Views:

Applies To:

GroupID 8, 9, 10 - Automate

Business Scenario:

We want to import members to a group from an external data source using GroupID Automate.

More Information:

To import the membership for a group from an external data source, such as a file, database, or third-party storage using ODBC, GroupID Automate offers the Import Group Membership wizard. The members that you are looking to import must exist in Active Directory and can be resolved using a unique identifier.

This is different from a database group where the connection to the external data source is persistent. A use case for a database group is when you have sensitive information in your database that you do not want to bring into your Active Directory but you still want to build a criterion based on the information.

Steps:

You must specify an external data source; the Import Group Membership wizard gets the list of members from it and imports them from Active Directory into the group. For example, you have a list of Employee-IDs in a text file and you want to add all Active Directory users with matched IDs to the membership of the group.

The process to import members is discussed in these steps:

  1. In GroupID Management Console, select Automate > All Groups.
  2. Right-click the required group and click Properties.
  3. On the Members tab in group properties, click Import.

  4. The Import Group Membership wizard opens to the Welcome page. Click Next.
  5. On the Membership Lifecycle page, specify whether the imported members will remain in the group permanently or temporarily. Provide the following information and click Next:
    • Select the Import member perpetually option to import the membership for the group on a permanent basis.
      Or
      Select the Import members temporarily option to import the membership for the group on a temporary basis.
    • In case of temporary membership, select the membership duration from the Duration list:
      • 7 Days: to import the membership for 7 days starting today.
      • 30 Days: to import the membership for 30 days starting today.
      • 90 Days: to import the membership for 90 days starting today.
      • Custom: to import the membership for the time period indicated in the From and To boxes. Members are added to the group on the date in the From box.
  6. On the Data Provider page, select and configure the data source that contains the objects to import to the group. Supported providers are:
    • Microsoft Text Driver (*.txt, *.csv)
    • ODBC Data Source
    • Sun ONE iPlanet Driver
    • Lotus Notes
    • Microsoft SQL Driver
    • Oracle

  7. On the Import Options page, select the source container and map the data source fields to the Active Directory fields.
    The wizard matches the values of the mapped fields to determine the objects to import.
    • The Container box displays the top-level container in the identity store to locate members for import.
    • From the Source field list, select the name of the field in the external data source to map to its equivalent Active Directory field.
    • From the Directory field list, select the name of the Active Directory field to map to the selected source field. The wizard imports memberships where values for both fields match.

  8. Click Preview to view the objects returned for adding as group members.

  9. Close the preview and click Next to start the import process.
  10. The Completion page displays a summary of the settings specified on the previous pages. It also displays a log of the errors encountered during the object matching process, if any.
    Click the Save As button to save the log details to a file.
  11. Click Finish.

Reference:

GroupID Online Help topic: Managing group memberships

Keywords: Import, Group Members, External, Data Source,, Membership.