To import users into the management system, follow these steps:
1. Create a document with the user data. You can do it manually with MS Excel or a Text Editor or you can export the data from other data sources in MS Excel or CSV-format. Columns of your table should correspond to the columns of the AxUsers-table in the AxCMS.net-database. The first line has to contain the column names. Include only columns that you need. The excel sheet with the user data has to be named "AxUsers".
The column names (that can be used) are: Username, Password, Name, FirstName, Title, Sex (1=female, 0=male), Company, Street, Street2, Zip, City, Country, Phone, Fax, Mobile, EMail, DefaultLanguage, Comment, Charset and CountryCode (eg "DE" for Germany, "Uk" for United Kingdom).
2. Upload this document into AxCMS.net (New / Document). You should mark it "not publishable".
3. Create a user, which will be used as a template for imported users. Set all its properties and assignments carefully. The template user's properties like categories, rolls, and rights will be copied to all imported users. If a user being imported already exists in the system then the template user's categories, roles, and rights will be added to the existing user. Assignments will never be removed in this case.
If the excel sheet does not contain one or more of the columns DefaultLanguage, Charset, or CountryCode then for all imported users these values will be copied from the template user.
If the excel sheet does not contain one or more of the columns Name, FirstName, Title (Dr. etc), Company, Street, Street2 (for additional information), Zip, City, Phone, Fax, Mobile, Email, or Comment then the corresponding properties for the imported users will be empty.
3. Go to Admin / Users and click on the left in "Import Users".
4. Select the document, containing user data (uploaded in step 2) (the document shows only XLS-files as default, but you can change the filter to show CSV-files as well).
5. Select a template user (created in step3).
6. Select Key field.
- Username - users in documents data and allready in database will be compared by username. If same username exists, data in database will be overwritten with data from document (or new data added). In case of any user in document data does not have username, error occures and the user will not be added.
- e-Mail - users in documents data and allready in database will be compared by email. If same email exists, data in database will be overwritten with data from document (or new data added). If users in document and database have to same email additonally also same username, error occures and data will not be renewed. In case of any user in document data does not have email, error occures and the user will not be added.
- None - comparison will be made by username, but if same username exists, error occurse and data will not be updated nor added. In case of some user does not have username, new user will be added with username generated by system.
7. Click "Import Users". The System reads the data, creates user-objects and saves them into AxCMS.net-database. Hints appear about errors, updated and added users.
Hints:
- if some user in document data does not have password, it will be generated by system.
- if DefaultLanguage, CountryCode and Charset are not defined in document data, they will be copied from template user (eg template user has DefaultLanguga de-de, CountryCode DE and Charset UTF-8, new user also gets this data).
- properties like Created, GUID, ActivationDate and Locked (database dbo.AxUsers) are added automatically by system.
- if imoprting user, which eg username allready exists in database and some rights, rolls, categories are allready assigned, the properties are not deleted and new rolls, rights, categories are added as template user has.
To import members into the live system follow the same steps, but in step 3 go to Extras / Members instead of Admin / Users.
User Import and Active Directory Integration
If Active Directory integration is used, AxCMS.net uses impersonation.
http://support.microsoft.com/default.aspx?scid=kb;EN-US;825738