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Identity Manager 9.2 - Operational Guide

About this guide Simulating data changes in the Manager Scheduling operations activation times Re-applying templates Exporting data with the Manager Analyzing data and data changes Analyzing process monitoring in the Manager Schedules in One Identity Manager Mail templates in One Identity Manager Password policies in One Identity Manager Working with change labels Checking data consistency Compiling a One Identity Manager database Transporting custom changes Importing data with the Data Import Importing and exporting individual files for the software update Creating a One Identity Manager database for test or development from a database backup Initializing DBQueue Processor the after extending the server hardware Command line programs

Creating and using transport templates

If you repeatedly need to create transports with certain export criteria, you can use transport templates. You create transport templates in the Database Transporter. Configure a transport and mark it as a transport template. This creates a transport template in XML format.

To create a transport template

  1. Start the Launchpad and log in to the One Identity Manager database.

  2. In the Change & Extend view, select the Transport custom modifications entry and click Start.

    This starts the Database Transporter program.

  3. Select Create a transport file on the start page.

  4. On the Select the database connection page, check the One Identity Manager database connection data and change it if necessary.

  5. Enter the information about the transport file on the Define file name page.

    1. Enter the name of the transport file and change the output directory as required.

    2. Set the Create a transport template file option.

    3. (Optional) To create a log file for the export, set the Create a log file for data export option.

      The log file is saved in the output directory of the transport file.

    4. (Optional) To remove sensitive data from the transport, enable the Create an anonymous transport.

      For example, this will remove information about the database server, the database, and users.

  6. Enter a description of the transport data on the Show and define transport parameters page.

  7. Select the export criteria for the transport on the Define transport data page.

  8. On the Transport template file page, enter the following information.

    • Template file name: Transport template file name.

    • Export path for template file: Repository for the transport template.

    • Description for template file: Detailed description of the transport template.

  9. To start the export, click Next.

    This creates the transport template file and the transport package. The program determines the data to export and displays the progress of the export in the dialog. The export procedure can take some time.

  10. On the last page, the name and storage path for the transport package are displayed. You can open the directory path using the link.

  11. To end the program, click Finish on the last page.

You can use the transport templates when you create transport packages with the Database Transporter or with the DBTransporterCMD.exe command line program. This loads the export criteria from the transport template file.

To use a transport template for exporting

  1. In the Database Transporter, on the Define transport data page, select the Use a Transporter template for selection export criteria.

  2. Select the transport template file and click Open.

Related topics

Importing data with the Data Import

With the Data Import program, the One Identity Manager offers a simple means of importing data from other systems. The program supports importing from .csv files and importing directly from other database systems. You can import data immediately. You also have the option to import data from customized processes using the import scripts that are created. The import definition is saved so that you can use it for future data imports.

The steps in the program are as follows:

  1. Load export definitions

  2. Select the import method

  3. Configure the import

  4. Create an import definition

  5. Create an import script

  6. Start the import

NOTE:

  • For regular data imports into One Identity Manager, you can also use the ScriptComponent process component.

  • The DataImporterCMD.exe program provides support for imports from the command line.

Detailed information about this topic

Importing data from a CSV file

Prerequisites

The data structure of the import file needs to fulfill the following requirements:

  • The data is separated by a delimiter or fixed column widths are used.

  • The data records are separated by a new line.

  • Data that contains a new line is marked with a text qualifier.

  • For more extensive CSV imports, the data in the import file is sorted in advance to resolve the object dependencies.

    NOTE: For imports with small amounts of data, use the sorting options of the Data Import.

To import data from CSV files into the One Identity Manager database

  1. Start the Launchpad and log in to the One Identity Manager database.

  2. On the Configuration page, select Configure data import and click Start.

    This starts the Data Import program.

  3. On the Data Import start page, click Next.

  4. On the Select the database connection page, check the One Identity Manager database connection data and change it if necessary.

  5. (optional) On the Loading an import definition file page, load the import definition file, if available.

    NOTE: Leave this field empty if you want to create a new import definition.

  6. On the Select data source page, select the Import CSV file method.

  7. On the Load import file page, load the import file and enter additional data about the import file.

  8. On the File structure page, specify how the file is structured.

  9. On the Defining the line structure page, specify the structure of the lines.

  10. (Optional) On the Line condition page, specify a condition for importing lines.

  11. Configure the import.

    1. On the Match target tables and columns page, assign the data for target tables and target columns of the One Identity Manager database and specify the key columns.

    2. On the Specify hierarchy page, specify the data hierarchy for the import.

    3. On the Handling options for data sets page, specify options for handling the data.

    4. On the Connection variables page, define variables that are set on import.

  12. On the Saving the import definition page, save the import definition file and the import script.

  13. On the Saving the import definition page, start the import.

  14. On the last page of the Data Import, quit the program or start another import.

Detailed information about this topic

Loading the CSV file

On the Load import file page in Data Import, enter the following data about the import file.

Table 41: Import file settings

Property

Description

Import file

Path to the .csv file containing the data to be imported. You can use the ... button beside the input field to navigate to and open the file.

File encoding

Encoding of the .csv file. Encoding of the character set is determined from the character set on your workstation when the import file is loaded. Change the setting if the file was created with another character set.

File language

Language used to create the file. The language is required in order to read local character formats correctly, for example, dates.

Time zone

If date and time information is imported, select the time zone of the data. The time zone is required for converting the data to UTC.

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