CSV export: Difference between revisions
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With the advanced CSV export you can export userdata from UMS to an Excel/CSV file | With the advanced CSV export you can export userdata from UMS to an Excel/CSV file | ||
== Prerequisites == | ==Prerequisites== | ||
=== Module requirements === | ===Module requirements=== | ||
[[UMS]] | [[UMS]] | ||
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A valid license for Advanced CSV export | A valid license for Advanced CSV export | ||
=== Testing after setup === | ===Testing after setup=== | ||
Open UMS Web and use the CSV export definition | Open UMS Web and use the CSV export definition. If no definitions are available, proceed to next paragraph on this page. | ||
[[File:Using csv export in UMS web.png|none|thumb|739x739px]] | |||
<br /> | |||
==How to setup a CSV export definition== | ==How to setup a CSV export definition== | ||
Open [[Configurator]] and select Web Setup on the first screen. | Open [[Configurator]] and select Web Setup on the first screen. | ||
[[File:Websetup.png|none|thumb|802x802px]] | [[File:Websetup.png|none|thumb|802x802px]] | ||
Define | Define a new CSV export definition using the Merge letter editor[[File:Websetup csv export.png|none|thumb|790x790px]] | ||
=== Show on web === | ===Show on web=== | ||
Makes the export definition visible / selectable in UMS web | Makes the export definition visible / selectable in UMS web | ||
=== Group with reader rights === | ===Group with reader rights=== | ||
Grant permissions to the AD group that is allowed to export userdata from UMS | Grant permissions to the AD group that is allowed to export userdata from UMS | ||
HTML code | === HTML code === | ||
Use the editor to define the content of the CSV file as showed in the example above. | |||
==FAQ== | ==FAQ== | ||
<br /> | <br /> | ||
Latest revision as of 13:39, 22 March 2019
With the advanced CSV export you can export userdata from UMS to an Excel/CSV file
Prerequisites
Module requirements
A valid license for Advanced CSV export
Testing after setup
Open UMS Web and use the CSV export definition. If no definitions are available, proceed to next paragraph on this page.
How to setup a CSV export definition
Open Configurator and select Web Setup on the first screen.
Define a new CSV export definition using the Merge letter editor
Show on web
Makes the export definition visible / selectable in UMS web
Group with reader rights
Grant permissions to the AD group that is allowed to export userdata from UMS
HTML code
Use the editor to define the content of the CSV file as showed in the example above.
FAQ