146 lines
12 KiB
Plaintext
146 lines
12 KiB
Plaintext
<%@ Control Language="C#" Inherits="BaseContentUserControls"%>
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<%@ Register Namespace="TeamLab.Controls" Assembly="__Code" TagPrefix="cc" %>
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<script runat="server">
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protected override void Init()
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{
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PageTitle = PageCaption = "Importing users from a CSV file";
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MetaKeyWords = "portal, add users, csv file";
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MetaDescription = "Add several users using the contact information from a CSV file to your portal";
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var guides = new GuidesModel();
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guides.CaptionRelatedTips = "Related Tips & Tricks";
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guides.Title = "Importing from Other Sources";
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guides.TitleVideo = "Add users using the contact information from a CSV file";
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guides.RelatedTips = "Do you have some documents stored in other web-sources like Zoho, Google Docs or Box.net?";
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guides.LearnMore = "Learn more...";
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(Page as BasePage).Guides = guides;
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}
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</script>
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<div class="MainHelpCenter">
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<h1 class="subHeaderFeaturesCaption Guides_Video_Captions">Importing users from a CSV file</h1>
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<cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/VariousControls/AdminLabel/AdminLabel.ascx" />
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<div class="keyword_block">
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<ul>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/onlyoffice-people/onlyoffice-people.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/csv-file/csv-file.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/add-users/add-users.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/import-from-csv/import-from-csv.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/import-accounts/import-accounts.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/import-users/import-users.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/spreadsheets/spreadsheets.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/edit-documents/edit-documents.ascx" /></li>
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</ul>
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</div>
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<div class="video_ground video_trips">
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<h2 id="introduction">Introduction</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>Are you tired to add the people to the system manually one by one? This guide will show you how to add several users at once in no time.</p>
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<p>Following these easy steps you will be able to save your contacts in a .csv file and then add them to your portal.</p>
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</div>
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</div>
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</div>
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<h2 id="step1"><span class="style_step">Step 1. </span>Create a CSV file</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>If you have already a .csv file containing the contact information you need to import proceed to the <a href="#step2"><b>Step 2</b></a>.</p>
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<p>If you store your contact information in a spreadsheet, check it and save to a <b>CSV</b> <em>(Comma Separated Values)</em> file format, for example using the <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/administration/documents.aspx")%>">Documents</a> module.</p>
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<div class="notehelp">Each spreadsheet row should correspond to a single contact record. The first row can be a header record containing column/field names. Each contact record should contain the following required fields: <b>First Name</b>, <b>Last Name</b> and <b>Email</b>. </div>
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</div>
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<div class="screen_block">
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<img alt="How to add users using the contact information from a CSV file? Step 1" target="img1_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide43/step4.png")%>" />
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<img alt="How to add users using the contact information from a CSV file? Step 1" id="img1_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide43/step4.png")%>" />
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<div target="img1_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>You can also create a new spreadsheet directly on your portal.</p>
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</div>
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</div>
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<h2 id="step2"><span class="style_step">Step 2. </span>Access the People</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>Enter your portal and click the <b>People</b> link.</p>
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</div>
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<div class="screen_block">
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<img alt="How to add users using the contact information from a CSV file? Step 2" target="img2_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide24/step1.png")%>" />
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<img alt="How to add users using the contact information from a CSV file? Step 2" id="img2_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide27/step1.png")%>" />
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<div target="img2_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>In case you have already logged in to the portal and been using it for some time, to access the <b>People</b> module, open the drop-down list in the top left corner of the page and select the corresponding option.</p>
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</div>
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</div>
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<h2 id="step3"><span class="style_step">Step 3. </span>Load the created CSV file to the portal</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>Click the button next to the <b>Create</b> button in the upper left corner and select the <b>Import People</b> option or use the <b>Import People</b> button at the left side panel. The <b>Add users to the portal</b> wizard opens.</p>
