Product Documentation

Bulk User Import Template Settings

Jun 05, 2015

The Bulk User Import Template workbook is a Microsoft Excel 97-2003 compatible .xls format file that can be blank or contain information about one or more users in a customer hierarchy. It contains a header row that indicates all possible fields associated with a user.

First Name
First name of the user
Surname
Surname or last name of the user
Display Name
First name and last name of the user. If left blank, the Display Name is automatically created from the First Name and Surname fields.
UPN
User principal name in the format of username@domain. The domain is the customer's domain. A user can log on using the UPN. If you specify an email pattern such as %g.%s@domain, the resulting email address is in the form of firstname.lastname@domain.
Username
If blank, the software automatically creates a username for the user, using the UPN username appended with a _CustomerShortName. The _CustomerShortName is derived from the customer's ShortName. You can edit this field in the template or Edit User dialog.
Password
An alphanumeric user password. If blank for an existing user, the user's password is preserved. A password is required for a new user. Passwords must be at least eight characters long and contain at least three of the following four character types:
  • Lower case alpha character
  • Upper case alpha character
  • Numeric character
  • Symbol character, such as !, @, #, $, %
Location
The Active Directory Location of the user's customer. If blank, the default location is Unassigned.
Department
The user's assigned department. If blank, the default department is Unassigned.
Phone Number
Telephone number associated with the user.
Custom Field
One or more for customized information associated with the user.
Roles
Specify one or more comma-separated security roles for the user. For example: Customer Administrator, Exchange Service Administrator. Each column is limited to 250 characters. Use the Roles 2 through Roles 4 fields for additional roles.
Account Disabled
This field allows you to select one of the following from the drop-down: TRUE specifies that the user account is disabled and the user cannot log on to access services. FALSE specifies that the account is enabled upon import.
Change Password at Logon
This field allows you to select one of the following from the drop-down: TRUE specifies that the user must change its password when first logging on. FALSE specifies that the user does not need to change the user account password at first logon.
Password Never Expires
Select TRUE to set the user password to Never Expire. You must select TRUE if you want to use the AD Sync tool. Select FALSE to allow the user password to expire at regular intervals.
Email Addresses
Specify one or more email addresses for the user. If blank, the software automatically assigns an email address constructed from the UPN.
City/ZipPostal/Title/Street
Specify physical address information for the user. You can specify a user's organizational title; for example, Manager of Engineering Services