Create and import users and groups in Adobe Connect

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Applies to: Connect 10
How Adobe Connect administrators can create users and groups manually in bulk. How to customize profile fields, set login policies, and password policies for account security.

Workflow for creating and importing users and groups

The following overview summarizes the workflow involved in setting up user accounts.

(Optional) Customize user profile fields.

A user profile field is an attribute of your organization’s Adobe Connect user profile. The fields for First Name, Last Name, and e‑mail are required and cannot be modified. However, you can add other predefined fields, create new fields, and change their order in the user profile. See Customize user profile fields.

(Optional) Set login and password policies.

You can set login and password policies, password expiration, password format, and password length. See Set login and password policies.

Create custom groups.

Adobe Connect includes several built-in groups, see Built‑in permission groups. You can also import groups. If you need additional groups, you can create custom groups in Adobe Connect Central. It’s a good idea to create custom groups first so you can add users as you import them to the account. See Create a custom group manually.

Add users and groups.

To add users and groups to Adobe Connect, use the Lightweight Directory Access Protocol (LDAP), comma-separated value (CSV) files, or create users and groups manually.

Working with LDAP-acquired users and groups

In LDAP-enabled organizations, Adobe Connect acquires all its user data directly from the user directory of your organization. This data includes information such as login, name, and phone number. You would probably not be involved in adding new users or groups to the system, because this process occurs outside Adobe Connect Central. Once the LDAP integration is configured, manually assign LDAP-acquired users or groups to the Built-in group appropriate for their job functions. For more information, see Migrating, Installing, and Configuring Adobe Connect guide available online at www.adobe.com/go/connect_documentation_en.

Importing users and groups through CSV files

You can import large numbers of users and groups through a CSV file. Your directory might have a utility for exporting users and groups to CSV files, or you can create CSV files yourself. Your CSV files must be in a specific format. You can modify the imported users and groups in the same way you would any user or group that was manually created. See Import users and groups from CSV files.

Adding users and groups manually

You can assign new users to a Built-in group, or you can create custom groups that are specific to your organization. It is best to create these groups before creating users manually. See Create a user manually and Create a custom group manually.

Assign users to groups.

Once you have imported or created users and groups, set permissions so users can access content and create meetings, trainings, events, or seminars. The Built-in groups have default permissions. Assign users and groups to the Built-in groups as an easy way to set permissions. User account administration is simpler when you are managing groups rather than individuals. See Add or remove group members

Customize user profile fields

Add user profile fields to match the user profile fields in the directory of your organization.

When you customize user profile fields, you can add predefined fields, create custom fields, and remove fields. When you modify a field, you can change any of its attributes. You can also designate a field as required, or add a comment describing a field.

Note:

Do not create multiple custom fields with the same name.

Include user profile fields

  1. Click the Administration tab at the top of the Adobe Connect Central window.
  2. Click Users And Groups.
  3. Click the Customize User Profile link above the Users And Groups list.

    The list of the user profile fields appears; First Name, Last Name, and E‑mail are flagged with red asterisks (*) to indicate that they are required.

  4. Select the check box for any field on this page that you want to include as part of the user account profile.
  5. To move an item up or down in the list, select its check box and click the Shift Up or Shift Down button.

    The information in the user profile fields is displayed in reports. Reports display mandatory fields and the first ten fields listed in the Customize User Profile screen. Use the Shift Up and Shift Down buttons to move fields into the desired positions.

Add predefined fields

  1. Click the Administration tab at the top of the Adobe Connect Central window.
  2. Click Users And Groups.
  3. Click the Customize User Profile link above the Users And Groups list.
  4. Click the Add Predefined Field button.
  5. Click the check box for any fields that you want to add.
  6. Click Save.
  7. To move an item up or down in the list, select its check box and click the Shift Up or Shift Down button.

Create custom fields

  1. Click the Administration tab at the top of the Adobe Connect Central window.
  2. Click Users And Groups.
  3. Click the Customize User Profile link above the Users And Groups list.
  4. Click the New Field button.
  5. Type a name for this field.

