Setup of CSV Connector for data export

Hello guys,
Before the actual content of this page, I would like to give my appreciation to @Oliver Paulzen who give us the training on last Wednesday and Thursday.

At the end of Thursday training, Oliver shows us the demo about the CSV Connector project creation. I did the exercise and exported the data to csv file successfully. To have better communication with you and consolidate my learning effect, I wrote it down, hope it could be helpful to other beginners.

The purpose of this CSV Connector exercise is to create on simple connection to the target system and export the Person table information to the csv file, with no change to the original One Identity Manager database.

Btw, if you like the document, please do not forget to give me a thumb-up, thanks.

Practice environment preparation

I use the VM provided by the official website to do the practice. You can also have a try using this link: https://www.oneidentity.com/register/64187/

CSV Connector Configuration

WARNING: a big wave of screenshots is coming. Please be prepared. 😊

Now let’s start.

Create CSV project

Open the Synchronization Editor and enter the credentials.

Click the green block to “Start a new synchronization project”.

Click next.

Choose the “CSV Connector”.

Click next.

Choose “Create new CSV system”.

The next step is choosing one existing CSV file, then I create a CSV file only with the header, no other data.

Choose the created CSV file.

Unselect the “Read only access” and click next.

Click the up arrow after “Number of lines in header”, then the number changed to 1 and the checkbox has been selected, “Column names in line” changed to 1 automatically.

Attention
CSV Sync projects always go by the column index. The optional header is just helpful for the initial setup to derive property names for the schema. If you look into the csvsys file, this becomes obvious. If one would require to find data based on the column headers with a random order, this would need to be done via a PowerShell sync project (which is almost always the better choice anyway)
Click next.

Click next.

Change the “Display pattern” (you can also do no modification; it doesn’t matter the result.) and “Column setting” of ‘personid’ field like the screenshot shows.
Click next.

Click next.

Click “Finish”.

The system is loading the schema.

Click next.

Create the synchronization project and filling the “Display name”.

Click next.

Click “Finish”.

Now the synchronization project has been created successfully.

Configure One Identity Manager connection

At the up left side of the page, double click “One Identity Manager connection”, then click the “Update schema” button. Some reminder popup windows show, just click “Yes”.

Click the arrow of “Shema classes” on the right side. The table information of the schema will come out. If we do not click the “Update schema” at last step, there is no information showing under “Schema classes”.

Configure Target system

At the up left side of the page, double click “Target system”, then click the “Update schema” button. Some reminder popup windows show, just click “Yes”.


Here also click the arrow of “Schema classes”, it will show the table information of CSV system.

Enable expert mode

Then we need to enable the expert mode. This is very important, and it must be done.

Click the “Database” at the up left side of the page. Then click setting, the setting window pops up. Select the checkbox of “Enable expert mode”, at last click OK.

Configure mappings

At the bottom left of the client, click “Mappings”, and then click the blue page plus icon, the new mapping window will come out. Filling the information like below screenshot shows.

Click OK.

Choose the first line and click next.

Click next.

Click next.

Click “Finish”.

Click the wand symbol at the up left side.

Click “gender” at the right side and drag it to “Gender” at the left side.

It shows below conflict wizard. We choose the first blue block and click OK.

Click the “Target system”, it means the target system will make some adjustment.

I just use the default value and did not make any modification.
Click OK.

Also did the same operation as “gender”. Drag the “personid” of target system to the filed in One Identity Manager “Person” table, configuring the property mapping rule.

Click the page plus icon under the “Object matching rules”.

Filling the parameter as the screenshot shows.
Click OK.

Click OK.

Configure workflows

Click “workflows” at the left bottom of the client. Input the basic information of the workflow.
Click OK.

Click the page plus icon under “workflow” grey line.

Filling the “General” information of the synchronization step.

Click the “Process” menu, delete all the operation in the left side. That means no operations will be done in the One Identity database if there is some difference between One Identity database and CSV system. Only the target system CSV file will be updated.
Click OK.


Click “Commit to database” to save the configuration change.

Configure start up settings

Go to the “Start page”, double click “scv proj” item, then the Configuration items will show. Double click “Start up configurations” to create the project running strategy.

Click the page plus icon, then the start up configuration page shows. Filling the generation information like below screenshot shows. Click OK.

Click “Commit to database” to save the configuration. Click OK.

Run the project

Activate the project. Click the “Activate project” button and then click Yes.

Click Yes.

Double click “Start up configuration” button to the configuration page.

Click the “Execute” button at the right side. One window pops up. You need to choose to run the synchronization on this computer or on the One Identity Manager service. Click “No” to run it in current computer.

It runs successfully.

Check export result

Now open the csv file to check the result. It is originally an empty file with 1 line header. But now it is full of data that exported from the One Identity database.

At last

This is just a simple practice steps guide. Even if this is a simple practice, it also consumes me a lot of time. But I think it worth. During the practice, finally I successfully exported the data. And also, I have more questions about the system. For example,

1. If I choose to run the synchronization on One Identity Manager service, it will give an error, “
   There is no server that can fulfill server mask and/or server selection script input”, I don’t know why and how to do.
2. I did not configure a schedule at the “Start up configurations”. If I configure it, maybe some other issues will happen.
3. During the configuration process, we just make some simple configuration. For some other menus, I just keep them as default, but what is the exact meaning of those configurations, I am still not clear.

Even if there are more and more issues and questions on the learning road according to my experience, I am still confident all of them will be “a piece of cake” one day. As long as we insist on independent thinking and active communication.
Thank you, guys, for reading the document.
Thanks again to Oliver give us the training.
If you like it, give me a thumb-up 😊