Rick - your methodolgy sounds ok to me, although I'm not an expert.
 
I think you have one error though - the phone numbers do not go into the
Phone details form
- that is a display-only form for the Client - the phone numbers get
pushed to the people form.
If you look at the fields in the People form you will see that there are
severl phone numbers.
For each the country code and the area code are in different fields than
the remainder of the phone number.
 
Here at UNCW we are currently importing to the people form using the
Import tool, although not from Ldap.
Pushing a new entry, if you specify a Login Id, will also push a User
form entry: see
filter CTM:SubmitUserInfo_502, which executes on Submit only
 
Colin 

 

ARS 7  ServiceDesk 7 MSSQL2005 Windows2003

Colin Chapman, UNCW

Phone: 910-962-7356

Email: [EMAIL PROTECTED]

 

 

 

 

________________________________

From: Action Request System discussion list(ARSList)
[mailto:[EMAIL PROTECTED] On Behalf Of Rick Cook
Sent: Monday, May 07, 2007 6:02 PM
To: [email protected]
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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