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Dataset Management

Dataset Management lets you review the object types a source collects and control how the source aggregates those objects into SailPoint. Use Dataset Management to view and manage resource attributes, datasets and their resources, enable dataset aggregation schedules, perform manual aggregation, and view aggregation history.

Note

Datasets are also available in SailPoint Agentic Fabric. Contact your Customer Success team and refer to SailPoint Agentic Fabric for more information.

For more information, refer to Managing Datasets and Resources for datasets, resources, owner correlation, and aggregation.

Datasets

A dataset is a named group of one or more related resources that the source aggregates together.

When aggregation runs for a dataset, the source collects all resources in that dataset from the managed system in one aggregation job. Activate or deactivate aggregation at the dataset level, not for individual resources.

Note

Each resource belongs to exactly one dataset for that source. The source defines which resources belong to each dataset. You can enable aggregation and review associated resources, but you cannot create or delete datasets or move resources between them.

Dataset Aggregation

Configure aggregation on the Dataset Aggregations tab for each dataset. Configure each dataset separately. During aggregation, your owner correlation rules are automatically applied to link machine identities to their human owners. For more information, refer to Configuring Dataset Aggregations.

Resources

A resource defines an object type from the managed system. It specifies the kind of object, the attributes the source collects, and how the source identifies and displays each object. Resources form the building blocks of the data model.

In the UI, each resource appears under Dataset Management > Resources with its schema. A resource does not run aggregation by itself. The dataset that owns the resource collects it during aggregation.

For more information, refer to Managing Resources.

Owner Correlation

Configure owner correlation on each resource to link aggregated objects to human owners. If you do not configure owner correlation, or if the mapping produces no match, an owner is not assigned. For more information, refer to Configuring Owner Correlation.

Supported Datasets

Go to Dataset Management > Datasets on your Octopus Deploy source to view the datasets the connector aggregates. Select a dataset to review its associated resources and configure aggregation.

Note

Configure aggregation for each dataset separately. For more information, refer to Dataset Aggregation.

Dataset Name Associated Resource Dataset ID Default Schedule
Octopus Service Accounts Octopus Service Account octopus:service-accounts Every 12 hours
Octopus API Keys Octopus API Key octopus:api-keys Every 12 hours
Octopus Stored Accounts Octopus Account (Credential Vault) octopus:vault-accounts Every 12 hours
Octopus Certificates Octopus Certificate octopus:certificates Every 12 hours
Octopus Git Credentials Octopus Git Credential octopus:git-credentials Every 12 hours
Octopus Feeds Octopus Feed Credential octopus:feeds Every 12 hours
Octopus Proxies Octopus Proxy Credential octopus:proxies Every 12 hours

Space-scoped datasets aggregate objects from each space. If a transient or data error prevents the connector from reading one space, the connector skips that space and continues. Authentication and permission errors end the aggregation.

Supported Resources

Resource schemas appear under Dataset Management > Resources. The connector-specific attributes are read-only.

For more information, refer to Managing Resources.

Note

When you enable dataset aggregation for a selected dataset, all resources in that dataset are collected at once. Activate or deactivate aggregation at the dataset level, not for individual resources.

Resource Name Resource Type Resource ID
Octopus Service Account Account octopus:service-account
Octopus API Key Credential octopus:api-key
Octopus Account (Credential Vault) Credential octopus:vault-account
Octopus Certificate Credential octopus:certificate
Octopus Git Credential Credential octopus:git-credential
Octopus Feed Credential Credential octopus:feed-credential
Octopus Proxy Credential Credential octopus:proxy-credential

Owner Correlation

The connector maps the user_id of an API key to the Id of an aggregated human account. API keys that belong to service accounts do not correlate to a human owner. Other Octopus Deploy resources do not provide an ownership field.

Note

Boolean resource attributes are represented by the strings true and false. Account attributes such as IsActive and IsService use Boolean values.

Octopus Service Account Attributes

Schema attributes for the Octopus Service Account resource (octopus:service-account). The identity attribute is id, and the display attribute is name.

Attribute Name Description Type Multi-Valued
id Unique identifier for the service account in the source, such as Users-21. string No
name Display name of the service account. string No
username Sign-in name of the service account. string No
email Email address of the service account, if set. string No
is_active Indicates whether the service account is active. string No
teams Teams the service account belongs to. string Yes
owner Human accounts accountable for this service account. Octopus Deploy does not record an owner, so this is empty. string Yes
created_at Date and time when the service account was created, in ISO-8601 UTC format. string No

Octopus API Key Attributes

Schema attributes for the Octopus API Key resource (octopus:api-key). The identity attribute is id, and the display attribute is name. The connector does not aggregate the key secret.

