Importing User and Group Data
You can generate user and group reports as worksheets in a Microsoft Excel file as described in the previous topic. You can then import the user and group data in this file into a new Windchill Risk and Reliability installation. However, this data must be for the same version as the new installation. In other words, you can import user and group reports generated from Windchill Risk and Reliability 12.0.1.0 into only a new installation of Windchill Risk and Reliability 12.0.1.0. You cannot import user and group reports generated from Relex 2011 into Windchill Risk and Reliability 12.0.1.0.
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Any LDAP data in the Excel file is ignored. After completing the following procedure, you must specify LDAP settings and insert LDAP users and groups in your new system. For more information, see LDAP How-Tos. Additionally, if a Licenses per Group report is included in the Excel file, the license information in it is not imported into the new installation.
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1. In the Administrator application for your existing Windchill Risk and Reliability system, do the following:
a. Delete all unnecessary users and groups.
b. Select > and generate the desired user and group reports, ensuring that Groups Per User, Groups, and Users reports are among those selected. For more information, see Generating User and Group Reports.
c. Copy any existing Enterprise Projects that you want to move to the new system to Team Projects. For more information about copying an Enterprise Project to a Team Project, see the help or guide for the desktop application. You can download the latest copy of the guide from the Reference Documents area on the PTC website.
2. In the Administrator application for your new Windchill Risk and Reliability system, do the following:
a. Ensure that only the Administrators group and the Admin user are present. This is the case immediately following the completion of a new installation.
Ensure that only the Administrators group and the Admin user are present. This is the case immediately following the completion of a new installation. If other groups or users have been inserted in your new installation, the import of the user and group data in the Excel file cannot be completed. In you attempted to import this data, a window would open, indicating that why the import was stopped.
b. Select > . The Import Users and Groups window opens so that you can select the Excel file.
c. Click the browse button for Report file name and use the standard Windows Open window that opens to navigate to and select the Excel file. Once the desired file is shown for File name, click Open. The Import Users and Groups window now displays the selected file for Report file name.
d. Click OK. The Importing User and Group Data window opens, supplying progress information.
Several validations are performed to ensure that the import can be completed successfully. If a needed worksheet is missing or a required field is blank, a window opens, indicating why the validation failed. You would click OK to close this window.
Otherwise, if the Excel file meets all validation checks, the import begins. Clicking Stop in this window would cancel the import.
When the import is finished, a window opens, indicating that it was completed successfully.
e. Click OK. You can use the Users and Groups areas in the Administrator application to view the imported user and group data.
f. Copy any Team Projects that you created from your old system into the new system. For more information about copying files from another Project into the Project open in the Project Properties window, see the help or guide for the desktop application. You can download the latest copy of the guide from the Reference Documents area on the PTC website.
As Team Projects in your old system are copied into your new system, the imported user and group data is used to reassign user and group data.
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