- Configuring a Database Connection for Import
- Configuring a Database Connection for Import
- "4c4d3a27-349f-41e5-8b88-549be298180b
- User information can be imported through an external connection to a database by configuring a connection string to access the database. You can build the connection in one of three ways: build the connection string: build the connection to the Active Directory; or manually enter the string as part of the Database Connection Wizard.
- Microsoft SQL Server
- Oracle Database
- Active Directory (AD)
- After the connection has been established, you must map the database base fields to the corresponding Knowledge Center database fields. See
- Set up the Data File
- Note:
- To build a database connection string:
- From the User Import Utility dialog box, click
- Database Connection
- Click
- Configure
- Click
- Next
- To build a connection string, click
- Build Connection String
- Build
- Choose the desired data source and data provider for the database connection and click
- OK
- Select the server name and the name of the database to which you want to connect.
- Click
- Test Connection
- OK
- Click
- Next
- On the Data Connection Wizard - Step 2 of 5 screen, click
- Build
- Data source for user data
- Table Name
- View Name
- Edit
- Enter (or choose from the list) the required user profile fields and any optional fields that correspond to the Knowledge Center database files, select the Domain Prefix, check the domain name is correct in the Domain field if the Active Directory is used as the source for the user import, then click
- Next
- This screen displays only custom user fields that are already configured in the Knowledge Center (with the exception of multi-selection list type custom user fields). The
- Data source for user data
- Next
- This screen displays user group information. Since this information can have multiple values, you must re-associate the user group name with the appropriate user group values. Click
- Use same source selected for
- user data
- Build
- OK
- Click
- Next
- Back
- Next
- Click
- Finish
- Enter the desired name in the
- Config File Name
- Click
- Save
- Select the workgroup to which the users are being imported, then navigate to the text file containing the data to import.
- Choose either or both the
- Modify existing Users
- Make users inactive if they are not part of the import
- Note:
- To build a connection to the Active Directory:
- From the User Import Utility dialog box, click
- Database Connection
- Click
- Configure
- Click
- Next
- To build connection to Active Directory, click
- Build connection to Active Directory
- Build
- Enter the desired Domain, User Name, Password and Confirm Password and click
- OK
- Click
- Next
- Click
- Build
- On the Data Connection Wizard - Step 2 of 5 screen, click
- Default Active Directory Script
- Modify the "DC=" items to match your fully qualified domain. For example, corporate.com would be "DC=corporate,DC=com" or corporate.us.com would be "DC=corporate,DC=us,DC=com"). The "DC=" needs to be built out for each domain section that is separated by the ".". The "DC=local" would not be correct unless your domain is "corporate.local".
- Click
- Test
- Enter (or choose from the list) the required user profile fields and any optional fields that correspond to the Knowledge Center database files, select the Domain Prefix, check the domain name is correct in the Domain field if the Active Directory is used as the source for the user import, then click
- Next
- This screen displays only custom user fields that are already configured in the Knowledge Center (with the exception of multi-selection list type custom user fields). The
- Data source for user data
- Next
- This screen displays user group information. Since this information can have multiple values, you must re-associate the user group name with the appropriate user group values. Click
- Use same source selected for
- user data
- Build
- OK
- Click
- Next
- Back
- Next
- Click
- Finish
- Enter the desired name in the
- Config File Name
- Click
- Save
- Select the workgroup to which the users are being imported, then navigate to the text file containing the data to import.
- Choose either or both the
- Modify existing Users
- Make users inactive if they are not part of the import
- Note:
- To manually enter a connection string:
- From the User Import Utility dialog box, click
- Database Connection
- Click
- Configure
- Click
- Next
- To manually create a connection string, click
- Manually create connection string
- Select or enter the desired
- Data Provider
- Connection String
- Click
- Test Connection
- OK
- Click
- Next
- On the Data Connection Wizard - Step 2 of 5 screen, click
- SQL Statement
- Test
- OK
- Enter (or choose from the list) the required user profile fields and any optional fields that correspond to the Knowledge Center database files, select the Domain Prefix, check the domain name is correct in the Domain field if the Active Directory is used as the source for the user import, then click
- Next
- This screen displays only custom user fields that are already configured in the Knowledge Center (with the exception of multi-selection list type custom user fields). The
- Data source for user data
- Next
- This screen displays user group information. Since this information can have multiple values, you must re-associate the user group name with the appropriate user group values. Click
- Use same source selected for
- user data
- Build
- OK
- Click
- Next
- Back
- Next
- Click
- Finish
- Enter the desired name in the
- Config File Name
- Click
- Save
- Select the workgroup to which the users will be imported, then navigate to the text file containing the data to import.
- Choose either or both the
- Modify existing Users
- Make users inactive if they are not part of the import
- Note: