Updating Users and Contacts from LDAP

You can update mapped LDAP attributes for all SBM users and contacts at once. You can also limit the number of users you update by product-access type, account status, or by using a search filter to select a set of users, a set of contacts, or a set of users and contacts to update. The update process only updates changed LDAP values in SBM user attribute, resource attribute, and system Contacts table fields.

When you update user records, uniqueness is guaranteed by the login ID and the LDAP UID. When you update Contacts records, uniqueness is determined by the specified equality key.

To update user and contact information from LDAP:

  1. From the Administrator Portal, click Import Users.
  2. Select the Update from LDAP option.
  3. If you have an import option set containing user and contact import mappings, select it from the LDAP Option Set drop-down list. If you do not have an import option set available, create one using the guidance in LDAP Search Settings.
  4. Click Refresh in the LDAP Sample Attributes Data section until you find an LDAP user with attributes that match the users you want to import into SBM.
  5. Select Update Users to update mapped attributes for user accounts, and then select options to limit the updated user accounts based on information in User Update Options.
  6. Select Update Contacts to update mapped attributes for contacts, and then specify a search filter to limit update contact records based on information in Contact Update Options.
  7. Set logging parameters as described in LDAP Logging and E-mail Options.
  8. Scroll up to the top of the page. In the Scheduling section, click Add to create a scheduled update, or click Update Now to begin an update immediately.
  9. Select the Import Log tag to monitor the progress of your import.