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 Data Provider = System.Data.SqlClient Data Source=<server name>;Initial Catalog=<database name>;Integrated Security=True
Oracle Database Data Provider = System.Data.OracleClient Data Source=<server name>;Persist Security Info=True;User ID=<username>;Password=<userpassword>Unicode=True
Active Directory (AD) Data Provider = System.Data.OleDb Provider=ADSDSOObject;User Id=<domain>\<username>;Password=<userpassword>
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 for more information on Knowledge Center data fields. Once the configuration is saved, it can be run from the command line, as needed.
Note: The Knowledge Center supports only one database connection at a time.
To build a database connection string:
From the User Import Utility dialog box, click Database Connection.
Click Configure to start the Database Configuration Wizard.
Click Next to display the next configuration screen.
To build a connection string, click Build Connection String, then click 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 to confirm the connection, then click OK.
Click Next to move to the next configuration screen.
On the Data Connection Wizard - Step 2 of 5 screen, click Build next to the Data source for user data field, click Table Name or View Name and type the table name, SQL Statement or View name to be used as the source of the user data in the Edit field.
Enter (or choose from the list) the required user profile fields and any optional fields that will 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 field (read only) displays the selection statement entered as the source of the custom user data. Enter (or choose from the list) the required custom user fields that correspond to the Knowledge Center database files, then click 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 if the user group data is in the same data source selected for the user data.
or
Click Build to create a connection to a different data source. Once the connection is established, click OK.
Click Next. This screen displays a preview of the all the data fields entered and their corresponding values. If the data is incorrect, click Back to navigate back through the wizard to make corrections. When all data is correct, click Next. The configuration data is saved to the app.config file.
Click Finish to return to the User Import Utility to complete the import process.
Enter the desired name in the Config File Name field.
or
Navigate to an existing file.
Click Save to save the new configuration.
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 and/or Make Users Inactive If Not Part Of The Import options.
Note: Modify Existing Users allows you to update information on existing users. If you do not select this option, only new users area added to the database. Make Users Inactive If Not Part Of The Import allows you to deactivate any users in the system that are not currently in the set of users being imported.
To build a connection to the Active Directory:
From the User Import Utility dialog box, click Database Connection.
Click Configure to start the Database Configuration Wizard.
Click Next to display the next configuration screen.
To build connection to Active Directory, click Build connection to Active Directory and click Build.
Enter the desired Domain, User Name, Password and Confirm Password and click OK.
Click Next to move to the next configuration screen.
Click Build for the Data source for user data.
On the Data Connection Wizard - Step 2 of 5 screen, click Default Active Directory Script to populate the SQL Statement field with the default selection statement from the Active Directory.
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 will 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 field (read only) displays the selection statement entered as the source of the custom user data. Enter (or choose from the list) the required custom user fields that correspond to the Knowledge Center database files, then click 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 if the user group data is in the same data source selected for the user data.
or
Click Build to create a connection to a different data source. Once the connection is established, click OK.
Click Next. This screen displays a preview of the all the data fields entered and their corresponding values. If the data is incorrect, click Back to navigate back through the wizard to make corrections. When all data is correct, click Next. The configuration data is saved to the app.config file.
Click Finish to return to the User Import Utility to complete the import process.
Enter the desired name in the Config File Name field.
or
Navigate to an existing file.
Click Save to save the new configuration.
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 and/or Make Users Inactive If Not Part Of The Import options.
Note: Modify Existing Users allows you to update information on existing users. If you do not select this option, only new users area added to the database. Make Users Inactive If Not Part Of The Import allows you to deactivate any users in the system that are not currently in the set of users being imported.
To manually enter a connection string:
From the User Import Utility dialog box, click Database Connection.
Click Configure to start the Database Configuration Wizard.
Click Next to display the next configuration screen.
To manually create a connection string, click Manually create connection string.
Select or enter the desired Data Provider and enter the Connection String.
Click Test Connection to confirm the connection, then click OK.
Click Next to move to the next configuration screen.
On the Data Connection Wizard - Step 2 of 5 screen, click SQL Statement to enter the select statement for user data, click the Test button to test the connection, then click OK.
Enter (or choose from the list) the required user profile fields and any optional fields that will 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 field (read only) displays the selection statement entered as the source of the custom user data. Enter (or choose from the list) the required custom user fields that correspond to the Knowledge Center database files, then click 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 if the user group data is in the same data source selected for the user data.
or
Click Build to create a connection to a different data source. Once the connection is established, click OK.
Click Next. This screen displays a preview of the all the data fields entered and their corresponding values. If the data is incorrect, click Back to navigate back through the wizard to make corrections. When all data is correct, click Next. The configuration data is saved to the app.config file.
Click Finish to return to the User Import Utility to complete the import process.
Enter the desired name in the Config File Name field.
or
Navigate to an existing file.
Click Save to save the new configuration.
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 and/or Make Users Inactive If Not Part Of The Import options.
Note: Modify Existing Users allows you to update information on existing users. If you do not select this option, only new users area added to the database. Make Users Inactive If Not Part Of The Import allows you to deactivate any users in the system that are not currently in the set of users being imported.
To build a database connection string: