Options for Importing Users from LDAP

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

User Attributes Map

The User Attributes Map section enables you to map user account attributes defined in the LDAP schema to SBM user, resource, and contact attributes. The mapping assignments apply to importing and updating user records.

You must first provide LDAP server connection and search specification settings and successfully connect to the LDAP server before mapping user attributes.

  • SBM User Attributes
    This column lists the following SBM user account attributes:
    • Four user account attributes (login ID, name, telephone, and e-mail)
    • All non-system, fixed-length Text fields in the Contacts table
    • The Companies system field from the Contacts table
    • Resource attributes, including Job Functions and Skills.
    Note: SBM user accounts must have a login ID and name. If an imported user account does not contain a name value, the LDAP login ID value is added as the user's name.
  • Mapped LDAP User Attributes
    Select an LDAP attribute to map to the SBM user attribute.
    Tip: You can map attributes from multiple LDAP accounts, if necessary. To do this, map the attributes from the first LDAP account returned after you click Refresh in the LDAP Attributes Sample Data section. If this account does not contain all the attributes you need, click Refresh again to return another LDAP account. Map attributes as needed from this account, and continue to click Refresh until you have mapped all necessary attributes.
    Tip: If you have multiple LDAP attributes with the same name, and you map one of the attributes to either resource Teams or resource Skills, SBM uses the values from each attribute to create multiple teams and skills. For example, if you have three objectClass attributes in LDAP (each with different values) and you map objectClass to Skills, then three different skills are added to the associated resource record.
  • Group Attributes

    Type one or more LDAP user attributes in a comma-separated list, similarly to the group query parameters, that should be examined by SBM to create new groups when users are imported.

    For example, if you select memberOf as the attribute, SBM will only use the containers in the memberOf LDAP attribute as possible groups for the new user. Each memberOf attribute on the user's LDAP account will be examined. You can select more than one attribute. Group Attributes must contain distinguished names, and the elements within those distinguished names are used as group names (subject to filtering by the Group Query Parameters, if any are specified).

    For example, if you want to create groups based off the parameters in both the memberOf and productTeam attributes, you would select:


    In LDAP, user "Joe" might have the following values for these attributes:

    memberOf: CN=Domain Admins,DN=Users,DC=Acme,DC=com
    memberOf: CN=Managers,DN=Users,DC=Acme,DC=com
    productTeam:  OU=DevTeam,DC=Acme,DC=com
    SBM would then potentially be able to use any CN, DN, or OU parameter in any attribute to create corresponding groups. You can limit the groups that will be created by specifying specific parameters instead using Group Query Parameters.
    Note: If the Group Attribute field is left empty, SBM considers the entire Full Directory Name (also known as distinguishedName) as the attribute to examine (for example, CN=LDAPTest,OU=QAGroup,DC=acme,DC=com). In this case, the first parameter is ignored by SBM to avoid creating a group call "LDAPTest", which is typically a user account and not a group. Whenever the distinguishedName attribute is specified, the first parameter will be ignored.
  • Group Query Parameters

    Enter the particular parameters you want SBM to process when attempting to create new groups. In effect, this field acts as an additional filter on the Group Attributes you specify. For example, you might only want the CNs and OUs of each attribute examined. In that case, you would enter:

    Using the example stated for group attributes, these parameters would only create new groups based off the CNs and OUs in each attribute, which would result in the creation of the following groups:
    Domain Admins

User Import Options

Use the following options to select a template user account, handle existing users, and, optionally, create associated contact records that are associated with the imported accounts.

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.