Import and Export Groups
To use the Import/Export functions with Internet Explorer (IE), changes might need to be made to the security settings. To establish the necessary settings:
capam33
HID_ImportExportGroups
Privileged Access Manager
. Create a file from the template, and fill in settings according to the field requirements. The same template is used for Users and Groups. You can import Users and Groups with the same CSV file. For information about User fields, see Identify Users that Can Log in to the Server.You can create one CSV to import both Users and Groups rather than create one file for each page.
Add a Group from a CSV File
Internet Explorer Requirements to Use a CSV File
To use the Import/Export functions with Internet Explorer (IE), changes might need to be made to the security settings. To establish the necessary settings:
- Open IE browser.
- SelectTools,Internet Options.
- In the Internet Options pop-up window, select theSecuritytab.
- Select the slider zone.
- SelectCustom level. Scroll toDownloads. ForFile download, select theEnableoption.
- SelectOKto save changes.
Import a CSV File
To import the users, follow these steps:
- Go toUsers,Manage User Groups.
- Select theImport/Exportbutton.The Import/Export Users window appears.
- Select Download Sample File, and save the file.
- Create a CSV file from the downloaded template.CSV Format
- Do not change the heading (first) row text.
- New Group records:
- For any fields not used: Preserve all headings on the first row, but leave the data cells blank.
- Updates to existing Group records:
- Each User Group is represented by a line record with Type="user group".
- User Group records should be at the top of the file, ahead of all User records.
- As it is for individual Users, an Authentication option can be applied to a User Group:
- In theImport/Export User Groupswindow, selectChoose Fileto select the file, and selectImport Users (User Groups).The content of the file is added to the existing User database. The new content does not replace the current database.
- Navigate toUsers,Manage User Groups, and confirm that the import was successful by inspecting the User list.
Export Users
This button creates a CSV file of all Local, RADIUS, SecurID, and Smartcard/PKI users. For Local users, the
Password
field is masked.Whether you export a CSV from the Users or User Groups page, the same data is produced, including Users and User Groups.