Import Directory Service Data into Business Objects

The LDAP Import Wizard assists with importing LDAP data. Before importing data, create a Business Object to import the data into, and then complete importing Customers using the Customer-Internal Business Object. The CSM Scheduler can be used to import LDAP data at scheduled times. For more information, see Create a Scheduled Item.

To import LDAP data into Business Objects:

1. In CSM Administrator main window, click the Database category, and then the Import from Active Directory task (or other directory service) to open the Import Wizard.

2. Click Next.

   

3. Select the Directory Service that was configured to Import Active Directory Users/Customers in the Customer - Internal Business Object.

4. Click Next.

5. On the Select Business Object page, click to select the Business Object that is mapped to Active Directory, and then click Next to continue.

   

6. Select the option to either import all items or select particular ones.
   • Import Option: Select Import All (the Business Object selected in the previous step appears next) or select Choose items to import.
   • Existing items: Select Update existing items, and then select the Key in the drop-down. If any existing items should be refreshed select the Do not update existing items check box.
   • If CSM data should not be overwritten when LDAP field is empty, select the Do not overwrite CSM Service Management field when the LDAP field is empty check box.

     

   1. If the Import all radio button is selected, the filter page opens.
      • Start Import at: Shows where CSM searches to import Active Directory Users.
      • Additional Filters on Customer-Internal: Applies filters to filter out the records returned. The example uses two filters:
        • ObjectCategory=Person: Ensures that computers are not included along with people in the records returned.
        • User accounts that are not disabled: Ensures that disabled User accounts are not included in the records returned.
      • Click the Add button to set up additional filters or Delete to delete filters.

        

   2. If the Choose items to import radio button is chosen, the Select Active Directory Data page opens. To view items, either leave the Starts with text field empty or enter a few characters in order to narrow the search.
      1. Click Search.
      2. Click to select Customer-Internal items.
7. Click Finish to complete the import.
   Tip: Use the Scheduler (CSM Administrator>Scheduling>Edit Schedule) to import Customer data consistently at a defined date and time.