CSV Settings (Provision Portal)

This module is currently unavailable and will be available in future versions. The documentation below is provided for reference only.

CSV Settings manages the CSV export configuration for Provision Portal, defining device info mapping, parameters, objects, and services structure for CSV file generation.

When to use it

Use CSV Settings when you need to:

configure CSV file structure for device exports,
define device info indices and mappings,
manage parameter names and their column positions,
configure object and service definitions,
set general flags for CSV generation,
define the starting string for CSV files,
export current settings before making changes,
import updated CSV settings with a dry-run preview.

Prerequisites

Before working with CSV Settings:

Confirm you are logged into the correct environment.
Confirm your permissions:
- VIEWER — browse settings and Export.
- EDITOR / ADMIN — edit settings and Import.

VIEWER accounts run in read-only mode. Write actions (Edit/Save) are blocked.

Configuration sections

CSV Settings are organized into sections:

Device Indices: Column indices for device information fields (e.g., serial number, model).
General Flags: Boolean flags controlling CSV generation behavior.
Info Items: Custom info item mappings with column indices.
Parameters: List of parameter names to include in CSV export with their column positions.
Objects: Object definitions for nested data structures.
Services: Service configurations for CSV export.
Starting String: Header or prefix string for CSV files.

Create default configuration

If no configuration exists:

Click Create Default Configuration.
A new empty configuration is created with default structure.
Review and edit sections as needed.
Click Save All Changes to persist.

Edit sections (EDITOR/ADMIN)

Review the current configuration in each section.
Click inline edit controls to modify values:
- Update indices (numeric values).
- Toggle flags (checkboxes).
- Edit parameter names and positions.
- Modify object and service definitions.
Changes are tracked and shown with visual indicators.
Use arrow buttons to reorder list items where available.

Validation

The system validates:

Indices must be non-negative integers.
Parameter names must be unique within their list.
Required fields cannot be empty.
Object and service structures must follow the expected format.

Validation errors are displayed:

In a banner at the top if critical errors exist.
Inline next to invalid fields.

Save changes

Make edits to one or more sections.
Click Save All Changes.
Review the confirmation dialog.
Confirm to apply changes.

Expected outcomes:

On success, the configuration updates and edit indicators disappear.
If validation fails, errors are shown and save is blocked.

Discard changes

Click Discard Changes to revert all unsaved edits.
The configuration returns to the last saved state.

Export settings

Click Export to download a JSON file with the current CSV settings.

Import with dry-run

Click Import and upload a JSON file.
Review the dry-run preview showing proposed changes.
If warnings exist, enable Allow warnings before applying.
Apply the import and the configuration refreshes.

Import replaces the entire CSV settings configuration.

Refresh

Click Refresh to reload the current settings from the server.
Use after imports or changes by other operators.
Unsaved changes will be lost.

Troubleshooting

Configuration not found: Click Create Default Configuration to initialize the settings.
Save is disabled: Fix validation errors shown in the banner or inline error messages.
Import blocked by errors: Fix the reported issues in the JSON file and re-import.
Changes not persisting: Ensure you click Save All Changes before leaving the page.
Validation errors after import: Review the imported file structure and ensure all required fields are present.