Using the Wizard

Using the wizard allows you to perform an import operation and at the same time create a template. If you prefer, you can use the wizard only to create a template. To import users and groups using the wizard:
  1. Select Import > Users. The Import Users dialog box opens.
  2. Select the With the wizard option and click OK. The Import Wizard: Selecting Sources opens and displays the directory services and LDIF files from the Sources pane. You must expand the nodes to see users and groups. You can also right-click any node to see and use its context menu.
  3. Select specific users, groups of users, or the entire directory service or LDIF file and click Next. The Import Wizard: Selecting Target Destinations dialog displays the servers in the Targets pane. You must expand the nodes to see users and groups. You can also right-click any node to see and use its context menu.

    When you select a Caliber server, your selections from the Sources pane end up in the group named LDAP Group.

    When you select a StarTeam server, your selections from the Sources pane end up in the group named All Users.

  4. Select at least one group or server to receive the imported users. Click Next. The Import Wizard: Setting Options dialog opens.
  5. Use the Import Wizard: Setting Options dialog to control what exactly happens to the imported data.
  6. Select or clear the Import Users Now check box.

    When this box is selected, the import executes immediately after you complete the wizard.

    When this box is cleared, the import does not execute. Presumably, you want to make a template and not import at this time.

  7. Select or clear the Overwrite Existing User Properties check box.

    When this box is selected, the values in the directory service or LDIF file become the values for the mapped user properties on the selected server. This updates the information on existing users.

    When this box is cleared, only users who are not already in the server’s database are added along with their properties. Existing users are ignored.

  8. Select or clear the Save Settings As Template For Future Use check box.

    When this box is selected, a template is made that allows you to perform this same import operation again.

    When this box is cleared, this import operation becomes a one-time import.

  9. If you have elected to create a template, enter a name for this template in the Template Name field.
  10. Click Advanced to set up advanced options for users:
    1. To add StarTeam password authentication and licensing for any users that will be added to StarTeam as part of the import operation. Specify whether you want to apply the validation to all StarTeam users. When Apply validation to all users is unchecked, the validation setting only applies to new StarTeam users. Do one of the following:
      • Specify that new users will have their passwords authenticated by a directory service, which means that the user will supply a StarTeam user name and a directory service password in order to log on. For each user whose password is validated by a directory service, a distinguished name (DN) must be stored for later use by the server. This option can be set from the StarTeam Server Administration tool or in LDAP Quickstart Manager (using LDAP is easiest.)
        Note: Before StarTeam servers can request directory service validation of user passwords, you must enable directory service support in the StarTeam ServerAdministration tool. Set the Directory Service options on the Configure Server dialog box to enable directory service support and supply the connection information to a directory service such as Active Directory.
      • Specify that new users will have their passwords authenticated through StarTeam server, then select the Assign initial password check box if you want new users to be able to log on immediately, even though they all have the same password.
        • If you selected the Assign initial password check box, you must enter a password in both the Password and Confirm text boxes.
        • Select the Force password change on next logon check box if you want users to be forced to change from the specified password to a personal password when they first log on to the StarTeam server.
      • Select the Unassigned, StarTeam concurrent, StarTeam named, or License server option button to specify the type of license to be given to the users in this import operation. Do not confuse StarTeam named and StarTeam concurrent licenses with License server licenses. Even though License server licenses can be either named user or concurrent licenses, they come with slip IDs.
      • If you selected the License server option button, you must enter a slip ID number in the Slip ID field.
    2. To add Caliber password authentication and licensing for any users that will be added to Caliber as part of the import operation:
      1. Select Caliber. The Advanced Options dialog changes.
      2. Specify whether you want to apply the validation to all Caliber users. When Apply validation to all users is unchecked, the validation setting only applies to new Caliber users. Do one of the following:
        • Indicate whether new users will have their passwords authenticated by Caliber server or by a directory service by selecting either the Validate password through directory service or the Validate password through Caliber server option.
        • If you select password validation through the Caliber server, select the Assign initial password check box if you want new users to be able to log on immediately, even though they all have the same password.

          If you selected the Assign initial password check box, you must enter a password in both the Password and Confirm text boxes.

          Select the Force password change on next logon check box if you want users to be forced to change from the specified password to a want users to be forced to change from the specified password to a personal password when they first log on to the Caliber server.

      3. Select the Not Authorized, Caliber Concurrent, Caliber Named, or License Server option button to specify the type of license to be given to the users in this import operation. Do not confuse Caliber Named and Caliber Concurrent licenses with License Server licenses. Even though License Server licenses can be either named user on concurrent licenses, they come with slip IDs.
      4. If you selected the License Server option button, you must enter a slip ID number in the Slip ID text box.
  11. Click OK.
  12. Click Next.
  13. The Import Wizard: Summary dialog summarizes your choices so that you can review them.
  14. Click Finish to start the import.
Parent topic: Importing Users