Connecting to Google Cloud Storage

This article covers how to connect Openprise to Google Cloud Storage when setting up a data source. You will need to have a Google Cloud Storage account and credentials for Openprise. You can learn more about Data Sources HERE. 

Begin by logging in to Google Cloud Storage and then selecting a resource.

1. Select an existing project
2. Create a New Project

1. Name the project
2. Select the Billing Account
3. Select the Organization
4. Select the Parent resource for the project
5. Select Create to create the new project

After selecting or creating your project, select the menu in the top left corner

Hover over IAM & Admin and Select Service Accounts

Select the +Create service account option

Set up the new service account

1. Create a service account name
2. This will auto-populate after you create a service account name
3. Add a description for the service

Permissions - set the Role to Owner

After the service is created, navigate to Actions and select Manage Keys

Select Add Key > Create New Key

Select JSON as the key type. The key file will be downloaded to your computer. This will be the credential you paste when authenticating in Openprise. Store the key file in a secure location.

Navigate back to the main menu in the upper left and open, then select Cloud Storage > Buckets

Select an existing bucket or create a new bucket

Open the bucket and create a folder. This will be where Openprise will import from or export to

Next, select the bucket and navigate to Permissions

Select the Grant access by principals option

Assign the service account as the new principal and select Storage Admin for the Role

When creating a new data source, select Google Cloud Storage from the source technology and data format picklist.

1. Select the Add Account Information button to link your Google Cloud Storage account to Openprise. 
2. Click on the Add Account button to sign into your Google Cloud Storage account using your credentials. 
3. Select from an existing account if you've already linked your Google Drive account to Openprise.

1. Name:  Enter a name for the connection.
2. Access to: Select bucket to access the entire bucket or select Path to only access a specific folder in the bucket.
3. Bucket/Path: Set the bucket or path (folder) name. This should be the exact name from Google Cloud Storage. If you select the path option, you must create the whole path e.g. bucket name/folder name/
4. Credentials: Paste the contents of the downloaded JSON file from Google Cloud Storage.

Directory or entity - Select the folder in your Google Cloud Storage account to import data from. 

Additional Options

1. Import 1 file at a time: Fill this checkbox if your directory or entity contains multiple files that you want to import one at a time. 
2. Move processed file after importing: If this checkbox is filled, once a file’s data has been imported into Openprise, the file will be moved into a subfolder named “OPProcessed”. This new folder will be automatically created by Openprise within the same Cloud Storage bucket. 
3. Import fields by name:  Selected by default : Imports the data using column header names instead of column header location.  (e.g. Column A = First Name, Column B = Last Name, Column C = Email and the next import of a file has Column A = Email, Column B = First Name, Column C = Last Name : with this selected, the file will import without issue as it will import based on field name and not field location, but if this option were NOT selected, the schema would be different and wouldn't import properly).
4. Skip file import if the Schema is different from the configured: Select this option to skip an import if the schema changes in subsequent imports.
5. Import additional fields:  Select this option to import additional fields. (i.e. a second import includes 3 additional fields from the initial data import).
6. Timezone: Select a time zone from the dropdown.
7. Delimiter to use:  Select a delimiter. Options are: Comma, Tab, Pipe, Custom (type the delimiter)
8. Truncate text that exceed maximum character length instead of failing import: Set the maximum character limit for a field. Value must be in the range from 100 to 30,000.