THE INFORMATION IN THIS ARTICLE APPLIES TO:

• EFT Arcus, all versions

QUESTION

Can I import many users at once into Arcus?

ANSWER

The procedures below describe how to create user accounts in a CSV file and import the file into Arcus.  Before creating the CSV file use the User Permissions Value Conversion tool (attached--save as an HTML file) to generate a Permission Value that will be used in the import spreadsheet. Then follow the Bulk Import Users procedure below. (Also described is how to export users to a CSV file.)

Create the spreadsheet of users (CSV) file

1. Create a CSV file (e.g., in Microsoft Excel) of the users that you want to install. You can copy and paste the table headers below into an Excel document, then save it as CSV. At a minimum, you must have SiteName, Username, HomeFolderIsRoot (1), and TwoFactorAuthentication (0). Use the User Permissions Tool above to determine the number to provide in the Permissions column.

• Sitename - (Required) Name of the site the user account is defined on

• SettingsTemplate - Name of the template the user account is defined on

• Username - (Required) Username of the account

• Password - Password for user account

• PasswordType - A number that represents the type of the account, usually 0 for Regular. (For other types, refer to link.)

• IsEnable - Set to 1 (Enable), 0 (Disable), or -2 (Inherit)

• FullName - First and Last name of user account owner

• ExpirationDate - Date at which to expire the account

• Description - Description of the account

• Phone, Fax, Pager - User's phone numbers

• Email - Email account for user account

• Custom1, Custom2, Custom3 - Miscellaneous information such as office location, time zone, and so on

• Comments - Comments about the account, such as created by

• HomeFolderIsRoot - (Required) Set to 1 (Enable), 0 (Disable), or -2 (Inherit)

• HomeFolder - e.g., /user/foldername

• Permissions - Number from the User Import/Export Tool

• Group - User group such as All Users, Admin, Guest

• TwoFactorAuthentication - (Required) Set to Set to 1 (Enable), 0 (Disable), or -2 (Inherit)

In your version of the EFT Arcus help, refer to "Creating a User Account" for more information about the content for the columns.

Sitename

SettingsTemplate

Username

Password

PasswordType

IsEnabled

FullName

ExpirationDate

Description

Phone

Fax

Pager

Email

Custom1

Custom2

Custom3

Comments

HomeFolderIsRoot

HomeFolder

Permissions

Group

TwoFactorAuthentication

Errors

MySite

Default Settings

jdoe

P@a55Word!

0

1

John Doe

01/21/2017

John Doe's account

(210)-999-9999

(210)-999-9999

(210)-999-9999

jdoe@company.com

my custom field 1

my custom field 2

my custom field 3

my comments

-2

jdoe

2047

All users

-2

2. Using your Arcus Management Template administration user credentials, login to the Arcus Web Transfer Client, e.g., https://company.arcusapp.globalscape.com/EFTClient/Account/Login.htm.

3. In the WTC, open the /ArcusManagmentVFS/BulkUserImport folder:

4. Upload <filename>.CSV containing the users to be imported (500 users max per CSV).

5. After the <filename>.CSV file is uploaded, click the refresh icon. A <filename>.progress file will be shown containing the current status of the import.

6. After the <filename>.CSV file is processed, the original CSV file will be deleted and then one of the following files will be created: <Filename>.done file, if the process was successful, or <Filename>.error file, if errors were found during the import process.

7. Open the <filename>.done file or <filename>.error file to view the full log of the import process.

8. An email notification will be sent only if errors are encountered.

Bulk Export Users

This process exports all existing users (without passwords) into a CSV file.

1. Open a text file and create a JSON file to specify the name of the site from which users will be exported. All users from all sites will be exported if the EFTSiteName value (below) is empty.

{
 "EFTSiteName": ""
 }

2. Save the file as ExportUserSettings.JSON.

3. Using your EFT Arcus Management Template administration user credentials, log in to your EFT Arcus WTC, e.g., https://company.arcusapp.globalscape.com/EFTClient/Account/Login.htm

4. Navigate to the /ArcusManagmentVFS/BulkUserExport folder

5. Upload the JSON file to initiate the export.

6. After the file is uploaded click the refresh icon

7. You should see a <filename>.progress file which contains the progress of the export process while the export is in progress. You can download this file and see details.

8. Once the Export process is completed, the <filename>.progress file will be renamed to <filename>.done or <filename>.error depending of the success or failure of the export

9. Download the <Filename>.csv to download the list of users exported.