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Version: Angophra

CSV

Overview​

In this article, you will learn how to configure a CSV data source in Settings. The three steps are: Data Source Info, Import Accounts, and Sync Accounts. By doing the CSV data source configuration, it will create a consolidated view of access spread across several disconnected systems in Apporetum; visibility of the access to an operational technology(OT) system within Apporetum.

  1. Click the Settings main menu option
  2. By default, you will be seeing the About page
  3. Click Data Sources under the Connectivity tab

Data Source Info​

  1. Name your data source
  2. Click the Type drop-down menu
  3. Select CSV File Upload
  4. Click Create

Import Accounts​

info

Every time there is a change in the data in the CSV file, you need to upload the changed CSV files again, to reflect those changes in Apporetum.

This step uploads the CSV file with the user accounts into Apporetum. In order to do this correctly, Apporetum provides an interface that helps you map the fields from your CSV file (the source) to Apporetum's fields (the destination). As part of this step, you also need to specify a user identifer that is unique to each user account record within your file. You may want to use fields such as email, user id or a similar field for this purpose. This chosen field will be mapped to Apporetum's Unique ID field.

  1. View the last uploaded date and time

  2. Click Upload to import a new CSV file or drop your file

upload file

tip

Click Download Template to see an example of how your template should look, before you export the data. The template can be expanded in two ways:

  1. Each role will be an individual column heading
  2. All the roles will be under one column
  1. Update or edit the Map

CSV map

  • During the editing process, at the bottom of this page, you have the options Add another, Remove all, Restore defaults, and Save and complete

  • Click Save and complete

tip

You can choose to edit the Map before or after you import a new CSV file. If you save the changes you made in the Map, the changes will remain even if you upload a new CSV file later.

Edit Mapping Fields​

info

Each data source can only have one map. Data sources can have different columns in their map compared to others.

CSV map

  1. The left side is the list of selected Columns from your file. You can choose any one (or more) column from your uploaded CSV file:
  • The first selected column - Apporetum uses this identifier to connect and correlate this account to roles and Identities. This property must be unique and immutable within the CSV data source. For example, in the screenshot, the first column is EmployeeID.
  • Other columns - you can choose any columns from your CSV file.
tip

The order of those columns in the mapping field doesn't matter. You can click the X at the right side of each map, then click Remove mapping. You can't remove the first mapping.

  1. The right side is the Apporetum fields, that will be mapped to your CSV columns:
  • the first field - Unique Id is fixed and can not be changed.
  • Other fields - click the drop-down menu and select one to correlate to the Columns from your file.

Sync Accounts​

sync accounts

  • The Data Source Sync system is a mechanism for updating Apporetum from a remote data source.

  • Apporetum syncs accounts from data sources on a daily basis. You can view the progress of this sync or start a new sync process.

  • Click Start Sync. The synchronisation summary is on this page.

tip

If you want to search for an account from the data source in Apporetum, you can go to Accounts at the Users navigation main menu.

You will find all the details on the full article Sync Account page.