Schedule an Import from LDAP Action

Use the Scheduler's Import from LDAP Action to import LDAP records (ex: Customer lists) into CSM on a scheduled basis. When you schedule an Import from LDAP Action, CSM launches the Active Directory Import Wizard to help you define the import.

Good to know:

• Biweekly LDAP imports are recommended.
• To schedule an LDAP import, set up a Business Object for the import. Refer to Integrating CSM with Microsoft Active Directory for more information.
• If you are also scheduling Portal Credential updates through the Scheduler, LDAP data must be imported first.
• For more information about LDAP, refer to LDAP.
• For more information about the Active Directory Import Wizard, refer to Import Active Directory into Business Objects

To schedule an import from LDAP:

1. Open the Scheduler.

   To open the Scheduler window:

   1. In the CSM Administrator main window, click the Scheduling category, and then click the Edit Schedule task.
2. Click the Add button.

   The Schedule Item Properties window opens.

3. Click the Action page.
4. In the Action drop-down, select Import from LDAP.

   

5. Click Setup to open the Active Directory Import Wizard.
6. Complete the wizard to import LDAP data into a Business Object.

   Note: For more information about completing the wizard, refer to Map the Customer Object from Active Directory.

7. Click OK.