I did it directly from my AD vendor form where Request ID(AD Login) does not 
equal remedy login. You should not have to parse the phone if they have it in 
one field. You will have to set status to Proposed and then update each record 
either manually or through workflow to be enabled. Also be sure to set the 
unrestricted access to be checked if you don't it can bite you later. You will 
need to set the site and site ID. If you have more than one site you will need 
multiple escalations. 
 
That's all I remember off the top of my head.
 
 
-----Original Message-----
From: [EMAIL PROTECTED]
To: [email protected]
Sent: Mon, 7 May 2007 6:02 PM
Subject: ITSM 7 People import methodology


** 
I am attempting to create ITSM 7 people records from LDAP information, and want 
to run this scenario by you more experienced few who may already have done this:
 
I have the LDAP connection to the people data already, have stored that 
information in a holding form (about 700 records), and have culled that "get" 
down to only the 15 or so fields that appear to have useful data in them.
 
I know I need to push the phone #s into the Phone Detail form first, and will 
string parse that value as part of that push.  There will be no Wallet, Travel, 
Education, Attachments, Home Address, or Benefit, etc. info imported.
 
I also need to perform some string manipulation on the LDAP formatting (culling 
out the "CN=" type strings), after which I want to push the data into the ITSM 
7 People form, along with various local string/selection field settings (i.e. 
Status, Client Type, $NULL$, etc.).  
 
Once I have the import Filter built, I will create an Escalation to refresh the 
data from LDAP to the holding form, which will cause the Filter to push that 
data to the People form on Modify.
 
I will add the group memberships/roles/permissions later, as that's a much 
smaller task that can be done manually.
 
Is there anything else I haven't thought of at all?  Is there a better/easier 
way?
 
Rick Cook
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