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Export users from Tridion Docs into an Excel file

Today it is really difficult to manage users in Tridion Docs 15.1 with a lot of users in the tool.

There is no count to tell you the number of users. There is no search function (only filters) with was very useful in Tridion Docs 14.

An export of users to Excel would make it easier to compare users to other databases and to get hold of e-mail addresses to send e-mails to all Tridion users. 

Pia Bäckman
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  • I have used a process for this exact export in the past. The high-level steps are as follows:

    1. As an admin, login to the Tridion Docs CMS and access the Settings page and then the User tab.
    2. Inspect the HTML in your browser and find the lowest level <div> that encapsulates the table of users. Copy this HTML using your browser's "Elements" panel.
    3. Paste the HTML into a file and save it to your local machine.
    4. Run Excel and do Data > Get Data > From File > From XML. Change the file type to "All Files" in the file selection popup and find your saved HTML user table file. Click Import.
    5. In the Excel Navigator window that pops up, click on Document and Transform Data.
    6. Then you need to drill down in the Table elements in a specific way - I don't recall the exact process for this, but will see if I can dig up my notes...
    7. Finally, click Close & Load and if everything was done correctly, you should have a nice user table in Excel.
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  • I have used a process for this exact export in the past. The high-level steps are as follows:

    1. As an admin, login to the Tridion Docs CMS and access the Settings page and then the User tab.
    2. Inspect the HTML in your browser and find the lowest level <div> that encapsulates the table of users. Copy this HTML using your browser's "Elements" panel.
    3. Paste the HTML into a file and save it to your local machine.
    4. Run Excel and do Data > Get Data > From File > From XML. Change the file type to "All Files" in the file selection popup and find your saved HTML user table file. Click Import.
    5. In the Excel Navigator window that pops up, click on Document and Transform Data.
    6. Then you need to drill down in the Table elements in a specific way - I don't recall the exact process for this, but will see if I can dig up my notes...
    7. Finally, click Close & Load and if everything was done correctly, you should have a nice user table in Excel.
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