Import or Export Services for Access

To create or edit services by importing a CSV file:
capam33
HID_ImportExportServicesPanel
As a 
Privileged Access Manager
 administrator, you can import or export Services using a CSV file. You can import three types of services in one file, from any of their respective pages:
  • TCP/UDP Services
  • RDP Applications
To create or edit services by importing a CSV file:
  1. Select
    Services
    , and either Manage TCP/UDP Services, or Manage RDP Applications.
  2. Select the
    Import/Export
    button.
    The Import/Export window appears.
  3. Select 
    Download Sample File
    to save a template file to a convenient editing location.
  4. Copy the sample to a new file, and open it in a spreadsheet program or a plain-text editor.
    Microsoft Excel
    incorrectly interprets the colon-embedded fields that are intended to be used as
    RemotePort
    :
    LocalPort
    representation. Cell E7 contains "4.815972…" This is an Excel conversion of the original plain-text CSV content that is provided in the file, namely, "23:5555". Even if adjustments are made to the Excel and file save-as settings, this behavior persists in reading or writing the file.
    Workarounds
    1. Always use plain-text editor (for example, Notepad) to prevent conversions from occurring.
    2. Use Excel first for most editing. As a final editing stage, open the file in a plain-text editor, and delete any conversions. Repopulate those cells with colon-embedded values such as
      RemotePort
      :
      LocalPort
      .
  5. Edit or add line items for each service desired and save the file. For descriptions of each field, see CSV Files for Services.
    Do not to alter the first (header) line.
  6. Select 
    Choose File
    to browse for your saved CSV file.
  7. Select 
    Import Services
    .
To export a CSV file of you existing services, follow these steps:
  1. Select
    Services
    , and either Manage TCP/UDP Services, or Manage RDP Applications.
  2. Select the
    Import/Export
    button.
    The Import/Export window appears.
  3. Select the
    Export Services 
    button to export a CSV file.