You can import new or edit existing users in a customer hierarchy by using the Bulk User Import feature. This feature enables you to create new or modify existing multiple users as specified in a Microsoft Excel 97-2003 format workbook (XLS). You can download a new blank template or a workbook populated with existing user information from CloudPortal Services Manager (CPSM). In either scenario, you:
After uploading the template, CPSM gives you the opportunity to perform the following actions:
Bulk User Import Template Settings describes the template's workbook headings and settings.
Consider the following when you create or edit a Bulk User Import template:
The Bulk User Import Template workbook is a Microsoft Excel 97-2003 compatible XLS format file that can be blank or contain information about one or more users in an agency. It contains a header row that indicates all possible fields associated with a user.
|First Name||First name of the user|
|Surname||Surname or last name of the user|
|Display Name||First name and last name of the user. If left blank, the Display Name is automatically created from the First Name and Surname fields.|
|UPN||User principal name in the format of username@domain. The domain is one of your email domains. A user must log on using the UPN.|
|Username|| If blank, the software automatically creates a username for the user, using the UPN username appended with your agency’s company code (e.g.
|Password|| An alphanumeric user password. If blank for an existing user, the user's password is preserved. A password is required for a new user. Passwords must be at least eight characters long and contain at least three of the following four character types:
* Lower case alpha character
* Upper case alpha character
* Numeric character
* Symbol character, such as !, @, #, $, %
|Location|| The physical location of the user. For example, if the user resides in your San Francisco office at Transamerica Pyramind, you could put
|Department||The user's assigned department. If blank, the default department is “Unassigned”.|
|Phone Number||Telephone number associated with the user.|
|Custom Field||One or more for customized information associated with the user.|
|Roles||Specify one or more comma-separated security roles for the user. For example: Customer Administrator, Exchange Service Administrator. Each column is limited to 250 characters. Use the Roles 2 through Roles 4 fields for additional roles.|
|Account Disabled||This field allows you to select one of the following from the drop-down: TRUE specifies that the user account is disabled and the user cannot log on to access services. FALSE specifies that the account is enabled upon import.|
|Change Password at Logon||This field allows you to select one of the following from the drop-down: TRUE specifies that the user must change its password when first logging on. FALSE specifies that the user does not need to change the user account password at first logon.|
|Password Never Expires||Select TRUE to set the user password to Never Expire. You must select TRUE if you want to use the AD Sync tool. Select FALSE to allow the user password to expire at regular intervals.|
|Email Addresses||Specify one or more email addresses for the user. If blank, the software automatically assigns an email address constructed from the UPN. The first email address in Email Addresses 1 will be the primary email address for the account.|
|City||Specify the city in which the user is located.|
|Zip/Postal||Specify the ZIP code or postal code for the user's location.|
|Title|| You can specify a user's organizational title (e.g.
|Street||Specify the physical address of the user's location.|