Import or Export Services for Access
To create or edit services by importing a CSV file:
capam33
HID_ImportExportServicesPanel
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:
- SelectServices, and either Manage TCP/UDP Services, or Manage RDP Applications.
- Select theImport/Exportbutton.The Import/Export window appears.
- SelectDownload Sample Fileto save a template file to a convenient editing location.
- Copy the sample to a new file, and open it in a spreadsheet program or a plain-text editor.Microsoft Excelincorrectly interprets the colon-embedded fields that are intended to be used asRemotePort:LocalPortrepresentation. 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
- Always use plain-text editor (for example, Notepad) to prevent conversions from occurring.
- 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 asRemotePort:LocalPort.
- 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.
- SelectChoose Fileto browse for your saved CSV file.
- SelectImport Services.
To export a CSV file of you existing services, follow these steps:
- SelectServices, and either Manage TCP/UDP Services, or Manage RDP Applications.
- Select theImport/Exportbutton.The Import/Export window appears.
- Select theExport Servicesbutton to export a CSV file.