Administrative Utilities → About User Import → Importing Users and Contacts From LDAP → Importing LDAP Users

Importing LDAP Users

You can import user accounts from LDAP into SBM. Use search filters to specify the users you want to import, and then import those users as "copies" of an existing SBM user. Optionally, you can choose to create Contact records for imported users as well.
Tip: If you want contact records to be associated with SBM user accounts, import contact data at the same time you import user account data.

When you import user records, uniqueness is guaranteed by the login ID and the LDAP UID. A new user is not automatically added if a user already exists with the same login ID.

To import user accounts from LDAP:

  1. From the Administrator Portal, click Import Users.
  2. Select the Import users from LDAP option.
  3. Specify LDAP search and server settings as described 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. Map SBM user attributes to LDAP attributes, following the steps in User Attributes Map.
  6. Optionally, specify group attributes to create new SBM groups based on LDAP groups for imported users. Use the Group Query Parameters section to limit the groups that are created. For details, refer to User Attributes Map.
  7. In the User Import Options section, click Find to select a template SBM user and replacement options as described in User Import Options.
  8. Optionally, select the Create Associated Contacts check box to create SBM contact records for imported users. For details, refer to User Import Options.
  9. Specify an additional filter, and then click the Refresh button in the Find Candidates section to return a list of potential LDAP users to import.
    Tip: If no results are returned with the specified filter, click Refresh in the LDAP Attributes Sample Data section, and then click Refresh again in the Find Candidates section.
  10. Select the users you want to import.
  11. Set logging parameters as described in LDAP Logging and E-mail Options.
  12. Scroll up, and then click the Save icon next to Import Option Set. Save your settings so that they are available to you for future imports. For details, refer to Saving Import Options.
  13. Click Import.
  14. Select the Import Log tag to monitor the progress of your import.

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