Import Enrollment Data from CSV file

 

Auto Enrollment allows you to import enrollment data of end-users and complete the enrollment process on end-users' behalf without their intervention. You can import answers to security questions, both security questions and answers, email ID, and mobile number.

 

Auto Enrollment Configuration Steps :

  1. Click on Configuration Tab --->>Administrative Tools --> Quick Enrollment --> Import Enrollment Data from CSV file

  2. Choose the desired Policy

  3. From the 'Import' drop-down menu, select the enrollment data that you want to import

  4. You can choose any one or a combination of the available options

  5. Click on 'Browse' and 'import the CSV file' (Format should be "SamAccountName,Answer". View the sample  CSV file for reference)

  6. Enable the "Overwrite enrollment data, if enrolled already" checkbox, in order to overwrite the existing enrollment data

  7. Click 'Enroll'

The imported question from the CSV file, if different from the existing ones, will get added to the Security Question list

 

Schedule Auto Enrollment:

  1. Click on Configuration Tab --->>Administrative Tools --> Quick Enrollment --> Import Enrollment Data from CSV file

  2. Click Schedule Auto Enrollment --->> Schedule New Auto Enrollment

  3. Enter Scheduler Name and Description for the scheduler

  4. Select a policy for which you want to schedule auto enrollment of users

  5. Select the duration (dialy, weekly, monthly, hourly) for the scheduler to run

  6. From the 'Import' drop-down menu, select the enrollment data that you want to import

  7. You can choose any one or a combination of the available options

  8. Click on 'Browse' and 'import the CSV file' (Format should be "SamAccountName,Answer". View the sample  CSV file for reference)

  9. Enable the "Overwrite enrollment data, if enrolled already" checkbox, in order to overwrite the existing enrollment data everytime the scheduler runs.

  10. Click 'Save'

 

CSV File:

It is a file via which the administrators import the user details. During the auto enrollment of the users, the administrator has to specify the header for these CSV files.

The first line of the CSV file will be taken as the header.

 

Creating A CSV File:

Creating a CSV file is a very easy task. Open any text editor, type the text and save it with the .CSV extension.

CSV file (with enrollment data):

This file will contain the "Username" followed by the enrollment data like email ID, mobile number, security answers, etc. For example, if you have chosen to import Security Questions, answers, mobile number and email ID, then the CSV file would be like this:

 

samAccountName,question,answer,mobile,mail
Jhon,What is your favorite sport?,Football,9876543210,jhon@test.com
Matrin,What is your favorite color?,Blue,9812345607,martin.alex@test.com

 

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