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Importing/Exporting Users Using Excel

In this illustrated and step-by-step guide, you will learn how to import or export users using Microsoft Excel.

Users in Process Director can be exported to and imported from a Microsoft Excel spreadsheet. To export Process Director’s users to an Excel file, first ensure that you are logged in as an administrator. Navigate to the “User Administration” tab of the “IT Admin” page and click on the “Export Users” link. If you only wish to export specific users, you can select those users by clicking the checkboxes next to their names, and then clicking “Export Users”.

The result excel file should contain information about the users on this Process Director installation, and should look like this:

You can also include other columns that contain additional information about the user, such as contact information and information about the user’s role in the company.

The Manager field can refer to the Manager user’s User ID, or Process Director’s internal oUID for that user.

We can then edit much of the information on the Excel file. We can change the names of the users in the UserName column, or their email addresses in the EmailAddress column. The Culture column specifies which language and time format and number format the user will view, and the TimeZone column specifies the user’s time zone, using .NET’s list of time zones. The column values for some common time zones are as follows:

  • Pacific Standard Time (US and Canada West Coast, GMT-08:00)

  • US Eastern Standard Time (United States East Coast, GMT-05:00)

  • Greenwich Standard Time (UK, GMT)

  • Central Europe Standard Time (Central Europe, GMT+01:00)

  • Tokyo Standard Time (Japan, GMT+09:00)

  • AUS Eastern Standard Time (Australian East Coast, GMT+10:00)

You also disable the user and specify the date and time of his most recent log in. AuthType determines how the user authenticates, whether it’s through Windows, Process Director, or another method. The Groups column is a comma-separated list of columns to which the group belongs. UserIDs identify the users: they must be unique, as each different UserID specifies a different user.

After creating or editing an Excel file, we can import it into Process Director at the same page from which we exported the Excel file. After navigating to the User Administration tab of the IT Admin page, click on the “Import Users” link.

To import users, specify the name of the sheet in the Excel file that contains information about the users. By default, the name of this sheet is “Users”, and an Excel file created by Process Director will store the user data in a sheet called “Users”.

Checking the “Create groups as needed during import” checkbox will automatically create groups for any group specified in the Excel file that does not currently exist in Process Director. If this checkbox is checked, and I add a user to a group that doesn’t exist, that group will be created upon import.

Checking the “Remove users from groups not listed in import file” checkbox removes users from groups unless it is specified in the file that they belong to that group. So, if in Process Director I have a user, Administrator, belong to groups “admin” and “group2”, and I import a file that just specifies that the Administrator user belongs to the group “admin”, then so long as this checkbox is checked, the user Administrator will be removed from group2 on import. Nothing happens to the group itself, but any user whose membership to that group is not specified in the Excel file will be removed from that group.

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