    If you want, you can type a comment in the Comment text input box. You can also select the Required check box for the Field Type if you want this field to be required.

  6. Click Save.
  7. To move an item up or down in the list, select its check box and click the Shift Up or Shift Down button.

Modify user profile fields

  1. Click the Administration tab at the top of the Adobe Connect Central window.
  2. Click Users And Groups.
  3. Click the Customize User Profile link above the Users And Groups list.
  4. Click the name of the field that you want to modify to open it.
  5. Do any of the following:

    • Change the field name. (Although you can change it, you cannot delete it.)

    • Type, change, or delete a comment in the Comment text input box.

    • Select or deselect the Required check box for the Field Type.

  6. Click Save.

Remove user profile fields

  1. Click the Administration tab at the top of the Adobe Connect Central window.
  2. Click Users And Groups.
  3. Click the Customize User Profile link above the Users And Groups list.
  4. Select the check boxes for the fields that you want to remove.
  5. Click Remove.
  6. On the remove confirmation page, click Remove to delete these fields, or click Cancel to cancel the operation.

Set login and password policies

Match the Adobe Connect login and password policies to the policies of your organization. Any policies you establish are valid for all Adobe Connect applications.

  1. Click the Administration tab at the top of the Adobe Connect Central window.

  2. Click Users And Groups.

  3. Click Edit Login And Password Policies and enter desired values.

  4. Click Save.

Login Policy

Administrators can allow users to use email address as the login. The login credentials must be unique across all users.

Password Policies

Use the settings in this section to allow for your organization’s password management policies. Administrators can enforce password expiry after a pre-defined time period, requirements of specific characters in passwords, minimum and maximum length of passwords, and use of passwords not used previously.

By default, Prevent reuse of old passwords is not selected. Administrators can enable it and can set an appropriate limit on the number of older passwords tracked. If users try to reuse their older passwords, they are prompted with an appropriate message on the user interface.

Caution:

If you turn off password re-use, it removes the password history from the system. This option can be used to purge the password history from the database. When you turn on Prevent Reuse Of Old Passwords feature, Adobe Connect starts afresh without any past history.

Room Passcode

If Enable Meeting Hosts To Enforce Passcode option is enabled, meeting hosts can enforce an alphanumeric password to access a meeting room. (See Edit meeting information.)

Social Login For Events

Select the applicable options to allow users to register and log in the event using social network profiles. When allowed event hosts control these social login options for individual events. This option is available only on hosted offering of Adobe Connect and not on the on-premise deployments.

Option to register and log in using social accounts can be enabled by an Administrator.
Option to register and log in using social accounts can be enabled by an Administrator.

Note:

If Account Administrator disables registration via social accounts, attendees already registered via their social profiles can continue to authenticate using their social profiles. New registrations using social profiles are disabled.

Import users and groups from CSV files

Before you import users, create a CSV file containing the users you want to add to Adobe Connect. The CSV file you create must include user information in the following format:

first-name,

last-name,

login,

email,

password

Mary,

Betts,

mbetts1@mycompany.com,

mbetts1@mycompany.com,

private1

Robert,

Blatt,

rblatt2@mycompany.com,

rblatt2@mycompany.com,

private1

Ron,

Bloom,

rbloom3@mycompany.com,

rbloom3@mycompany.com,

private1

Charles,

Bond,

cbond4,@mycompany.com,

cbond4@mycompany.com,

private1

Jennifer,

Cau,

jcau5@mycompany.com,

jcau5@mycompany.com,

private1

Here are some additional tips for using CSV files:

  • Because of browser limitations, if you have a large number of users to add, create several smaller CSV files instead of one large CSV file.

  • If the file contains empty lines, the import operation fails.

  • Names that contain a comma must be in quotes. For example, the name John Doe, Jr., must appear in the CSV file as “John Doe, Jr.”.

  • The header format for custom fields is x‑field‑id (for example, x‑45704960). To determine the field ID, in Adobe Connect Central, select Administration > Users and Groups > Customize User Profile. Click the field name. In the browser address bar, locate the filter-field-id parameter in the URL. The filter-field-id value is the field‑id. For example, for the custom field Cost Center, filter-field-id=cost-center, and the header format is x-cost-center.

