Flat file: Difference between revisions

Latest revision as of 12:29, 27 November 2017

The flat file enrolment plugin allows bulk enrolment management (enrol or unenrol) of existing users in existing course via a CSV file.

The file is processed by the Flat file enrolment sync scheduled task and then deleted.

The file should include action, role, user ID number, and course ID number; start time and end time are optional fields. Details of the file format are shown on the flat file settings page Site administration > Plugins > Enrolments > Flat file (CSV).

Enabling flat file enrolment

An administrator can enable flat file enrolment as follows:

Go to Site administration > Plugins > Enrolments > Manage enrol plugins and click the eye icon opposite Flat file (CSV). When enabled, it will no longer be greyed out.
Click the settings link, configure as required (see details of settings below), then click the 'Save changes' button.

File location

You should specify an absolute path for the upload file (eg /var/moodledata/enrolments.txt) where it can be read and modified by the web server process. The file is automatically deleted after processing.

File encoding

Make sure, you save the file (for example in a text editor) with the same encoding.

Notification

You can choose to have an email sent to notify the Administrator, Teachers and/or students when the file has been processed.

Unenrolment action

"Unenrol user from course" When the user disappears from the external source, the enrolment is completely removed and all the roles removed. This means some user data and settings are purged from course during course unenrolment (that usually include grades, activity attempts, etc.)
"Keep user enrolled" When the user disappears from the external source, the enrolment is kept as is, and the user is still able to enter the course and perform activities, access resources, etc. It's a "do nothing" option.
"Disable course enrolment and remove roles" When the user disappears from the external source, the enrolment is suspended and roles assigned by enrol instance are removed. Please note that user may "disappear" from gradebook and other areas.

Any questions?

Please post in the Enrolment forum on moodle.org.

@@ Line 1: / Line 1: @@
-Location: ''Administration > Courses > [[Enrolment plugins|Enrolments]]''
+{{Enrolment}}
+__NOTOC__The flat file enrolment plugin allows bulk enrolment management (enrol or unenrol) of existing users in existing course via a CSV file.
-It allows to enrol (or unenrol) existing users to existing courses, choosing roles they will have in each course, based on informations in a file.
+The file is processed by the Flat file enrolment sync [[Scheduled tasks|scheduled task]] and then deleted.
-This method checks for an enrolment file at the specified location. You can put the file anywhere you want (as long as Moodle can find it), but if you don't specify a location, Moodle will look for the file at ''.../moodledata/1/enrolments.txt''. If you do specify a file path, it should be absolute (eg /var/moodledata/enrolments.txt) and can be read and modified by the webserver process.
+The file should include action, role, user ID number, and course ID number; start time and end time are optional fields. Details of the file format are shown on the flat file settings page ''Site administration > Plugins > Enrolments > Flat file (CSV)''.
-If Moodle finds a new file, it will process the data and delete the file afterwards. This process is run via the [[Cron]] job. You can choose to have a log file send to the administrator and to send a notification to teachers and students.
-The file should be structured with the action, role, student number (see student profile) and course ID number (see course settings).
+==Enabling flat file enrolment==
+An administrator can enable flat file enrolment as follows:
+# Go to ''Site administration > Plugins > Enrolments > Manage enrol plugins'' and click the eye icon opposite Flat file (CSV). When enabled, it will no longer be greyed out.
+# Click the settings link, configure as required (see details of settings below), then click the 'Save changes' button.
+===File location===
+You should specify an absolute path for the upload file (eg /var/moodledata/enrolments.txt) where it can be read and modified by the web server process. The file is automatically deleted after processing.
+===File encoding===
+Make sure, you save the file (for example in a text editor) with the same encoding.
+===Notification===
+You can choose to have an email sent to notify the Administrator, Teachers and/or students when the file has been processed.
+===Unenrolment action===
+*"Unenrol user from course" When the user disappears from the external source, the enrolment is completely removed and all the roles removed. This means some user data and settings are purged from course during course unenrolment (that usually include grades, activity attempts, etc.)
+*"Keep user enrolled" When the user disappears from the external source, the enrolment is kept as is, and the user is still able to enter the course and perform activities, access resources, etc. It's a "do nothing" option.
+*"Disable course enrolment and remove roles" When the user disappears from the external source, the enrolment is suspended and roles assigned by enrol instance are removed. Please note that user may "disappear" from gradebook and other areas.
+==Any questions?==
+Please post in the [http://moodle.org/mod/forum/view.php?id=2981 Enrolment forum] on moodle.org.
-The flat file settings page (accessed via the edit flat file settings link in ''Administration > Courses > Enrolments'') includes information on flat file formatting.
 ==See also==
 *[[Upload users]]
+*[[Bulk user actions]] - how to download site user information (including user IDs)
-Using Moodle forum discussions:
+*[http://moodle.org/mod/forum/discuss.php?d=144997 Flat file enrolments - how is this typically used by organisations?] forum discussion
-*[http://moodle.org/mod/forum/discuss.php?d=13289 How does flat file work?]
-*[http://moodle.org/mod/forum/discuss.php?d=45514 un-enroll a user from a course]
-[[Category:Enrolment]]
 [[fr:Inscription par fichier plat]]
+[[de:Einschreibung über CSV-Datei]]
+[[es:Archivo plano]]

Documentation