Specify Attributes for Import/Export of Group Owners and Members
In the GroupID portal, users can:
- Export members and additional owners of a group to a file, such as a csv or an xls file
- Import members and additional owners for a group from a file. Members can also be imported from an external data source.
You can specify schema attributes to be used for export/import, along with a user-friendly name for each attribute.
- The import function reads the objects’ information from an external file or data source and
searches for matching objects in the directory based on field mapping (where a column name in the
file or data source is mapped to any of the attributes specified here).
Objects having the same values for the mapped fields are added to the membership or additional ownership of the target group. - The export function reads the membership/additional ownership of the group and exports the values of the specified attributes for members/additional owners to an external file.
The schema attributes you specify are displayed with their user-friendly names on the following wizards in the portal:
Wizard Name | Description |
---|---|
Import Members | This wizard is used to import members to a group using a file or an external data source. Users can launch it from the Members page on the Create Group wizard and from the Members tab in group properties. |
Export Members | This wizard is used to export the members of a group to an external file. Users can launch it from the Members tab in group properties. |
Import Additional Owners | This wizard is used to import additional owners to a group using an external file. Users can launch it from the Owners page on the Create Group wizard and from the Owner tab in group properties. |
Export Additional Owners | This wizard is used to export the additional owners of a group to an external file. Users can launch it from the Owner tab in group properties. |
NOTE: The attributes you specify apply to all four wizards. You cannot specify a different set of attributes for a wizard.
What do you want to do?
- Specify Attributes for Import and Export
- Update an Attribute
- Remove an Attribute from Import and Export
Specify Attributes for Import and Export
- In Admin Center, select Applications in the left pane.
On the GroupID Portal tab, a portal's card displays its info. - Click the ellipsis button for a portal and select Settings.
- Select an identity store under Design Settings to customize the portal for it.
All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these. - Click Import/Export in the left pane.
On the Import/Export page, schema attributes for display name, first name, last name, and email are specified by default. These attributes are available in the portal for the export and import of group members and additional owners. - To add an attribute, click Add. The Import/Export Attribute dialog box is displayed.
- In the Schema Attribute drop-down list, select a schema attribute to use for import/export.
- In the User-Friendly Name box, enter an easy and meaningful name for the attribute. The attribute will be displayed with this name on the Import Members, Export Members, Import Additional Owners, and Export Additional Owners wizards in the portal.
- Click OK. The attribute is displayed with its user-friendly name on the Import/Export page.
- Click Save.
Update an Attribute
- In Admin Center, select Applications in the left pane.
On the GroupID Portal tab, a portal's card displays its info. - Click the ellipsis button for a portal and select Settings.
- Select an identity store under Design Settings to customize the portal for it.
All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these. - Click Import/Export in the left pane.
- On the Import/Export page, click Edit for an attribute.
- On the Import/Export Attribute dialog box, change the user-friendly name for the attribute. You can also select a different attribute to replace the current one. Then click OK.
- Click Save on the Import/Export page.
Remove an Attribute from Import and Export
- In Admin Center, select Applications in the left pane.
On the GroupID Portal tab, a portal's card displays its info. - Click the ellipsis button for a portal and select Settings.
- Select an identity store under Design Settings to customize the portal for it.
All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these. - Click Import/Export in the left pane.
- On the Import/Export page, click Remove for an attribute to remove it.
The attribute will not be available on the Import Members, Export Members, Import Additional Owners, and Export Additional Owners wizards in the portal. - Click Save.
See Also