Text file|Create Office 365 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 user accounts according to the Action section settings.
NOTE: This rule will construct a UserPrincipalName (UPN) in this format: FirstName.LastName@Office365_UNPSuffix. You can change the UPNSuffix setting to use the UserPrincipalName from the Active Directory.
NOTE: A 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 user account provisioning from HR/ERP/SIS system 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,Description,EmailAddress
Joe,Smith,test user,joe@domain.com
Kelly,Jones,test user,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
|
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 Microsoft 365/Azure AD UPNs will match. |
|
UPNSuffix (@domain.onmicrosoft.com)
|
This value should be set to a domain that has been registered in Microsoft 365/Azure AD. The default value is taken from Microsoft 365 user name suffix setting defined in the Microsoft 365 extension settings. |
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 |
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 | |
|
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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