Importing Users from Active Directory

Information

Once your configuration mapping is complete, you’re ready to import your users into Issuetrak. You can do an initial import, and then schedule imports to occur automatically. This task can only be performed by an Issuetrak user with the “Can access and maintain Administration functions” permission or the “Sys Admin” parameter.


Performing Initial Imports

Steps:

  1. Navigate to Administration > Identity Management > Active Directory > Import Users.

  1. Select the Domain from the dropdown for which this particular import should be performed from the list. Only the domains which have been defined in the Issuetrak interface will appear.
  2. Click the radio button to select either AD Group or AD OU. Click the button related to your selection. Only AD Groups or OUs with verified Organization and Permissions mappings and valid users will appear.
  3. Select the appropriate value in the window that appears.
  4. Click the Preview Import button.
  5. Verify the import is being returned properly in the Preview import  window that appears.
  6. Close the Preview Import window.
  7. Click the Process Import button to process this import. (If you only want to process this initial import and not define a schedule, this is the last step you need to complete within this task.) A Preview import window will appear with a summary of the import.

Repeat for each group/OU on each domain that needs to be imported. You can also use these parameters to create a scheduled import record.


Defining Scheduled Imports

Steps:

  1. Define the appropriate interval and time in the Define Schedule section of this screen. We strongly recommend scheduled imports are performed daily outside of business/peak productivity hours.
  2. Verify Active is selected, or the import will be scheduled but not run.
  3. Click Save and Schedule button to save and schedule this import.

A confirmation message will appear when this process is complete. The AD Scheduled Imports page will be updated with a list of all scheduled imports.

You may return to the AD Scheduled Imports screen at any time by navigating to Administration > Identity Management > Active Directory > Scheduled Imports. From this screen, scheduled imports may be edited and deleted. However, we recommend using the edit and deselecting the Active parameter rather than using delete.


Additional items for scheduled imports

If a scheduled import was defined, you will need to create a Windows Scheduled Task on the Web server hosting Issuetrak for the import to execute at the proper interval.

If multiple scheduled imports were defined, account for the variation between schedules when creating this Task. Please see KB Article #1444 in our Support Site for instructions on creating this task.

Additionally, the Application URL must be accurate for the imports to process correctly.  To verify this, navigate to Administration > System > System Settings > System Defaults and make sure the Application URL field accurate reflects your site URL.