Importing Contact Records From LDAP to SBM

The Contact Import tab enables you to import user accounts from LDAP as Contact records in SBM. This feature is useful for importing LDAP users as contacts, not as users. You can use search filters to specify a set of LDAP users from which you can select those you want to import as contacts.
Note: You must enter LDAP server connection settings and search parameters in SBM Configurator and successfully connect to the LDAP server before importing Contact records. For details, refer to "Configuring LDAP Authentication" in the SBM Installation and Configuration Guide.

To import LDAP user accounts to Contact records:

  1. From the Options menu, select LDAP Setup & Tools. The LDAP Setup & Tools dialog box opens to the General tab; select the Contact Map tab.
  2. Verify that LDAP attributes are mapped to SBM Contacts table fields, and that at least one field mapping assignment is designated as the Equality Key. For details, refer to Mapping LDAP Users and SBM Contacts.
  3. Select the Contact Import tab.
  4. From the Filter drop-down list, 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 as contacts.
  5. Click Search 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 by first name and last name. You can sort the user list alphabetically by first name or last name by clicking on the column headings.
    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.
  6. Select the user or users in the list that you want to import as Contact records. Click Select All to select the entire list of users; click Clear All to clear all selections.
  7. In the When Contact Already Exists area, select one of the following options for handling LDAP user accounts that have the same Equality Key value as Contact records.
    • Do Not Modify – Select this option to ignore LDAP user accounts that already exist in SBM as Contact records.

    • Update Mapped Attributes – Select this option to update any mapped attributes that have changed in LDAP. This option is useful for updating information in existing Contact records when you import new records from LDAP.
      Tip: You can use the Update Mapped Attributes option to selectively update Contact records with information from LDAP. To update all Contact records in the SBM database based on a search filter and specified Equality Keys, use the Update Contacts option located on the Update tab.
    • Create Duplicate – Select this option to ignore the specified Equality Keys and create duplicate Contact records containing mapped attribute values. Use this option cautiously, however, because when you later update Contact records, either or both Contact records can be updated with identical values, depending on the Equality Keys in effect at the time of the update.

  8. Click Import Now to import selected users as contacts. When Contact records are processed, a checkmark displays next to them.
  9. Click OK to save your settings and exit the dialog box. Click Apply to save your settings and continue working in the LDAP Setup & Tools dialog box.

Related Topics

Introduction to Using LDAP With SBM

General Settings

Mapping LDAP and SBM User Information

Importing User Accounts From LDAP

Mapping LDAP Users and SBM Contacts

Updating Users and Contacts Via LDAP

Setting LDAP Options