Importing Resources

Importing Resources from Text File

You can import resource details from a CSV file using the import wizard. All the lines in the CSV file should be consistent and have the same number of fields. CSV files having extensions .txt and .csv are allowed.

To import users from a CSV file,

  • Go to "Resources" >> "More Actions" >> "Import Resources"
  • Browse and select the file and click "Next"
  • In your CSV file, the entries could be present in any order. You can choose which field in the CSV file maps to the corresponding attribute of the PMP resource & account. Both the default and the user defined attributes will be listed in the wizard and the user defined attributes have been defined before the import operation. If a resource contains multiple user accounts, then the resource fields will have to be repeated for each user account in the CSV file
  • If you have resources with attributes that can not be placed in the CSV file (like files for the File Store resource type), you can leave those entries blank in the CSV file and later edit the resource and update the attribute value
  • If the list of resources imported by you contains any of the already existing resources, they will not be added to PMP by default. If you it to be overridden, you need to select the option "Overwrite existing resources".
  • Click "Finish"
  • The result of every line imported will be logged as an audit record. For troubleshooting errors during import, refer to the log file in the location \logs\pmp0.txt
  • Important Note: After importing resources, if you to configure password reset with the target systems, you need to do it by editing resources.
  • Importing Resources takes time ...
  • When you try to import a large number of resources, it would take a while to import all of them to PMP inventory. When the importing process is in progress, you will notice the rotating gif at the RHS end. Once, it is done, you will notice the message "Resources Imported Successfully".

  • My resources have additional fields ..
  • You can import the additional fields too. But, prior to importing the resources, you need to add those custom fields to PMP.

  • I do not have some of the fields that are listed mandatory for PMP in my CSV file..
  • That is not a problem. Only 'Resource Name' and 'Account Name' fields are mandatory. So, you can import whatever you have.

Importing Resources from Active Directory

You can import the computers in your domain and the user accounts part of those computers as resources in PMP.

To import resources from domain,

  • Go to "Resources" tab in the web interface
  • Click the link "Import from Domain" present in the drop-down of "More Actions" button
  • 'Import Resources from Active Directory' UI will open

The first step is to provide credential details and importing resources from AD. PMP automatically discovers and lists all the Windows domains from the Windows domain controller of which the running PMP is part of. You need to select the required domain and provide domain controller credentials.

In the UI,

  • Select the required Domain Name from which the resources (computers) are to be imported
  • Specify the DNS name of the domain controller. This domain controller will be the primary domain controller.
  • In case, the primary domain controller is down, a secondary domain controllers can be used. If you have secondary domain controllers, specify their DNS names in comma separated form. One of the listed secondary domain controllers will be used. When you use SSL mode make sure the DNS name specified here matches the CN (common name) specified in the SSL certificate for the domain controller
  • Enter a valid user credential (user name and password) having admin privilege or the name of the user present in Domain Admins group
  • For each domain, you can configure if the connection should be over an encrypted channel for all communication. To enable the SSL mode, the domain controller should be serving over SSL in port 636 and you will have to import the domain controller's root certificate into the PMP server machine's certificate.
  • As mentioned above, to enable SSL mode, the domain controller should be serving over SSL in port 636. If the certificate of the domain controller is not signed by a certified CA, you will have to manually import the certificate into the PMP server machine's certificate store. You need to import all the certificates that are present in the respective root certificate chain - that is the certificate of the PMP server machine and intermediate certificates, if any.

    To import domain controller's certificate into PMP machine's certificate store: (you can use any procedure that you normally use to import the SSL certificates to the machine's certificate store. One example is given below)

    • In the machine where PMP is installed, launch Internet Explorer and navigate to Tools >> Internet Options >> Content >> Certificates
    • Click "Import"
    • Browse and locate the root certificate issue by your CA
    • Click "Next" and choose the option "Automatically select the certificate store based on the type of certificate" and install
    • Again click "Import"
    • Browse and locate the domain controller certificate
    • Click "Next" and choose the option "Automatically select the certificate store based on the type of certificate" and install
    • Apply the changes and close the wizard
    • Repeat the procedure to install other certificates in the root chain

    PMP server can now communicate with this particular domain controller over SSL. Repeat these steps for all domain controllers to which you want PMP to communicate over SSL. Note that the DNS name you specify for the domain controller should match the CN (common name) specified in the SSL certificate for the domain controller.

  • If you want to import only a particular computer, enter the required user name(s) in comma separated form
  • Similarly, you can choose to import only specific resource groups (i.e. computer groups) or OUs from the domain. You can specify the names in the respective text fields in comma separated form. PMP resource groups will be created with the name of the corresponding AD computer groups, prefixed by the domain name.
  • Whenever new computers get added to the AD, there is provision to automatically add them to PMP and keep the resource database in sync. Enter the time interval at which PMP has to query the AD to keep the resource database in sync. The time interval could be as low as minutes or it can be in the range of hours and days
  • Click "Import". Soon after hitting this "Import" button, PMP will start adding all computers

Important Note: After importing resources, if you want to configure remote password reset for the target systems, you can do it from Resources > More Option > Configure Password Reset.

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