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Importing users from Active Directory

Joshua Carmichael

I am trying to figure out how to populate the People form with users from Active Directory.  I've heard something to do with the Data Management Tool, but I can't find any documentation regarding this tool, nor can I find it.

 

Any Ideas!?

 

Thank you in advance!

  • 1. Importing users from Active Directory
    Pratap Dalai

    you are right.you can get it from bmc support site

  • 2. Importing users from Active Directory
    Joshua Carmichael

    Hello again -

     

    Ok, so I need to kind of explain what I am trying to do, and hopefully someone can give me a bit of assistance figuring it out.  I want to populate my People Form from active directory, on a regualr basis, inserting new users and updating users currently in the people form.  I have gotten some ideas from another post and I think this is what I want to do:

     

    Create a vendor form that pulls from active directory (I have already created this).

    Create a filter guide that will run on a schedule, that will check and will insert accounts that don't have a record in the people form, and will also update records, in case any data has changed in AD.

     

    Building the workflow is where I need the help.  Can anyone assist in getting this set up?

  • 3. Importing users from Active Directory
    Pratap Dalai

    for this you need a vendor form and one escalation which will run at a fix time on regular basic.the main purpose of the escalation will be to push the data to a stageing form,and this form must have all the necessary field.and it should have filter with a execute on condtion "submit' and 'modify".once the entry pushed to the stageing form ,the filter will fire ..it will push the data CTM:People Interface form,once the data pushed to the people interface form..automatically a people record will be created in people form

     

     

     

    fild the data flow

     

    vendor form---->stageing form---->people interface form--->people form

     

     

    please let me know if you more clarification

  • 4. Re: Importing users from Active Directory
    Joshua Carmichael

    Classification: UNCLASSIFIED

    Caveats: NONE

     

    Pratap,

     

    Thank you for your explanation.  I managed to piece together from information in other posts this exact scenario you described, but I am having troubles making it actually work.  I created the vendor form that connects to Active Directory (CTM:ADUsers), then I created a staging form (CTM:StagingPeople) and added all the fields that I need to grab.

     

    I then created an escalation (CTM:SyncADUsersWithStagingForm), associated my 2 forms above using CTM:ADUsers as my primary form, set the Execution time and enabled it.  I really didn't know what to put for the run if qualification, so I put "'Last Name'!=$NULL" - Basically telling it to run if the user in AD has data in the last name field.

     

    For the IF action I created a push action, choosing my staging form as the form.  Again, not being sure what to put in the Qualification section, I put "$RequestID$='Login ID', set the If No Requests Match: Create a New Request, and If Any Requests Match: Modify All Matching Requests.  Then I mapped all the fields needed.

     

    I left Else actions alone.

     

    I made sure the execution time was set to like 10 minutes ahead, and I waited.  After the time specified in the Exectution time, I checked for data in the staging form and nothing had been populated.

     

    It seems like it should work, but if you can offer any help, I'd be very appreciative.

     

    Thank you!

     

    Josh

  • 5. Re: Importing users from Active Directory
    Sundeep Kumar

    HI Pratap,

     

    I want to add few more things,

     

    Josh: you have to take the required fields mapping details and check with the customer what AD server they are using Unix/Windows, so you can create the mapping accordingly.

     

    Josh has to take care of create/update of people record, permission and foundation data while uploading the people accounts from AD to CTM:People form, so the flow chart should be like this:

     

    vendor form---->staging form <---->people interface form(foundation data forms)----> once you have all the required info on staging form create an escalation to move the data on people form

     

    thank you,

     

    Sundeep

  • 6. Re: Importing users from Active Directory
    Pratap Dalai

    Could you please send me vendor form fields details ?.then i can tell you further

  • 7. Re: Importing users from Active Directory
    Joshua Carmichael

    Pratap,

     

    What sort of details do you need?  I created a new vendor form using ARSYS.ARDBS.LDAP vendor form.  On the form I placed Last Name, First Name, Name, physicalDeliveryOfficeName, email address, member Of, telephone number, date created and date last modified.  The Request ID field is mapped the SAMAcountName. 

     

    I then created a regular form with the same fields on it.  Created the workflow that I mentioned above and nothing was pushed to the regualr form.

     

    Ideas?

     

    Thank you!

     

    Josh

  • 8. Importing users from Active Directory
    Sundeep Kumar

    Hi Josh,

     

    Can you do a blank search( 1=1) on vendor form, if you are getting some data then write an escalation to push the data from vendor to (regular) staging form.

     

    Please let me know if you face any issue.

     

    Thank you,

    Sundeep

  • 9. Re: Importing users from Active Directory
    Joshua Carmichael

    Sundeep,

     

    I have created the vendor form already, and yes, I can do a blank search on the vendor form and see data.  I have already created an escalation to push the data to the staging form, but the escalation doesn't seem to work, as no data is getting to the staging form.  That is where my trouble is.

     

    I posted how I wrote the escalationa few posts up, but here it is again:

     

    I then created an escalation (CTM:SyncADUsersWithStagingForm), associated my 2 forms above using CTM:ADUsers as my primary form, set the Execution time and enabled it.  I really didn't know what to put for the run if qualification, so I put "'Last Name'!=$NULL" - Basically telling it to run if the user in AD has data in the last name field.

     

    For the IF action I created a push action, choosing my staging form as the form.  Again, not being sure what to put in the Qualification section, I put "$RequestID$='Login ID', set the If No Requests Match: Create a New Request, and If Any Requests Match: Modify All Matching Requests.  Then I mapped all the fields needed.

     

    I left Else actions alone.

     

    I made sure the execution time was set to like 10 minutes ahead, and I waited.  After the time specified in the Exectution time, I checked for data in the staging form and nothing had been populated.

  • 10. Re: Importing users from Active Directory
    Sundeep Kumar

    Hi Josh,

     

    I have done approx 15 Ldap integration and the best way to achive the desired results i would recommend you to follow the below steps:

     

     

    In the Run If  Qualification section write  ('samAccountname' != $Null$).  Use Push field action and leave the Qualification section blank ,set the If No Requests Match: Create a New Request, and If Any Requests Match: Take no action.

     

    Then do the Vendor and staging form field mapping, leve the else action blank and run the escalation . This will help you alot.

     

    If you get the desired result then you can push the recordsin CTM:People form.

     

    Thank you,

    Sundeep

  • 11. Importing users from Active Directory
    Tim Rathbone

    "'Last Name'!=$NULL" should be "'Last Name' != $NULL$"

  • 12. Re: Importing users from Active Directory
    Joshua Carmichael

    Sundeep,

     

    I modified the workflow as you said above and I still am not getting data pushed to my staging form.  It almost seems as if the workflow is not running.  Is there any way to tell if it's running or not?

     

    I changed the execution option to run every 5 minutes and waited for about 10 minutes or so and still have no data.

  • 13. Re: Importing users from Active Directory
    Joshua Carmichael

    Tim,

     

    You're right Tim - That was a typo on my part - I did have $NULL$ in the workflow.  Thanks though!

  • 14. Re: Importing users from Active Directory
    Joshua Carmichael

    Everyone!  Thank you for your help.  I figured out whay it wasn't working.  The Submitter field is one of the 7 base form fields and it required, but by default has no default value, so when the workflow was trying to create new requests, it was failing, as Submitter was not getting populated.

     

    I gave it a default value of $USER$ and bingo - I got data! I'm going to tweek some things and refine the process a bit, but I think I've got it.

     

    Thank you everyone! 

     

    Josh

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