Importing users with the Customer Portal license from an LDAP server

You can import users into your Salesforce organization by using the Pentaho Data Integration tool. The Pentaho package for importing users with the Customer Portal license from an LDAP server is available on the BMC Communities website. For information about how users are imported into your Salesforce organization, see Overview-of-how-users-are-imported-from-LDAP-servers.

The following topics provide information about importing users with the Customer Portal license from an LDAP server into your Salesforce organization:

• • Before you begin
  • To import users with the Customer Portal license from an LDAP server
  • KJB and KTR files for importing users from an LDAP server

Before you begin

Before you can import users from an LDAP server, you must perform the following tasks:

• Install Java Runtime Environment (JRE).
• Download the Pentaho Data Integration tool.
  If the Require TLS 1.1 or higher for HTTPS connections Salesforce critical update is enabled in your organization, you must use version 6.1 or later of the Pentaho Data Integration tool.

• Register at the BMC Communities website.
• If you have enabled the setting to access your Salesforce organization from limited IP addresses, ensure that you have the security token to log on to your Salesforce organization.
  For more information about the security token, see Salesforce Help.
• Ensure that you specify the default settings for clients in the Import Defaults column on the User Settings page (Remedyforce Administration > Manage Users > User Settings). 
  These default settings are applied to all client records that are imported to the Client User Imports object. For more information see Configuring-user-settings.
• Download the Pentaho package from the BMC Communities website (https://communities.bmc.com/docs/DOC-17004).
  For information about the KJB (job) and KTR (transformation) files that are included in the Pentaho package, see KJB and KTR files for importing users from an LDAP server.

To import users with the Customer Portal license from an LDAP server

1. To launch the Pentaho Data Integration tool, perform the following actions:
   1. Navigate to the location where you downloaded and unzipped the Pentaho Data Integration tool.
   2. Navigate to the data-integration folder and double-click the Spoon.bat file.
2. In Pentaho Spoon, select File > Open, navigate to the folder where you downloaded the Pentaho package, and open the TransferLDAPInfo.kjb (job) file.

3. In the Delete client user import records step (transformation), provide your Salesforce organization access details.

   Click here to see the detailed steps.

   1. Right-click the Delete client user import records step and select Open referenced object > Transformation.
   2. Double-click the Select all client user import records step.
   3. In the window that opens, enter your Salesforce organization user name and password.
   4. (Optional) To verify the connection, click Test connection.
   5. To save your changes and close the window, click OK.
   6. Double-click the Delete records from Client User Import table step and repeat step 3c to step 3e.
   7. To save your updates to the Delete client user import records step file, click Save.
4. Navigate to the TransferLDAPInfo.kjb (job) file.

5. In the Update Client User Import table with LDAP user information step (transformation), provide your LDAP server and Salesforce organization access details and, if required, customize the Pentaho package.

   Click here to see the detailed steps.
6. To save the KTR and KJB files, click .
7. In the TransferLDAPInfo.kjb file, click Run this job .

8. Perform one of the following actions based on the Pentaho version that you are using:

   Pentaho version	Action
   6.1	In the Run Options window, click Run.
   5.4	In the Execute a job window, click Launch.

   Transformation status is depicted by using the following icons:

   • — Complete
   • — Running
   •  — Unsuccessful

   Data is imported into the Client User Import table in your Salesforce organization. Consider the following points about the imported records:
   

   • If clients who are imported do not exist in your Salesforce organization, new clients are created.
   • If the imported records do not have account and profile information, the default account and profile specified in the Remedyforce Administration > Manage Users > User Settings page in BMC Remedyforce are added to the records.
   • If imported records contain account or profile information that does not exist in your Salesforce organization, they are imported in the Failure Rows step.
9. (Optional) To view logs, in the Execution results section, click the Logging tab.
   All errors are displayed in red.

KJB and KTR files for importing users from an LDAP server

In Pentaho, metadata is stored in XML format in the file system as KTR (transformations) or KJB files (jobs). The Pentaho package includes the TransferLDAPInfo.kjb file (job file) for importing users from an LDAP server. The job (KJB) file contains a series of transformations that run in a sequence. Each transformation maps to a KTR file that is available, along with the KJB file, in the Pentaho package.

The following table provides information about the KTR files and the corresponding transformations that the KJB file contains:

The following table provides information about the steps that are included in the TransferLDAPInfo.ktr file (Update client user import table with LDAP user information transformation). The Pentaho package runs these steps to import users from the LDAP server into your Salesforce organization. You can view these steps only when you open the KTR file in the Pentaho Data Integration tool.

The KTR file also contains mapping of the fields in the LDAP server to the fields in the Client User Import table. For more information about mapping, see Overview-of-how-users-are-imported-from-LDAP-servers.

Overview-of-how-users-are-imported-from-LDAP-servers

Scheduling-jobs-to-import-data

Troubleshooting-common-issues-when-importing-data