Loading and Extracting Groups

You can bulk load groups, users and security roles instead of defining them manually. You can load groups in two ways:

  • Use the SecurityTemplate.xlsx file provided by the SampleTemplates MarketPlace solution to generate an xml load file. We recommend this option. See the OneStream Sample Templates User Guide.

  • Extract the groups in the sample GolfStream application, modify the xml export file to specify your group properties, and then load the file. See Loading Groups.

Administrators must perform the load for a new or empty application that does not contain users or groups. To enable other users to load and extract groups, assign them the necessary security roles. See Creating and Managing Users .

Requirements

To enable other users to load and extract groups, Administrators must assign the group in which these users are members, access to these roles:

  • SystemLoadandExtractPage (user interface role).

  • ManageSystemSecurityGroups

  • ManageSystemSecurityUsers

  • ManageSystemSecurityRoles

See Manage System Security.

Loading Groups

  1. If you are not an Administrator, see Requirements.

  2. Click System > Tools > Load/Extract.

  3. Select Load and browse to an XML load file.

  4. Click Load.

  5. When processing finishes, review the Groups list and individual group settings to ensure the loaded groups are correctly defined.

Extracting Groups

  1. If you are not an Administrator, see Requirements.

  2. Click System > Tools > Load/Extract.

  3. Click Extract then select File Type > Security.

  4. In Items to Extract, select Security Groups.

  5. Perform a task:
    • Click Extract to specify where to save the extract file.

    • Click Extract and Edit to modify the extracted data in an XML Editor.