Adding Users To A Group Manually
- Please make sure you have a single OpenLM SLM installation on a central network server.
- Windows Start button –> OpenLM –> OpenLM User Interface –> Start –> Users & Groups –> Groups.
- Click Add Group –> Name the group –> Check the box Add Under Current Node –> Click Save.
- Select the new group from the list –> Click Members –> Click Add –> Select users –> Select.
Upload a CSV file
- Please make sure you have a single OpenLM SLM installation on a central network server.
- Download and unzip the CSV insert tool on the same server as OpenLM SLM.
- Set JAVA_HOME variable.
- Edit the file config.properties as follows:
- login –> Your OpenLM SLM admin username.
- password –> Your OpenLM SLM admin password.
- csv.format.delimiter –> delimiter (Line seperator) of the csv file.
- Save the changes.
- Edit the file called groups.csv and fiil in the values as followed:
- ID –> consecutive group ID (1,2,3,4….)
- Name –> Name of the groups you wish to add.
- ParentId –> ID of the parent group.
- Edit the file called datasource.csv and fiil in user values as followed:
- Input the users’s details –> UserName, FirstName, LastName, DisplayName, Title, Department, PhoneNumber, Description, Office, Email, Enabled, Projects, DefaultProject.
- Groups –> Input group ID.
- DefaultGroup –> Input group ID.
- Double-click the file Start import.bat.
- Open OpenLM User Interface –> Start –> Users and Groups –> Users –> See the new users.
- Click Start –> Users and Groups –> Groups–> See the new groups.
Configure Group Usage – Options File
- Please make sure you have a single OpenLM SLM installation on a central network server.
- Make sure you have an OpenLM Broker installation on your license servers and that the OpenLM Brokers are configured.
- Windows Start button –> All Programs –> OpenLM –> OpenLM User Interface –> Start –> Administration –> Options Files.
- Select the relevant options file –> Edit –> Check the box Changes made to the Options File are reflected in the OpenLM User Interface Options File editor.
- Users and groups will be synchronized from the Options File automatically.
- See the Reports of OpenLM.