Import and Export Operators/Users

Use the Import and Export Operators pages to manage both device operators and application users.

Import

These instructions assume an operators.zip file has been created with the Export function.

  1. Navigate to Inspection > Operators page.
  2. Click Manage Operators > Import Operators.
  3. Makes sure "Import Operators is displayed in the Operator ID/User Name pull down.
  4. Drag and drop an operators.zip file or browse to select the operators.zip file by clicking the Upload button.

Import Criteria

A notification is displayed for any import issue. Various scenarios are described below:

  • If the Operator ID/User Name already exists in the destination server, the operator is not imported. However, this does not prevent other operators in the operator.zip file from being imported.
  • If the operator.zip file includes operator details, but the templates are for another user, the import is rejected.
  • If an operator is associated to a single site and that site does not exist on the destination server, the operator is not imported
  • If an operator is associated to multiple sites and not all those sites exist in the destination server, the operator is only imported into the existing sites.
  • If an operator is associated to a role which does not exist on the destination server, the operator is imported and associated to the Read-only role.
  • If an operator is associated to multiple roles and one of those roles does not exist in the destination server, the operator is only associated with the roles that exist.

After an operator is imported successfully to the destination server, logon to the server with that user and update the password. Force Change Password is enabled by default when importing operators.
However when SSO is used, the forced password change does not occur.

Export

  1. Navigate to Inspection > Operators page.
  2. Select one or more operators.
  3. Click Manage Operators > Export Selected Operators. If no operators were selected, this link is not available.
  4. An operators.zip file is created.