Question:

How to remove inactive users from groups using Vault Loader?

Answer:

Vault Loader can update several groups at once with a properly prepared CSV file.  The quickest and easiest way to retrieve the proper information is to first perform an Extract in Loader.  Prepare a document to upload and perform a Load with the prepared document.

Vault makes the updates by adding or leaving all users in the members__v column of the CSV. It removes any IDs that are not present in that column.

1. Go to Loader, and perform an extract of Users and an extract of Groups.

2. In the Groups extract, compiled from the loader extract, remove all groups that are not being updated.  Remove any rows other than id and members__v.

 

3. Go to the Users document compiled from the earlier loader extract.
4. Use the id for the users that are ACTIVE and that remain in the groups being updated.
5. Add the ACTIVE users for the respective group into the members__v column in the document that is prepared in step 2.
6. Go back to Loader, choose Load.
7. Upload the CSV, created in steps 2 and 5, by clicking Choose.  For the Object Type, select Groups. For the Action Type, select Update.

8. Click Start Load, and Vault updates the groups in the CSV with the users updated in the members__v column.

Thank you