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
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:
  1. Open IE browser.
  2. Select
    Tools
    ,
    Internet Options
    .
  3. In the Internet Options pop-up window, select the
    Security
    tab.
    1. Select the slider zone.
    2. Select
      Custom level
      . Scroll to
      Downloads
      . For
      File download
      , select the
      Enable
      option.
  4. Select
    OK
    to save changes.
Import a CSV File
To import the users, follow these steps:
  1. Go to
    Users
    ,
    Manage User Groups
    .
  2. Select the
    Import/Export
    button.
    The Import/Export Users window appears
    .
  3. Select Download Sample File, and save the file.
  4. 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:
  5. In the
    Import/Export User Groups
    window, select
    Choose File
    to select the file, and select
    Import Users (User Groups)
    .
    The content of the file is added to the existing User database. The new content does not replace the current database.
  6. Navigate to
    Users
    ,
    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.