In previous blog posts we added a new property to a user and then updated ADSync to use that property. In this post we look at importing and exporting the new property using the Bulk User Import feature.

Find the user property in the UI.

If you are unsure of the Property label of the property that you are wanting to add, you can use the following steps.

  1. In CPSM, go to Customers > Configuration > Customer  Lister > Display Properties
  2. Expand the property you require. Example  Employee ID
  3. Note the value within the Property Label field.

Modify the Bulk User import template

To use the new property in the Bulk User import template, the following steps will need to be done on every CPSM web server.

Excel is needed to alter a file so it is advised to connect to the webservers via network share.

  1. Browse to installed files for the CPSM web server via network share.
    EG \\cortexweb\C$\
  2. Change directory to the \CortexDotNet\User\Import\ folder.
    EG \\cortexweb\C$\inetpub\Cortex Management\CortexDotNet\User\Import
  3. Open CustomUserImport.xls in Excel
  4. On Row 1, move to first blank cell in the row. (typically after Street)
  5. Type in the value of the Property label field.
  6. Save the file
  7. Close Excel

Testing the exporting of the property.

To test that the property is exported correctly, a user needs to have the property populated and then we confirm by performing a Bulk User Export.

  1. Open CPSM and find a test user.
  2. Click “Edit User”
  3. Click “Additional User Properties”
  4. Populate the field and provision.
  5. Go to Users > Bulk User Import
  6. Click “Existing Users Template”
  7. Open exported file in Excel and take note of the EmployeeID column

Testing the importing of the property.

To test the property is imported correctly, we use our recently created template to update a value and confirm by importing the template.

  1. Open the recently exported template.
  2. Update the value of an Employee ID
  3. Save and close the file.
  4. Open CPSM and go to your customer.
  5. Go to Users > Bulk User Import
  6. Click “Choose File” to import
  7. Select the recently altered file and click “Upload”
  8. Expand the file and click “Import”
  9. Click Save to save all the users that are in the file (or select specific users)
  10. Once provisioning is done, go to Users and find your user.
  11. Click “Edit User”
  12. Click “Additional User Properties” and find the updated property.

Review

Using the above document allows you to import and export the newly created user property. This is useful for onboarding users or if you have a 3rd party system that is using a custom property that requires backing up.

Related Articles

Adding additional AD Properties to users – CloudPortal Services Manager : Adding additional AD properties to Users

Adding additional user properties to ADSync – CloudPortal Services Manager : Adding additional user properties to ADSync