Importing Resources

Apart from adding resources manually, you can also import them. There are a few ways by which you can import your resources into PAM360:

Importing Resources from a File
Importing Resources from KeePass
Importing Resources from Active Directory

1. Importing Resources from a File

PAM360 offers the flexibility to import resources directly from Excel, CSV, or TSV files streamlining the resource management process. Click here to view sample files and learn more about the supported file formats.

Note: When importing resources, TOTP Secret Keys for accounts with configured TOTP cannot be mapped. You must manually configure TOTP for these accounts after import.

Note: Earlier, it was possible to import a .txt file containing comma-separated data, and in step 2, the data would be listed as expected. However, from build 6400 onwards, if the entries are comma-separated, the file format must be .csv. Files with tab-separated values should be saved as .txt or .tsv for importing.

Navigate to the Resources tab, click the Add Resource button in the top pane, and select Import From File from the drop-down menu.
In the pop-up form that appears, select the file type and file format. You can choose between Comma Separated, Tab Separated, or Excel file types. You can choose between two different file formats as mentioned below:

Normal File: Select this option to upload a plain text CSV/TSV file or entries in an Excel file directly.
Password-Protected ZIP File: Select this option to upload a password-protected ZIP folder containing the CSV/TSV/Excel file, for enhanced security. If this format is selected, provide the password and specify the target file name in the File Name field. If the field is left empty, PAM360 will import the first accessible file in the unzipped folder.

Click the Browse button beside the Attach File field to locate and upload the file containing resource data from your machine.
After uploading the file from your machine, click Next to proceed to the next step. PAM360 will display the resource attributes provided in the file along with the resource inventory fields based on column names, regardless of the column order in which they were specified in the file. Map the corresponding resource attributes specified in the file with the resource inventory fields.
There are three default fields whose attributes are mandatory and should be present in the file to proceed with the import. If needed, you can manually map the file's attributes to the corresponding PAM360 resource and account fields.

Resource Name
User Account
Password

Both the default and user-defined attributes will be listed on the screen. The user-defined attributes should be defined before the import operation. If a resource contains multiple user accounts, then the resource fields should be repeated for each user account in the file.
For resources with attributes that cannot be included in the import file (such as files for the File Store resource type), you can leave those entries blank in the file and later edit the resource in PAM360 to update the attribute values.
If the list of resources being imported contains resources that already exist in PAM360, they will not be added by default. To overwrite existing resources, select the Overwrite Existing Resources option during import.
The Password Policy attribute can be assigned to resources and accounts during file import.
Click Finish to complete the import process.

The outcome of the import process, whether successful or failed, will be logged as an audit entry. For detailed information, navigate to the Resource Audit section under the Audit tab.

Notes:

After importing resources, password reset configurations for the target systems should be performed manually by editing the respective resources.
Importing multiple resources may take additional time. Once the import process is complete, the message Resources Imported Successfully will be displayed.
If the resources include additional fields, ensure that the corresponding custom fields are created in PAM360 before initiating the import process.
Only the Resource Name and Account Name fields are mandatory for importing resources into PAM360. If any other mandatory fields listed in the sample CSV are unavailable, you can proceed with importing the available data.
If a password policy is not specified for both resources and accounts, or if the policy name specified in the file is invalid, the default password policy configured under Admin >> Password Policy will be applied to the resources and accounts.
If a password policy is not specified for an account, the policy assigned to the corresponding resource will be applied. If no password policy is specified for the resource, the default password policy will be applied to both the resource and its accounts.

Troubleshooting Import Failures: If the reason for an import failure is unclear from the Audit tab, you can set the log level to Debug mode and attempt the import again. Detailed failure traces will be recorded in the app0.txt log file located within the <PAM360_Installation_Directory>\logs folder.

2. Importing Resources from KeePass

You can also import resource details (IT resources, their accounts, and passwords) directly from KeePass (both 1.x and 2.x) using the import wizard. The import file should be a KeePass database file, either .kdb or .kdbx.

To import resources from KeePass:

Navigate to the Resources tab.
Click the Add Resource button and select Import from KeePass from the drop-down list.
In the pop-up form that opens, browse and select the required KeePass Database file for Import File. Usually, the file will be available at the location chosen by you while saving the file in KeePass after its creation.
After selecting the file, enter the Master Password you have set for the file.

Note: Currently, you can import resources from KeePass only using Master Passwords, and not Key Files. So, ensure the selected file has a Master Password.
Overwrite Existing Resources: Check this option if you want the import operation to overwrite resources that already exist in PAM360. If this option is off, resources already existing in PAM360 database will not be imported from KeePass.
Click Import Now. The result of every line imported will be logged as an audit record.

Notes:

During the import operation, resource details such as resource URL, user accounts, passwords, and description will be automatically mapped and imported from KeePass. For DNS Name/IP Address, the details in the file be imported only if they match with the inbuilt regular expressions. Also, if you have stored the resources within different static groups such as Windows, Linux, etc, in the database file, the groups will also be automatically created in PAM360 while importing the resources.
Once the resources and groups are imported, the Resource Type of all the resources will, by default, be marked as Unknown in PAM360. You can edit the resources and sort them under desired types. In case of web site accounts alone, the resources will be automatically sorted as Web Site Accounts, if the site URL is provided in the import file.
After importing the resources, if you want to configure remote password reset for the target systems, navigate to Resources >> Resource Actions >> Configure Password Reset.


