Request:
An export of passwords, forms and organizational structure is to be made.
In this example, the administrator user exports the entire content.
Requirement:
The user can export only the records to which he is authorized and has the export right.
As a note, the export considers the affiliation of the records to the forms used and the organizational structure. Not the authorization on the records. The authorizations are lost during the export.
You must ensure that the organizational structure, forms, and passwords are exported separately.
If you want that during the later import the passwords can already be imported directly into an OU, the export must be carried out per filter in the individual OUs.
Translated with www.DeepL.com/Translator (free version)
Implementation:
Log in to the Native Client with the user and select the Export option in the background menu:
We start with the organizational structure:
Type: CSV (Microsoft Excel table format)
Export file path: Select the directory path on the local computer where the export should be saved.
Character encoding: Use Unicode (UTF-8).
Confirm with "Next".
Now we come to the settings for the export:
Separator: the separator used in the export table.
Text qualifier: symbol with which text passages will be marked in the export.
Apply column headings: Selection whether column headings should be exported with.
In our example we leave it at the default settings and confirm with "Finish".
The successful export is confirmed with a message:
The export is saved in the specified directory:
The structure of the file name is composed as follows:
Content of the file / What was done / Date and time.
If no changes have been made to forms, it is not necessary to export the forms.
If changes were made, it is mandatory.
The export is identical to the export we have already done:
You can specify:
- Type: CSV (Microsoft Excel spreadsheet format).
Export file path: Here you can also select the directory path on the local computer where the export will be saved.
Character encoding: use Unicode (UTF-8). - Separator: the separator used in the export table.
- Text qualifier: symbol with which text passages will be marked in the export.
- Include column headings: Selection whether column headings should be exported with.
The successful export is confirmed with a message:
The export is saved in the specified directory:
Now for the passwords:
The export is identical to the export we have already done:
You can specify:
- Type: CSV (Microsoft Excel spreadsheet format).
Export file path: Here you can also select the directory path on the local computer where the export will be saved.
Character encoding: use Unicode (UTF-8). - Separator: the separator used in the export table.
- Text qualifier: symbol with which text passages will be marked in the export.
- Include column headings: Selection whether column headings should be exported with.
The successful export is confirmed with a message:
The export is saved in the specified directory:
One difference can be seen here. The passwords were exported separately to the used forms.
So that these can be assigned during import.
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