Creating JSON file for user import – Helpdesk

WHEN

For those customers where access to users and relationship isn't available in the Active Directory for Planner, the data can come from any other data source if formatted in the JSON format defined below.

WHY

Some customers does not have all users and their group membership reflected in an MS Active Directory, but in another structure/system that holds the security principals of user and groups.

Steps

Configure Planner with locations - and if required VIP groups and departments
Create a User Import definition, as "Import Set", within administration->Settings->Import Users
Create your JSON file of users - MUST be named exactly "ImportSet.txt"
Contact Helpdesk@pronestor.com for a powershell script that you can use to import the users into your solution.

HOW TO CREATE JSON FILE FOR IMPORT

User, roles and department membership must be defined in a specific JSON form - which consists of attribute-data pairs. These are described in the table below.

The import file must include all users that are to be available in Planner.

Note! Whenever the file is update - it will add/update/delete as follows:

New users will be added to Planner
Update users will be updated in Planner
Missing users, imported during an earlier import, will be delete in Planner
GUID
- A unique identifier per user from the source system. If this is not set, a user that is deleted will not be recoverable when reintroduced in the import set, and will then appear as a new user in Planner.

Here is an example of a user object and the attribute-data pairs that is must contain:

[{
"GlobalRoles": [0],
"LocalRoles": [0],
"VipRoleMemberships": [],
"DepartmentUserMemberships": [],
"DepartmentSecretaryMemberships": [],
"InvalidReason": null,
"DataSourceGuid": "",
"Login": "peter.jurgensen@xyz.com",
"Lastname": "Jurgensen",
"Firstname": "Peter W.",
"Initial": "pj",
"Email": "peter.jurgensen@xyz.com",
"LegacyExchangeDN": null,
"Phone": null,
"MobilePhone": null,
"LocationId": 3,
"Department": "IT Department",
"BillingNote": "",
"MeetingTypeNote": null

}]

Attribute-data Pairs

GlobalRoles	Empty array or array of number(s) referring to role enums	Global role(s) for user UserRoleType {Booker = 0, FacilityManager = 1, CateringManager = 2, Secretary = 3, Administrator = 5, Receptionist = 6,} Ex. "GlobalRoles": [0] User is a global booker
LocalRoles	Array of number(s) referring to one or more role enums	Local role(s) for user UserRoleType {Booker = 0, FacilityManager = 1, CateringManager = 2, Secretary = 3, Administrator = 5, Receptionist = 6,}; Ex"LocalRoles": [0,2] User is local booker and local catering manager, for the location defined in LocationId
VipRoleMemberships	Empty array or array of number(s) referring to usergroup_id for VIP groups	VIP groups for user Reference to membership of usergroup_id - these can be looked up in database or by hovering in administration Ex. "VipRoleMemberships": [234,43] User is a member of the usergroup with ID 234 and with ID 43 Ex. "VipRoleMemberships": [] User is not a member of any VIP group
DepartmentUserMemberships	Empty array or array of number(s) referring to usergroup_id for VIP groups	Reference to membership to departments Reference to membership of department ID - these can be looked up in database or by hovering in administration for each department Ex. "DepartmentUserMemberships": [234,43] User is a member of department with ID 234 and with ID 43 Ex. "DepartmentUserMemberships": [] User is not a member of any departments
DepartmentSecretaryMemberships	Empty array or array of number(s) referring to usergroup_id for VIP groups	Reference to membership to department.id which the user is a secretary of Reference to membership of department ID - these can be looked up in database or by hovering in administration for each department Ex. "DepartmentSecretaryMemberships": [234,43] User is secretary for department with ID 234 and with ID 43 Ex. "DepartmentSecretaryMemberships": [] User is not secretary for any department
InvalidResource	null
DataSourceGuid	"GUID"	A unique identifier per user from the source system. If this is not set, a user that is deleted will not be recoverable when reintroduced in the import set, and will then appear as a new user in Planner.
Login	text	User login If used with SSO - then it must match the claim used in the ADFS/AAD Text field
Lastname	text	Must be set Ex. "Lastname": "Hansen"
Firstname	text	Must be set Ex. "Firstname": "Kasper"
Initial	text	Must be set Ex. "Initial": "KU"
Email	text	Must be set, and must be unique pr user Ex. "Email":"kasper@hansen.dk"
LegacyExchangeDN	Null or text
Phone	Null or text	Phone for user Ex. "Phone":"123445", or Ex. "Phone": null,
MobilePhone	Null or text	Mobile phone for user Ex. "MobilePhone":"123123" or Ex. "MobilePhone": null,
LocationId	number	Reference to location for user
Department	text	Department text - just text no reference Ex. "Department": "My department" or Ex. "Department": ""
BillingNote	text	Billing/Costcenter note - jut text no reference Ex. "BillingNote": "xyz-123" or Ex. "BillingNote": ""
MeetingTypeNote	text	Meeting Type note - jut text no reference Ex. "MeetingTypeNote": "abc-234" or Ex. "MeetingTypeNote": ""

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ImportSet.txt
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