Portal User Guide › Running Certification Campaigns › Certification and Approval Stages of a Campaign › How CA RCM Assigns Certifiers › Member Lists › Create a Member List from a CSV File

Create a Member List from a CSV File

You use a member list to assign reviewers for a campaign. There are several ways to create a member list. Use this procedure to create a member list based on an imported file of comma-separated values.

To create a member list from a CSV file

1. Prepare the data file. The first line of the CSV file must be 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. From the CA RCM portal main menu, click Administration, Campaign Administration, Manage Member Lists.

   The Member List main screen appears.

3. In the Add Member List area, define a new member list. the following field is not self-explanatory:

   Campaign Type

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

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

   CA RCM creates a member list file based on the CSV file. The member list is stored in the CA RCM database, and the new file appears in the list of member lists.

6. (Optional) Click Edit beside the new file to verify its contents.