Uploading data
In order to run a campaign within Access Certification you must first import the data that will be analyzed as a CSV file. For information on generating the required CSV files, see Generating CSV files from Safeguard for Privileged Passwords.
To upload data
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CAUTION: Make sure you save a copy of the original Safeguard for Privileged Passwords CSV files before making edits to the files or uploading them to Access Certification. This is in case an edit to a CSV file leads to an unintended recommended change within Safeguard for Privileged Passwords. The unedited file can be compared to a newer version in order to identify where the data was changed and if it needs to be corrected. |
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IMPORTANT: Importing data will remove all previous data and replace it with the latest uploaded file. |
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IMPORTANT: Each CSV file cannot have more than 1000 rows. |
- On the navigation bar, click Data.
- On the Data Imports page, click the upload data button associated with the type of data you will be uploading via CSV file. This opens a dialog where you can select the file that is to be uploaded. The following types of data are allowed: Entitlement data, Account data, Group data, and Identity data. For more information on these data types, see Data Imports page.
- In the dialog, locate and select the CSV file that will be uploaded.
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Click the Open button to begin the upload.
Once the upload has successfully completed, the associated tile will update the item count to include the newly uploaded data as being available.
NOTE: Should the selected CSV file not meet the requirements for upload, information regarding why the upload failed will appear on the tile.
- Continue uploading CSV files until all four data types have been uploaded. Once finished you can run a campaign on the uploaded data. For more information, see Introduction to campaigns.
Campaigns
Topics:
Introduction to campaigns
Campaigns in Access Certification are what allow you to understand and use data that has been uploaded. This is done by basing campaigns around answering a straightforward question that approvers are then able to make decisions on without having to locate and analyze the data themselves.
An example question that Access Certification uses for a campaign: Should <identity> be a member of the <group name> group. Access Certification then uses the uploaded Identity data, Entitlement data, Group data, and Account data to fill in the question so that an approver can go through all possible data that fits the question and therefore needs to be answered. Once a campaign has been completed, the decisions made can be used to ensure the correct groups are being assigned to the correct users.
Campaigns page
The Campaigns page is displayed when Access Certification is first opened by administrators and is accessible by clicking Campaigns in the navigation bar.
The following options appear on this page:
New Campaign
Clicking this button opens the New Campaign dialog so you can add a new campaign to your Access Certification service. For more information, see Adding a new campaign.
Search
The search box is used to locate a specific campaign within the Campaign table. To use the field, start typing the name or owner of the campaign in the field and the table will automatically update to display users that match.
The following information and button appears in the Campaign table on this page:
Name
This displays the name of the campaign.
Owner
This displays the name of the account that created the campaign.