THE INFORMATION IN THIS ARTICLE APPLIES TO:
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
-
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
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SettingsTemplate - Name of the template the user account is defined on
-
Username - (Required) Username of the account
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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)
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FullName - First and Last name of user account owner
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ExpirationDate - Date at which to expire the account
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Description - Description of the account
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Phone, Fax, Pager - User's phone numbers
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Email - Email account for user account
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Custom1, Custom2, Custom3 - Miscellaneous information such as office location, time zone, and so on
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Comments - Comments about the account, such as created by
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HomeFolderIsRoot - (Required) Set to 1 (Enable), 0 (Disable), or -2 (Inherit)
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HomeFolder - e.g., /user/foldername
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Permissions - Number from the User Import/Export Tool
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Group - User group such as All Users, Admin, Guest
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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.
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 |
|
-
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.
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In the WTC, open the /ArcusManagmentVFS/BulkUserImport folder:
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Upload <filename>.CSV containing the users to be imported
(500 users max per CSV).
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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.
-
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.
-
Open the <filename>.done file or <filename>.error
file to view the full log of the import process.
-
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.
-
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": ""
}
-
Save
the file as ExportUserSettings.JSON.
-
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
-
Navigate
to the /ArcusManagmentVFS/BulkUserExport folder
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Upload
the JSON file to initiate the export.
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After
the file is uploaded click the refresh icon
-
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.
-
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
-
Download
the <Filename>.csv to download the list of users exported.