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Importing Credentials into Secret Server Part One of Two

August 28th, 2013



After installing Secret Server and thinking through your Folder and Permission structure, the next step is to import information into Secret Server.

Secret Server provides multiple tools to quickly import information into Secret Server, whether you are currently using sticky notes, Excel spreadsheets or a personal password tool such as KeePass. Secret Server can also automatically create the Secrets and manage passwords for your local Windows accounts and Windows service accounts through the Discovery Feature. In this post, we will focus on how to import Secrets from Excel spreadsheets and other personal password tools. Part Two will discuss how to set up Discovery to automatically import accounts and use the API to create Secrets.

Migration Tool Import

Secret Server has an Import Migration Tool that will allow you to pull information from KeePass, Password Safe and Password Corral. The Migration Tool generates a new Secret Template to match the fields native to the password tool. It will then generate a CSV with your information and upload it to the new Template. You can also have the Migration Tool use the folder structure from your existing password tool and bring that into Secret Server. Once Secrets are imported into Secret Server, they can have their templates converted using our Bulk Operations to make full use of Launchers and Password Changers.  You can download the Migration Tool Here <link> or you can find a link within your Secret Server by going to Tools<Import Secrets.

CSV Import

Secret Server supports importing from a CSV file for password tools that are not natively supported by the Migration Tool or for importing from Excel Spreadsheets. There are three ways to import manually from a CSV file.

Option 1:  Mimic what the Migration Tool does and create a new Secret Template to match the existing information fields. Import the entire file into the new template. Once the data is imported, convert Secret Templates manually to templates that match the information stored within.

Option 2:  Create separate CSV files before importing so that information is grouped by template type, such as one CSV for Active Directory Accounts, another for Windows Accounts, etc. Next, organize the fields to match existing templates within Secret Server. The easiest way to organize the fields is by using a spreadsheet editor. To see the fields that are used for a Template, navigate to Tools<Import Secrets and then select the template from the drop-down box. Note: the only required field during import is the Secret Name field.

XML Import

The final text-based method of importing Secrets is using our XML import. This is usually only done by advanced users and is generally used when re-building Secret Server from an XML export. The XML import can create Secret Templates and Folders, specify Secret permissions, and even set Dependencies on import. For an example XML file click here.

Check back next week to learn about importing accounts automatically with Discovery and creating and updating Secrets using our API.

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