Importing users in deployed mode

Highlighted
New Contributor

Importing users in deployed mode

Hello Everyone,

 

Could anyone please advise on how we can import the users in deployed mode?
 
Is it possible to import the selective access fields as well?
 
Thanks in advance..!!
2 REPLIES 2
Highlighted
Certified Master Anaplanner

Re: Importing users in deployed mode

1. Create Users Import

 

The first step is to create the Users import in your DEV model. Note that in order to import Selective Access to multiple items in a hierarchy, you will need to repeat the same row for each list item that you want to provide access to. I have attached a sample file (see right hand side), and here is a screenshot:

 

Users.png

 

You can find more about importing users in our Anapedia article, Import a List of Users.

 

2. Sync the changes to PROD

 

After you have created the Users import, sync your changes to the PROD model.

 

3. Overwrite the Users.csv file from Import Data Sources

 

 

In the PROD model, you can access the Import Data Sources screen from within Actions settings. Once here, select New Source > Upload New File... and then provide the full Users.csv file. Note that you will not see a confirmation message at this point; however, this will overwrite the Users.csv file stored within the model.

 

Screen Shot 2018-09-28 at 12.59.10 PM.png

 

4. Run the import in PROD

 

 

Once the file has been uploaded, you can run the Users import from the Imports tab within Actions settings.

 

Screen Shot 2018-09-28 at 1.03.18 PM.png

Highlighted
New Contributor

Re: Importing users in deployed mode

Hi Ryan,

 

Thank you for step by step information. Really appreciated..!!

 

Regards,

Bhushan