Bulk Resource Configuration

You can use bulk actions to simultaneously add or edit multiple resources in a Secure Edge account. In this article, we'll cover how to perform bulk actions using CSV templates in the Secure Edge Portal.

Bulk configuration is available for users, nodes, and networks.

Bulk Upload New Resources

1. Log in to the Secure Edge Portal and navigate to the Users, Nodes, or Networks page, depending on which type of resource you want to upload.
2. At the top of the resource list, enable the Bulk Config toggle switch to allow bulk user actions.
   
3. In the Bulk Config menu at the top of the list, look for the option New {resource} template and select it to download the CSV template file.
   
   
4. Open the local CSV file download on your computer and add the required information for each new resource you want to create. For a list of required fields, see Required Template Fields below.
   
   Note

   Make sure to follow any formatting guidelines provided in the template, such as using a specific date format or data validation rules based on the resource created.e
   The following image is an example of a new node template.
   
5. After filling in all resource details, save the template file with a relevant name on your computer. It's a good practice to keep a backup of this file for future reference.
6. From the Bulk Config menu, select Upload and choose New {resource}.
   
7. Select/drag the template file you saved in Step 5. You’ll see a message that the file was successfully uploaded.
   
8. Select View History to confirm file status. The status can show as Success, Partial Success, or Failed. If failed, you will need to correct the errors in the template and re-upload the file.
   
9. Once the upload is processed, check the user, node, or networks list to confirm the new resources were created.
   

Bulk Edit Existing Resources

1. Log in to the Sure Edge Portal and navigate to the Users, Nodes, or Networks page, depending on which type of resource you want to upload.
2. Select Download to download the editable CSV.
   
3. Open the local CSV file on your computer and edit the resource entries as needed. For a list of editable fields, see Required Template Fields below. The following image shows example data in a downloaded user template for editing.
   
   Note

   You cannot add new resources (users, nodes, or networks) when performing a bulk resource edit. You can only edit existing resources. New resources must be added separately per the steps in Bulk Upload New Resources.
   
4. After making the necessary edits, save the edited template file with a relevant name on your computer.
5. From the Bulk Config menu, select Upload and choose Existing {Resource} .
   
6. Select/drag the template file you saved in Step 4. You’ll see a message that the file was successfully uploaded.
   
7. Select View History to confirm file Status. The status can show as Success, Partial Success, or Failed. If failed, you will need to correct the errors in the template and re-upload the file.
   
8. Once the upload is processed, confirm that you see the resource edits in the list.
   

Required Template Fields

The following lists shows the required values for each resource type. These fields are also editable, unless otherwise noted.

The following user values are required:

• Full Name
• Email Address: This field is not editable after creation
• Password
• Role

The following node values are required:

• iNode Name
• Label
• Profile: This field is not editable after creation
• Serial Number: This field is only for edge profile iNodes
• SSH Key
• Cloud Provider

The following network values are required:

• Name: This field is not editable after creation
• Label
• Network CIDR
• Start IP
• End IP
• iNode IP Address
• VLAN ID
• Default Destination
• iNode Name
• Enable Inter Network Routing