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Manually creating a SharePoint Workspace user directory for Groove Server Manager

Groove Server 2010
 

Applies to: SharePoint Workspace 2010, Groove Server 2010

Topic Last Modified: 2010-02-11

This article describes how to manually create a Microsoft SharePoint Workspace user directory for Groove Server 2010 Manager. The simplest way to create a SharePoint Workspace user directory for Groove Server Manager is to enter identity information for each user manually or to import the information from an .xml or a .csv file as described in this document. However, these processes can be time-consuming if you are adding more than a few members, and are better reserved for test or private internal setups. Therefore, this manual approach is not recommended for enterprise-level installations. The recommended method for creating a user directory for Groove Server Manager is to integrate an Active Directory forest with Groove Server Manager via the ADUC tool or scripts, as described in Integrating Active Directory with Groove Server Manager.

noteNote
If Active Directory is integrated with Groove Server Manager, you cannot add users manually from the Groove Server Manager administrative interface. The manual process described here applies only to environments where Active Directory is not used for Groove Server Manager.

These procedures require that Groove Server Manager is installed as described in Install and configure Groove Server 2010 Manager.

In this article:

This procedure explains how to manually enter individual SharePoint Workspace user information to Groove Server Manager. Note that this manual process is incompatible with Active Directory forest integration, the recommended method for managing SharePoint Workspace users through Groove Server Manager. Manual submission is best suited for environments where Active Directory is unavailable or for testing a new SharePoint Workspace management system.

To manually add member information to Groove Server Manager, follow these steps
  1. Log on to the Groove Server Manager administrative Web site and select Members or one of its sub-groups from the navigation pane on the left. The Members or group page appears.

    noteNote
    For information about how to create groups of members, see Managing SharePoint Workspace users
  2. From the Members or group page, click Add Members in the toolbar. A list of user deployment options appears.

  3. Click Add Single Member, and then click Next. The Select Member Settings page appears. This is where you assign a policy template and relay server pool to members.

  4. From the Select Member Settings page, accept the default selections, or select another policy template or relay server pool. Then, click Next.

    For information about policy selection, see Deploying policies to SharePoint Workspace users.

    For information about relay pool selection, see Assigning Relay servers to SharePoint Workspace users.

  5. From the Add Single Member page, type the user information into the fields to create a user identity. The user information will appear in the user’s Groove Contact Properties. Most fields are optional, but the following fields are required:

    • Full name - The member’s full name.

    • E-mail - The member’s e-mail address.

  6. To save this member’s information and create another member in the domain group, click the Save and Create Another button to repeat the previous process.

  7. When you finish adding member information, click the Finish button. This process lists the SharePoint Workspace user on the Members page with a Pending Member icon, and assigns the user an account configuration code, visible by clicking the member’s name to display the Account Information page. Repeat the previous steps for each additional user.

  8. Distribute a managed account configuration code to SharePoint Workspace users, as described in Manually delivering SharePoint Workspace account configuration codes.

You can facilitate the process of assembling SharePoint Workspace user information for administration by adding multiple members from an .xml file. You can also use an .xml file to import a member list to a new domain that you exported from an existing domain. See Managing SharePoint Workspace users for more information about how to export members from one domain to another.

For information about how to add multiple users from a .csv file, see Adding multiple members to Groove Server Manager from a .csv file.

To add multiple members to Groove Server Manager from an .xml file
  1. Log on to the Groove Server Manager administrative Web site and select Members or one of its sub-groups from the navigation pane. The Members or group page appears.

  2. From the Members or group page, click Add Members in the toolbar. A list of user deployment options appears.

  3. Click Add Multiple Members (XML), and then click Next. The Select Member Settings page appears. This is where you assign a policy template and relay server pool to members.

  4. From the Select Member Settings page, accept the default selections, or select another policy template or relay server set.

    For information about policy selection, see Deploying policies to SharePoint Workspace users.

    For information about relay pool selection, see Assigning Relay servers to SharePoint Workspace users.

