Importing cardholders and credentials - Security Center 5.7

Security Center Administrator Guide 5.7

Applies to
Security Center 5.7
Last updated
2021-12-16
Content type
Guides > Administrator guides
Language
English (United States)
Product
Security Center
Version
5.7

To accelerate the setup of your system, you can import cardholders and credentials from a CSV file instead of creating them manually in Security Center.

Procedure

  1. From the home page, click Tools > Import tool.
  2. Enter the path to the CSV file you want to import, and click Next.
  3. In the Settings page, set the Encoding type.

    This is the character encoding used by the selected CSV file. The default selection is the default encoding used on your PC. If you open the CSV file on your PC and see all the characters displayed correctly, you do not need to change the default settings.

  4. Set the CSV field delimiters (Column, Decimal, Thousand).

    On first use, the tool takes the delimiter settings from Windows Regional Options (Control Panel > Region and Language > Additional settings). After the first use, the tool remembers the last delimiter settings you used. By default, Microsoft Excel also uses the field delimiters from Windows Regional Options when saving a CSV file. This can be overridden in Excel. It is recommended that you open the CSV file in WordPad to confirm the formatting delimiters obtained. When using a space as the Thousands separator, you can specify whether the space is non-breaking or not.

  5. Set where the import is to start.

    The first line in a CSV file is 1. You can choose to start the import at any line you want. For example, you can skip the first line and use it as column headings or a comment line. A comment line is a line with the hash character (#) in column 1.

  6. (Optional) Set the maximum size for picture files.

    Large picture files (like the ones produced by digital cameras) can very quickly use up the configuration database and impact performance. To minimize the impact of large picture files, the Import tool automatically reduces their sizes before loading them. It does this by reducing the resolution of the image until its file size falls below the Maximum picture file size limit. The default value is taken from your access control system settings. Changing its value in the Import tool also changes your system settings.

  7. Add the credential as part of the cardholder key.
    By default, the Import tool uses the combination of the first and last name to identify cardholders. If a cardholder already exists in the database, it is updated with the information read from the CSV file. If it does not, it is added. Using just the first and last names to differentiate cardholders might not be enough. One solution is to combine the credential information to the cardholder key. This is done by selecting the option Add credential to cardholder key. With this option, two lines from the CSV file refer to the same cardholder only if they contain the same cardholder first name, last name and credential data.
    NOTE: This option is only applicable when both cardholders and credentials are imported from the same CSV file. When this solution is not applicable, other cardholder information can be used to strengthen the cardholder identification.
  8. (Optional) Set the default Card format.

    The default card format is only used when no credential card format is specified in the CSV file or when the field identified as Card format in the CSV file is blank.

  9. Select one of the following Credential operation options:
    Add
    This is the default option.
    All credentials read from the CSV file are added as entities to your system. If a credential already exists in your database, it will be updated.
    Replace
    This option allows you to replace old credentials with new ones.
    In the Bindings page that comes next, you will find additional field options to specify the old (previous) and new credential values.
  10. (Optional) Set the background transparency of the imported cardholder pictures.

    If the cardholder pictures you are importing were taken in front of a chroma key screen, you can make the picture background transparent. This is helpful if you created a badge template that has an image in the background.

    1. Set the Transparency color option to ON.
    2. Select the color of the chroma key screen the cardholder pictures were taken in front of (usually green or blue).
    3. Set transparency percentage.
  11. (Optional) Set a default Badge template for the imported cardholders.

    The badge templates available are ones you have already created in Config Tool.

  12. Click Next.

    The Bindings page appears, which displays sample data from the first row to be imported from your file. The first row to be imported is the Start line.

  13. Bind each sample value to the database field that it should be imported to.
    If you need to skip a column in your CSV file, just leave the Binding column blank.
    NOTE: The information read from the CSV file is used to create new entities in your system. For entities like cardholders and credentials, a minimum amount of information is required. If the information is incomplete, you will not be able to move to the next step.
  14. (Optional) Add more fields to the cardholder key.
    When you need more than the first and last name to differentiate cardholders, you can supplement the cardholder key with additional information.This is done by selecting the Key check box next to each field you want to add to the cardholder key. Not all fields can be part of the cardholder key. The check box is disabled if a field is not eligible.
    Tip: The other method to strengthen the cardholder identification is to add the credential data to the cardholder key.
  15. Click Next.

    The Import tool imports the contents of your CSV file into the database. A summary window will appear confirming the number of entities imported and the number of errors encountered.

  16. Click to copy and paste the contents of the report.
  17. Click Close.