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Create a Member List from a CSV File

Use a member list to assign reviewers for a certification. Use this procedure to create a member list based on an imported file of comma-separated values (CSV).

Follow these steps:

  1. Prepare the data file. The first line of the CSV file must include the following header:
    login,category,value
    

    Note: Use only lower-case letters in this header line.

    Each line of the file must contain three values, separated by commas. The following example shows a CSV file with two data records:

    login,category,value
    DOMAIN\Alex_Patrick,ResName3,WinNT
    DOMAIN\Kim_Bell,Organization,Marketing Sun Server
    
  2. In the Portal, go to Administration, Workflow Settings, Manage Member Lists.
  3. In the Add Member List area, define a new member list. The following field is not self-explanatory:
    Certification Type

    Indicates the type of certification that uses the member list. For example, a member list that contains role attributes works with a role certification.

  4. Select the Use CSV file option and browse to the CSV file you prepared.
  5. Click Add.

    CA GovernanceMinder creates a member list based on the CSV file. The new member list appears in the table of member lists.

  6. (Optional) Click Edit next to the new member list to verify or modify its contents.