Difference between revisions of "User Record Import Guide"

From Adjutant Wiki

 
(18 intermediate revisions by one other user not shown)
Line 1: Line 1:
 +
__NOTOC__
 +
==General Data Import Notes==
  
==General Import Template File Notes==
+
Refer to the [[Data Import General Information]] page for information and guidance on general import timeline, formatting import templates, as well as how to ensure you are using the most current template information for data imports.
  
*Template files are typically generated from their respective Import screen using an 'Export Template' button.
 
*Using the 'Export Template' button from an updated system will help ensure that you provide the customer with the most up-to-date import file, and will help avoid errors.
 
*Templates generally (but not in all cases) contain 3 rows of header information.
 
**The first row is generally labelled with f1 through f## and is used to give a consistent column id to each data column. Do not remove this row unless instructed.
 
**The second row is labelled with the column data/field name. The values in this row are used for the file mapping screen. Editing these values is generally not needed and may make the mapping process difficult.
 
**The third row is labelled with the same values from row 2, an is available to create a customer-friendly name for the associated data column. 
 
***The third row should be removed from the source file prior to importing.  It will cause errors since it will be treated as the first import record on the file.
 
*Import files MUST always be saved as 'Microsoft Excel 5.0/95 Workbook (*.xls)' format (until further notice). The import screens will generate errors if the file type is not correct.
 
 
*It is a good idea to perform a Mapping Table Import using a current source list before beginning on any imports.  Without a current mapping table, the quality of imports can be compromised.
 
**Export a current list from a good source (such as ABIS)
 
**Perform a Mapping Table Import on the target system with the XLS file from the step above
 
  
  
Line 28: Line 18:
 
All Address Book setup items should be completed prior to beginning the Contacts, Customer, and Vendor imports. The [[Address Book Setup Guide]] covers all of the Rule Maintenance records that should be completed prior to importing customer, vendor and contact records.
 
All Address Book setup items should be completed prior to beginning the Contacts, Customer, and Vendor imports. The [[Address Book Setup Guide]] covers all of the Rule Maintenance records that should be completed prior to importing customer, vendor and contact records.
  
The User Import can be completed immediately after the employee contact records have been imported with the Import Contacts screen, or after they have been added manually. The internal contact records should be added prior to completing the Customer and Vendor imports. User records, resource records, salespersons, account managers, buyers, and project attributes should be established for employee records prior to importing the Organization records so that links to salespersons, account managers, and buyers can be made in the organization import files.
+
The User Import can be completed immediately after the employee contact records have been imported with the [[Contact Import Guide|Import Contacts]] screen, or after they have been added manually. The internal contact records should be added prior to completing the Customer and Vendor imports. User records, resource records, salespersons, account managers, buyers, and project attributes should be established for employee records prior to importing the Organization records so that links to salespersons, account managers, and buyers can be made in the organization import files.
  
  
Line 34: Line 24:
 
===General Notes===
 
===General Notes===
  
'''Phone Numbers''' - It is best practice to follow a set pattern for the 4 phone number codes that can be imported.  Using the codes from the Contact Phone Codes (PHONECODES) rule, establish a consistent pattern for coding all imported phone number.  For example, all Phone1 Codes should be Cell(CE), all Phone2 codes should be Home(HO), and so on. Ideally, the order of the phone codes should match the order set in the rule.  
+
Many of the fields on the Import User Records template are mandatory. Required fields are noted below in the file definitions section.
  
'''Contact Attributes''' - The contact import process can attach all of the required contact attributes during the import processHowever, it is important to know that each attribute selected during the import process will be applied to ALL contacts imported on that import process. The contact import file may need to be split into several separate import files, and run in batches, if unique attributes are needed for certain groups of contacts.
+
The Password Settings fields must be filled in on the import fileCID password setting defaults are not loaded during the import.
 
 
'''Address Data''' - Addresses will not automatically pull from the associated Custno.  The AddressA (Business) details must exist in the import file in order to get created with the contact record.
 
