Bulk registering end users

Bulk end-user registration simplifies the self-registration process by reducing it from 2 steps to 1. Rather than the end users visiting the portal and entering their names and email addresses into a form, you upload their names and email addresses in bulk, and the cloud service automatically dispatches them email. The users can then register at stage 2, where they click a link in the email they receive and enter their password into the portal.

Uploading users' details

Click Bulk register end-users from the End Users tab when you want to upload end users' email addresses all at once. On the resulting screen, specify the file to upload and various other parameters:


Field	Description
Upload File	Browse to the text file to upload. See Bulk upload file format below.
Character Set	The character set of the file; this is normally either iso-8859-1 or Unicode.
Add New Users to Groups	You can add new users to a single or multiple groups by selecting them on this page. Alternatively you can specify group membership in the upload file.
File Contains NTLM Identities	Click if the file contains NTLM identities.
Replace details of existing users	Click if you want to replace a current record with this one.
Notification Email Address	Notification email address is the sender address of the registration email.
Invitation Email Language	The language variant of the registration email. To include language variants of this email, edit the End User Registration Email notification page. See Editing notification pages.
Batch the Invitation Emails	Registration emails are batched to prevent your email servers being flooded by thousands of messages at once. You can specify the frequency.

Bulk upload file format

You can specify group membership in the uploaded file. The format of the file is shown below:

Name,EmailAddress,Groups

For example:

Fred Bloggs,fred.bloggs@acme.com,"Corporate Finance,All in Reading,"

Hans Bloggs,hans.bloggs@acme.de,All in Germany


	Note You can specify multiple groups, but because the field itself contains commas, you must enclose them in quotes.

If you are including NTLM identities, they may appear at the beginning or end of the line.

Name,EmailAddress,Groups,NTLMIdentity

NTLMIdentity,Name,EmailAddress,Groups

For example:

Anita Rao,arao@acme.com,QAGroup,testdomain\anita

The end of each line can be either a line feed, carriage return or both but you cannot mix them. For example, you cannot end one line with a carriage return and another with a line feed.


	Note If you are saving a file from Excel, do not Save As CSV (comma delimited) (.csv), because this does not end lines consistently. Save As CSV (MS-DOS) (.csv) instead.

The default notification template (end-user registration message) is available in HTML and TEXT. The version displayed to users depends on whether they use an HTML- or text-based email client.

Bulk upload results

After the file is uploaded, a status page is shown indicating whether any records were rejected and, if so, a link is displayed enabling you to download the rejected records, if desired.

Monitoring email dispatch

The status page also provides a link that lets you monitor the dispatch of registration messages.

The user management area also has a link to the upload status page. If there are multiple dispatches in progress, a list is shown.