Attribute Name Description Type Multi-Valued
id Unique identifier for the API key in the source. string No
name Purpose recorded for the API key when it was created. string No
owner Human accounts accountable for this API key, taken from the sign-in name of the account the key belongs to. Empty when that account cannot be resolved. string Yes
user_id Account the API key belongs to. Used to correlate the key to its owning identity. string No
created_at Date and time when the API key was created, in ISO-8601 UTC format. string No
expires_at Date and time when the API key expires, in ISO-8601 UTC format. Empty when the key does not expire. string No
last_used_at Date and time when the API key was last used, in ISO-8601 UTC format. Empty when Octopus Deploy does not report it. string No

Octopus Account (Credential Vault) Attributes

Schema attributes for the Octopus Account (Credential Vault) resource (octopus:vault-account). The identity attribute is id, and the display attribute is name. Octopus Deploy masks secret values.

Attribute Name Description Type Multi-Valued
id Unique identifier for the stored account in the source. string No
name Name of the stored account. string No
description Description of the stored account, if provided. string No
account_type Type of the stored account, such as AmazonWebServicesAccount, AzureServicePrincipal, GoogleCloudAccount, SshKeyPair, UsernamePassword, or Token. string No
space_id Space that owns the stored account. string No
environment_ids Environments the stored account may be used in. string Yes
tenant_ids Tenants the stored account may be used for. string Yes
tenanted_deployment_participation Whether the stored account may be used for tenanted deployments, untenanted deployments, or both. string No
has_secret Indicates whether secret material is stored for this account. The connector does not collect the secret. string No
owner Human accounts accountable for this credential. Octopus Deploy does not record an owner, so this is empty. string Yes

Octopus Certificate Attributes

Schema attributes for the Octopus Certificate resource (octopus:certificate). The identity attribute is id, and the display attribute is name. The connector does not aggregate private key material.

Attribute Name Description Type Multi-Valued
id Unique identifier for the certificate in the source. string No
name Name of the certificate. string No
notes Notes recorded for the certificate, if provided. string No
subject_common_name Common name of the certificate subject. string No
issuer_common_name Common name of the authority that issued the certificate. string No
thumbprint Certificate thumbprint. string No
serial_number Serial number assigned by the issuing authority. string No
not_before Date and time from which the certificate is valid, in ISO-8601 UTC format. string No
not_after Date and time when the certificate expires, in ISO-8601 UTC format. string No
has_private_key Indicates whether a private key is stored with the certificate. The connector does not collect the key. string No
signature_algorithm_name Signature algorithm used to sign the certificate. string No
space_id Space that owns the certificate. string No
environment_ids Environments the certificate may be used in. string Yes
tenant_ids Tenants the certificate may be used for. string Yes
owner Human accounts accountable for this certificate. Octopus Deploy does not record an owner, so this is empty. string Yes

Octopus Git Credential Attributes

Schema attributes for the Octopus Git Credential resource (octopus:git-credential). The identity attribute is id, and the display attribute is name. The connector does not aggregate passwords or tokens.

Attribute Name Description Type Multi-Valued
id Unique identifier for the Git credential in the source. string No
name Name of the Git credential. string No
description Description of the Git credential, if provided. string No
space_id Space that owns the Git credential. string No
auth_type Authentication type of the credential, such as UsernamePassword. string No
username Git username the credential authenticates with. string No
has_secret Indicates whether a password or token is stored for this credential. The connector does not collect the secret. string No
repository_restrictions_enabled Indicates whether the credential may be used only with an approved list of repositories. string No
allowed_repositories Repository URLs the credential may be used with when repository restrictions are enabled. string Yes
owner Human accounts accountable for this credential. Octopus Deploy does not record an owner, so this is empty. string Yes

Octopus Feed Credential Attributes

Schema attributes for the Octopus Feed Credential resource (octopus:feed-credential). The identity attribute is id, and the display attribute is name. The connector does not aggregate the feed secret.

Attribute Name Description Type Multi-Valued
id Unique identifier for the feed credential, derived from the identifier of its feed. string No
name Display name for the feed credential, derived from the name of its feed. string No
feed_id Feed this credential authenticates to. string No
username Username used to authenticate to the feed. string No
has_secret Indicates whether a secret is stored for the feed. The connector does not collect the secret. string No
space_id Space that owns the feed. string No

Octopus Proxy Credential Attributes

Schema attributes for the Octopus Proxy Credential resource (octopus:proxy-credential). The identity attribute is id, and the display attribute is name. The connector does not aggregate the proxy secret.

Attribute Name Description Type Multi-Valued
id Unique identifier for the proxy credential, derived from the identifier of its proxy. string No
name Display name for the proxy credential, derived from the name of its proxy. string No
proxy_id Proxy this credential authenticates to. string No
username Username used to authenticate to the proxy. string No
has_secret Indicates whether a secret is stored for the proxy. The connector does not collect the secret. string No
space_id Space that owns the proxy. string No

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