    Note: You can also obtain the field ID from the XML API calls custom-fields or acl-field-list.

  • The user information in the CSV file must take login and password policies into consideration. For example, if an e‑mail address is used as the login name, the login and e‑mail values in the CSV file must be identical. Alternatively, if there are password policies (certain length, format, special characters, and so on) these policies must also be applied in the CSV file.

Create new users

  1. Click the Administration tab at the top of the Adobe Connect Central window.
  2. Click Users And Groups and then click Import.
  3. Select Create New Users.
  4. Under the Select File To Import bar, browse to the CSV file you want to import.
  5. Click the Upload button.

    If any errors occur, the first ten errors are displayed in red text. (Errors on duplicate user login/email are not reported.) Make any necessary corrections and reimport the file; then repeat steps in this procedure.

Import users from a non-UTF-8 encoded CSV file

You can import users from a CSV file that isn’t UTF‑8 encoded. When importing a non-UTF‑8 encoded file, append the appropriate encoding parameter to the import URL.

  1. Click the Administration tab at the top of the Adobe Connect Central window.
  2. Click Users And Groups and then click Import.
  3. Check the URL in the browser address line. It looks like http://<Adobe Connect Server>/admin/administration/user/import.
  4. Click at the end of the URL in the browser address line and add “?encoding=<encode>” to the address. It looks like http://<Adobe Connect Server>/admin/administration/user/import?encoding=<encode>. Specific examples include the following:

    • http://<Adobe Connect Server>/admin/administration/user/import?encoding=sjis

    • http://<Adobe Connect Server>/admin/administration/user/import?encoding=euc_kr

  5. After modifying the URL address, click Enter.
  6. Select Create New Users.
  7. Under the Select File To Import bar, browse to the CSV file you want to import.
  8. Click the Upload button.

    If any errors occur, the first ten errors are displayed in red text. (Errors on duplicate user login/e‑mail are not reported.) Make any necessary corrections and reimport the file.

Import groups from a CSV file

Use the group import option to import groups into the Adobe Connect database. After you import the group CSV file, you can assign new users to the groups.

When you create the CSV file, ensure that it is in a format that Adobe Connect can use. The required column headers in the CSV file are name and description. The following is an example of a group CSV file that is adaptable for Adobe Connect:

name, description 
group1, test1 
group2, test2
  1. Click the Administration tab at the top of the Adobe Connect Central window.
  2. Click Users And Groups.
  3. Click the Import link above the list.
  4. Under the Select Import Type bar, select the Create New Groups option.
  5. Under the Select File To Import bar, browse to the CSV file that you want to import.
  6. Click the Upload button.

    If any errors occur, the first ten errors are displayed in red text. Make any necessary corrections and reimport the file; then repeat steps 3‑6.

  7. If you assign users to custom groups, set library permissions for the groups. For more information, see Setting permissions for library files and folders.

Import users and add them to a group

Use this option to import new users and add them to a Built-in or previously created group. The Built-in group names appear in the menu for group selection as default groups. After you create a group manually, its name also appears in the menu for group selection. You can use the import option to assign large numbers of users to multiple groups.

You can select only one group for the users you import from one CSV file. Create a different CSV file for each set of users you want to add to a specific group. After you import these users, you can assign these users to additional groups, or assign the whole group to another group.

The following example shows the minimum user information required for the CSV file. You can add other information in the CSV file to pre-populate other user properties. The CSV file you create must include user information in the following format:

first-name,

last-name,

login,

email,

password

Mary,

Betts,

mbetts1@mycompany.com,

mbetts1@mycompany.com,

private1

Robert,

Blatt,

rblatt2@mycompany.com,

rblatt2@mycompany.com,

private1

Ron,

Bloom,

rbloom3@mycompany.com,

rbloom3@mycompany.com,

private1

Charles,

Bond,

cbond4,@mycompany.com,

cbond4@mycompany.com,

private1

Jennifer,

Cau,

jcau5@mycompany.com,

jcau5@mycompany.com,

private1
  1. Click the Administration tab at the top of the Adobe Connect Central window.
  2. Click Users And Groups.
  3. Click the Import link above the list of users and groups.
  4. Under the Select Import Type bar, select Create New Users And Add Them To A Group.
  5. Under the Select File To Import bar, browse to the CSV file that you want to import.
  6. Click the Upload button.

