CA RiskMinder Administration Guide › Managing Organizations › Uploading Users and User Accounts in Bulk

Uploading Users and User Accounts in Bulk

RiskMinder now allows you to upload users and user accounts in bulk through Administration Console. You need a comma-separated value (CSV) input file to upload information for multiple users and user accounts.

Uploading Users in Bulk

The first line in the CSV input file to upload users must be as follows:

#UserID,fName,mName,lName,status,pam,pamURL,EmailAddr,telephoneNumber,INFOLIST#

Caution: The preceding first (template) line is always required. If you do not specify this line, then the bulk user upload operation will fail.

Note the following when you create the csv input file to upload users:

• The csv file should have one header starting and ending with #. All the other field names should be provided between these # symbols.
• Only the UserID entry is mandatory. The other entries are optional.
• If the user you are trying to upload already exists, the user details are updated.
• You can provide up to five email addresses and five telephone numbers. In this case, you must specify the header, as follows:

  #UserID,fName,mName,lName,status,pam,pamURL,EmailAddr,EMAIL.2,EMAIL.3,EMAIL.4,EMAIL.5,telephoneNumber,PHONE.2,PHONE.3,PHONE.4,PHONE.5,INFOLIST#
  

The entries in the file are described in the following table.

A sample file, for example, can contain:

#UserID,fName,lName,status,EmailAddr,telephoneNumber,PHONE.2,INFOLIST#
mparker,martin,parker,ACTIVE,mparker@ca.com,12345,9999,age=29;favsport=cricket
jhume,john,hume,ACTIVE,jhume@ca.com,3939292,203939393,age=32;favbook=fiction
fantony,francis,antony,ACTIVE,fantony@ca.com,130203,29888,age=25;favfood=pizza#

Uploading User Accounts in Bulk

The first line in the CSV input file to upload user accounts must be as follows:

#UserID,accountType,accountID,status,accountIDAttribute1,accountIDAttribute2,accountIDAttribute3,customAttr1,customAttr2,customAttr3,customAttr4,customAttr5,customAttr6,customAttr7,customAttr8,customAttr9,customAttr10#

Caution: The preceding first (template) line is always required. If you do not specify this line, then the bulk user account upload operation will fail.

Note the following when you create the csv input file to upload user accounts:

• Only the UserID, accountType, and accountID entries are mandatory. The other entries are optional.
• You must have created the user in the system.
• You must have created the account type and assigned it to the organization.
• You must have created custom attributes for the account type.
• You can provide up to 10 custom attributes for an account type.

The entries in the file are described in the following table.

A sample file, for example, can contain:

#UserID,accountType,accountID,status,accountIDAttribute1,accountIDAttribute2,accountIDAttribute3,customAttr1,customAttr2#
prush,ONLINE_BANKING,OB_ID1,10,login,password,image,chicago,music
jhume,SAVINGS,SA_ID1,10,interest,deposit,check,florida,soccer

To create multiple users and user accounts in the RiskMinder database:

1. Ensure that you are logged in with the required privileges and scope to update the organization.
2. Activate the Organizations tab.
3. Under the Manage Organizations section, click the Search Organization link to display the Search Organization page.
4. Enter the complete or partial information of the organization you want to search and click Search.

   A list of organizations matching the search criteria appears.

5. Select the organization to which you want to upload users and user accounts in bulk.
6. Under the Basic Organization Information section, click the Bulk Upload link to display the Bulk Data Upload page.
7. In the Bulk Upload section:
   1. Select Upload User Accounts or Upload Users from the Bulk Upload Operation drop-down list.
   2. Click Browse to navigate to the required csv file that contains the user account or user entries.
   3. Provide a Description for the operation.
8. Click Upload to upload user accounts or users in bulk.
9. After the operation completes, you will see a Request ID in the message.
10. (IMPORTANT) Carefully note the Request ID.

    You will need it to view the status of the bulk data upload operation.