CSV Directory Synchronization
Menu Path: Settings > Inbound Provisioning > CSV Directory Synchronization
Table of Contents
- Overview
- Screen Configuration
- How to Set Up (4 Steps)
- Step 1: Connect to the Server
- Step 2: User Settings
- Step 3: Group Settings
- Step 4: Synchronization Settings
- Manual Synchronization
- Check Synchronization Results
- Error Handling
- Cautions
Overview
This feature periodically monitors CSV files uploaded to an FTP or SFTP server and automatically synchronizes user and group information to the Security365 management center. It is used when integrating CSV files generated from a separate external directory server (such as an HR system).
Operation Flow:
| step | Content |
|---|---|
| 1 | Connecting to FTP/SFTP Server |
| 2 | Download CSV file from specified path |
| 3 | Check for file changes compared to the previous synchronization |
| 4 | CSV Data Transformation and Validation |
| 5 | Reflecting User/Group Information in the Management Center |
**Reference:**You can only enable one inbound provisioning method. If you enable CSV directory synchronization, other methods (SCI Server, Microsoft365, local Active Directory) will be disabled.
**Reference:**If the file content has not changed, synchronization is skipped. This is normal behavior that prevents unnecessary processing.
Screen Configuration
Before Configuration: A message "Available after setup." will be displayed on the CSV directory sync card.
After completing the setup: The following information is displayed on the card.
| Information | Description |
|---|---|
| Connection Method and Server Information | Connection method (SFTP/FTP), host address, port, connection ID |
| Last synchronization date and result | Recent synchronization execution time and success/failure status |
| Synchronization Period | Automatic synchronization setting time |
| [Edit] Button | Change Settings |
| [Manual Sync] Button | Immediate Synchronization Execution |
How to Set Up (4 Steps)
[Step 1] Connect to Server
Enter the FTP/SFTP server connection information.
| item | Description |
|---|---|
| Connection Method (Protocol) | Choosing FTP or SFTP |
| Host (Server Address) | Server address (IP or domain) |
| Port | Connection Port Number |
| Access ID | Server Account ID |
| Access Password | Server account password |
Criteria for Selecting Connection Method:
| Method | Default Port | Description | Recommended Situations |
|---|---|---|---|
| SFTP | 22 | SSH-based encrypted transmission | Secure Environment (Recommended) |
| FTP | 21 | Unencrypted Transmission | Environment with low security requirements such as internal networks |
After setting**[Integration Test]**Click the button to check the server connection status.
**Caution:**Be sure to run the integration test before saving to verify the connection.
**Reference:**The password is stored in an encrypted format and is not exposed in plain text on the settings screen.
Button: Cancel | Save temporarily | Next
[Step 2] User Settings
Set the monitoring method and data transformation rules for the user CSV file.
Monitoring Path
Surveillance Mode
| mode | Description |
|---|---|
| Single File | Monitors the files at the specified path. |
| directory | Monitors the most recent file in the specified path. |
Selection of Directory Mode - Criteria for Determining the Latest File
| criteria | Description |
|---|---|
| As of the date of modification | Consider the most recently modified file as the latest file. |
| File Name Criteria | Select the file with the most recent date by parsing the date included in the filename. |
Support Date Format (when selected based on filename):
| Format | File Name Example |
|---|---|
| yyyyMMdd | users_20260101.csv |
| yyyy-MM-dd | users_2026-01-01.csv |
| yy-MM-dd | users_26-01-01.csv |
| yyMMdd | users_260101.csv |
**Reference:**File name is
#Files starting with are commented out and excluded from synchronization targets.
Path and File Patterns
| item | Description | example |
|---|---|---|
| path | Server internal file or directory path | data/csv/users/ |
| File Pattern | File name pattern to monitor (wildcard*Support) | users_*.csv |
Synchronization Options
| item | Options | Description |
|---|---|---|
| Handling Items Not Included in CSV | maintenance | Keep existing users not present in the CSV |
| Deactivation | Deactivate existing users not present in the CSV | |
| Stop synchronization on validation error | use | Stop full synchronization when a validation error occurs |
| Not in use | Skip error records and reflect the remaining data. |
Caution:
비활성화When selected, all existing users not included in the CSV file will be deactivated. Please make sure to check the file contents in advance.
CSV Conversion Settings
Set the CSV file format and field mapping rules.
Input CSV delimiter
| Options | Delimiter Character |
|---|---|
| comma | , |
| pipe | | |
| tab | (tab character) |
Field Mapping Method
| Method | Description |
|---|---|
| Header-based | Mapping with the column names of the first row (header) in CSV |
| Index-based | Mapping by column order (starting from 0) |
Standard Field List (User)
| Standard Field | Required 여부 | Description |
|---|---|---|
| USER_ID | Required | User ID (Email format recommended) |
| USER_NAME | Required | Username |
| Selection | Email address | |
| GROUP_ID_LIST | Selection | Affiliated Group ID (multiple groups separated by commas) |
| ACTIVE_STATUS | Selection | Activation Status |
ACTIVE_STATUS recognition value:
| Recognition Value | Processing Result |
|---|---|
ACTIVE, Y, 1, true(case insensitive) | Process as active user |
| All other values | Processed as an inactive user |
**Caution:**If the ACTIVE_STATUS column is incorrectly mapped or an unrecognized value is entered,All users deactivatedIt can be done. Be sure to conduct a small test first after changing the settings.
