Importing entities from a file - Card Synchronization 4.0.0

You can import entities from an external system using a file that conforms to the Synergis™ Card Synchronization schema. After the import, changes made in the data source can be synchronized in Security Center.

1. From the Config Tool homepage, open the Plugins task.
2. In the Plugins task, select the Card Synchronization plugin role from the entity browser, and click the Properties tab.
3. In the Data sources section, click Add data source ().
   The Data source configuration window opens.
4. From the Source list, select File, and then click Next.
   
5. Select the entity types to import and synchronize with Security Center, and then click Next.

   Cardholders

   Imports the cardholders from the external data source into Security Center.

   Cardholder groups

   Imports the cardholder groups from the external data source into Security Center.

   IMPORTANT: This does not put cardholders into their respective cardholder groups.

   Cardholder group memberships

   Synchronizes the relationship of cardholders and cardholder groups from the external data source.

   IMPORTANT: This option assigns imported cardholders to cardholder groups. If this option is not selected, imported cardholders are not linked to cardholder groups.

   Credentials

   Imports the credentials from the data source into Security Center.

   
6. Configure the following settings:

   File

   Navigate to the file that you want to import.

   NOTE: The file must be accessible by the Genetec™ Server service running the plugin role. If you are using a network location, express it as a UNC path (\\<Server Name>\<Folder Name>\<Filename.csv>).

   Delimiter

   Enter the delimiter used to separate unique data records in your file.

   NOTE: If the delimiter is present in one of the values to import, edit the file so that the value is between quotation marks.

   Start at line

   If your file contains headers, enter the number of the first line after the header. When the Start at line option is set to 0, it starts reading data records from the first line.

   Tip: To facilitate mapping the fields, you can adjust the Start at line value to different numbers and verify the data in each field via the Sample value column.

7. Map each external field to a Security Center field by selecting the column name from the corresponding drop-down.
   For an explanation of the external fields, refer to the following topics:

   • Cardholders schema.
   • Cardholder groups schema.
   • Cardholder group members schema.
   • Credentials schema.
   • (If applicable) Custom fields schema.
   
8. (Optional) Choose one or more fields to be global keys.
9. (Optional) If the external data contains terms that you want to replace, do the following:
   1. Click Find and replace text using regular expressions ().
   2. Enter the text to find and replace.
      For example, you could look for variations of a country name and replace them with a country code, or replace a native card format name with a supported card format alias.
   3. If necessary, change the order using the up and down arrows.
      The transform expressions are processed in the order specified in the Add transform expressions for field dialog.
   1. Click Save.
   

   Tip: If required, you can select the row of any expressions that you no longer require, and click delete .
   A script icon () is shown in the Sample value column when the field text is being replaced by a regular expression.
10. (Optional) Click Refresh () to update the external fields data from your 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.
11. If there are external fields without a corresponding Security Center field, you can create new custom fields and associate them now: Click Manage custom fields, fill in the form, and then click Save.
    

    NOTE: To map an external field that is, turn on the Display all external fields option.
12. Click Next.
13. In the Data source name field, enter a name for the data source, and then click Finish.
14. Click Apply.