Rule description
This rule queries the specified text file data source that is in a comma-separated variable format (CSV) and provisions new Office 365 user accounts according to the Action section settings.
When to use this rule
Use this rule when you need to perform bulk user account provisioning from HR/ERP/SIS system into Microsoft Office 365.
This rule requires a source text file in the comma-separated variable format (CSV). You can use the template CSV file provided with the rule, or create a file in Microsoft Excel and export as CSV.
To use a template CSV file:
- In the Query section, click the [...] button next to Select Data Source setting
-
Open Templates folder
-
Select Create Office 365 Users - Template CSV file
-
Click Open
The Query source text file requires the following CSV (comma separated value) format:
FirstName,LastName,Description,EmailAddress
Joe,Smith,test user,joe@domain.com
Kelly,Jones,test user,kelly@domain.com
Rule Settings
Query Section
| Setting name | Description |
|---|---|
|
Select Data Source |
Specifies the text file to be imported. The […] button allows the user to browse for the file and the Create/Edit button allows the creation or editing of the existing file in the built-in Data Source editor. |
|
More Options |
|
|
Filter CSV Data |
This setting specifies the filter that can remove data rows from the imported text file that satisfies the specific condition. |
|
Properties to display |
This setting specifies the columns that will be displayed during Preview and in the output file. |
Action Section
| Setting name | Description |
|---|---|
| Account | |
|
User Name (UserPrincipalName)
|
Specify UserPrincipalName generation format. UserPrincipalName must be a unique value. Note: Microsoft best practices assume the Active Directory and Office 365/Azure AD UPNs will match. |
|
UPNSuffix (@domain.onmicrosoft.com)
|
This value should be set to a domain that has been registered in Office 365/Azure AD. The default value is taken from Office 365 user name suffix setting defined in Microsoft Office 365 extension. |
|
First Name (FirstName) |
If the Data Source contains a field named FirstName, do nothing. Otherwise, use the Selector button to choose a field from the Data Source. |
|
Last Name (LastName) |
If the Data Source contains a field named LastName, do nothing. Otherwise, use the Selector button to choose a field from the Data Source. |
|
Display Name
|
Specify DislpayName format. |
|
Settings |
|
|
Default Password |
This setting defines the password for the new account. This value can be static text or a field from the Data Source chosen using the Selection button. |
|
Usage location |
Specify the usage location. |
|
Must change password at next logon
|
Specify if a user must change password at next logon. |
|
Disabled new account |
Specify if a created user account will be enabled or disabled. |
|
Organization |
|
|
Office Job Title (Title) Department
|
Specify a static text value or use the Selector button to choose a field from the Data Source. |
|
Contact Info |
|
|
Country Office Phone (telephoneNumber) Mobile Phone (mobile) Street Address City State Postal Code Fax Alternate email |
Specify a static text value or use the Selector button to choose a field from the Data Source. |
Output Section
This section defines the output format of this rule.
To get more information about this section, please see the Output section article.
Enforce/Schedule section
This section defines the schedule for how often to run the rule.
To get more information about this section, please see the Enforce/Schedule section article.
Change History
| Version | Notes |
|---|---|
| 7.1.0 | Alternate email setting is added. |
| 6.3.1 | The rule is introduced in the product. |
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