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EmpowerID Admin Lab 2: Create a Universal Flat File Connector

Purpose​

This lab guides you through creating a universal no-code flat file connector to import data from a source CSV file provided by an HR system.

Prerequisites​

  1. Access to the EmpowerID training environment.
  2. Source files: workerfile.csv and workermapping.csv located in the local directory C:\\flatfiles\\.
  3. Credentials for the lab administrator account.
  4. A modern web browser.

Steps​

1. Navigate to Account Stores and Systems​

  1. Open your browser and log in to EmpowerID.
  2. Go to Admin > Applications and Directories > Account Stores and Systems.
  3. Click the Account Stores tab.
  4. Locate and click Create Universal Flat File Connector from the menu items on the right.

2. Configure the Flat File Connector​

  1. Select Inbound Sync Direction (inventory only).
  2. Provide a name for the connector, e.g., HRWorkerFlatFile.
  3. Click Next.

User Inventory Tab​

Enter the following information into the User Inventory Tab.

  1. Specify the File Path: C:\\flatfiles\\workerfile.csv.
  2. Set the File Copy Path: C:\\flatfiles\\workerfile.copy.csv.
    • This is the synchronization copy file created by the inventory process.
  3. Set the Date Time Culture to en-US.
  4. Enter the Date Time Format: M/d/yyyy.
  5. Specify the Delimiter: , (comma).
  6. Set the Primary Key: EmployeeID.
  7. Specify Mandatory Fields: EmployeeID, LoginName, FirstName, Surname.
  8. Indicate the Login Name Column: LoginName.
  9. Leave the Path Column blank.
  10. Specify the Mapping File Path: C:\\flatfiles\\workermapping.csv.

General System Settings Tab​

Enter the following information into the General System Settings Tab.

  1. Enable Inventory.
  2. Enable Inventory Auto-Provision External Roles.
  3. Allow Person Provisioning as an Identity Source.
  4. Allow Business Role and Location Re-evaluation.
  5. Leave Provisioning and Deprovisioning unchecked.

Click Next.

3. Specify the Remote Gateway Server​

  1. Search for and select the Cloud Gateway Server for remote access to the files.
  2. Click Submit.

4. Verify the Account Store Definition​

  1. Refresh the search results on the Account Store tab to confirm the creation of your new account store.
  2. Click on the account store link to bring it up on the screen

6. Monitor the Inventory Job​

  1. Open the Job History tab.
  2. Wait for the inventory job to run (it should complete quickly for small files).
  3. Verify the job succeeded.

7. Verify User Accounts​

  1. Click on the User Accounts tab
  2. Confirm the imported accounts match the records in the source file.
  3. Select a user account to review:
    • Verify details like First Name, Last Name, Login Name, Job Title, and Department.
  4. You can click on the Advanced Tab and then click on the login name hyperlink to view and edit detailed account information.
  5. Feel free to bring up a few other accounts and view their details to validate the data was properly brought in from the source file.

Notes​

  • Ensure the CSV file paths are accurate and accessible by the system.
  • For large files, monitor job history to track performance.
  • If issues arise, check the logs for detailed error messages or consult your instructor.

Completion​

Once you’ve successfully created the flat file connector and verified the imported data, this lab is complete. Proceed to the next lab to create the Active Directory account store.

Video Walk-thru​

View a video walk-thru of this lab exercise.