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Configuring a File-Based Directory Import

What is a File Directory Import?  #

A file directory import allows you to bring information from a .CSV file directly into the ISI Analytics directory. This process is useful for automating directory updates and directory management, ensuring that your directory stays accurate and up to date without requiring manual entry. 

Getting Started  #

This document provides instructions for configuring a File Directory Import for use with ISI Analytics. Before you begin, please ensure you have the following: 

  • Credentials to log in to ISI Analytics.
  • The “Directory Admin” role is assigned to your user.

Navigating to Infortel Classic  #

  1. Login to ISI Analytics and navigate to Infortel Classic by selecting Go to Infortel Classic.

  1. Navigate to Administration -> Directory. 
  1. In the top-right corner of the Directory screen, click the Settings Gear and select Directory Import.
  2. In the top right corner, select New Import then File.

Configuring a File-Based Directory Import  #

Configuration #

The configuration tab includes the basics of the import, like setting up the expiration behavior and uploading the source file. Once customization is complete, the Field Mapping tab will become available.

General Section  #

  • Data Source: The destination Data Source users should be added to.
  • Expiration Behavior: 
    • None: In this option no objects or people are marked as expired as a result of the import. 
    • Expire for Data Source: Recommended if only 1 import is being used for a data source. A user will be marked expired if they meet the following conditions: 
      • They exist in the Directory 
      • Belong to the selected Data Source 
      • They are marked as having been imported 
      • They are not in latest fetched data 
    • Expire for Import Name: Recommended if more than 1 import is being used for a data source. A user will be marked expired if they meet the following conditions: 
        • They exist in the Directory 
        • Belong to the selected Data Source They are marked as having been imported
        • They are marked with the name of the Import (having been previously imported with the Expire for Import Name enabled) 
        • They are not in the latest fetched data  
    • Import People Without Objects: By default, users without an object (Extension, Device, Cisco Login User ID, Auth Code) are not added to the directory because they don’t have any reportable objects assigned to them. If you’d still like these users added, enable this option. 
    • Records to Retrieve for Mapping Sample: The number of users listed when viewing Field Mapping. Max value of 999.

Import Source Section  #

  • Network Path: The file path where the Entra ID directory file is stored.
  • Source File: The Entra ID directory file to be used for the import.

There are two options to upload the file for import. 

  1. Upload File Button
    • This will open a local file browser from which you can select your desired file. 
  2. Send file via SFTP 
    • You can send the file via SFTP to your tenants designated network path. 
      • If you wish to proceed with this option, please contact our Support Team for further assistance.  

CSV File format settings #

  • Separator: Comma 
  • Delimiter: Double Quote
  • *Skip lines: 1 — if your file contains a header row, skip the header row so column headers are not mapped as data 

Field Mapping #

The Field Mapping tab is used to map ISI Analytics fields to the CSV file headers, set filters, and set default values.

The following fields are recommended for mapping:

ISI Analytics Field
First Name
Last Name
Extension
Department Name
Company Name*
Location Name*

Important Note: *Only map these fields if they are available in the list of fields on the left of Field Mapping. If unsure, please feel free to reach out to our Support Team for assistance.

Mapping Fields #

The number of records shown depends on the preview configuration. This number can be adjusted within the Configuration Tab. 

Fields can be mapped by dragging and dropping them from the Fields list on the left to a field Column box. Once a field is mapped, it will be grayed out to signify it is mapped.

  1. To change a mapped field, it can be dragged and dropped from one column to another.
  2. To remove a mapped field, click the X to the right of the mapped field.

Setting Default Values #

Default values are used to set default values for Organization Levels when no value is available in the import. This is useful for the following scenario:

  • If an Organization Level is not available in the file, a default value can be set.
    • Ex: setting Cost Center Name to “West”. This will import all users in the import file with a Cost Center Name of West.

Default Values can be set by modifying the fields provided. Depending on the Organization configuration of the system, these may look different. Each Org Level Name requires a value. By default, it is Unassigned.

Preview Import #

The Preview option is used to see what information is mapped and what filters are applied. This is useful for debugging the import configuration. To preview the import, click the green Preview button. The Preview includes all the mapped columns, including Default values.

Email #

  1. Delivery Option: Allows email notification to be set up when the import succeeds or fails
    • Never send email: No email is sent when the import succeeds or fails
    • Always send email: Sends email each time the import completes
    • Send email ONLY when error occurs: Only sends an email if the import fails
    • Send email when errors occur or when the import does not run because the file has not changed: Only sends email if an error occurs or if the import ran a file that does not have any changes from the previous import attempt.
  2. Email Address(es): One or more email address the notification should be sent to. Separate multiple email addresses with a semicolon.

Schedule #

A schedule is used to automate the completion of the directory import and allow it to run on a regular basis.

Adding a Schedule #
  1. Click the symbol
  2. Select the schedule type
    1. Specific Date and Time: This will tell the import to run once on the defined date and time.
    2. Regularly Scheduled: This will tell the import to run every month, week, day, or hour depending on the defined constraints.
  3. If Regularly Scheduled is selected:
    • Monthly: Select either the day of the month or the weekday of the month the import should run on, as well as the Start Date and Time.
    • Weekly: Select the weekday the import should run every week, as well as the Start Date and Time.
    • Daily: Select the individual days of each week the import should run on, as well as the Start Date of the import, and the time the import should run daily.
    • Hourly: Set the hourly interval (every 1 hour, every 2 hours etc.), as well as the Start Date and Time.
  4. After adding the schedule, save the import by selecting Save icon .

Important Notes:

  • The Monthly is the default schedule.
  • Make sure the Start Date and Time for all schedules are dates in the future.

Run Now #

Once the import has been verified and looks good using the Preview option, the import can be run by clicking the Run Now button. It will ask for confirmation before starting the import. Based on the email options selected, it will send an email when the import succeeds and/or fails.