Interlogix TruPortal User Guide - Manual (Page 19)

TruPortal Import/Export Wizard User Guide 11
Deleting Persons or Credentials
To delete persons records:
1. Obtain a CSV file to use as the source for deletion. Remove all persons records except those to be
deleted from the database.
2. Insert the product disc in the client workstation’s CD/DVD drive.
Alternately, if the disc image was downloaded and extracted to the client workstation’s hard
drive, open Windows Explorer, navigate to the disc image on the hard drive, and double-click the
start.hta application to launch the Utilities software.
3. When the Utilities page appears, click Import/Export Wizard .
4. Select a Language , and then click [Next].
5. Type the Panel IP Address .
6. Type the Administrator’s User Name and Password .
7. Click [Next].
8. Select Delete Persons , and then click [Next].
9. Map the fields in the CSV file to the corresponding fields in the System:
IMPORTANT: Every field in the CSV file for a persons record does not need to be mapped for
deletion. The critical fields are the Unique Fields (the field or fields that the
Import/Export Wizard will use to match CSV file records to existing records).
However, since the records in the CSV file are read from left to right, every
field in the CSV file that precedes the
Unique Field must be mapped.
a. Click [Add].
b. Type the field name, exactly as it appears in the CSV file, in the Import Field .
c. If the field in the CSV file does not have a corresponding field in the System database or if a
field should not be included, select “[Blank]” for the Field, otherwise select the appropriate
Field.
10. Select a Unique field.
It is highly recommended that something that is unique to each person be used, such as an
employee number, for the unique field. The
Credential ID field is selected as unique by default,
and cannot be changed. However, since persons in the System database do not need to have a
credential (they may just have a user account for remote access to the System), an additional
unique field is recommended.
11. (Optional) Click [Save] to save the import layout as a template.
a. Type a descriptive File name .
b. Choose a path for the import template.
c. Click [Save].
12. (Optional) Change the default Date Format .
13. (Optional) Change the Delimiter Character .
14. Be sure Include Header is checked.
The header row in a CSV file provides the labels (descriptions) of each field (column). This
option should only be cleared if the header row is not needed.
15. Click [Next].
16. In the Data File field, browse to and select the CSV file to use as the source for deletion.
17. Click [Execute].