  
  
Line 50: Line 38:
  
  
==Contact Import Screen (IMPORTCONTACT)==
+
==Import User Screen (IMPORTUSER)==
  
Menu Location: Transaction>>Importers/Exporters>>Address Book>>Contact Import
+
Menu Location: Transaction>>Importers/Exporters>>Other>>Import User Records
  
[[File:IMPORTCONTACT.png]]
+
[[File:IMPORTUSER.png]]
  
  
'''File Name/Browse:''' Use the Browse button to locate and select the completed contact import template file (in XLS format)
+
'''Import File Name/Browse:''' Use the Browse button to locate and select the completed User import template file (in XLS format)
  
'''Export Template:''' Generates a blank Contact Import template file
+
'''Export Template:''' Generates a blank User Import template file
  
 
'''Map Fields:''' Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping.  Repeat for any red lines on the left that should be mapped.  If there are additional columns in the source file that should NOT be mapped, they can be left unmapped (displayed in red). Mandatory fields will require that they be mapped before clicking OK.
 
'''Map Fields:''' Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping.  Repeat for any red lines on the left that should be mapped.  If there are additional columns in the source file that should NOT be mapped, they can be left unmapped (displayed in red). Mandatory fields will require that they be mapped before clicking OK.
  
'''Contact Attributes:''' Select any attributes that should be assigned to ALL contact records in the import file.  
+
'''Validate to XLS File:''' Selecting this box will create an XLS errors file listing any rows that would create errors such as invalid data, or duplicate records. If no errors are found in the file, the import will still process and no error file will be generated. Checking the validate box only prevents the import process if errors are encountered.
 +
 
 +
 
 +
==User Record Import File Definitions==
  
'''Overwrite Duplicates''' Selecting this box will attempt to match import records to existing records using the contact full name and the organization Custno. Matched records will update the existing record with data from the import file.  Blank import file fields will not overwrite, or clear out existing data.
+
Required fields are indicated with *
  
 +
'''*f1 - Contid''' - Contact ID (CONTID (keyno) of contact record)
  
 +
'''f2 - Userid''' - Desired User ID. If left blank, the system will generate a UserID based of the contact name.
  
==Contact Import File Definitions==
+
'''f3 - Password''' - Desired Password
  
'''f1 - Custno''' - Adjutant Organization ID for the associated company record
+
'''f4 - Admin''' - Should the user be an Admin in Desktop (Y/N)
  
'''f2 - FirstName''' - Contact first name
+
'''f5 - Defprinter''' - User's Default Printer ID
  
'''f3 - MiddleName''' - Contact middle name or initial
+
'''f6 - Termid''' - Scanner terminal ID
  
'''f4 - LastName''' - Contact last name
+
'''f7 - Freq''' - Scanner frequency setting
  
'''f5 - Phone1Num''' - Primary phone number. The import process will attempt to standardize all 10-digit numbers as (###) ###-####.
+
'''*f8 - Defloctid''' - Default Warehouse name. Enter the Warehouse name, not the LOCTID value.  
  
'''f6 - Phone1Code''' -  A two-digit code that defines the phone type.  The code corresponds with the PHONECODE rule in Adjutant. Typical examples are OF for office, FA for Fax, MO for Mobile, HO for Home. Check your rule setup to be sure of what should be entered here.
+
'''*f9 - Defcid''' -  Default CID name
  
'''f7 - Phone2Num''' - Second phone number. The import process will attempt to standardize all 10-digit numbers as (###) ###-####.
+
'''f10 - DefLaser''' - Default Laser Printer name
  
'''f8 - Phone2Code''' - A two-digit code that defines the phone type.  The code corresponds with the PHONECODE rule in Adjutant. Typical examples are OF for office, FA for Fax, MO for Mobile, HO for Home. Check your rule setup to be sure of what should be entered here.
+
'''f11 - DefLaserNo''' - Default Laser Printer ID
  
'''f9 - Phone3Num''' - Third phone number. The import process will attempt to standardize all 10-digit numbers as (###) ###-####.
+
'''*f12 - Lang''' - User's default language. Use ENG for English.
  
'''f10 - Phone3Code''' -  A two-digit code that defines the phone type.  The code corresponds with the PHONECODE rule in Adjutant. Typical examples are OF for office, FA for Fax, MO for Mobile, HO for Home. Check your rule setup to be sure of what should be entered here.
+
'''*f13 - Active''' -  Sets the Active field in the USERID datatable. Should be Y for all new user imports.
  
