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2023-03-03T06:56:27Z

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	== LDAP Connection ==		== LDAP Connection == <!--T:1-->

			<!--T:2-->
	The LDAP connection is a stepped process to integrate with the [[{{Link}}AD_HR_Integration\|AD/HVD system]]. The connection fetches the relevant data to be integrated in to Pro and by using a scheduled import the information is automatically updated on a regular basis.		The LDAP connection is a stepped process to integrate with the [[{{Link}}AD_HR_Integration\|AD/HVD system]]. The connection fetches the relevant data to be integrated in to Pro and by using a scheduled import the information is automatically updated on a regular basis.

	=== How to - Show LDAP Connection ===		=== How to - Show LDAP Connection === <!--T:3-->

			<!--T:4-->
	# Click the [[{{Link}}Organisation Default\|role Organization Management]] in the navigation tree		# Click the [[{{Link}}Organisation Default\|role Organization Management]] in the navigation tree
	# Select '''Scheduled organization import > LDAP Connection'''		# Select '''Scheduled organization import > LDAP Connection'''
	#:* The view LDAP Connection is displayed		#:* The view LDAP Connection is displayed

	=== How to - Set up an LDAP Connection ===		=== How to - Set up an LDAP Connection === <!--T:5-->

	==== Connection ====		==== Connection ==== <!--T:6-->

			<!--T:7-->
	# Enter a '''server name'''		# Enter a '''server name'''
	# Enter a '''server port'''		# Enter a '''server port'''
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	#:* The refine search tab opens		#:* The refine search tab opens

	==== Refine Search ====		==== Refine Search ==== <!--T:8-->

			<!--T:9-->
	# Select an '''domain component'''		# Select an '''domain component'''
	# Select '''organization units''':		# Select '''organization units''':
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	#:* The schedule tab opens		#:* The schedule tab opens

	==== Schedule LDAP Connection ====		==== Schedule LDAP Connection ==== <!--T:10-->

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	Set a schedule for when the file should be automatically updated from the AD/HVD.		Set a schedule for when the file should be automatically updated from the AD/HVD.

			<!--T:12-->
	# Check the '''enabled''' box if you want the schedule to be enabled		# Check the '''enabled''' box if you want the schedule to be enabled
	# Select according to what '''time zone''' the schedule times are defined		# Select according to what '''time zone''' the schedule times are defined
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	# Click '''only save schedule''' if you only want to save the schedule		# Click '''only save schedule''' if you only want to save the schedule

	==== Data Mapping ====		==== Data Mapping ==== <!--T:13-->

			<!--T:14-->
	# Enter a name of the data mapping		# Enter a name of the data mapping
	# Select '''map by''' in the drop down list		# Select '''map by''' in the drop down list
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	##:* Open the tab '''filter & modifications''' to view, edit or change priority		##:* Open the tab '''filter & modifications''' to view, edit or change priority

	==== Import into Pro ====		==== Import into Pro ==== <!--T:15-->

			<!--T:16-->
	The information from [[{{Link}}AD_HR_Integration\|AD/HVD system]] is ready to be imported into Pro, do a manual import or set up a scheduled import to be run regularly. [[{{Link}}Biller_AutoImport\|Read more about how to schedule an import]]		The information from [[{{Link}}AD_HR_Integration\|AD/HVD system]] is ready to be imported into Pro, do a manual import or set up a scheduled import to be run regularly. [[{{Link}}Biller_AutoImport\|Read more about how to schedule an import]]

			<!--T:17-->
	Manual Import:		Manual Import:

			<!--T:18-->
	# Go to the settings tab		# Go to the settings tab
	# Select a '''main group'''		# Select a '''main group'''

Toptiuser: Created page with " == LDAP Connection == The LDAP connection is a stepped process to integrate with the AD/HVD system. The connection fetches the relevant data to be integrated in to Pro and by using a scheduled import the information is automatically updated on a regular basis. === How to - Show LDAP Connection === # Click the role Organization Management in the navigation tree # Select '''Scheduled organizatio..."

2023-02-15T13:45:07Z

Created page with "<translate> == LDAP Connection == The LDAP connection is a stepped process to integrate with the [[{{Link}}AD_HR_Integration|AD/HVD system]]. The connection fetches the relevant data to be integrated in to Pro and by using a scheduled import the information is automatically updated on a regular basis. === How to - Show LDAP Connection === # Click the [[{{Link}}Organisation Default|role Organization Management]] in the navigation tree # Select '''Scheduled organizatio..."

New page

<translate>
== LDAP Connection ==

The LDAP connection is a stepped process to integrate with the [[{{Link}}AD_HR_Integration|AD/HVD system]]. The connection fetches the relevant data to be integrated in to Pro and by using a scheduled import the information is automatically updated on a regular basis.

=== How to - Show LDAP Connection ===

# Click the [[{{Link}}Organisation Default|role Organization Management]] in the navigation tree
# Select '''Scheduled organization import > LDAP Connection'''
#:* The view LDAP Connection is displayed

=== How to - Set up an LDAP Connection ===

==== Connection ====

# Enter a '''server name'''
# Enter a '''server port'''
#:* Default server port is 389 and 636 (SSL)
# Enter a '''user name'''
#:* Use the format domain\user name
# Enter a '''password'''
# Check the '''use secure connection (SSL)''' box if the connection uses SSL
# Check the '''auto connect''' box if you want to save the connection
#:* The entered username and password will be saved until next time you login to Pro
#:* '''Note:''' The connection is always saved in the database to be used for the automatic update
# Click '''connect''' to connect to the AD/HVD system
#:* The refine search tab opens