Importing Resources Apart from adding resources manually, you can also import them. There are a few ways by which you can import your resources into PAM360: Importing Resources from a File Importing Resources from KeePass Importing Resources from Active Directory 1. Importing Resources from a File PAM360 offers the flexibility to import resources directly from Excel, CSV, or TSV files streamlining the resource management process. Click here to view sample files and learn more about the supported file formats. Note: When importing resources, TOTP Secret Keys for accounts with configured TOTP cannot be mapped. You must manually configure TOTP for these accounts after import. Note: Earlier, it was possible to import a .txt file containing comma-separated data, and in step 2, the data would be listed as expected. However, from build 6400 onwards, if the entries are comma-separated, the file format must be .csv. Files with tab-separated values should be saved as .txt or .tsv for importing. Navigate to the Resources tab, click the Add Resource button in the top pane, and select Import From File from the drop-down menu. In the pop-up form that appears, select the file type and file format. You can choose between Comma Separated, Tab Separated, or Excel file types. You can choose between two different file formats as mentioned below: Normal File: Select this option to upload a plain text CSV/TSV file or entries in an Excel file directly. Password-Protected ZIP File: Select this option to upload a password-protected ZIP folder containing the CSV/TSV/Excel file, for enhanced security. If this format is selected, provide the password and specify the target file name in the File Name field. If the field is left empty, PAM360 will import the first accessible file in the unzipped folder. Click the Browse button beside the Attach File field to locate and upload the file containing resource data from your machine. After uploading the file from your machine, click Next to proceed to the next step. PAM360 will display the resource attributes provided in the file along with the resource inventory fields based on column names, regardless of the column order in which they were specified in the file. Map the corresponding resource attributes specified in the file with the resource inventory fields. There are three default fields whose attributes are mandatory and should be present in the file to proceed with the import. If needed, you can manually map the file's attributes to the corresponding PAM360 resource and account fields. Resource Name User Account Password Both the default and user-defined attributes will be listed on the screen. The user-defined attributes should be defined before the import operation. If a resource contains multiple user accounts, then the resource fields should be repeated for each user account in the file. For resources with attributes that cannot be included in the import file (such as files for the File Store resource type), you can leave those entries blank in the file and later edit the resource in PAM360 to update the attribute values. If the list of resources being imported contains resources that already exist in PAM360, they will not be added by default. To overwrite existing resources, select the Overwrite Existing Resources option during import. The Password Policy attribute can be assigned to resources and accounts during file import. Click Finish to complete the import process. The outcome of the import process, whether successful or failed, will be logged as an audit entry. For detailed information, navigate to the Resource Audit section under the Audit tab. Notes: After importing resources, password reset configurations for the target systems should be performed manually by editing the respective resources. Importing multiple resources may take additional time. Once the import process is complete, the message Resources Imported Successfully will be displayed. If the resources include additional fields, ensure that the corresponding custom fields are created in PAM360 before initiating the import process. Only the Resource Name and Account Name fields are mandatory for importing resources into PAM360. If any other mandatory fields listed in the sample CSV are unavailable, you can proceed with importing the available data. If a password policy is not specified for both resources and accounts, or if the policy name specified in the file is invalid, the default password policy configured under Admin >> Password Policy will be applied to the resources and accounts. If a password policy is not specified for an account, the policy assigned to the corresponding resource will be applied. If no password policy is specified for the resource, the default password policy will be applied to both the resource and its accounts. Troubleshooting Import Failures: If the reason for an import failure is unclear from the Audit tab, you can set the log level to Debug mode and attempt the import again. Detailed failure traces will be recorded in the app0.txt log file located within the <PAM360_Installation_Directory>\logs folder. 2. Importing Resources from KeePass You can also import resource details (IT resources, their accounts, and passwords) directly from KeePass (both 1.x and 2.x) using the import wizard. The import file should be a KeePass database file, either .kdb or .kdbx. To import resources from KeePass: Navigate to the Resources tab. Click the Add Resource button and select Import from KeePass from the drop-down list. In the pop-up form that opens, browse and select the required KeePass Database file for Import File. Usually, the file will be available at the location chosen by you while saving the file in KeePass after its creation. After selecting the file, enter the Master Password you have set for the file. Note: Currently, you can import resources from KeePass only using Master Passwords, and not Key Files. So, ensure the selected file has a Master Password. Overwrite Existing Resources: Check this option if you want the import operation to overwrite resources that already exist in PAM360. If this option is off, resources already existing in PAM360 database will not be imported from KeePass. Click Import Now. The result of every line imported will be logged as an audit record. Notes: During the import operation, resource details such as resource URL, user accounts, passwords, and description will be automatically mapped and imported from KeePass. For DNS Name/IP Address, the details in the file be imported only if they match with the inbuilt regular expressions. Also, if you have stored the resources within different static groups such as Windows, Linux, etc, in the database file, the groups will also be automatically created in PAM360 while importing the resources. Once the resources and groups are imported, the Resource Type of all the resources will, by default, be marked as Unknown in PAM360. You can edit the resources and sort them under desired types. In case of web site accounts alone, the resources will be automatically sorted as Web Site Accounts, if the site URL is provided in the import file. After importing the resources, if you want to configure remote password reset for the target systems, navigate to Resources >> Resource Actions >> Configure Password Reset.