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Importing Users to GFI FaxMaker

Author: Abas Lazem Updated

Overview

The user import feature enables the addition of users to GFI FaxMaker from GFI Directory or from Windows®. This is achieved by importing users in bulk to the GFI Directory and then to GFI FaxMaker.

The import process is provided in this article.

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Information

This feature is only available when GFI FaxMaker uses GFI Directory as a user directory service.

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Process

Importing users to GFI FaxMaker involves three main steps:

  1. Creating the CSV file.
  2. Importing the file into GFI Directory.
  3. Importing the users using the GFI FaxMaker User Import Tool.

Step 1: Create the CSV File

Refer to the following guideline to create a CSV file:

  1. Use the template provided with GFI FaxMaker as the baseline and modify it accordingly. The template can be downloaded from Add User > Import then click download template.
  2. On the first line, type the field names separated by commas (,).
  3. Use a line per user and their correspondent details. Add the details in the same order of the fields in the first line.

NOTE: The following makes the file invalid:

  • Adding a user that already exists.
  • A missing required field for a single user.

The file should contain the following details:

# Name Required Description
1 First name No Key in the user's first name.
2 Last name No Key in the user's surname.
3 Display name Yes The user's display name. For example, John Smith.
4 Username Yes The Username that will be used to log in GFI Directory and in other GFI Software Ltd applications. For example, jsmith.
5 Email Yes

The user email address.
6 Description No Description of user. For example, Senior.
7 Groups No

You can assign each user to one or more Groups. Separate multiple group names by a semicolon ;.
8 Address No

User's street address.
9 Company No The name of the organization or business.
10 Department No The department name to which this user belongs.
11 Phone No User's telephone number.
12 Mobile No User's mobile number.
13 Fax No User's fax number.
14 Office No The office name to which this user belongs.
15 Password Yes User password to be provided when logging into the network.

Figure 1: CSV file contents

Step 2: Import the File into GFI Directory

  1. From the GFI Directory console, go to Manage > Users.
  2. Click Add Users.
  3. From the Import tab, click Browse and choose the CSV file containing the list of users to import.

    Import_CSV.png

    Figure 2: Importing users from CSV file to GFI Directory

  4. Click Create.

Step 3: Import the Users to GFI FaxMaker

  1. From the GFI FaxMaker Configuration tool, right-click Licensed users and select Import users…. The following window is displayed:

    Import_users_from_remote_machine.png

    Figure 3: Selecting users to import to GFI FaxMaker

  2. From Source, choose from where you would like to import the users (the three options are described in the following table):

    Source Description
    GFI Directory Add users from GFI Directory. Select the users to import and click Add (see Figure 5 below).
    Local machine

    Import Windows® user accounts from the GFI FaxMaker server. Select the users to import and click Add (see Figure 5 below).

    NOTE: Since Windows account users do not have an email address available, one needs to be configured. To use the account name and append a domain to it, specify the email domain in the Add domain to username field. For example, if the username is JohnSmith and the domain is mydomain.com, the generated email address is JohnSmith@mydomain.com. If the email address is different, you can change the email address later from the Licensed users screen.
    Remote machine

    Import Windows® user accounts from a separate server. Key in the remote server name or IP address and click List users. Select the users to import and click Add (see Figure 5 below).

    NOTE: Since Windows account users do not have an email address available, one needs to be configured. To use the account name and append a domain to it, specify the email domain in the Add domain to username field. For example, if the username is JohnSmith and the domain is mydomain.com, the generated email address is JohnSmith@mydomain.com. If the email address is different, you can change the email address later from the Licensed users screen.

    Figure 4: Selecting the source location to import the users

    select_user_to_add.png

    Figure 5: Selecting the users to add to GFI FaxMaker

  3. On selecting the users to add, click OK. Users are now included in the Licensed Users screen and can start using GFI FaxMaker.
  4. For users to log in and send faxes/SMS using the web client, send them a Welcome email so that they can set an account password. Select the added users and click Send welcome email.

Confirmation

The imported list of users should now be visible in GFI FaxMaker Configuration > Licensed users:

licensed_users.png

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