  5. Click Next. The Add Multiple Members page appears.

  6. From the Add Multiple Members page, create an .xml file by using the template that is provided, as follows:

    1. Right-click the Download Template button and enter a location for the .xml file (ImportMembersTemplate.xml).

    2. Open the .xml file template in Notepad or another text editor and scroll to the <Member> section at the end of the file, which should resemble the following example:

      <Member>
          <FullName>FullName</FullName>
          <FirstName>FirstName</FirstName>
          <LastName>LastName</LastName>
          <E-mail>E-mail</E-mail>
          <Title>Title</Title>
          <Company>Company</Company>
          <Street>Street</Street>
          <City>City</City>
          <State>State</State>
          <Zip>PostalCode</Zip>
          <CountryOrRegion>CountryOrRegion</CountryOrRegion>
          <Phone>Phone</Phone>
          <Fax>Fax</Fax>
          <Cell>Cell</Cell>
        </Member>
      
    3. Supply at least a FullName and E-mail address for the user by replacing the corresponding strings between the angle-bracket <> pairs. For example:

      <Member>
          <FullName>janedow</FullName>
          <FirstName>jane</FirstName>
          <LastName>dow</LastName>
          <E-mail>jdow@contoso.com</E-mail>
          <Title>Title</Title>
          <Company>Company</Company>
          <Street>Street</Street>
          <City>City</City>
          <State>State</State>
          <Zip>PostalCode</Zip>
          <CountryOrRegion>CountryOrRegion</CountryOrRegion>
          <Phone>Phone</Phone>
          <Fax>Fax</Fax>
          <Cell>Cell</Cell>
        </Member>
      
    4. Copy and paste the Member section of the XML file to enter additional members.

    5. Save the file.

  7. In the File Location field of the Add Multiple Members page, browse to the .xml file that you want to import.

  8. Click the Finish button. This process lists the SharePoint Workspace user on the Members page with a Pending Member icon, and assigns the user an account configuration code, visible by clicking the member’s name to display the Account Information page. Repeat the previous steps for each additional user.

  9. Distribute a managed account configuration code to SharePoint Workspace users, as described in Manually delivering SharePoint Workspace account configuration codes.

You can facilitate the process of creating domain members by adding multiple users to a domain from a .csv file. This is useful when you need to create managed identities for many users. You can also use this feature to import a member list to a new domain that you exported from an existing domain. See Managing SharePoint Workspace users for more information about how to export members from one domain to another.

For information about how to add multiple users from an .xml file, see Adding multiple members to Groove Server Manager from an .xml file.

To add multiple members to Groove Server Manager from a .csv file
  1. Log on to the Groove Server Manager administrative Web site and select Members or one of its sub-groups from the navigation pane. The Members or group page appears.

  2. From the Members or group page, click Add Members in the toolbar. A list of user deployment options appears.

  3. Click Add Multiple Members (CSV), and then click Next. The Select Member Settings page appears. This is where you assign a policy template and relay server pool to members. From the Select Member Settings page, accept the default selections, or select another policy template or relay server set.

    For information about policy selection, see Deploying policies to SharePoint Workspace users.

    For information about relay pool selection, see Assigning Relay servers to SharePoint Workspace users.

  4. Click Next. The Add Multiple Members page appears.

  5. From the Add Multiple Members page, create a .csv file by using the template that is provided, as follows:

    1. If you decide to use your own .csv file instead of the template, define at least 4 columns (or up to 10 if you want to include all the columns used in the template). Also, use a comma to delimit each field, including empty fields that occur between values, and delimit each record (row) with a carriage return. Use the following steps for guidance.

    2. Right-click the Download Template button and enter a location for the .csv file (ImportMembersTemplate.csv).

    3. Open the .csv file template in Excel or another .csv editor. A table appears with the following 14 columns:

      Full Name, First Name, Last Name, E-mail Address, Job Title, Company, Street, City, State, Postal Code, Country or Region, Phone, Fax, Cell

      To use the template or your own .csv file, follow these guidelines, and then save the .csv file.

      > Type the user information into the two required fields - Full Name and E-mail address - and any additional fields.

      > Enter one user record in each row, using text characters, Do not use Unicode.

      > If you use a comma (,) or space ( ) in a field, enclose the field in double quotation marks. Enclose double quotation marks (“) with single quotation marks (‘).

      When you are finished, delete the top row of column titles.

  6. In the File Location field of the Add Multiple Members page, browse to the .csv file that you want to import.

  7. Click the Finish button. This process lists the SharePoint Workspace user on the Members page with a Pending Member icon, and assigns the user an account configuration code, visible by clicking the member’s name to display the Account Information page. Repeat the previous steps for each additional user.

  8. When you finish adding member information, click the Finish button. This process lists the SharePoint Workspace user on the Members page with a Pending Member icon, and assigns the user an account configuration code, visible by clicking the member’s name to display the Account Information page. Repeat the previous steps for each additional user.

  9. Distribute a managed account configuration code to SharePoint Workspace users, as described in Manually delivering SharePoint Workspace account configuration codes.

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