CSV Settings (Provision Portal)

This module is not available in the current version. It will be available in a future version. Use this page 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.

Where to find parameter descriptions: The page shows field labels only. The services section has one hint. The snapshot section has a description.

When to use it

CSV means comma-separated values. Use CSV Settings when you need to:

  • configure the 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 the current settings before you make changes,

  • import updated CSV settings with a dry-run preview.

Before you start

  • Sign in to the correct environment.

  • Check your role:

    • VIEWER can browse the settings and use Export XML.

    • EDITOR and ADMIN can also edit the settings and use Import XML.

A VIEWER account works in read-only mode. You cannot edit or save.

Sections

The page has these sections:

Device indices

Column indices of the device information fields, for example serial number and model.

General flags

Indices for the provisioning behavior.

Info items

Extra CSV columns with a unique name and a column index.

Params

Parameters in the CSV export with their column positions.

Objects

Object definitions with nested parameter indices.

Services

Ordered list of service indices.

Starting string

Index offset for CSV provisioning.

Create default settings

If no settings exist, the page shows CSV settings not found.

  1. Click Create default settings.

  2. Review the new empty configuration.

  3. Change the sections as needed.

  4. Click Save.

Expected result: The portal saves the new configuration.

Change sections

You need the role EDITOR or ADMIN.

  1. Review the current values in each section.

  2. Change the values with the inline controls.

  3. Use the move buttons to change the order of list items where available.

  4. Click Save.

You can do these changes:

  • Change an index (a number of 0 or more).

  • Change a flag.

  • Change a parameter name or position.

  • Change an object or service definition.

The page marks the changes you made.

Validation rules

The page checks these rules:

  • An index must be 0 or a higher integer.

  • A parameter name must be unique in its list.

  • A required field cannot be empty.

  • An object or service must follow the expected format.

If critical errors exist, a banner at the top shows the number of issues. Each invalid field also shows its own error.

Save changes

  1. Change one or more sections.

  2. Click Save.

Expected result:

  • If the save works, the configuration updates and the change marks disappear.

  • If validation fails, the page shows errors and blocks the save.

Discard changes

  1. Click Discard changes.

Expected result: The configuration returns to the last saved state.

Export settings

  1. Click Export XML.

Expected result: The portal downloads an XML file with the current CSV settings.

Import with dry-run

  1. Click Import XML.

  2. Upload an XML file.

  3. Review the dry-run preview of the proposed changes.

  4. If the dry-run shows warnings, select Apply despite warnings.

  5. Click Apply import.

Expected result: The configuration refreshes.

The import replaces the entire CSV settings configuration.

Refresh the settings

  1. Click Refresh.

Expected result: The page loads the current settings from the server.

Use Refresh after an import or after changes by other operators. You lose unsaved changes.

Troubleshooting

The page shows CSV settings not found

No settings exist. Click Create default settings.

Save is disabled

The page has validation errors. Fix the errors in the banner or next to the fields.

Errors stop the import

The XML file has errors. Fix the reported issues in the XML file and import it again.

Changes are lost

You did not save the changes. Click Save before you leave the page.

Validation errors appear after the import

The imported file is incomplete. Check the structure of the file and add all required fields.

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