'''f11 - Phone4Num''' - Fourth phone number. The import process will attempt to standardize all 10-digit numbers as (###) ###-####.
+
'''f14 - Ext''' - Phone extension
  
'''f12 - Phone4Code''' - A two-digit code that defines the phone typeThe code corresponds with the PHONECODE rule in Adjutant. Typical examples are OF for office, FA for Fax, MO for Mobile, HO for Home. Check your rule setup to be sure of what should be entered here.
+
'''f15 - DefScreen''' - Blank will default to 'CID Pulldown for Menu'In order to set a different screen default, it must be entered in the format 'do form sogrid' where you would replace the 'sogrid' part with the desired screen name.
  
'''f13 - Email1''' - Primary email address, typically the work address
+
'''f16 - FaxUser''' - Fax UserID value
  
'''f14 - Email2''' - Secondary email address. This is typically a personal email address or text messaging address.
+
'''f17 - FaxPass''' - Fax Password value
  
'''f15 - Job Title''' - Contact job title
+
'''f18 - FaxPress''' - Fax Press Name value
  
'''f16 - Address1a''' - Business street address (Address1 line)
+
'''*f19 - DMenu''' - Default menu name. Must match exactly to a valid saved menu.  'Default' is the most common entry.
  
'''f17 - Address2a''' - Business suite or office number (Address2 line)
+
'''f20 - SMTPserver''' - SMTP server name
  
'''f18 - Address3a''' - Business additional address details (Address3 line)
+
'''*f21 - ReqLet''' - Require letters in password. Enter Y or N.
  
'''f19 - Citya''' - Business city
+
'''*f22 - ReqNum''' - Require numbers in password. Enter Y or N.
  
'''f20 - Statea''' - Business two-character postal code
+
'''*f23 - ReqOth''' - Require special characters in password. Enter Y or N.
  
'''f21 - Countrya''' - Business country code
+
'''*f24 - MaxLen''' - Maximum length for password. DO NOT LEAVE BLANK. The number entered must be equal to or higher than the entry in MinLen, otherwise there will be issues during password reset. If left blank, it will import zero and prevent any password entry over 0 characters.
  
'''f22 - Address1b''' - Home street address (Address1 line)
+
'''*f25 - MinLen''' - Minimum length for password. For best practices, enter a value of 8 or higher.
  
'''f23 - Address2b''' - Home suite or apartment number (Address2 line)
+
'''f26 - Expin''' - Number of days for password to expire
  
'''f24 - Address3b''' - Home additional address details (Address3 line)
+
'''*f27 - NeverExp''' - Enter Y to check the 'Never Expire' box. Enter N to expire password according to the 'Expire In' days.
  
'''f25 - Cityb''' - Home city
+
'''f28 - ReuseIn''' - Allow the same password to be reused in '''XX''' days
  
'''f26 - Stateb''' - Home two-character postal code
+
'''f29 - LoAfter''' - Lock the user out after '''##''' unsuccessful login attempts. DO NOT LEAVE BLANK. This entry must be greater than 0.
  
'''f27 - ZipCodeb''' - Home zip code
+
'''f30 - LoFor''' - If the user is locked out, lock them out for '''##''' minutes
  
'''f28 - Countryb''' - Home country code
+
'''f31 - PasswordExpDate''' - Sets the manual password expiration date in the USERID datatable
  
'''f29 - Salutation''' - Contact salutation, such as Mr., Mrs., or Dr.
+
'''*f32 - ActiveUser''' - Enter Y to set the 'Active User' flag. Enter N to leave the 'Active User' field blank.  
  
'''f30 - ZipCodea''' - Business zip code
+
'''*f33 - NoChange''' - Enter Y to set the 'User Cannot Change Password' flag. Enter N to leave it blank and allow password changes.
  
'''f31 - DefCont''' - Enter a 'Y' in this column to check the 'Default Contact' fieldThis will not update the contact name on the organization screen.  
+
'''*f34 - ForceChange''' - Enter Y to set the 'Change Password at Next Login' flagEnter N to leave it blank.
  
