Before you can synchronize an external system with Genetec ClearID™, you must first configure the Genetec ClearID™ One Identity Synchronization Tool data sources for file (CSV) Synchronization.
Before you begin
- Familiarize yourself with the One Identity attribute fields.
- Prepare a CSV file containing the identities attributes that you want to import and synchronize.
- Check your license information: Part number CD-IDSYNC-SERVICE-1Y is required for One Identity Synchronization Tool import.
IMPORTANT: Make sure that your CSV files are not being edited and are closed,
because the synchronization tool locks the files during the synchronization process.
What you should know
This procedure describes how to configure the data source for a File (CSV import).
- The data source order is important because the first data source always overrides common fields.
- One data source can include multiple CSV files containing identities.
- There is no limit to the number of data sources. However, the larger the data source (not only CSV files), the memory requirements increase.
Best Practice: To avoid user permission issues when using CSV files with the
ClearID One Identity Synchronization Tool, save
them to a C: or C:\temp folder location. Do not
save CSV files in a user-controlled file or folder locations (C:\Users
folders or desktop folder location) or you might encounter File
path is not valid user permissions issues.
Procedure
-
In the One Identity Synchronization Tool Data
sources section, click Add data source (
).
-
In the Source section of the Data source
configuration dialog, select File and click
Next.
NOTE: If you selected File in the Source section, the Configuration section of the Data source configuration dialog is skipped because it is not required. -
In the What to sync section of the Data source
configuration dialog, select Identities to synchronize
from the external system data source.
-
If you selected Identities as a
data source, in the What to sync section, configure the identity
attributes settings.
NOTE: The fields that are displayed vary depending on the data source selected in the Source section (step 2) earlier.The following image shows the options that are displayed after selecting a File (CSV) data source.
-
If you selected File as your data source, configure the file
settings.
- File
- Click More (
) to
select the CSV file containing your attributes.NOTE: The file path must exist on the server where the One Identity Configuration Tool is installed. - Delimiter
- Enter a Delimiter value.
For example, for a CSV file it is a comma-separated value (CSV).
- Start at line
- Select a Start at line.
For example, the data in a table with no headings might start at line 0, whereas the data in a table with headings might start at line 1.
-
(Optional) Click Script (
) to add a transform
expression to find and replace external field text using regular expressions.
For example, you can look for variations of a country name to replace with the correct country code.
- A script icon () is shown in the Sample value column when the field text
is being replaced with a regular expression.
- The transform expressions are processed in the order specified in the Add transform expressions for field dialog.
Tip: If required, you can select the row of any expressions that you no longer require, and click delete
. - A script icon (
-
(Optional) Click Refresh (
) to update the external
fields data from your data source. This refresh option is used in situations where the
existing data has been modified, new data rows have been added, or new attribute
columns have been added.
-
If you selected File as your data source, configure the file
settings.
-
In the Summary section, review the data
that will be synchronized.
NOTE: If multiple data sources are selected, only the first data source file is displayed in the Summary section Data source name field. If you want each of the data files listed in the Data sources section, you must add them individually.- If the data synchronization details look correct, click Finish.