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Enrich Users Database

The client tools expect to receive the supplementary HR data to be merged with the existing users database as a CSV formatted file. The first column of the Supplementary HR data file must contain the unique Person ID. This type of Person ID used in the HR file must match the type of Person ID used in the CA GovernanceMinder users.UDB file. For example if the value for the Person ID in the UDB file is taken from the Users Login Account then the HR file should also take the Person ID from the Users Login Account.

To enrich a users database

  1. Click Management, Enrich Users DB.

    The HR Data Merge Converter window opens.

  2. In the Users Database text field, enter the path and name of the CA GovernanceMinder Users database that is to receive the supplementary HR data.
  3. In the Supplementary HR File text field, enter the path and name of the file containing the supplementary HR data.
  4. In the Output Users Database text field , enter the path and name of the resulting database file that contains the merged output.
  5. From the Options group box, select any of the options that are relevant.

    The following options are not self-explanatory:

    Clear Fields that are empty in the HR file

    Select this option to omit imported data for a field if the corresopnding entry in the enrichment file is blank. Clear the option to disregard empty fields in the HR file and keep the existing content in the UDB.

    Clear Fields of the UDB users that were not found in the HR file

    Select this option to omit user data if no corresponding user record is found in the enrichment file. Clear the option keep user information in the UDB even if the User does not exist in the HR file

  6. Click Enrich.

    A new CA GovernanceMinder users database is generated and saved in the specified location.