Importing information into your Profile

It may be desirable to import information from another source into your Identity Finder profile. For example, to:

Add folders to include or exclude from the search into the Custom Folder List
Add OnlyFind identities to add to the search
Add file names or identities to Ignore during the search
Add a list of Remote Computers to search
Add a list of Database connection strings
Add a list of Websites to search
Add entries to your Password Vault

Because the information must be properly formatted XML, the easiest way to do this is to export your existing profile, edit it in any text editor to add or remove the desired information, and then import the resulting profile back into the application as detailed below.

Open the Identity Finder client application and sign-in to your profile
It is recommended that you add at least one entry of the type that you will be importing to make it easier to edit. For example, if you are planning to import a list of Social Security Numbers to ignore, you should add one via the Ignore list page before continuing. More information on adding an item to the Ignore list via the UI is available here: http://www.identityfinder.com/help/client_win/Specifying_Identities_and_Locations_to_Ignore_When_Searching.htm
Open the Profile Settings page. More information on the Profile Settings page is available here: http://www.identityfinder.com/help/client_win/Customize_Your_Identity_Finder_Profile_and_Password_Options.htm.
Click Export, click "Yes" to acknowledge the warning, select a destination file name, and click "Save"
Open the saved xml file in a text editor.
All of your settings are located within the LocalFile container - this section should be deleted, leaving you with the Policy tag and a UserData tag.
If you had information in your Password Vault, Custom Folder list, OnlyFind list, Ignore list, Remote Machines list, Websites list, or Database list, the UserData tag will be non-empty. if all of those lists were empty, you will see the entry <UserData/>
Add information to the file that you would like to import and remove any information you would not like to import. Each item of information must exist within its own properly formatted xml tag. Properly formatted examples of each section are included at the bottom of this article. Because the file to import is xml, the spaces and newlines between and around tags are not important.

Therefore, these two items are equivalent:
As exported from the application:
```
<IgnoreList>
  <Entry>
    <Name>Social Security Number</Name>
    <Value>123-45-6789</Value>
  </Entry>
  <Entry>
    <Name>Credit Card Number</Name>
    <Value>4111111111111111</Value>
  </Entry>
</IgnoreList> 
```
Can be imported like this:
```
    
<IgnoreList>
  <Entry><Name>Social Security Number</Name><Value>123-45-6789</Value></Entry>
  <Entry><Name>Credit Card Number</Name><Value>4111111111111111</Value></Entry>
</IgnoreList>
```
What this means, is that if you have a text file filled with long list of, for example Social Security Number's that you would like to ignore, you easily pre-pend
<Entry><Name>Social Security Number</Name><Value>
to each value and append
</Value></Entry>
to each value. Once each of your values is wrapped in the necessary xml, you can then paste that content between the <IgnoreList> tags in your xml file. An easy way to do this is to open your text file with Excel, insert a column before your data and paste in the data to append and copy it down all rows and then repeat that for the information to append and then save the file as text.

The complete properly formatted xml for the example above is (note that the Policy Schema version may change in the future and therefore it is necessary to do an export from your application to get the correct schema version to import):
```
<Policy Schema="1.1">
  <UserData>
    <IgnoreList>
      <Entry><Name>Social Security Number</Name><Value>123-45-6789</Value></Entry>
      <Entry><Name>Credit Card Number</Name><Value>4111111111111111</Value></Entry>
    </IgnoreList>
  </UserData>
</Policy>
```
After editing the xml file, save it.
Switch back to the Identity Finder client Profile Settings page and choose Import.
Select the edited file and choose to "Merge" your profile with the new information. Merging will ensure that your current settings are not overwritten but rather the new information is added to your existing settings.
View the page(s) of those lists for which information was imported and ensure that everything looks correct.

Examples of properly formatted xml for the UserData section of a clear text profile:

Password Vault - Information between the Username, Password, Location and Comments tags may be edited.

<PasswordVaultList>
  <Entry>
    <Username>jsmith</Username>
    <Password>myPa$$3</Password>
    <Location>http://www.ebank.com</Location>
    <Comment></Comment>
  </Entry>
  <Entry>
    <Username></Username>
    <Password>p1p3r001</Password>
    <Location>c:\spreadsheets\financial\revenue2009.docx</Location>
    <Comment>Secured by Identity Finder</Comment>
  </Entry>
</PasswordVaultList>

Custom Folder list - Information between the FileName tags may be edited.

<IncludeFolders>
  <Entry>
    <FileName>c:\documents\financial_data</FileName>
  </Entry>
  <Entry>
    <FileName>c:\documents\personal_data</FileName>
  </Entry>
</IncludeFolders>
<ExcludeFolders>
  <Entry>
    <FileName>c:\documents\financial_data\2006</FileName>
  </Entry>
  <Entry>
    <FileName>c:\documents\financial_data\2007</FileName>
  </Entry>
</ExcludeFolders>

OnlyFind Identities - Information between the Value tags may be edited. The text between the Name tags must not be edited or the values will not be properly imported into the application.