 +
'''f35 - SMTPuser''' - SMTP User ID
  
 +
'''f36 - SMTPpassword''' - SMTP password
  
==Contact Import Reconciliation==
+
'''f37 - SMTPdomain''' - SMTP domain
 +
 
 +
'''*f38 - ESMTP''' - Enter Y to set the ESMTP flag. Enter N to leave it blank.
 +
 
 +
'''*f39 - DNUFlag''' - Enter Y to set the Desktop Named User flag.  Enter N to leave it blank.
 +
 
 +
'''*f40 - WNUFlag''' - Enter Y to set the Web Named User flag. Enter N to leave it blank.
 +
 
 +
'''*f41 - TNUFlag''' - Enter Y to set the Terminal Named User flag. Enter N to leave it blank.
 +
 
 +
'''f42 - MimicID''' - Enter the CONTID value for the UserID that this record should mimic
 +
 
 +
'''f43 - SMTPPort''' -  SMTP port number
 +
 
 +
'''f44 - TUserID''' - Terminal UserID for scanners
 +
 
 +
'''f45 - TuPassword''' - Desired password for scanners
 +
 
 +
'''f46 - DST''' - Enter Y to set the DST (Daylight Savings Time) flag.  Enter N to leave it blank.
 +
 
 +
'''f47 - GMTOff''' - Enter the number of hours to offset the user's system time based on GMT. Negative hours are allowed.
 +
 
 +
'''*f48 - SMTPTLS''' - Enter Y to set the SMTP TLS flag. Enter N to leave it blank.
 +
 
 +
'''*f49 - SMTPSSL''' - Enter Y to set the SMTP SSL flag. Enter N to leave it blank.
 +
 
 +
'''f50 - SMTPAuth''' - Sets the SMTP Authorization type. Entry must exactly match one of the system-defined types. Most common entry is 'Default'. Other possible entries are 'None', 'Login', and 'Plain'.
 +
 
 +
 
 +
 
 +
==User Record Import Reconciliation==
  
 
Reconciling imported data should begin with spot-checking several records field-by-field for complete data import.  Pick records from the source file that have the most data columns filled in.  Verify that all source file data fields imported correctly and display as expected.
 
Reconciling imported data should begin with spot-checking several records field-by-field for complete data import.  Pick records from the source file that have the most data columns filled in.  Verify that all source file data fields imported correctly and display as expected.
  
Verify that all phone numbers and phone codes imported as expected. Spot-check several phone1 through phone4 records.
+
Verify that the following fields imported as expected by spot-checking the User In Adjutant Detail tab:
 
 
Verify that all records have the expected attributes assigned and that the attribute screens load as expected.
 
  
Manually update any attributes as needed.
+
*Default Screen
 +
*Default Menu
 +
*Mimic ID
 +
*SMTP Authorization
  
 +
Review the License Status screen and verify that the expected number of user licenses matches the value in the Actual column for each license type.
 +
all phone numbers and phone codes imported as expected. Spot-check several phone1 through phone4 records.
  
==Contact Import Additional Steps==
+
Test several passwords by logging in, or having imported users log in and verify that basic log in works as expected.
  
There are no additional steps needed to complete the Contact import.
 
  
 +
==User Record Import Additional Steps==
  
 +
The User Import process does not establish security tokens, unless imported users are mimics of a user with established security tokens. Set up desired security for each user by using Bulk Security Update or by setting up mimic users with security.
  
==Contact Import Database Tables==
+
'''ABIS-ONLY:''' For new clients, create a Contact Import file from the user data that can be imported into live ABIS. This contact import will build the contact names and email addresses for use with the support ticketing system.
  
Importing contact records can affect the following databases:
 
  
'''VCONTACT''' - Each imported user is assigned a unique CONTID value. This is the keyno. Each CONTID is linked to a CUSTID, which matches the ENTID keyno from the ENT table.
+
==User Record Import Database Tables==
  
'''USERID''' - Nothing gets automatically created in this table from the contact import, but if you edit and save the User in Adjutant screen, it will create a table entry.
+
Importing user records can affect the following databases:
  
'''RTRESOURCE''' - Similar to USERID, nothing gets automatically created in this table unless you edit and save the Resource screen.  
+
'''USERID''' - Each imported user is assigned a unique USERID value and a unique KEYNO. Each USERID is linked to a CONTID that matches the user's contact record.
  
'''PCXREF''' - Each attribute record will also create an entry in this table. The PTABLE value for all of these should be CONTACT, and the TYPE value should match the attribute name from Text1 of the associated attribute rule. The PARENTID and CHILDID values will correspond to CONTIDs from the VCONTACT table.   
+
'''PCXREF''' - Each imported user will create an entry in this table. The PTABLE value for all of these should be CONTACT, and the TYPE value should be USER. The PARENTID and CHILDID values will correspond to CONTIDs linked to the USERID.   
  