    Adobe Connect logs a message if groups in the CSV file exist in Adobe Connect.

  7. Add the new users to a group. For more information, see Add or remove group members.
  8. Set permissions for these users. For more information, see Setting permissions for library files and folders.

Add existing users to a group

  1. Click the Administration tab at the top of the Adobe Connect Central window.
  2. Click Users And Groups.
  3. Click the Import link above the list.
  4. Under Select Import Type, click Add existing users to a group.
  5. Select a group from the pop-up menu next to the Add existing users to a group option.
  6. Under the Select File To Import bar, browse to the CSV file that you want to import.
  7. Click the Upload button.

Create a custom group manually

Groups that you create manually are referred to as custom groups.

A group can contain both users and other groups.

  1. Click the Administration tab at the top of the Adobe Connect Central window.
  2. Click Users And Groups.
  3. (Optional) To check that the group does not exist, enter its name in the Search text input box at the bottom of the list.
  4. Click the New Group button at the bottom of the list.
  5. Enter the name and description of the new group.
  6. Do one of the following:

    • To add this group without adding members, click Finish.

    • To add members, click Next.

  7. In the Possible Group Members list, select each user and group that you want to assign to this group, as follows:

    • To select multiple users or groups, press Control-click or Shift-click.

    • To select individual names, double-click the group name. Double-click Up One Level in the list to return to the original list.

    • To search for a name in the list, click Search at the bottom of the list and enter the name.

  8. Click Add.

    To remove a name that you have added, select it and click Remove.

  9. Repeat step 3 through step 8 for each group you want to add.
  10. Click Finish.
  11. Click the View Group Members button to review the group members and adjust.

Create a user manually

When you add new users, enter a new password they can use to log in to Adobe Connect. This password is sent to the user by e‑mail. By default, the users are prompted to change the password after they log in for the first time. You can also add audio conference settings for users.

After you create a user, you can select a manager for the user. A user can have only one manager. If the user you created is a manager, you can assign the user team members. The manager can view report data for team members using the Manager Reports option on the Home tab.

Create users

  1. Click the Administration tab at the top of the Adobe Connect Central window.
  2. Click Users And Groups.
  3. Click the New User button at the bottom of the list.
  4. Enter the last name, first name, and e‑mail address. Add any optional information, such as company name or address.
  5. In the New Password text box, type a new password to mail to this user, and then retype it for confirmation. If the user has an e‑mail address, leave the E‑mail, The New User Account Information, Login And Password box selected. If the user does not have e‑mail, deselect it.
  6. (Optional) In step 5 you provide a password for users to log in for the first time.
  7. (Optional) Enter any audio conference settings in the appropriate text boxes.
  8. To assign this user to one or more groups, click Next.

    If you don’t want to assign this user to any groups, go to step 11.

  9. In the Possible Groups list, select each group to which you want to assign this user as follows:

    • To select multiple groups, press Control-click or Shift-click.

    • To select individual names, double-click the group name. Double-click Up One Level to return to the original list.

    • To search for a name in the list, click Search at the bottom of the window and enter the name.

  10. Click Add.
  11. Click Finish.

Add team members for a user

  1. Click the Administration tab at the top of the Adobe Connect Central window.
  2. Click Users And Groups.
  3. Select the name of the user and click Information at the bottom of the list.

    If necessary, click Search and enter the name of the user in the Search text box to locate the name in the list.

  4. Click the Edit Team Members link to select team members for this user.
  5. In the Possible Users list, select each team member you want to assign to this user as follows:

    • To select multiple users, press Control-click or Shift-click.

    • To search for a name in the list, click Search at the bottom of the window and enter the name.

  6. Click Add.

    To remove a team member you have added, select it and click Remove; to add more team members, repeat step 5 and step 6.

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