Data from an external source can be imported into the Authentication dataset. To open the data Import dataset wizard, click the Import button (a).

Select a data source

First, select a data source. The supported data sources are Excel files, CSV/Text files, or SQL Server queries. Then Click Next

Text/CSV file

  1. Browse for or provide a path to the CSV/text file.
  2. Type the delimiter character that will separate the columns. For instance, if the text file is a .csv, then the ',' should be the delimiter.
  3. Check the First line has column headings if the first row contains column headings. 
  4. Click Next to continue.

Special Characters

  • Special characters can be included in the dataset CSV/text file using URL encoding. To insert a character with hexadecimal code XX, add the %XX sequence to the file. In rare cases, when %XX should be interpreted as a 3-character string, URL-encode the percent character, so the string will look like %25XX
  • The comma character is used as a field separator in the text file. To use a coma within values, surround it with quotes (ex. ",")

Excel

  1. Browse for or provide a path to the Excel file.
  2. Click the Refresh button to refresh the worksheets in the Excel workbook.
  3. Check the First line has column headings if the first row contains column headings.
  4. Click Next to continue.

If you have an x64 version of Microsoft Excel on your machine and getting the following error: 'Microsoft.ACE.OLEDB.12.0' provider is not registered on the local machine; then you may need to install Microsoft Access Database Engine 2010 Redistributable from here.

If you have a 64-bit version of Windows and a 32-bit version of Microsoft Excel, importing from Excel will not work. As a workaround, you can save the Excel file as .csv and import it as CSV/text file as described below.

SQL Server

Connection properties

  1. Fill out the SQL Server form. Provide the Server Name, Database Name, and Credentials.
  2. Enter a Select Query.
  3. Click Next to continue.

Connection string

  1. Click the Enter connection string link to bring up the connection string textbox.

    Back to properties

    The link text will change to Enter database properties. Click the link again to go back to database properties.

  2. Enter the SQL Server connection string.
  3. Enter a Select Query.
  4. Click Next to continue.

ODBC

  1. Enter the ODBC connection string.
  2. Enter a Select Query.
  3. Click Next to continue. 

Preview the data

The next step displays a preview of the data that will be imported. If the data looks accurate, click Next to continue.

Select a destination dataset

Select the "Create a new dataset" option to import the data into a new dataset. Or, select the "Update an existing dataset" option to import the data into an existing dataset.

Map the data source columns to Authentication dataset columns

  1. Map each data source column to a column in the Authentication dataset.

    Athentication columns

    The following are the available columns and all are described here:

    • Domain
    • Username
    • Password
    • Host
    • Group
    • Certificate
    • Agent
  2. Click the Finish button to complete the import.

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