  
Line 168: Line 196:
  
 
[[Category: Address Book]]
 
[[Category: Address Book]]
[[Category: Conversion Guides]]
+
[[Category: Import Guides]]
 
[[Category: System Manager]]
 
[[Category: System Manager]]

Latest revision as of 15:54, 25 January 2023

General Data Import Notes

Refer to the Data Import General Information page for information and guidance on general import timeline, formatting import templates, as well as how to ensure you are using the most current template information for data imports.


User Record Import Notes

The Import User screen creates the User in Adjutant attribute record, links it to the Contact ID, and can complete all of the required fields in the User Details tab and the User Password Settings tab. The import program can even establish user security mimics.


Timing and Preparation

User in Adjutant details and all of the appropriate named user license flags should be set up as soon as possible once the core system setup items have been completed. User licenses are generally billed from the very beginning of the implementation, so customers should be able to access the system as soon as it is available. Setting up user records immediately avoids a situation where customers are being billed for user licenses that they are unable to use.

All Address Book setup items should be completed prior to beginning the Contacts, Customer, and Vendor imports. The Address Book Setup Guide covers all of the Rule Maintenance records that should be completed prior to importing customer, vendor and contact records.

The User Import can be completed immediately after the employee contact records have been imported with the Import Contacts screen, or after they have been added manually. The internal contact records should be added prior to completing the Customer and Vendor imports. User records, resource records, salespersons, account managers, buyers, and project attributes should be established for employee records prior to importing the Organization records so that links to salespersons, account managers, and buyers can be made in the organization import files.


General Notes

Many of the fields on the Import User Records template are mandatory. Required fields are noted below in the file definitions section.

The Password Settings fields must be filled in on the import file. CID password setting defaults are not loaded during the import.


User Record Import File Data Scrubbing

Since nearly all of the data fields in the User Import file are Adjutant security specific fields, the customer will not have a source file to provide for this data. Generally, the only customer-supplied data for this file will be the userids, passwords, and email settings. In many cases the userids and passwords will be generated by ABIS personnel.

Because the data for this file is mostly generated by ABIS personnel to speed up the process of adding users, there is no customer data scrubbing required.


Import User Screen (IMPORTUSER)

Menu Location: Transaction>>Importers/Exporters>>Other>>Import User Records

IMPORTUSER.png


Import File Name/Browse: Use the Browse button to locate and select the completed User import template file (in XLS format)

Export Template: Generates a blank User Import template file

Map Fields: Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be left unmapped (displayed in red). Mandatory fields will require that they be mapped before clicking OK.

Validate to XLS File: Selecting this box will create an XLS errors file listing any rows that would create errors such as invalid data, or duplicate records. If no errors are found in the file, the import will still process and no error file will be generated. Checking the validate box only prevents the import process if errors are encountered.


User Record Import File Definitions

Required fields are indicated with *

*f1 - Contid - Contact ID (CONTID (keyno) of contact record)

f2 - Userid - Desired User ID. If left blank, the system will generate a UserID based of the contact name.

f3 - Password - Desired Password

f4 - Admin - Should the user be an Admin in Desktop (Y/N)

f5 - Defprinter - User's Default Printer ID

f6 - Termid - Scanner terminal ID

f7 - Freq - Scanner frequency setting

*f8 - Defloctid - Default Warehouse name. Enter the Warehouse name, not the LOCTID value.

*f9 - Defcid - Default CID name

f10 - DefLaser - Default Laser Printer name

f11 - DefLaserNo - Default Laser Printer ID

*f12 - Lang - User's default language. Use ENG for English.

*f13 - Active - Sets the Active field in the USERID datatable. Should be Y for all new user imports.

f14 - Ext - Phone extension

f15 - DefScreen - Blank will default to 'CID Pulldown for Menu'. In order to set a different screen default, it must be entered in the format 'do form sogrid' where you would replace the 'sogrid' part with the desired screen name.

f16 - FaxUser - Fax UserID value

f17 - FaxPass - Fax Password value

f18 - FaxPress - Fax Press Name value

*f19 - DMenu - Default menu name. Must match exactly to a valid saved menu. 'Default' is the most common entry.

f20 - SMTPserver - SMTP server name

*f21 - ReqLet - Require letters in password. Enter Y or N.

