OpenLM Group Usage configuration

Adding users to a group manually

• 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.
• Select Add Group -> Name the group -> Check the box Add Under Current Node -> Select Save.
• Select the new group from the list -> Click Members -> Click Add -> Select users -> Select.

Upload a CSV file

• Make sure you have a single OpenLM SLM installation on a central network server.
• Download and unzip the CSV insert toolon 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.