PingOne Advanced Identity Cloud

CSV File

The CSV File application template allows you to provision users from a CSV file.

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 is 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. Configure the following fields:

    Field Description

    CSV File

    The full file path to the CSV file that is the application data source. 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.

    Password Column

    The password column name in the CSV file; the primary search key. The default is password.

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

    Application specific settings
    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.

    Exclude Unmodified

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

    Pool configuration
    Field Description

    Max idle and active container instances

    The maximum number of idle and active container instances. The default value is 10.

    Max Idle Connector Instances

    The maximum number of idle connector instances. The default value is 10.

    Set Timeout Period

    Select to enable a timeout period for the connection. After enabling, configure the following:

    • Timeout period (ms): The timeout period in milliseconds.

    Set Minimum Idle Time

    Select to set a minimum time (in milliseconds) before an idle object is removed. After enabling, configure the following:

    • Min idle time (ms): The minimum idle time in milliseconds.

    Min Idle Instances

    The minimum number of idle connector instances.

    Result Handler configuration
    Field Description

    Enable for connectors with the attribute normalizer interface

    Enables the attribute normalizer interface for supported connectors.

    Enable local filtering/search features

    Enables local filtering and search capabilities.

    Enable case insensitive filter

    Configures filters to ignore case sensitivity.

    Enable configuration of search attributes; disable for local connectors

    Enables search attribute configuration. Disable this option for local connectors.

    1. In the Operation Timeouts (ms) area, select the operations to enforce timeouts on and enter the duration in milliseconds.

      Available operations include Create, Validate, Test, Enable a Script on the Connector, Schema, Delete, Update, Sync, Authenticate, Get, Enable a Script on the Target, and Search.

    2. In the Operation Rate Limits area, select the operations to enforce rate limits on.

      You can enforce limits on specific operations, including Create, Validate, Test, Script on Connector, Schema, Delete, Update, Sync, Authenticate, Get, Script on Target, and Search.

      For each selected operation, configure the following fields:

      Field Description

      Request Limit

      Requests allowed over time.

      Request Period

      Limit resets after this time (ms).

      Request Timeout

      Time before exception thrown (ms).

  6. Click Connect.

  7. 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.

Data

View data about the selected object type.

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.

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.

Privacy & Consent

Manage end-user data sharing and synchronization.

Rules

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

Advanced Sync

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