Importing systems and accounts

If you are familiar with the information required to add systems and shared accounts, you can create an import file to add multiple systems and shared accounts at once. The import file provides a comma-separated set of required and optional fields that describe the systems and accounts you want to add.

To import additional entities, see Importing systems, accounts, domains, databases

To import multiple systems and accounts:

  1. In the Admin Portal, click Resources then click Systems to display the list of computers and network devices.
  2. Click Import.
  3. Click Bulk System Import Template to download the template for importing systems and, optionally, accounts.

    The import template illustrates the format to use in creating your own comma‑separated values (CSV) file with the systems and accounts you want to import. The template also provides an example of how you might add two accounts for the system named host2.

  4. Open the import template in a text editor or spreadsheet program.
  5. Click File, then Save As to save the file in a location you can browse to from the Admin Portal.
  6. Edit your custom file so that each line provides the following information for a specific system:
For this template field You need to do this
Name

Type the display name of the system you want to add. This field is required.

As illustrated by the example in the template, you can have multiple lines with the same system name. For example, if you are adding more than one account for the same system, list each account as a separate line with the same system name.

FQDN

Type the fully-qualified domain name or IP address of the system you want to add. This field is required if a row adds both a system and an account or if the row adds a system.

If you are only adding an account for a system that was previously added, you should not specify the FQDN field.

ComputerClass

Specify the type of system you are adding. This field is required.

You can specify one of the following for the ComputerClass field:

  • Windows
  • Unix
  • GenericSsh
  • CiscoIOS
  • CiscoNXOS
  • CiscoAsyncOS
  • CustomSsh

    Note: The CustomSsh ComputerClass system type is for adding a system with a custom resource profile. For these custom system types, you must also specify the CustomIdentifier field.

  • JuniperJunos
  • HPNonStopOS
  • IBMi
  • CheckPointGaia

To import Palo Alto Networks PAN-OS or F5 Networks BIG-IP systems, see Importing systems, accounts, domains, databases.

Description

Type any descriptive information you want to add for the system. This field is optional.

ProxyUserPassword

Provide the password for the “proxy” user for a system. This field is optional.

For more information about the “proxy” user for Windows systems, see the following topic:

For more information about the “proxy” user for UNIX and Juniper systems, see the following topic:

ProxyUser

Type the name of the “proxy” user for a system. This field is optional.

For more information about the “proxy” user for Windows systems, see:

For more information about the “proxy” user for UNIX and Juniper systems, see:

ProxyUserIsManaged

Specify whether you want to manage the password for the “proxy” user. This field is optional.

You can specify TRUE if you want the Privileged Access Service to manage the password for the “proxy” account, or FALSE if you want to leave the password unmanaged.

User

Type the user name for an account to be used with the system. This field is optional.

Password

Type the password for the account to be used with the system. This field is optional.

Managed

Specify whether you want to manage the password for the user account you are adding for the system. This field is optional.

You can specify TRUE if you want the Privileged Access Service to manage the password for the account, or FALSE if you want to leave the password unmanaged.

UseProxy

Specify whether you want to add a “proxy” account for the system. This field is optional.

You can specify TRUE if you want to use a “proxy” account, or FALSE if you don’t want to add a “proxy” account for the system.

For UNIX and Juniper systems, use this field if your secure shell environment is configured to not allow the root user to access computers remotely using SSH. You can also use this field for Windows systems if you want to use a proxy account for Windows Remote Management (WinRM) connections to a system.

UserDescription

Type any descriptive information you want to add for the user account. This field is optional.

Domain

Type the name of the domain that the system is joined to. This field is optional.

DomainOperationsEnabled

Specify whether you want to use the domain administrative account to enable zone role workflow. This field is optional.

You specify TRUE if you want to use the domain administrative account to enable operations such as zone role workflow, or FALSE if you do not want to use the domain administrative account to enable domain operations.

In order to enable domain operations for a system, the user must have grant rights over the domain or else the import will fail.

PasswordProfiles

Enter a name to add a customized password profile to define the rules applied when managed passwords are generated for a system. This field is optional. For more information about customizing a password profile, see Configuring password profiles.

CustomIdentifer

Specify the resource profile identifier for custom system types. Note: the ComputerClass must be specified as "CustomSsh" for custom system types.

As illustrated by the examples in the template file, you can leave optional fields blank. When you are finished adding the systems and accounts you want to import, remove the template fields and examples—if you haven’t done so already—and save your changes to the file.

  1. In the Admin Portal, click Resources, then click Systems to display the list of computers and network devices.
  2. Click Import.
  3. Click Browse to select your customized CSV file, verify the email address for notification of the import result, then click Import.

    The import process runs in the background. Depending on the number of systems and accounts you are importing, the process might take some time to complete. You will receive email notification of the results when the import process is complete.