Managing Users, Roles, and Groups → About User Import → Importing Users and Groups From LDAP → Importing Users from LDAP

Importing Users from LDAP

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 users from LDAP:

  1. Select the Import users from LDAP option.
  2. Specify LDAP search and server settings as described in LDAP Search Settings.
  3. Click Apply at the top of the page until you find an LDAP user or group with attributes that match the users you want to import into SBM.
  4. Map SBM user attributes to LDAP attributes, following the steps in User Attributes Map.
  5. 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.
  6. In the User Import Options section, click Find to select a template SBM user and replacement options as described in User Import Options.
  7. Optionally, select the Create Associated Contacts check box to create SBM contact records for imported users. For details, refer to User Import Options.
  8. Specify an additional filter, and then click the Find 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 Apply at the top of the page, and then click Find again in the Find Candidates section.
  9. Select the users you want to import.
  10. Set logging parameters as described in LDAP Logging and E-mail Options.
  11. Decide if temporary passwords should be generated for active users that are imported or updated. This option is useful in the event that the e-mail that contains the user's initial temporary password is sent to the wrong e-mail address or if it is no longer available. Note the following:
    • If your system will not use Windows or LDAP authentication after the import is finished, this option helps ensure that users are not created with empty passwords.
    • This option is disabled if your system uses Windows or LDAP-only authentication in which passwords are not stored in SBM.
    • When this option is selected, an e-mail is automatically sent to each user with the newly-generated temporary password.
    • If new users have not changed their temporary passwords yet, and you are updating users, this option regenerates the temporary passwords for those users as well. The users will still be required to change the password upon initial log in.
    • This option is selected by default.
    • This option is disabled if the Password user attribute is mapped to a column in your spreadsheet.
  12. Do one of the following:
    • Click Save to save your changes.
    • Click Import now to begin the import or update process immediately. Open the Import Log tab to monitor the progress.
  13. If you saved the option set and want to schedule an import or update for a later date, click Schedule Import and define a new Scheduler job.

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