Synchronize users from CSV file to Identity Manager

• The steps in Users CSV - Start-up guide must have been done.

1. The format of the CSV file must include all the fields in the data pool in this exact order (if not using a header):

   CODE

   FirstName;LastName;UserName;CN;UPN;Email;UserNumber;User type;User status;Comment;Reason;Template;Organizational unit;Organization;ObjectGUID

2. Leave empty fields missing, but the entry should still exist.

3. Do not leave blank spaces before or after the delimiter.
   Example:

   Example: CSV file

   TestFirst;TestLast;testuser;10.20.30;2423;testuser@test.de;123;type;active;;;;TestOrgUnit;Nexus;123321

4. Upload the CSV file on the server so that Identity Manager has access to it (if using Docker you must create a volume).

1. Log in to Identity Manager Admin with your administrator account.

1. Set the path to the CSV file in Identity Manager Admin:

   1. In Identity Manager Admin, go to Home > Data Pools > CSV Users.

   2. In the Data source tab, insert the path of the CSV file from the server in the File Name field.

   3. Select the Delimiter. In the example above it is ; (semi colon).

2. To modify the settings, see "Options" below.

To set up scheduling of the synchronization:

1. In Identity Manager Admin, go to Home > Batch Synchronization.

2. Select Synchronize CSV users to Identity Manager.

3. To adjust the scheduler, type the appropriate cron expression in Expression to schedule the job.

4. Click Save. 

5. To see this update in Identity Manager Operator, you must click Clear cache in the in Identity Manager Operator UI.

See Request card.

Option: Set the user's end state

• Default = true (the end state is active)

• To manage the option, see here: Users add-on CSV - Manage option to set the user's end state

Option: Add uniqueness check

• Default = true (uniqueness check will be done)

• To manage the option, see here: Users add-on CSV- Manage option to add a uniqueness check

• Roles in Smart ID use cases

• Roles vs use cases in Smart ID

• Users - States