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GUACAMOLE-926: Merge documentation for batch import of connections vi…
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…a CSV/JSON/YAML.
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mike-jumper committed Aug 27, 2024
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3 changes: 3 additions & 0 deletions src/administration.md
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Expand Up @@ -235,6 +235,9 @@ the new connection or connection group, you must [edit that user](user-managemen
or [a user group that the user is a member of](user-group-management), checking
the box corresponding to the connection or connection group you created.

Connections and connection groups can also be imported en masse from files - see
the documentation for the [batch import feature](batch-import).

![Connection management interface](images/manage-connections.png)

Editing connections, sharing profiles, and connection groups works identically
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163 changes: 163 additions & 0 deletions src/batch-import.md
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(batch-import)=
Connection Batch Import
==============

Administrators may batch import connections and connection groups from a file,
if the underlying authentication module supports dynamic connection/group creation.
To start a batch import, click the "Import" button on the connection edit tab.

![Link to Batch Import](images/batch-import-admin-link.png)

At this point, the interface will accept a CSV, JSON, or YAML file containing
a list of connections to be imported.

![Batch Import Start](images/batch-import-start.png)

(batch-import-success)=
Success
-----------------

On success, the batch import UI will simply display a message indicating
how many connections were imported.

![Batch Import Success](images/batch-import-success.png)

(batch-import-failure)=
Failure
-----------------

If import fails, the importer will display a list of the connections, along with
any relevant connection-specific errors, unless a file format error prevents
parsing the file into a list of connections at all.

![Batch Import Failure](images/batch-import-failure.png)

(batch-import-file-format)=
Import File Format
-----------------

Three file types are supported for connection import: CSV, JSON, and YAML.
The same data may be specified by each file type. This must include the
connection name and protocol. Optionally, a connection group location, a list
of users and/or user groups to grant access, connection parameters, or connection
protocols may also be specified. Any users or user groups that do not exist in
the current data source will be automatically created. Note that any existing
connection permissions will not be removed for updated connections, unless
"Reset permissions" is checked.

This same file format information is available within the webapp, at the
"View Format Tips" link.

(batch-import-csv-format)=
### CSV Format

A connection import CSV file has one connection record per row. Each column will
specify a connection field. At minimum the connection name and protocol must be
specified.

The CSV header for each row specifies the connection field. The connection group
ID that the connection should be imported into may be directly specified with
"parentIdentifier", or the path to the parent group may be specified using "group"
as shown below. In most cases, there should be no conflict between fields, but if
needed, an " (attribute)" or " (parameter)" suffix may be added to disambiguate.
Lists of user or user group identifiers must be semicolon-separated. If present,
semicolons can be escaped with a backslash, e.g. "first\;last".

```
name,protocol,username,password,hostname,group,users,groups,guacd-encryption (attribute)
conn1,vnc,alice,pass1,conn1.web.com,ROOT,guac user 1;guac user 2,Connection 1 Users,none
conn2,rdp,bob,pass2,conn2.web.com,ROOT/Parent Group,guac user 1,,ssl
conn3,ssh,carol,pass3,conn3.web.com,ROOT/Parent Group/Child Group,guac user 2;guac user 3,,
conn4,kubernetes,,,,,,,
```

(batch-import-json-format)=
### JSON Format
A connection import JSON file is a list of connection objects. At minimum the connection
name and protocol must be specified in each connection object.

The connection group ID that the connection should be imported into may be directly
specified with a "parentIdentifier" field, or the path to the parent group may be
specified using a "group" field as shown below. An array of user and user group
identifiers to grant access to may be specified per connection.

```
[
{
"name": "conn1",
"protocol": "vnc",
"parameters": { "username": "alice", "password": "pass1", "hostname": "conn1.web.com" },
"parentIdentifier": "ROOT",
"users": [ "guac user 1", "guac user 2" ],
"groups": [ "Connection 1 Users" ],
"attributes": { "guacd-encryption": "none" }
},
{
"name": "conn2",
"protocol": "rdp",
"parameters": { "username": "bob", "password": "pass2", "hostname": "conn2.web.com" },
"group": "ROOT/Parent Group",
"users": [ "guac user 1" ],
"attributes": { "guacd-encryption": "none" }
},
{
"name": "conn3",
"protocol": "ssh",
"parameters": { "username": "carol", "password": "pass3", "hostname": "conn3.web.com" },
"group": "ROOT/Parent Group/Child Group",
"users": [ "guac user 2", "guac user 3" ]
},
{
"name": "conn4",
"protocol": "kubernetes"
}
]
```

(batch-import-yaml-format)=
### YAML Format

A connection import YAML file is a list of connection objects with exactly
the same structure as the JSON format.

```
---
- name: conn1
protocol: vnc
parameters:
username: alice
password: pass1
hostname: conn1.web.com
group: ROOT
users:
- guac user 1
- guac user 2
groups:
- Connection 1 Users
attributes:
guacd-encryption: none
- name: conn2
protocol: rdp
parameters:
username: bob
password: pass2
hostname: conn2.web.com
group: ROOT/Parent Group
users:
- guac user 1
attributes:
guacd-encryption: none
- name: conn3
protocol: ssh
parameters:
username: carol
password: pass3
hostname: conn3.web.com
group: ROOT/Parent Group/Child Group
users:
- guac user 2
- guac user 3
- name: conn4
protocol: kubernetes
```

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1 change: 1 addition & 0 deletions src/index.md
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Expand Up @@ -53,6 +53,7 @@ auth-ban
using-guacamole
recording-playback
administration
batch-import
troubleshooting
:::

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