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Importing users with the Salesforce Platform 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 Salesforce Platform 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 Salesforce Platform license from an LDAP server into your Salesforce organization:

Note

For information about the LDAP versions that BMC Remedyforce supports, see Supported-browsers-mobile-devices-and-integrations.

Before you begin

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

To import users with Salesforce Platform License from an LDAP server


Important

If you have enabled the setting to access your Salesforce organization from limited IP addresses, you must append the security token to your Salesforce organization password.

For example, if the password for your Salesforce organization is mypassword and your security token is XXXXXXXXX, specify mypasswordXXXXXXXXX in the Password fields.

  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 packages, and open the TransferLDAPInfo.kjb file.

  3. On the TransferLDAPInfo tab, in the Transfer Lookup Excel Export step (transformation), provide your Salesforce organization access details.

    Click here to see the detailed steps.
    1. Right-click the Transfer LookUp Excel Export step, and select Open referenced object > Transformation.
    2. On the LookUp Excel Export tab, double-click one of the following steps:
      • Salesforce Input[For Profile]
      • Salesforce Input[From Account]
      • Salesforce Input[From UserRole]
      • Salesforce Input[For User Account Link]
    3. In the Salesforce Input window, enter your Salesforce organization user name and password.
    4. (Optional) To verify the connection, click Test connection and then click OK.

    5. To save your changes and close the Salesforce Input window, click OK.

    6. Repeat step 3b to step 3e for the other steps listed in step 3b.

    Note

    BMC recommends that you do not change the default API version in the Salesforce Webservice URL.

  4. Click the TransferLDAPInfo tab.

  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 Save pentaho6_saveicon.png.
  7. In the TransferLDAPInfo.kjb file, click Run this job pentaho6_runjobicon.png.

  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:

    • pentaho6_successfulicon.png— Complete
    • pentaho6_runningicon.png — Running
    • pentaho6_failureicon.png — Unsuccessful
  9. (Optional) To view logs, in the Execution results section, click the Logging tab.
    All errors are displayed in red.


To schedule jobs to import data

On the BMC Communities website, the Pentaho packages for importing data from external data sources into BMC Remedyforce page contain a Scheduling Files folder. This folder contains a sample batch file that you can use as a base to create your batch files for scheduling data import. For more information about scheduling a job, see http://wiki.Pentaho.com/display/EAI/Kitchen+User+Documentation.

  1. Navigate to the folder where you have extracted the Pentaho package for which you want to schedule import jobs.
  2. Open the Scheduling Files folder and create a copy of the sample batch file, such as SchedulingComputerSystem.bat.

  3. Open the batch file that you created in step 2, perform the following actions, and save the file:

    1. Update the path of the Kitchen.bat file based on your version of the Pentaho Data Integration tool:KETTLE_HOME="<path>\<PentahoFolder>\data-integration"
    2. Update the path of the Kitchen.bat file and the KJB file:<path>\<PentahoFolder>\data-integration\kitchen.bat /file:"<JobFile>\<JobFileName>.kjb"/level:Detailed

    In these steps, the following definitions apply:

    • <path> is the location where you have extracted the Pentaho installer ZIP file.
    • <PentahoFolder> is the extracted root folder for your version of the Pentaho Data Integration tool.
      For example, for version 6.1 of the Pentaho Data Integration Tool, the extracted root folder is pdi-ce-6.1.0.1-196.
    • <JobFile> is the location where you have extracted the job files.
    • <JobFileName> is the KJB file that you want to run at the scheduled interval.
    • The level option specifies the level of logging for the job. The values that you can specify for the level option are Minimal, Basic, Detailed, Debugging, and Row Level. The log files are saved in the same folder where KJB files are saved.
    See an example of the updated batch file.

    The following figure shows an example of the updated SchedulingComputerSystem.bat file.

    pentaho_scheduling_example.gif

  4. Go to Start > Control Panel > Administrative Tools > TaskScheduler.
  5. In the Task Scheduler window, in the Actions area, click Create Basic Task.
  6. In the Create Basic Task Wizard, type the name and description of the task, and click Next.
  7. Select the appropriate option for starting the task, and click Next.
    For example, you can select Daily or When the computer starts as the option for starting the task.
  8. Configure the additional options for starting the task, and click Next.
    The additional options are displayed based on the option that you selected in step 7. For example, if you select the Daily option for starting the task, you must configure the start date and frequency at which you want to run the batch file.
  9. Select the Start a program radio button, and click Next.
  10. Click Browse to locate the batch file that you have created to schedule the job, and click Next.
  11. Select the Open the Properties dialog for this task when I click Finish check box, and click Finish.

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 User table. For more information about mapping, see Overview-of-how-users-are-imported-from-LDAP-servers.


Troubleshooting

The following table describes the troubleshooting tips that you can use to resolve common issues that you might face when importing data.

Related topics

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

Scheduling-jobs-to-import-data

Troubleshooting-common-issues-when-importing-data

Known-and-corrected-issues-for-Pentaho-packages

 

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