*f22 - ReqNum - Require numbers in password. Enter Y or N.

*f23 - ReqOth - Require special characters in password. Enter Y or N.

*f24 - MaxLen - Maximum length for password. DO NOT LEAVE BLANK. The number entered must be equal to or higher than the entry in MinLen, otherwise there will be issues during password reset. If left blank, it will import zero and prevent any password entry over 0 characters.

*f25 - MinLen - Minimum length for password. For best practices, enter a value of 8 or higher.

f26 - Expin - Number of days for password to expire

*f27 - NeverExp - Enter Y to check the 'Never Expire' box. Enter N to expire password according to the 'Expire In' days.

f28 - ReuseIn - Allow the same password to be reused in XX days

f29 - LoAfter - Lock the user out after ## unsuccessful login attempts. DO NOT LEAVE BLANK. This entry must be greater than 0.

f30 - LoFor - If the user is locked out, lock them out for ## minutes

f31 - PasswordExpDate - Sets the manual password expiration date in the USERID datatable

*f32 - ActiveUser - Enter Y to set the 'Active User' flag. Enter N to leave the 'Active User' field blank.

*f33 - NoChange - Enter Y to set the 'User Cannot Change Password' flag. Enter N to leave it blank and allow password changes.

*f34 - ForceChange - Enter Y to set the 'Change Password at Next Login' flag. Enter N to leave it blank.

f35 - SMTPuser - SMTP User ID

f36 - SMTPpassword - SMTP password

f37 - SMTPdomain - SMTP domain

*f38 - ESMTP - Enter Y to set the ESMTP flag. Enter N to leave it blank.

*f39 - DNUFlag - Enter Y to set the Desktop Named User flag. Enter N to leave it blank.

*f40 - WNUFlag - Enter Y to set the Web Named User flag. Enter N to leave it blank.

*f41 - TNUFlag - Enter Y to set the Terminal Named User flag. Enter N to leave it blank.

f42 - MimicID - Enter the CONTID value for the UserID that this record should mimic

f43 - SMTPPort - SMTP port number

f44 - TUserID - Terminal UserID for scanners

f45 - TuPassword - Desired password for scanners

f46 - DST - Enter Y to set the DST (Daylight Savings Time) flag. Enter N to leave it blank.

f47 - GMTOff - Enter the number of hours to offset the user's system time based on GMT. Negative hours are allowed.

*f48 - SMTPTLS - Enter Y to set the SMTP TLS flag. Enter N to leave it blank.

*f49 - SMTPSSL - Enter Y to set the SMTP SSL flag. Enter N to leave it blank.

f50 - SMTPAuth - Sets the SMTP Authorization type. Entry must exactly match one of the system-defined types. Most common entry is 'Default'. Other possible entries are 'None', 'Login', and 'Plain'.


User Record Import Reconciliation

Reconciling imported data should begin with spot-checking several records field-by-field for complete data import. Pick records from the source file that have the most data columns filled in. Verify that all source file data fields imported correctly and display as expected.

Verify that the following fields imported as expected by spot-checking the User In Adjutant Detail tab:

  • Default Screen
  • Default Menu
  • Mimic ID
  • SMTP Authorization

Review the License Status screen and verify that the expected number of user licenses matches the value in the Actual column for each license type. all phone numbers and phone codes imported as expected. Spot-check several phone1 through phone4 records.

Test several passwords by logging in, or having imported users log in and verify that basic log in works as expected.


User Record Import Additional Steps

The User Import process does not establish security tokens, unless imported users are mimics of a user with established security tokens. Set up desired security for each user by using Bulk Security Update or by setting up mimic users with security.

ABIS-ONLY: For new clients, create a Contact Import file from the user data that can be imported into live ABIS. This contact import will build the contact names and email addresses for use with the support ticketing system.


User Record Import Database Tables

Importing user records can affect the following databases:

USERID - Each imported user is assigned a unique USERID value and a unique KEYNO. Each USERID is linked to a CONTID that matches the user's contact record.

PCXREF - Each imported user will create an entry in this table. The PTABLE value for all of these should be CONTACT, and the TYPE value should be USER. The PARENTID and CHILDID values will correspond to CONTIDs linked to the USERID.