
Procedure
1. Enter all your Departments and Sites. If this step is not done first, the import will fail, as it needs to match the import file against these.
2. Copy the file to
C:\Program Files (x86)\Layton Technology\Layton ServiceDesk\HB_Data\Import
3. Go to Administration > Utilities > Import End User .CSV .TXT.
4. All the files in the import folder will be listed, including sampleusersimport.txt, which is a sample file created on installation. Click the one you wish to import.
5. Map each column from the file to a field in the End User table. This includes user-defined fields.
6. Click the Save button .
The importing utility requires that the first row of the data file contains the column header and that the column you map to the field sys_eusername is unique.
When the import runs, the system will give a report on how many rows were processed and how many rows were omitted and how many rows were imported. If the License Limit is exceeded the import will not be permitted. In this case, contact Layton Technology for a new license key to increase the number of end user licenses. A sample import file is located in the program’s Import folder to give an example of how the file should be structured.