Web+Center Support
29 Oct

Knowledge Base Detail

Case Summary: How to Import Customers into Web+Center from Active Directory
ID: 1322
Date Created: 08/10/2004
Last Modified: 08/10/2004
Problem Type: Question
Item: Web+Center 4.0 Production
Resolution:
To Add New Client Accounts to the HelpDesk

1. Open Active Directory Users & Computers

2. Right-click on the OU containing the accounts you wish to export

3. Under the View submenu, click Choose Columns

4. Make sure to add, if not already present, the following fields:

a. Name
b. Type
c. First Name
d. Last Name
e. Pre-Windows 2000 Logon Name
f. Company
g. Job Title
h. Department
i. Office
j. Business Phone
k. E-Mail Address
l. City
m. State
n. Zip Code
o. Country

5. Click OK to continue

6. Right-click on the OU containing the accounts you wish to export

7. Click Export List...

8. Preferably, choose Text (Tab Delimited) (*.txt) for the file type, and then enter the filename and path

9. Click OK to export the user accounts

10. Open Microsoft Access and create a blank database

11. Under the File menu, select Get External Data à Import…

12. Select Text Files in the drop down box for Files of type

13. Select the previously exported file containing the user accounts from Active Directory

14. Click the Import button

15. The Import Text Wizard will now appear

a. On the first screen, make sure Delimited is selected
b. Click the Advanced… button
c. Once again, make sure Delimited is selected, as well as the Field Delimiter being set to {tab}
d. Click OK to continue
e. Click the Next button to move to the next screen
f. Select Tab for the delimiter that separates your fields
g. Additionally, check the box that says the First Row Contains Field Names
h. Click the Next button to move to the next screen
i. When asked where you would like to store your data, select In a New Table
j. Click the Next button to move to the next screen
k. Click the Next button to move to the next screen
l. Make sure that the Let Access add primary key option is selected
m. Click the Next button to move to the next screen
n. Type in the name of the new Table to import the data into
o. Click the Finish button
p. Click the OK button when informed that Access has finished importing the data

16. Open up the newly created table

a. Delete any data rows containing a user group (only user accounts should be imported into the HelpDesk)
b. Verify that all First Names and/or Last Names do not contain any spaces and/or invalid characters, such as a period

17. Now, edit the Design of the newly created table

18. From any Field Names that contain a space, remove the space, so that the Field Name is all one word (i.e. change First Name to FirstName)

a. Change the field named Pre-Windows 2000 Logon Name to LogonName
b. Change the field named E-Mail Address to EmailAddress

19. Save that database and close Microsoft Access

20. On the HelpDesk server, click on Start à Settings à Control Panel

21. When the Control Panel appears, double-click Administrative Tools

22. When the Administrative Tools appear, double-click on Data Sources (ODBC)

23. When the ODBC Data Source Administrator window appears

a. Go to the System DSN tab
b. Click the Add… button
c. For the driver, select Microsoft Access Driver (*.mdb)
d. Click the Finish button
e. Enter any name for Data Source Name
f. Click the Select… button and choose the database that was just created
g. Click the OK button to continue
h. Click the OK button to continue
i. Click the OK button to close the ODBC Data Source Administrator window

24. Using Notepad or TextPad (preferred), open up DoImportLDAP.asp (located in the TechCenter directory)

25. Go to Line 193

a. Edit the DSN name to be the name of the System DSN that was just created
b. Only enter a username and password if required (not normally required)

26. Go to Line 199

a. Edit the Database Table Name to be the name of the table created from the imported data within the previously created database

27. Go to Lines 219 thru 234

a. First, choose the data items that you would like to import from the database into the HelpDesk
i. To import an item, uncomment its ASP line of code (by removing the ‘ in front of the line of code)
ii. To remove an item from being imported, comment its ASP line of code (by placing a ‘ in front of the line of code)
iii. For example, unless added manually to the database table, the password field is not normally an item that would be imported into the HelpDesk (the previous export from Active Directory will not have exported the passwords); therefore, the password line of code should be commented out so that it will not run
iv. If all of the previous steps have been followed, the following fields should be imported into the HelpDesk:
1. Contact_lname
2. Contact_fname
3. company
4. address
5. mailstop
6. city
7. State
8. zip
9. email
10. phone1
11. Customer_username
b. Second, once the data items that you would like to import have been chosen, edit the Source Column Name…this is the name of the field within the access database from where you would like to import the data into the respective field within the HelpDesk
i. If all of the previous steps have been followed, the following should be the appropriate mappings:
1. Contact_lname = "LastName"
2. Contact_fname = "FirstName"
3. company = "Company"
4. address = "Office"
5. mailstop = "Department"
6. city = "City"
7. State = "State"
8. zip = "ZipCode"
9. email = "EmailAddress"
10. phone1 = "BusinessPhone"
11. Customer_username = "LogonName"
c. Third, as a special note, if it has been decided not to import email address, you will also need to comment out Line 298

28. Save the revised DoImportLDAP.asp file

29. Before proceeding further, it is advised that one make a backup copy of the current HelpDesk database. The database is called webcenter40.mdb and it is located in the Database directory

30. Next, open the Tech+Center and login as the administrator

31. Now, within the same internet browser window, go to the following page DoImportLDAP.asp (just change DoTechLogin.asp to DoImportLDAP.asp and press ENTER)

a. If you receive a message saying Import LDAP Login Failure, click the Continue button to continue
b. Reenter your login information
c. Click the Run Script button to continue

32. If all previously steps were performed correctly, you should now see a window saying that the new customers and their information were imported successfully

33. If all has been success, remember to remove the previously created System DSN from ODBC Data Source Administrator


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