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Directory - Organization/Departrments (bulk import to sync groups)

Last modified by Xwiki VePa on 2025/02/04 07:02
  1. Preparing the groups:
    1. Within the "Organization" admin select the "Groups" tab ("Browse" -> "Organizations" -> admin icon -> "Groups")
    2. Select the "Group attributes" button.
      image2017-2-19 13:32:6.png
    3. Select "group_name_alt" (or any other field you prefer) and move it to the right, then select update.
    4. Select OK to acknowledge the warning (if fields are removed from the right all associated data imported before will be removed for that attribute).
    5. If you want to bulk import groups with those attributes you can now select "Bulk import groups".
    6. Select "Set fields and import order", and select "group_name_alt" (or the same field you used before) and move it to the right and select "Update"
    7. You may now import the groups with the fields defined, including the attributes.
    8. You can also do this manually by selecting the admin button on the groups and then the "Attributes" tab, and entering the alternate name of the group.
  2. Preparing the users:
    1. Now go to the users tab and select "Attributes" and select "group_name_alt" (or the same field you used before) and move it to the right and select "Update".
    2. Select OK to acknowledge the warning (if fields are removed from the right all associated data imported before will be removed for that attribute).
    3. If you want to bulk import users with those attributes you can now select "Bulk import users".
    4. Select "Set fields and import order", and select "group_name_alt" (or the same field you used before) and move it to the right and select "Update"
    5. You may now import the users with the fields defined, including the attributes.
    6. You can also do this manually by selecting the admin button on the user and then the "Attributes" tab, and entering the alternate name of the group.
  3. Syncing users with groups
    1. Go to the "Groups" tab
    2. Select "Sync users".
    3. Here you can do the following
      1. Select "group_name_alt" or the field you used before for the "user attribute" for groups.
      2. Select "use group attribute" and select the "group attribute" you used on the groups (e.g. group_name _alt)
      3. Field separators are supported if users can be in more than one group.
      4. Select full sync to remove users from groups that do not find a match in the list, otherwise it will only add users to groups.
    4. Select "Sync" and you will receive feedback on progress and errors.