Record Filtering (Optional)
You can include or exclude only the records that meet specific conditions as synchronization targets.
- wildcard(
*) supports patterns.
Default email domain (optional)
User ID is in email format (@If it is not included, it automatically adds the configured domain and converts it to an email format.
| Configuration Example | Before Conversion | after conversion |
|---|---|---|
Domain:company.com | hong123 | hong123@company.com |
Button: Cancel | Save Temporarily | Previous | Next
[Step 3] Group Settings
Set the monitoring method and data transformation rules for the group CSV file. The configuration is the same as the user settings tab, with the following differences.
Synchronization Options (Group)
| item | Options | Description |
|---|---|---|
| Handling Items Not Included in CSV | maintenance | Maintain existing groups that are not in the CSV |
| delete | Delete existing groups not in the CSV |
**Reference:**The group tab contains
검증 오류 시 동기화 중단toggle and기본 이메일 도메인No items.
| item | User Settings | Group Settings |
|---|---|---|
| Options for Handling Items Not Included in CSV | Maintain / Deactivate | Maintain / Delete |
| Stop synchronization on validation error | exists (optional) | None (Always halt completely on error) |
| Default Email Domain | exists | None |
Standard Field List (Group)
| Standard Field | Required 여부 | Description |
|---|---|---|
| GROUP_ID | Required | Group Unique ID |
| GROUP_NAME | Required | Group Name |
| DESCRIPTION | Selection | Group Description |
| PARENT_GROUP_ID | Selection | Parent Group ID (used when configuring hierarchy) |
**Caution:If an error occurs during group synchronization, without partial reflectionFull synchronization has been interrupted.**Make sure to thoroughly review the data integrity of the group CSV file in advance.
**Reference:Between user settings and group settingsAt least one side must complete the field mapping.**You can save it.
Button: Cancel | Save Temporarily | Previous | Next
[Step 4] Synchronization Settings
Set the automatic synchronization period and backup options.
| item | Description |
|---|---|
| Automatic Synchronization | Use / Do not use selection |
| Synchronization Period | Set the time (hour/minute) to run daily when using automatic synchronization. |
| Backup Before Synchronization | Automatically back up current user/group data before executing synchronization when in use. |
**Caution:**If backup is enabled before synchronization, synchronization will not proceed in case of backup failure.
**Reference:**All execution times are based on KST (Korea Standard Time).
Button: Cancel | Previous | Save
Manual Synchronization
After saving the settings, in the CSV directory synchronization card on the inbound provisioning list screen**[Manual Synchronization]**Clicking the button will immediately execute the synchronization.
- After synchronization is complete, the success/failure status and completion time will be displayed.
**Caution:**Duplicate execution is not allowed during synchronization. Please run it again after the previous synchronization is complete.
Check Synchronization Results
After completing the setup, you can check the last synchronization result on the card.
Last synchronization status types:
| Status | Description |
|---|---|
| success | File monitoring and data reflection completed |
| No changes | No changes in file content compared to the previous synchronization (normal operation) |
| Connection failed | Unable to connect to FTP/SFTP server |
| File not found | The file does not exist at the specified path. |
| failure | Error occurred during data transformation, validation, or reflection process |
**[Last Synchronization Information]**Clicking the link will open the slide panel ("Last Synchronization Information of the CSV Directory").
| item | Display content |
|---|---|
| Group Synchronization | Status, Monitoring Path, Last Synchronization Date and Time |
| User Synchronization | Status, Monitoring Path, Last Synchronization Date and Time |
Error Handling
| Error Types | Main Symptoms | Action Method |
|---|---|---|
| Connection Error | Status: Connection Failed | Check server address, port, and account information / Check if firewall ports are open |
| File Error | Status: No file | Check specified path and file pattern / Check if the file is uploaded to the server |
| Conversion error | Status: Failed | Check CSV delimiter settings / Check field mapping settings / Check CSV file encoding (UTF-8) |
| Validation Error | Status: Failed | Check for missing required fields (USER_ID, USER_NAME / GROUP_ID, GROUP_NAME) |
| Reflection Error | Status: Failed | Check the error details in the synchronization log and contact the responsible team. |
| Backup failure | Synchronization Not Executed | Check Backup Settings and Backup Storage Space Before Synchronization |
Cautions
- Between user settings and group settings**At least one side must complete the field mapping.**You must do it. Neither side will be saved in an unset state.
- ACTIVE_STATUSIf field mapping is incorrect, all users may be deactivated. After changing settings, be sure to conduct a small-scale test first.
- When a group synchronization error occurs, the entire synchronization is halted without partial reflection.
- file name
#Files starting with are commented out and excluded from synchronization targets. - If the file content has not changed, synchronization will be skipped. This is normal behavior.
- When the backup option is enabled before synchronization, if a backup failure occurs, synchronization will also be halted.
- All execution times are**KST (Korea Standard Time)**It is a standard.
- Even if you directly modify the synchronized user/group information in the management center, it will be overwritten based on the CSV file during the next synchronization execution. If permanent changes are needed, please modify the original CSV file or the source system first.
- Only one inbound provisioning method can be activated, and if another method is already activated, it must be used after switching.