<OnlyFindList>
  <Entry>
    <Name>Social Security Number</Name>
    <Value>123-12-1213</Value>
  </Entry>
  <Entry>
    <Name>Credit Card Number</Name>
    <Value>4111111111111111</Value>
  </Entry>
  <Entry>
    <Name>Password</Name>
    <Value>mypass1</Value>
  </Entry>
  <Entry>
    <Name>Bank Account Number</Name>
    <Value>32432432</Value>
  </Entry>
  <Entry>
    <Name>Driver License</Name>
    <Value>938422X3</Value>
  </Entry>
  <Entry>
    <Name>Date of Birth</Name>
    <Value>05/12/1971</Value>
  </Entry>
  <Entry>
    <Name>Telephone Number</Name>
    <Value>212-555-1234</Value>
  </Entry>
  <Entry>
    <Name>E-Mail Address</Name>
    <Value>bob.smith@company.com</Value>
  </Entry>
  <Entry>
    <Name>Personal Address</Name>
    <Value>10 Park Ave, New York, NY</Value>
  </Entry>
  <Entry>
    <Name>Passport Number</Name>
    <Value>987654321</Value>
  </Entry>
  <Entry>
    <Name>Mother's Maiden Name</Name>
    <Value>Stevens</Value>
  </Entry>
  <Entry>
    <Name>Custom Type</Name>
    <Value>\s\d{3}\s</Value>
  </Entry>
</OnlyFindList>

Ignore list - Information between the Value tags may be edited. The text between the Name tags must not be edited or the values will not be properly imported into the application.

<IgnoreList>
  <Entry>
    <Name>Social Security Number</Name>
    <Value>123-45-6789</Value>
  </Entry>
  <Entry>
    <Name>Credit Card Number</Name>
    <Value>4111111111111111</Value>
  </Entry>
  <Entry>
    <Name>Password</Name>
    <Value>mypass1</Value>
  </Entry>
  <Entry>
    <Name>Bank Account Number</Name>
    <Value>98237432</Value>
  </Entry>
  <Entry>
    <Name>Driver License</Name>
    <Value>CO12342</Value>
  </Entry>
  <Entry>
    <Name>Date of Birth</Name>
    <Value>02/11/1963</Value>
  </Entry>
  <Entry>
    <Name>Telephone Number</Name>
    <Value>212-555-1234</Value>
  </Entry>
  <Entry>
    <Name>E-Mail Address</Name>
    <Value>john.smith@company.com</Value>
  </Entry>
  <Entry>
    <Name>Personal Address</Name>
    <Value>123 Main Street, Smithtown, OH</Value>
  </Entry>
  <Entry>
    <Name>Passport Number</Name>
    <Value>192862832</Value>
  </Entry>
  <Entry>
    <Name>Mother's Maiden Name</Name>
    <Value>Jones</Value>
  </Entry>
  <Entry>
    <Name>File</Name>
    <Value>c:\test files\data\demosheet.xlsx</Value>
  </Entry>
</IgnoreList>

Remote Computer list - The IPType, RemoteMachineMode and SpecifyCredential values of the Entry tag may be edited. The information between the RemoteAddress, Username, Password, and SortNumber tags may also be edited. The SortNumber tag is optional and does not need to be supplied. If SortNumber is supplied, the values must be unique and sequential starting at 0.

<RemoteMachines>
  <Entry IPType="IPAddress" RemoteMachineMode="AuthenticateAndSearchDrives" SpecifyCredentials="true">
    <RemoteAddress>1.2.3.4</RemoteAddress>
    <Username>myusname</Username>
    <Password>mypass</Password>
    <SortNumber>0</SortNumber>
  </Entry>
  <Entry IPType="IPRange" RemoteMachineMode="SearchDrives" SpecifyCredentials="false">
    <RemoteAddress>10.10.10.1-10.10.10.255</RemoteAddress>
    <Username></Username>
    <Password></Password>
    <SortNumber>1</SortNumber>
  </Entry>
  <Entry IPType="IPAddress" RemoteMachineMode="AuthenticateOnly" SpecifyCredentials="true">
    <RemoteAddress>192.168.0.4</RemoteAddress>
    <Username>myu2</Username>
    <Password>myp2</Password>
    <SortNumber>2</SortNumber>
  </Entry>
</RemoteMachines>

Databases - The information between the Connection tags must be a properly formatted connection strings. it is recommended that you use the wizard within the application UI to create these connection strings.

<DatabaseConnectionList>
  <Entry>
    <Connection>Provider=SQLOLEDB.1;Password=sa;Persist Security Info=True;User ID=sa;Initial Catalog=Accounting;Data Source=W2K3-SQL-1\SQLEXPRESS</Connection>
  </Entry>
</DatabaseConnectionList>

Websites - Information between the URLString, Username, and Password tags may be edited.

<WebSites>
  <Entry>
    <URLString>http://www.site.com</URLString>
    <Username></Username>
    <Password></Password>
  </Entry>
  <Entry>
    <URLString>http://www.securesite.com</URLString>
    <Username>myuser</Username>
    <Password>mypass</Password>
  </Entry>
</WebSites>