Configuring Extensions – Group Usage – Upload a CSV file – HT857

Configure Group Usage – Upload a CSV file #

• Please make sure you have a single OpenLM Server installation on a central network server.
• Make sure you have Java JDK 8 installed on the server holding OpenLM Server.
• Download and unzip the CSV insert tool on the same server as OpenLM Server.
• Set JAVA_HOME variable.
• Edit the file config.properties as followed:
  • login –> Your OpenLM Server admin username.
  • password –> Your OpenLM Server admin password.
  • csv.format.delimiter –> delimiter (Line seperator) of the csv file.
• Save the changes.
• Edit the file called groups.csv and fiil in the values as followed:
  • ID –> consecutive group ID (1,2,3,4….)
  • Name –> Name of the groups you wish to add.
  • ParentId –> ID of the parent group.
• Edit the file called datasource.csv and fiil in user values as followed:
  • Input the users’s details –> UserName, FirstName, LastName, DisplayName, Title, Department, PhoneNumber, Description, Office, Email, Enabled, Projects, DefaultProject.
  • Groups –> Input group ID.
  • DefaultGroup –> Input group ID.
• Double click the file Start import.bat.
• Open OpenLM User Interface –> Start –> Users and Groups –> Users –> See the new users.
• Click Start –> Users and Groups –> Groups–> See the new groups.
• See the Reports of OpenLM.
• Continue with configuring other OpenLM Extensions.