Questions regarding importing users using CSV

Products

• CASB Security Advanced
• CASB Security Premium
• CASB Security Standard

Issue/Introduction

In CloudSOC, the administrator can use a .csv file to import and modify the CloudSOC user information in batches. The template can be found in the Import Users tab:

The csv template looks similar to the table below:

In	First Name	Email	Groups	Title	Admin	Access Profile	Work Phone	Cell Phone	Secondary ID	Active
xxxx	xxxx	[email protected]	[u'Finance', u'HR Admins (OU=users,DC=example,DC=com)', u'Management']	Engineer	Admin	admin-all	(xxx) xxx-xxxx	(xxx) xxx-xxxx	xxxx	No

 

Please read the tech doc Import and Export Users and Groups for initial information. This KB provides some clarifications to the questions regarding the csv import:

1. Does appending a new group create the group?
2. Does appending an existing group adds the user to the group?
3. Does importing new users with a new group create and add this user to the group?
4. Does the csv affect the other users in CloudSOC?
5. Getting "Invalid set of fields in file header. No valid user found in the uploaded CSV file" error when importing the file 

Resolution

1. Appending a group that has not been created in CASB to the test user's group column will create a new group in CASB and add this user to the group.
2. Appending an existing group to the test user's group column adds this user to the group.
3. Importing a new user will create this new user in CASB and add the user to the group listed in the CSV.
4. Users that are not listed in CSV will remain untouched in CASB (Not deleting the user)
5. Please update the file using Notepad or Notepad++, because Excel might alter the encoding. Do not use the "Save As" function. If you need to change the filename, you can do so in folder explorer before or after editing the file.