If you have a large number of users to add or update, you may want to import the records, so you do not have to manually open and update each user record. You can import multiple users with a CSV file by doing the following:
- Export a copy of the CSV file structure.
- Populate the CSV file with user information.
- Import the CSV file into Unifier.
Note: If you are using Oracle Identity Management (OIM) to add users to your company, you cannot import users via CSV file. You can, however, update user information via CSV, except for the user's password.
Once the OIM is enabled, the following features will be disabled in Unifier:
- Manual User Creation
- CSV Import User
Note: The CSV Import User feature continues to support the User Update function but not the Create User function.
- Editing the username and password in the user admin
- Web Sevice (Create User)
To export a copy of the CSV file structure
- Go to the Company Workspace tab and switch to Admin mode.
- Click User Administration > Company Users in the left Navigator.
- Click the File menu and choose Export > Export Structure. A confirmation window opens. Do one of the following:
- Click Open to open the file in Excel (or other editor that supports CSV files). You can save the file from here after previewing.
- Click Save to save the file to your local drive. Enter a name for the file and click Save.
To export existing users for update
- Go to the Company Workspace tab and switch to Admin mode.
- Click User Administration > Company Users in the left Navigator.
- Choose File > Export > All, or select users in the log and choose File > Export > Selection. A confirmation window opens. Do one of the following:
- Click Open to open the file in Excel (or other editor that supports CSV files). You can save the file from here after previewing.
- Click Save to save the file to your local drive. Enter a name for the file and click Save.
To populate the CSV file with user information
- Open Microsoft® Excel (or other program compatible with CSV format), and open the CSV file you just saved.
- Enter or modify user information in the spreadsheet. The fields are discussed in the following table. Ensure that you review the notes after the table.
- Save in CSV format.
In this column: | Do this: |
---|---|
First Name* | Enter user’s first name. |
Last Name* | Enter user’s last name. |
Title | Enter user’s company title |
Email* | Enter user’s email address |
Work Phone | Enter user’s work phone number |
Mobile Phone | Enter user’s cell phone number |
Home Phone | Enter user’s home phone number |
Pager | Enter user’s pager number |
Fax | Enter user’s fax number |
Login Username* | Enter a unique username that the user will use to log into Primavera Unifier |
Password | Enter a password that will allow the user to log in for the first time. The user can change the password after signing in to Unifier. |
Time Zone* | Enter the code for the Time Zone (refer to the Unifier Reference Guide for the list of codes). This is a required field, even if you are entering a User Preferences Template Name (if the time zone specified in the template is different from this cell, the template selection will take precedence). |
Date Format* | Enter the code for the Date Format (refer to the Unifier Reference Guide for the list of codes). This is a required field, even if you are entering a User Preferences Template Name (if the date format specified in the template is different from this cell, the template selection will take precedence). |
Address | Enter the code for the company address to use with this user. (Refer to the Unifier Reference Guide for the list of codes) |
Template Name | If you have created User Preferences Templates, enter the name of the template to use for this user. |
Status* | Enter a status code for this user: Active=1, On-Hold=2, Inactive=0 |
* = mandatory column
Note the following:
- Do not delete or change the order of the columns; this will make the file invalid.
- Valid information must be entered into columns corresponding to required fields. An asterisk in the column header indicates required fields. (Expand the columns to see the asterisks if necessary.)
- For non-text-entry fields (Time Zone, Date Format, Address), enter the corresponding code. Valid codes are found in the Unifier Reference Guide.
- Non-required fields (column heading does not have an asterisk) are optional. You may enter information or leave these fields blank.
- The length of "Username" cannot exceed 64 characters and cannot include the following:
- Space
- Non-printable characters
To import the CSV file into Unifier
- Go to the Company Workspace tab and switch to Admin mode.
- Click User Administration > Users in the left Navigator.
- Choose New > Import to import the completed CSV file.
- Click Browse and navigate to where you saved the file.
- Click OK to import. New users are created and existing users are updated.
- Open the User record and setup the Groups, Permissions, Projects/Shells, Programs, and Proxy tabs as needed.
If any rows contain errors, no rows are imported. Error messages are listed in the CSV file.
To fix import errors
If you receive the Confirmation message:
Import could not be completed. Do you want to download a file with errors shown?
- Click Yes to open the CSV file.
- Fix the rows that contain errors.
- Re-import the file.