1. 1 Administration User Management Updating Users Fundamentals

2. 2 Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the property of, or used with permission by Ex Libris Ltd. The information may not be distributed, modified, displayed, reproduced – in whole or in part – without the prior written permission of Ex Libris Ltd. TRADEMARKS Ex Libris, the Ex Libris logo, Aleph, Alma, SFX, SFXIT, MetaLib, DigiTool, Verde, Primo, Voyager, MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product names, company names, marks and logos referenced may be trademarks of their respective owners. DISCLAIMER The information contained in this document is compiled from various sources and provided on an "AS IS" basis for general information purposes only without any representations, conditions or warranties whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose. Ex Libris, its subsidiaries and related corporations ("Ex Libris Group") disclaim any and all liability for all use of this information, including losses, damages, claims or expenses any person may incur as a result of the use of this information, even if advised of the possibility of such loss or damage. © Ex Libris Ltd., 2014

3. 3 Introduction This session is for: General System Administrator role User Management workflow decision makers Listen to Introductory Session Goal: informed workflow decisions Objective: familiarity with User Management configuration possibilities Questions Project Team OLH

4. 4 Agenda Introduction User Integration Import Synchronize Online Import Register New User API S/FTP Session Review

5. 5 Introduction

6. 6

7. 7

8. 8 Introduction - Authorization

9. 9 Agenda Introduction User Integration Import Synchronize Online Import Register New User API S/FTP Session Review

10. 10 User Integration Multiple user records in file External only 3 import modes Import Synchronize Online Import

11. 11 User Integration Import Creates new users (only) Optimized Synchronize Updates existing users Optionally: create new users not optimized

12. 12 SIS

13. 13 SIS

14. 14 Agenda Introduction User Integration Import Synchronize Online Import Register New User API S/FTP Session Review

15. 15 Register New User

16. 16 Agenda Introduction User Integration Import Synchronize Online Import Register New User API S/FTP Session Review

17. 17 API

18. 18 Agenda Introduction User Integration Import Synchronize Online Import Register New User API S/FTP Session Review

19. 19 FTP Import files from FTP (e.g. SIS) Export files to FTP (e.g. Bursar) Can be S/FTP Can use single FTP for all integrations

20. 20 FTP

21. 21 Agenda Introduction User Integration Import Synchronize Online Import Register New User API S/FTP Session Review

22. 22 Thank you!