Client Tools Guide › Import and Export › CSV Files Converter › Import from CSV Files › Import a CSV File

Import a CSV File

To import a CA GovernanceMinder Configuration from a CSV file

1. Click Import, Import from CSV file from the main menu.

   The Importing to CA GovernanceMinder Configuration from CSV Files dialog appears.

2. Specify the pathname of the configuration file that receives imported data.
3. Specify the pathnames of the CSV files containing entity and link information.
4. Specify the character used to separate values in the CSV file set.

   Note: Some of the inputs may remain empty. For example, if you import from a system that does not yet have roles, then you leave the roles file and all the role connections files fields clear. The output is a CA GovernanceMinder configuration file that can then be opened to perform role discovery and audit activities.

   During the import process, CA GovernanceMinder creates a log file in the CA GovernanceMinder Logs folder. This log file is separate from the CA GovernanceMinder main log file, and is named according to CA GovernanceMinder's naming convention, which follows: eurekifyCSVConverter_<username>_<date>_<time>.log. This log file contains all the errors and misconfigurations that CA GovernanceMinder has encountered. CA GovernanceMinder will prompt you to view this log file when the import is finished.

   At the end of the conversion process, a message is displayed that indicates whether errors were detected.

   Important! In case of errors, review the log file to ensure that it does not contain material warnings. The configuration file does not automatically open.

5. To open the configuration file from the File menu select Open from File, and navigate to the target folder to open it.