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<p>Select the <b>From File</b> option. The <b>File Upload</b> window opens. Browse your hard disk drive for the created .csv file and click the <b>Open</b> button.</p>
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</div>
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<div class="screen_block">
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<img alt="How to add users using the contact information from a CSV file? Step 3" target="img3_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide28/step3.png")%>" />
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<img alt="How to add users using the contact information from a CSV file? Step 3" id="img3_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide28/step3.png")%>" />
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<div target="img3_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<p>The file will be loaded. If you want to replace it, use the <b>Select another source</b> link.</p>
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</div>
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<h2 id="step4"><span class="style_step">Step 4. </span>Verify the .csv file data</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>In the <b>Add users to the portal</b> wizard, verify the .csv file settings and set up compliance between the .csv file fields and the fields on the portal which are required to add a user.</p>
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<p>For proper importing you can change the loaded .csv file settings:</p>
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<ul>
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<li><b>Encoding</b> - Specify the encoding type used while saving your .csv file. The default type is <b>UTF-8</b>.</li>
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<li><b>Delimiter</b> - Use this drop-down list to select the character used to separate values in your .csv file. The default delimiter is <b>Comma</b>.</li>
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<li><b>Text Delimiter</b> - Use this drop-down list to specify the character used to enclose the fields in your .csv file.</li>
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</ul>
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<p>If your .csv file has a header row with the field/column names, check the <b>The names of fields in first line</b> box - the field names will be displayed in the <b>Fields in file</b> section.</p>
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</div>
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<div class="screen_block">
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<img alt="How to add users using the contact information from a CSV file? Step 4" target="img4_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide28/step4.png")%>" />
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<img alt="How to add users using the contact information from a CSV file? Step 4" id="img4_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide28/step4.png")%>" />
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<div target="img4_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>Below you can set up compliance between the .csv file fields and the fields on the portal.</p>
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<ul>
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<li><b>Fields in file</b> - a row of your .csv file containing the column/field names.</li>
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<li><b>Example values</b> - the available file column values. To refresh values use the <img alt="Refresh values" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/Guides/small/guide28/refreshvalues.png")%>" /> icon.</li>
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<li><b>Fields on the portal</b> - the portal fields corresponding to the field/column names from your file.
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<p>If the field names in the loaded .csv file comply with the obligatory fields which are necessary to import users to the portal (<b>First Name</b>, <b>Last Name</b> and <b>Email</b>), they will be automatically selected in the <b>Fields on the portal</b> section. You can also set up compliance manually selecting the necessary value from the list. </p>
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</ul>
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<p>When everything is done click the <b>Go to contact list</b> button below to proceed to the next step.</p>
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</div>
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</div>
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<h2 id="step5"><span class="style_step">Step 5. </span>Manage the contact list and start importing</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>All the available contact information will be displayed within the <b>Add users to the portal</b> wizard.</p>
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<p>Check the list. Specify the user first and last name if absent.</p>
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<p>To delete the user from the list use the <img alt="Delete icon - recycle bin" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/guides/small/guide38/delete.png")%>" /> icon which appears to the right when you point at the user.</p>
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<p>If you wish to add these users as guests check the corresponding <b>Add users as guests</b> box below the user list. To learn more about the user/guest rights on the portal refer to this <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/gettingstarted/people.aspx#ManagingAccessRights_block")%>">section</a>.</p>
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</div>
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<div class="screen_block">
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<img alt="How to add users using the contact information from a CSV file? Step 5" target="img5_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide28/step5.png")%>" />
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<img alt="How to add users using the contact information from a CSV file? Step 5" id="img5_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide28/step5.png")%>" />
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<div target="img5_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>When everything is done click the <b>Add to portal</b> button to start adding.</p>
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<p>The selected users will be added to the portal right away and will receive an email notification with a link to your portal.</p>
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<p>If you need to add a newcomer to your portal and have access to his detailed information make use of the <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/administration/people.aspx#AddingUsers_block")%>">Create New User</a> option.</p>
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</div>
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</div>
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</div> |