Synchronize users from CSV file to Identity Manager
Use case scenarioAn operator wants to synchronize users from a CSV file into Identity Manager.
This article describes how to synchronize users from a CSV file into Smart ID Identity Manager.
Step-by-step instruction for the administratorPrepare the CSV file 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
Leave empty fields missing, but the entry should still exist.
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
Upload the CSV file on the server so that Identity Manager has access to it (if using Docker you must create a volume).
Log in to Identity Manager Admin Log in to Identity Manager Admin with your administrator account.
Do settings in Identity Manager Admin Set the path to the CSV file in Identity Manager Admin:
In Identity Manager Admin, go to Home > Data Pools > CSV Users .
In the Data source tab, insert the path of the CSV file from the server in the File Name field.
Select the Delimiter . In the example above it is ; (semi colon).
To modify the settings, see "Options" below.
Schedule the synchronization To set up scheduling of the synchronization:
In Identity Manager Admin, go to Home > Batch Synchronization .
Select Synchronize CSV users to Identity Manager.
To adjust the scheduler, type the appropriate cron expression in Expression to schedule the job .
Click Save .
To see this update in Identity Manager Operator, you must click Clear cache in the in Identity Manager Operator UI.
Use case detailsOverview and technical details Use case description
As a administrator I want to sync users via CSV file.
Outcome
Synchronized users in Identity Manager
The user's information is mapped in the right fields of the user's data pool
User is assigned the Operator, Approval and Self-Service roles
Users final state is active/inactive (by default = active)
The Source field is filled with the value CSV
Symbolic name of batch synchronization
UsersAddonCSVBatchSyncCreate
Name of batch synchronization
Import users from CSV
Symbolic name of the process
UsersAddonCSVBatchSyncProcCreate
Process name
Batch sync create user
Component
Synchronize CSV users with Identity Manager
Process start
Batch synchronization
OptionsSet the user's end state Option: Set the user's end state
Add uniqueness check Option: Add uniqueness check
