Importing users and roles

When you first install UNICOM Intelligence Interviewer - Server Admin it can be a tedious process to add each user and role manually, and then to assign users to roles and roles to projects. To help you with this, User Administration provides an import facility that lets you import this information from an Excel spreadsheet. Once you have the basic information in UNICOM Intelligence Interviewer - Server Admin, you can then make more specific changes manually in the usual way.

▪Password definitions apply only to new accounts that are created by the import process. Passwords are never changed or removed for existing users even if the password column contains a value. However, when the MustChangePasswordAtNextLogin is set to True for existing users in the Excel spreadsheet, those users must change their passwords the next time they login. Typically users cannot change their password unless they have administrator authority; when MustChangePasswordAtNextLogin is set to True, users can change their password regardless of administrator status. By default, all imported users are required to change their passwords at next login. See Setting up the spreadsheet for more information.

▪If a description is defined for an existing user or role, the new description overwrites the existing one.

▪If a role or project is specified for an existing user, the assignments are treated as additions to the user's current settings. For example, specifying the Manager2 role for a user who is already a member of the Manager1 role makes that user a member of both roles.

▪Entering a blank role, project, or activity setting for a user does not delete the existing settings for that user. The only way to delete existing settings is to remove them manually using User Administration.

▪Any users, roles, projects, activities, or user settings that are not mentioned in the spreadsheet remain unchanged. Any deletions must be made manually using the appropriate activity.

▪Microsoft Excel 2007 files can only be used for importing users and/or roles when Microsoft Office 2007 or Microsoft Office Access Database Engine 2007 is installed on the server. Microsoft Office Access Database Engine 2007 can be downloaded directly from Microsoft.

1 Create the spreadsheet: In the left tree, select the appropriate customer account. If you are not using customer accounts, select the System account.

4 User Administration reads the file and checks it for errors and inconsistencies. If it finds anything amiss, it reports it in a message box and asks whether you want to continue with the import. Typical errors are naming nonexistent properties or projects, and naming users that do not currently exist in UNICOM Intelligence Interviewer - Server Admin and that are not created by the spreadsheet. Click OK to continue or Cancel to stop without importing anything.

If you continue with the import, a progress dialog box displays confirmation messages as each stage of the import process completes. At the end of the import, a list of errors is displayed. Click Close to close the dialog box.