Options for Importing Contacts from LDAP

The following options are available when you select the Import contacts from LDAP option on the Import Users page. You must first apply LDAP server and search options before you can import contacts. For details, refer to LDAP Import - Server Options.

Contacts Attributes Map

The Contact Attributes Map enables you to map user account attributes defined in the LDAP schema to fields in the SBM Contacts table. The mapping assignments apply to importing and updating Contact records.

Contact Import Options

Select one of the following options for handling LDAP user accounts that have the same equality key value as Contact records.

Find Candidates Options

Use this section to query LDAP for a list of potential users or contacts who can be imported into SBM. You can then select candidates to import.

  • Refresh

    Click to initiate the search for LDAP users matching the criteria specified in the search filter. When the search is complete, the LDAP users who match the search criteria are listed. You can sort the list by clicking on the column headings.

    Tip: If the desired user is not found, click Refresh in the LDAP Attributes Sample Data section, and then try again.
    Note: The amount of time needed for the search depends on the speed of the connection to the LDAP server and the number of users qualified by the search.
  • Select All

    Click to select all candidates in the list.

  • Clear All

    Click to clear your selections.

  • Filter
    Select a search filter or type a new search filter. The search filter you provide depends on how user accounts are organized in LDAP and the type of user accounts you want to import. For example:
    • You may want to include objectClass=SBMUser (or a similar value, depending on your LDAP configuration) in your search filter to return all LDAP users classified as SBM users.

    • If groups exist in your LDAP system that are similar to groups in SBM, include the group name in your search filter criteria. Other attributes such as organizational unit, department, and title might also be useful.

    • Consider common traits of users as you construct search filters. For example, (telephoneNumber=555*) returns accounts in which users have phone numbers beginning with 555.

  • Import

    Select candidates you want to import.

  • Exists in SBM

    A disabled checkmark indicates that a user or contact matching the LDAP attributes already exists in SBM.

  • Login ID

    Listed for user imports. Indicates the SBM login ID.

  • Name

    Listed for user imports. Indicates the SBM user name.

  • First Name

    Listed for contact imports.

  • Last Name

    Listed for contact imports.