MAG Bulk Uploads

This page will assist you with the Bulk Upload process and walk you through filling out the CSV/Excel template, before you upload it to MAG.

Please review the tips below to avoid common mistakes, as well as to ensure the upload process runs smoothly and without delay. If you have any issues, please contact us.
NOTE: This process is specific to Exostar’s Managed Access Gateway (MAG) only.

Bulk User Upload

Bulk User Upload allows Organization Administrators to upload multiple users in bulk at one time to an organization. To get started download the CSV or Excel File Template, and fill out the correct fields before you upload the bulk users in MAG.

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Step 1. Download Template File

Download the CSV or Excel file for Bulk User Upload

1. Download the blank template and save the file to your computer. IMPORTANT: Do not modify or remove any formatting or column headers (i.e., field locations, or field titles).
2. Before you fill out the CSV or Excel file, review the table below for the required fields.

NOTE: You can also download the Excel/CSV File Template from your MAG Administration tab and select the Bulk Actions Beta sub-tab. See Step 3 below for more details.

Field	Requirements	Reason/Comments
Last Name	Required (max 32 characters)	Accepts letters and numbers.
First Name	Required (max 32 characters)	Accepts letters and numbers.
Middle Name	Optional (max 32 characters)	Accepts letters and numbers.
Suffix	Optional (max 4 characters)	Accepts letters and numbers. If entered value does not match one of the following options: II, III, IV, V, VI, VII, VIII, Jr., or Sr., the system saves it as an ‘Other’ value.
Honorifics	Optional	Accepts only the following: Dr., Miss, Mr., Mrs., Ms., Prof., Sir.
Job Title	Optional (max 50 characters)	Accepts letters and numbers.
Email Address	Required (RFC822 compliant)	Must be unique.
Phone Number	Required (min 4 / max 20 characters)	Accepts only the following characters: Numbers, ‘-‘, ‘+’, ‘.’, ‘(‘, ‘)’, ‘e’, ‘t’, ‘x’ and embedded white spaces.
Fax Number	Optional (min 4 / max 20 characters)	Accepts only the following characters: Numbers, ‘-‘, ‘+’, ‘.’, ‘(‘, ‘)’, ‘e’, ‘t’, ‘x’ and embedded white spaces.
Address Line 1	Required (max 64 characters)	Accepts letters and numbers.
Address Line 2	Optional	Accepts letters and numbers.
City	Required (max 52 characters)	Accepts letters and numbers.
Zip/Postal Code	Required (max 16 characters)	Accepts letters and numbers.
Country code (ISO 3166-2)	Required (identify country & region/state)	Use ISO 3166-2 standard region code: https://en.wikipedia.org/wiki/ISO_3166-2 / https://www.iso.org/obp/ui/en/#search (i.e.: Virginia:US-VA, Puerto Rico:US-PR, Texas:US-TX, Bavaria:DE-BY)
Role	Required	Accepts only the following values: user, org_admin, or app_admin.
R-IDP UserID (New users only)	Optional	R-IDP User ID must be unique for the associated R-IDP. Organization must be associated to an R-IDP.  Minimum 1 character required if value is entered.
Employee Reference	Optional (max 16 characters)	Accepts letters and numbers.

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Step 2. Populate Template File

Populate the CSV/Excel template file with your Users’ Data Information

If the data in your CSV/Excel file has been imported from another system, double check it does not contain any duplicates. Exostar’s MAG system will validate the data before importing it. If the systems comes across any issues, it will produce an error file and you will need to correct the data.

Template File Requirements / Known Issues

• Max file size is 4 MB.
• Number of rows must not exceed 10,000 (Only 10,000 users per upload).
• Make sure you delete any dummy user information (i.e., the first row is filled with dummy user info as an example of what to fill out for each user).
• Please make sure the file contains only one sheet to upload.
• Number of columns must not exceed 50 (admin can include other columns in request, these additional columns will not be used but passed back in the response)
• Country Codes: Please make sure this column is filled out using the ISO 3166-2 standard region code requirements.
  • To find your Country Code view one of these links: https://en.wikipedia.org/wiki/ISO_3166-2 OR https://www.iso.org/obp/ui/en/#search
  • Examples: (Virginia: US-VA), (Puerto Rico: US-PR), (Texas: US-TX), (California: US-CA), (New York: US-NY), (Bavaria: DE-BY)
• When using Excel to upload data, be aware that by default Excel strips leading zeros from a number. This can have unintended effects, especially for phone numbers or postal codes. End users need to be aware of this. To avoid this lossy conversion, the user should format the cells as Text, or put a ‘ (single quote) in front of the number, etc.
• Validation Status: after you upload your file the system will validate the data, you will see the results display for successes and/or failures.
  • When you download the results file, you will notice the following columns added to the file’s furthest left column: Item Number, Status, Reject Reason, Created User Entity, and the User ID.
  • The rejection reason will explain what data is incorrect and which column(s) need to be fixed.
• Duplicate users with the same email will not be permitted (email addresses are checked).

Common Bulk Upload Errors

Error Condition	Validation Message
Required field is missing from the file.	<Column Name> is required.
Data in field is too long.	<Column Name> is too long.
Data in field is invalid.	<Column Name> is not valid.
Both a password and a R-IDP ID are present in the file.	Either User Password or Remote User ID may be set, but not both.
R-IDP ID is not unique within the organization’s R-IDP.	This remote account is already linked to another MAG account.
Organization is not subscribed to an R-IDP but file contains R-IDP User ID and no password for a user.	This organization is not enabled for EAG.
Account is a child account and FIS is being requests.	This account is not eligible for FIS because it is a child account.

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Step 3. Upload Bulk Template File

To Bulk Upload Users, follow the steps below:

1. You will be redirected to the Bulk Jobs Board page.
2. The user begins a new action to upload users by clicking on the BEGIN A BULK JOB drop-down and selecting Upload Users.
3. You will see a page display to download the template file (CSV or Excel workbook), as well as select the applications they want to subscribe the new users to.

4. You will be redirected to the dashboard where you can monitor the status of your action or carry out a new action which is added to the queue (asynchronous process).

5. If you run into any errors, a message will display informing you the file is checked and if the right number of required columns exist, the file size matches requirements, etc. You must correct any errors in the file before you can proceed with the bulk upload.

6. After you correct any errors and re-upload the file, you can check the status on the Bulk Jobs Board.

7. Once the upload is complete, the Admin can view how many users in the file were successfully added and how many failed. You can also download a file of all successful users or all failed users to be corrected and re-uploaded (see images below).

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