==== Refine Search ====

# Select an '''domain component'''
# Select '''organization units''':
#:* Select organization units in the left column and click the arrow button [[Image:Icon Move Selected.png]] to move the selected organization units to the right column
#:* By using the double arrow button [[Image:Icon Move All.png]], you can move all organization units from the left column to the right column
# Check the '''only changed objects''' box if you only want to collect changed objects
# Check the '''add all available OU levels''' if you want Pro to recognize all OU levels from the AD/HVD
# Select '''object classes''':
#:* Select object classes in the left column and click the arrow button [[Image:Icon Move Selected.png]] to move the selected object classes to the right column
#:* By using the double arrow button [[Image:Icon Move All.png]], you can move all object classes from the left column to the right column
# Select '''object class filter logic'''
# Select '''object properties''':
#:* Select object properties in the left column and click the arrow button [[Image:Icon Move Selected.png]] to move the selected object properties to the right column
#:* By using the double arrow button [[Image:Icon Move All.png]], you can move all object properties from the left column to the right column
# Enter '''LDAP custom add-on script''' if you want to add a custom script
#:* The custom add-on script will be added and visible in the filter script textbox
# Click '''test search filter''' if you want to create a test file from the AD/HVD
#:* The created file will be available in the set location for import files on the server
# Click '''save and continue'''
#:* The schedule tab opens

==== Schedule LDAP Connection ====

Set a schedule for when the file should be automatically updated from the AD/HVD.

# Check the '''enabled''' box if you want the schedule to be enabled
# Select according to what '''time zone''' the schedule times are defined
# Select '''schedule type''':
## Recurring - Select the ''recurring'' '''schedule type''' to run regularly
##* The '''repeats''' menu defines how often the schedule is run; select ''monthly'' or ''weekly''
### If you select '''monthly''' - define in the '''occurs''' menu on what day of the month the schedule is to be run
### If you select '''weekly''' - define on what weekday the schedule is to be run by checking the corresponding box
###:* It's possible to select more than one weekday if you want to run the schedule more than once a week
##* Define the '''daily frequency'''; select ''Occurs once at'' or ''Occurs every''
### '''Occurs once at''' - the schedule is run once on that day
###:* Define at what time during the day the schedule is to be run
### '''Occurs every''' - regularly during a defined time interval during the day
###:* In ''hours'' or ''minutes'', select the frequency of how often to run the schedule during the defined time interval
##* Define the time interval by entering a time to '''start at''' and a time to '''end at'''
## One-time - Select the ''one-time'' '''schedule type''' to run the schedule once
##* Define the date and time for the '''one-time occurrence'''
### Define a '''date'''
### Define what time to '''start at'''
# Click '''save and continue to the data mapping''' if you want to continue to the data mapping view
#:* The data mapping view opens
# Click '''only save schedule''' if you only want to save the schedule

==== Data Mapping ====

# Enter a name of the data mapping
# Select '''map by''' in the drop down list
#:* Column number - If you want to map by column number
#:* Column name - If you want to map by column name
#:* '''Note:''' Settings for ''file location'', ''file name'', ''column name in the first data row'', ''first data row number'' and ''column separator'' is generated within the LDAP connection and should not be manually updated
## Select to '''map columns'''
##:* Select columns to map in the left column and click the arrow button [[Image:Icon Move Selected.png]] to move the selected columns to map to the right column
##:* By using the double arrow button [[Image:Icon Move All.png]], you can move all columns to map from the left column to the right column
##:* Enter a separator value if you select multiple columns to map
# Click '''save'''
#:* '''Note:''' All of the import columns need to be mapped to a column in the file before you click save
# Select if you want to create a filter and/or a modification:
# Click '''create filter'''
## Enter a '''name'''
## Check the '''active''' box if you want the filter to be active
## Select '''priority''' in the dropdown list
## Select to '''keep''' or '''discard''' rows that matches the following rules
## Enter a '''description'''
## Click '''add rule''' [[Image:Icon Add Rule_Action.png]] to add a rule
##:* Select column, condition and value
##:* '''Note:''' If you select more than one rule select to separate by and/or
## Click '''add child rule''' [[Image:Icon Add Child Rule.png]] to add a child rule
## Click '''save'''
# Click '''create modification'''
## Enter a '''name'''
## Check the '''active''' box if you want the modification to be active
## Select '''priority''' in the dropdown list
## Enter a '''description'''
## Click '''add action''' [[Image:Icon Add Rule_Action.png]] to add an action
##:* Select column, condition and result
## Click '''add action with rule''' [[Image:Icon Add Action with Rule.png]] to add an action with a rule
## Click '''add child rule''' [[Image:Icon Add Child Rule.png]] to add a child rule
## Click '''save'''
##:* Open the tab '''filter & modifications''' to view, edit or change priority

==== Import into Pro ====

The information from [[{{Link}}AD_HR_Integration|AD/HVD system]] is ready to be imported into Pro, do a manual import or set up a scheduled import to be run regularly. [[{{Link}}Biller_AutoImport|Read more about how to schedule an import]]

Manual Import:

# Go to the settings tab
# Select a '''main group'''
#:* Select ''use mapped field value'' if you want to use value from the data mapping
# Select a '''node'''
#:* Select ''use mapped field value'' if you want to use value from the data mapping
# Select an '''object type'''
#:* Select ''use mapped field value'' if you want to use value from the data mapping
# Select a '''data mappings'''
#:* '''Note:''' Settings for ''file location'', ''file name'' and ''validate'' is generated within the LDAP connection and should not be manually updated
# Run the import:
#:* Click '''try''' to try the import settings
#:* Click '''import''' to run the import and import updates from AD/HVD in Pro

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[[Category:F01{{Langcat|Organisation LDAPConnection}}]]

Organisation LDAPConnection - Revision history

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