Text file | Create Office 365 Guest Users
Rule description
This rule queries the specified text file data source that is in a comma-separated variable format (CSV) and provisions new Microsoft 365 guests accounts according to the Action section settings.
NOTE: CSV-file should be in UTF-8 format in case of using letters with an accent: á, ä, é, í, ö, ü and etc.
When to use this rule
Use this rule when you need to perform bulk Office 365 guests accounts provisioning into Microsoft 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 the Select Data Source setting.
Open the Templates folder.
Select the Create Office 365 Users - Template CSV file.
Click Open.
The Query source text file requires the following CSV (comma separated value) format:
FirstName,LastName, InviteEmailAddress
Joe,Smith,joe@domain.com
Kelly,Jones,kelly@domain.comRule settings
Query section
| Setting name | Description |
|---|---|
Select Data Source |
Specify the text file to be imported. The […] (three dots) 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 |
Each object property defined in this setting matches the column that will be displayed in the Web Portal for this web query. To display additional columns, add the required properties to the Properties to display list. To add extension attribute 1 that is synchronized from AD, you need to use a value like:
Copy
|
Initialization Script | |
Script |
Usually, rules use query criteria to limit the query search scope. It improves the performance of the executed rule. Due to the PowerShell limitations, it is not possible to use calculated expressions in query criteria. That is the point where the initialization script can help. You can initialize a global variable in this setting and then use it in query criteria. IMPORTANT: To use a variable, declared in the initialization script, in the query scope, it must be global: Example: Update AD users, created in the last ten days.
|
Action section
| Setting name | Description |
|---|---|
| Account | |
InviteEmail |
The Email address to which the invitation is sent. If the Data Source contains a field named InviteEmail, ignore this setting. Otherwise, use the Selector button to choose a field from the Data Source. |
First Name (FirstName) |
If the Data Source contains a field named FirstName, ignore this setting. 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, ignore this setting. Otherwise, use the Selector button to choose a field from the Data Source. |
|
Display Name
|
If the Data Source contains fields named FirstName and LastName, ignore this setting. Otherwise, use the Selector button to select a field from the Data Source. |
Settings | |
Usage location |
Specify the usage location. |
Account status |
Specify invited guest user account status. |
Send invite |
Specify if to send an invitation email to the invited guest user. |
Personal message |
You can specify a personal message that will be sent to the invited guest user. |
Redirect URL |
The URL to which the invited user is forwarded after accepting the invitation. |
Organization | |
|
Specify a static text value or use the Selector button to choose a field from the Data Source. |
Contact Info | |
|
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 Rule 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 Rule Enforce/Schedule section article.
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