Adding a file-based user data source

You can bring in user data from a
.csv
file. For your convenience,
Symantec Data Loss Prevention
provides an annotated
.csv
template that you can use to ensure that your data is formatted correctly. The template includes all the standard user attributes, as well as formatting examples and instructions for adding custom attributes. The template also includes headers for any custom attributes that you have defined at the time you download the template.
  1. To create a user data file from a template
  2. In the Enforce Server administration console, go to
    System > Users > Data Sources
    .
  3. On the
    Data Sources
    page, click
    Download CSV Template
    on the right-hand side of the page.
  4. Open the template file and provide the information for the standard user-data attributes.
  5. The template file includes column headers for any custom attributes you have defined.
    To add custom attributes manually, create a new column for each attribute, then populate the rows as appropriate.
    You must enter the column headers in this format:
    ID[Attribute Name]
    . For example,
    1[Employment Status]
    .
  6. Save the file (in
    .csv
    format) to a location on your Enforce Server.
  7. To add a file-based user data source
  8. In the Enforce Server administration console, go to
    System > Users > Data Sources
    .
  9. On the
    Data Source Management
    page, click
    Add > CSV User Source
    . The
    Add CSV User Source
    dialog box appears.
  10. In the
    Add CSV User Source
    dialog box, enter the following information:
    • Name:
      Specify a name for the data source.
    • File Path:
      Specify the path to the user data file. This file must be on the Enforce Server.
    • Delimited by:
      Specify the delimiter for the file. Valid delimiters are comma, pipe, semicolon, and tab.
    • Encoded by:
      Specify the character encoding format.
    • Error Threshold Percentage:
      Specify the percentage of user records that can be invalid before the file is rejected and the import process fails. Records with duplicate email addresses or logons count against the error threshold.
  11. Click
    Submit
    .