PingOne Advanced Identity Cloud

Multi-file CSV

The Multi-file CSV application is useful when importing users and other resources, either for initial provisioning or for ongoing updates using multiple CSVs from applications where a direct connector integration isn’t available.

Register the application

  1. In the Advanced Identity Cloud admin console, go to Applications, and click grid_view Browse App Catalog.

  2. In the Browse App Catalog modal, select an application, and click Next.

  3. Review the Application Integration information, and click Next.

  4. In the Application Details window, specify the name, description, application owners, and logo for the application.

  5. To make the application an Authoritative source of identity data, select the Authoritative check box. This option is not available for every application.

  6. Click Create Application.

Configure provisioning

  1. In the Advanced Identity Cloud admin console, on the Provisioning tab, click Set up Provisioning:

    • If setting up provisioning for the first time:

      1. If you have not configured a remote server, click New Connector Server and follow the steps to create a server.

      2. If you configured one remote server, it’s automatically selected.

      3. If you configured multiple remote servers, choose a server.

    • When editing existing settings in the Connection area, click Settings.

  2. Follow the steps on the Set up CSV modal.

  3. Click Next.

  4. In the Account CSV area, configure the following fields:

    Field Description

    Name

    The naming attribute in the CSV file.

    CSV File

    The full file path to the CSV file that’s the data source for the account object type. The path uses the file location format /opt/data/file.csv.

    UID Column

    The UID column name in the CSV file and the primary search key. The default value is uid.

    Password Column

    The password column name in the CSV file. The default is password.

    Multivalued Attributes

    IDs of attributes for this object type that are multivalued.

  5. Optionally, you can define additional object types that point to other CSV files.

    For each object type to add, click Add Object Type, and configure the following fields:

    Field Description

    ID

    The unique identifier for this object type.

    Name

    The naming attribute in the CSV file.

    CSV File

    The full file path to the CSV file that’s the data source for the account object type. The path uses the file location format /opt/data/file.csv.

    UID Column

    The UID column name in the CSV file; the primary search key. The default value is uid.

    Multivalued Attributes

    IDs of attributes for this object type that are multivalued.

  6. Optionally, click Show advanced settings to set any of the following options:

    Field Description

    Quote Character

    The character used to enclose values. The default value is ".

    Field Delimiter

    The character that delimits each field. The default value is ,.

    Newline String

    The character that represents a new line in the CSV file. The default value is \n.

    Space Replacement String

    The character used to replace spaces within column names. The default value is _.

    Sync Retention Count

    The default value is 3.

    Minimum Bytes to Estimate

    The minimum number of bytes from which the number of records will be estimated. The default value is 100000000 bytes (100MB).

    Multivalued Field Delimiter

    The character used to separate multivalued field values. The default value is ;.

    Quotation Mode

    Specifies the quotation behavior. Available values:

    • ALL: Quotes all fields.

    • ALL_NON_NULL: Quotes all non-null fields.

    • MINIMAL: Quotes fields that contain special characters such as a field delimiter, quote character, or any of the characters in the line-separator string.

    • NON_NUMERIC: Quotes all non-numeric fields.

    • NONE: Never quotes fields.

    The default value is ALL.

    Escape Character

    The character used to escape special characters. The default value is \.

    Ignore Surrounding Spaces

    Ignores whitespace around field separators. Can alter CSV structure. Defaults to false.

    Exclude Unmodified

    Select this option to synchronize only the modified properties on a target resource.

    The character used for Quote Character, Escape Character, Field Delimiter, and Multivalued Field Delimiter must be unique.

  7. Click Connect.

  8. Verify the information in the Details tab.

Provision side tabs

The object type determines the side tabs that display on the Provisioning tab. Use the object type list to select an object type, such as Group. Afterward, you can configure properties in the different sub-tabs under the Provisioning tab.

Sub-tabs under the Provisioning tab
Provisioning tab Description Related sections

Details

View and manage an application, including name, ID, and native type.

Select the specific application from Provision settings for an application.

Properties

View and manage properties for the selected object type.

Manage application attributes

Data

View data about the selected object type.

View user access data

Mapping

View and manage mappings from the Advanced Identity Cloud admin console properties to external system properties and from external system properties to the Advanced Identity Cloud admin console properties.

Manage mappings

Reconciliation

Preview mappings on target applications between external systems and the Advanced Identity Cloud admin console, and reconcile the data between the two systems.

View and manage rules for the users and groups that use your application.

View and manage schedules for Full and Incremental reconciliation.

Reconcile and synchronize end-user accounts

Privacy & Consent

Manage end-user data sharing and synchronization.

Configure end-user data sharing

Rules

View and manage provisioning rules for mappings between Advanced Identity Cloud and a target application.

Manage provisioning rules

Advanced Sync

Create and manage mappings between an identity profile and an application or between applications.

Manage advanced sync

Next steps