Although information about a user's department and the location can be brought into ManagementStudio by the AD connector, there are occasions when it's necessary to append/replace this with information from an HR data source. This solution article discusses the process of creating a new Blueprint structure based on HR information:

Preparing The HR Data in Excel

When preparing the HR data for import it should contain the following:

• Unique Identifier: Typically the SAM account, email address or employee ID, this will be required to link the user information back to the entry in ManagementStudio.
• Department: Using Finance as an example, this should be in the format 'Department\Finance'
• Location: Using Manchester as an example, this should be in the format 'Location\UK\London

For example:

Note that the Blueprint data can have multiple levels if required. 

Import the HR Data

To import the HR data into ManagementStudio, switch to the 'Portal' (the globe icon in the top right corner):

• When in the Portal, click 'Import Data' (1) from the main menu
• Select 'Migration Users' (2) from the drop-down menu

• Click the 'Browse' button (1) to locate your spreadsheet and click 'Upload Excel Workbook' (2)

• If successful, you will be presented with a summary of the data that you're able to import:

• Beneath the summary import in the previous step, you will see high-level categories that contain the data fields that are available for mapping.  ManagementStudio will automatically attempt to map the appropriate fields if similar names are used.
• In the 'Migration Details' panel, the column numbers have already been added where similar names are found.  Simply enter the appropriate column number in the migration details panel to map fields that aren't pre-populated by ManagementStudio. This example uses the following:
  
  • '[0] Email Address' is mapped to the 'Email' field
  • '[1] Department' is mapped to the 'Blueprint By Path (1)'
  • '[2] Location' is mapped to the 'Blueprint By Path (2)'
• The import process only supports two Blueprints at a time.  If more than two Blueprint mappings are required, the import will need to be repeated with the outstanding Blueprints.
  
• Ensure that the following settings are configured to ensure that users are mapped correctly:
  • 'Create BP If Not Exists' is enabled (2)
    
  • 'Match existing records by...' is set to 'Email Address' (3)
  • 'Create User Migration if not found' is disabled (4)

• To start the import, click the '--> Import User Migrations <--' button beneath the preview grid:

The import will be recorded at the bottom of the page.  Check the logs to ensure that all users have been mapped correctly.

Further information about importing data from Excel can be found in the knowledge base.