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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 ZenML Cloud 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 resources Dataset ID Aggregation schedule
Service Accounts Service Account zenml:service-accounts Every 12 hours (0 */12 * * *)

For resource schema attributes, refer to Supported Resources and Service Account Attributes.

Dataset Aggregations

Dataset aggregation collects resource objects from the managed system and loads them into SailPoint. Repeat the configuration for each dataset on the source.

Configuring Dataset Aggregation

To configure dataset aggregation for a dataset:

  1. Go to Admin > Connections > Sources, and open your source.
  2. Go to Dataset Management > Datasets.
  3. Select the dataset you want to configure.
  4. Select the Dataset Aggregations tab.

    On the Dataset Aggregations tab, configure how resource objects from the selected dataset are aggregated into SailPoint. The tab contains Scheduled Aggregations, Manual Aggregation, and Latest Aggregation.

Scheduled Aggregations

Scheduled aggregations run on a schedule to keep the dataset synchronized with the managed system.

  1. On the Dataset Aggregations tab, select Enable Schedule to turn on scheduled aggregations.

When scheduled aggregations are enabled, SailPoint aggregates all resource objects in the dataset on the configured schedule.

Manual Aggregation

Manual aggregation runs once and collects all resource objects in the dataset.

  1. On the Dataset Aggregations tab, select Start Aggregation.

SailPoint starts the aggregation immediately. When the run completes, results appear in the Latest Aggregation section.

Viewing Aggregation Results

After an aggregation completes, review its status in the Latest Aggregation section on the Dataset Aggregations tab.

The Latest Aggregation section shows:

  • Start Time - when the aggregation started
  • Resource Objects Scanned - the number of resource objects the aggregation processed
  • Status - whether the aggregation succeeded or failed

Select Details to view additional information about the most recent run. To view prior runs, select Aggregation History.

Supported Resources

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.

Under Dataset Management > Resources, the ZenML Cloud source lists each object type that is aggregated. Select a resource to review its schema on the Schema tab.

Note

Service accounts are read from their own endpoint and are not included in user account aggregation.

Resource name Resource type Resource ID Identity attribute Display attribute
Service Account Account zenml:service-account id username

For the complete resource schema, refer to Service Account Attributes.

Owner Correlation

On the Owner Correlation tab of each resource, map the aggregated object to the identity that owns it. For more information, refer to Owner Correlation.

Service Account Attributes

Use the following schema attributes for the Service Account resource in the Service Accounts dataset.

Attribute Name Description
id Unique identifier of the service account.
username Unique username of the service account. Display attribute.
name Display name of the service account.
description Description of the service account.
email Email address of the service account, when set.
organization_id Organization that owns the service account.
is_active Whether the service account is active.
api_key_count Number of API keys owned by the service account.
last_login Date and time of the last login, when ZenML has recorded one.