Exporting/Importing User Identities

You can define user identities and then export them to an XML file. This allows you to easily import user identities in CES on another Coveo server. The export process encrypts passwords to provide a secure migration.

Example: The export/import user identity feature is useful to simplify the migration of user identity information between your Coveo instances in your development, QA, and production environments.

Note: To prevent losing user identity information, the import process fails when the exported XML file contains a user identity with a name identical to one on the target Coveo server.

To export and import user identities

1. On the source Coveo Master server:

   1. Access the Administration Tool (see Opening the Administration Tool).

   2. In the Administration Tool, select Configuration > Security.

   3. In the navigation panel on the left, select User Identities.

   4. Under User Identities, select one or more user identities that you want to export.

   5. Click Export.

      Save the UserIdentityExport.xml file to a folder of your choice.

   6. Using a text editor, open the XML file, and copy the content of the file.

   Note: You can also manually create a user identity XML file (see User Identity XML File Format).

2. On the target Coveo Master server:

   1. Access the Administration Tool (see Opening the Administration Tool).

   2. In the Administration Tool, select Configuration > Security.

   3. In the navigation panel on the left, select User Identities.

   4. Click Import.

   5. In the Import User Identities page that appears, paste the content of the UserIdentityExport.xml file that you want to import in the Exported user identities list XML file content box.

   6. Click Apply Changes to import the user identities.