Step 3: Start the Import

To import data from the interface tables, the Run PPM Organization Unit Interface report is used.

The Run PPM Organization Unit Interface report:

  • Queries the KRSC_ORG_UNITS_INT interface table for active records matching the given selection criteria

  • Queries the KRSC_ORG_UNIT_MEMBERS_INT interface table

  • Queries the KNTA_USERS_INT interface table

  • Validates the organization information

  • Imports validated organization units, organization unit members, and any new users into PPM tables

  • Updates the KNTA_SECURITY_GROUPS table with information derived from the import

  • Reports on the results of the execution, listing the specified organization units and organization members that failed validation, and the specific validation errors were encountered

To run the Run PPM Organization Unit Interface report:

  1. Log on to PPM.

  2. From the menu bar, select Open > Reports > Create Report.

    The Submit New Report page appears.

  3. Select Administrative from the Report Category.

    The page is updated showing the list of administrative reports.

  4. Select Run PPM Organization Unit Interface.

    The Submit Report: Run PPM Organization Unit Interface window appears.

  5. Complete the fields as described in the following table.

    Required fields are denoted with a red asterisk next to the field on the screen. Depending on your selections, the required fields may vary.

    Control the behavior of the program execution, with the following fields:

    • LDAP Import - Set this field to No

    • Extensible Search Filter

    • User Authentication Mode

    • Import Modified

    • Product Licenses

      • Field Name

      Description

      Group Id

      Specifies the group ID for which the interface program should be run. The interface program will only look for records with this value in the GROUP_ID column. This is useful when importing a batch of packages.

      Source Code

      Indicates whether or not to set the SOURCE_CODE column of the final requests created with a free-form text code. This is used as an indicator of how the request was created for auditing or testing purposes.

      For an LDAP import, set to LDAP_IMPORT.

      Run Import

      • If set to Yes. Indicates that the program will process the records in the interface table and try to import them.

      • If set to No. Indicates that the program will simply report on the records in the interface table. This option is useful when auditing prior executions of the interface.

      Show Successful Transactions

      Indicates whether or not to show packages and package lines that were successfully imported.

      Show Failed Transactions

      Indicates whether or not to show packages and package lines that were not successfully imported.

      Default Password

      Specifies a default password.

      For an LDAP import, this field is disabled and the passwords are automatically fetched from the LDAP server.

      Org Unit Member Action

      Specifies how the organization unit membership is managed during the import for existing organization units.

      Select one of the following options:

      • No Changes to Existing Members. The import does not add or remove any members in an existing organization unit.

      • Replace All Existing Members. Removes all members of the organization unit and replaces them with the members specified in the KRSC_ORG_UNIT_MEMBERS_INT interface table.

      • Replace LDAP Imported Members. Removes all members of the organization unit who are associated using LDAP and replaces them with members associated with the organization unit on the LDAP server.

      Other members, who have been added manually using the standard interface or by a separate open interface import, are not altered.

      Add Missing Security Groups

      Indicates whether or not to add missing security groups.

      Disable Users Not Imported

      Indicates whether or not to import users who have been disabled.

      Keep existing values for empty columns

      Indicates whether or not to keep existing values stored for empty columns.

      Region for Org Unit

      Specifies the regional calendar for imported organizational units.

      If no regional calendar is specified, the system default calendar is used.

      LDAP Import

      Indicates whether or not to perform LDAP import.

      Set this to Yes if the authentication mode in the server.conf file contains LDAP or an Exchange server (NTLM).

      Extensible Search Filter

      Specifies the search filter using syntax of the conditions on PPM commands.

      User Authentication Mode

      Selects a user authentication mode. (LDAP or NTLM only)

      Import Modified

      Indicates whether or not the import can be modified. (LDAP or NTLM only)

      Product Licenses

      Establishes the licensing for the imported users.

  6. (Optional) To test the process, set the Run Import field to No.

For information about extensible search filters, see Examples of Search Filter Values

For more information on the server.conf file, see the Installation and Administration Guide.