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When you finish adding member information, click the Finish button. This process makes the user a domain group member and lists the user on the domain group

In document Groove Management Server (Page 48-54)

Adding Groove Users to a Domain Group

8. When you finish adding member information, click the Finish button. This process makes the user a domain group member and lists the user on the domain group

Members tab with a Pending Member icon. Repeat the previous steps for each additional user.

Now that you have supplied the identity information for a user, you must send to the user an activation key which is associated with the identity information. Once the activation key is installed in the user’s Groove software, Groove will

authenticate the user and create a managed identity based on the associated identity information.

9. Send activation email to Groove users manually in your own email message, or from the Members page, as described below in “Enabling Groove Activation”

For information about: See this section of the guide:

Editing or changing identity policy templates

“Managing Identity Policies”

You can set device policies later, once the user has activated Groove and any associated device keys, as described in the “Managing Device Policies”

section of this guide.

Editing or changing license sets

“Managing Groove Product Licenses”

Editing or changing relay server sets

“Managing Groove Servers”

Adding Multiple Members from an .XML File

You can facilitate the process of creating domain members by adding multiple users to a domain from an.xml file. This is useful when you need to create managed identities for numerous users. You can also use this feature to download a member list to a new domain that you exported from an existing domain. See the “Exporting Domain Members” in the Managing Groove Domains section of this guide for details about exporting.

For information about adding multiple users from a .csv file, see “Adding Multiple Mem-bers from a .CSV File” below.

To add multiple users to a management domain from an.xml file, follow these steps:

1. Go to the management server administrative Web site and select a management domain group from the navigation pane. The Members and Groups tabs appear.

2. From the Members tab, click Add members in the tool bar. A list of user deployment options appears.

3. Click Add Multiple Members (XML), then click Next. The Add Members/Select Members Settings page appears.

4. From the Select Member Settings page, accept the default policy templates, license sets, and relay server sets or change them, as described in the sections listed in fol-lowing table:

5. Click Next. The Add Multiple Members page appears.

6. Create an xml file using the template provided, as follows:

a. Right-click the Download Template button and enter a location for the .xml file (ImportMembersTemplate.xml).

b. Open the .xml file template in Notepad or other text editor and scroll to the

<Member> section at the end of the file, which should look similar to the following:

<Member>

<FullName>FullName</FullName>

<FirstName>FirstName</FirstName>

<LastName>LastName</LastName>

<Email>Email</Email>

<Title>Title</Title>

For information about: See this section of the guide:

Editing or changing identity policy templates

“Managing Identity Policies”

You can set device policies later, once the user has activated Groove and any associated device keys, as described in “Managing Device Policies”.

Editing or changing license sets

“Managing Groove Product Licenses”

Editing or changing relay server sets

“Managing Groove Servers”

<Company>Company</Company>

<Street>Street</Street>

<City>City</City>

<State>State</State>

<Zip>Zip</Zip>

<Country>Country</Country>

<Phone>Phone</Phone>

<Fax>Fax</Fax>

<Cell>Cell</Cell>

</Member>

7. Supply at least a FullName and Email address for the user by replacing the corresponding strings between the angle-bracket <> pairs. For example:

<Member>

<FullName>BenSmith</FullName>

<FirstName>FirstName</FirstName>

<LastName>LastName</LastName>

<Email>[email protected]</Email>

<Title>Title</Title>

<Company>Company</Company>

<Street>Street</Street>

<City>City</City>

<State>State</State>

<Zip>Zip</Zip>

<Country>Country</Country>

<Phone>Phone</Phone>

<Fax>Fax</Fax>

<Cell>Cell</Cell>

</Member>

8. Copy and paste the Member section of the XML file to enter additional members.

9. Save the file.

10. In the File Location field of the Add Multiple Members page, browse to the .xml file that you want to import.

11. Click Next. The Review Members window appears with a scrolling list of members about to be created. You can control the number of users that appear in the view by selecting a value in the Display drop-down menus, then navigate through the views by clicking the directionals at the top and bottom of the page.

12. Click Finish. This process enters the user identity information.

Now that you have supplied the identity information for each user, you must send them activation keys which are associated with each user’s identity information.

Once the activation key is installed in a user’s Groove software, Groove will authenticate each user and create a managed identity based on the associated iden-tity information.

13. Send activation email to Groove users manually in your own email message, or from the Members page, as described below in “Enabling Groove Activation”

Adding Multiple Members from a .CSV File

You can facilitate the process of creating domain members by adding multiple users to a

domain from a .csv file. This is useful when you need to create managed identities for numerous users. You can also use this feature to download a member list to a new domain that you exported from an existing domain. See the “Exporting Domain Members” in the Managing Groove Domains section of this guide for details about exporting.

For information about adding multiple users from an .xml file, see “Adding Multiple Members from an .XML File” above.

To add multiple users to a management domain from a .csv file, follow these steps:

1. Go to the management server administrative Web site and select a management domain group from the navigation pane. The Members and Groups tabs appear.

2. From the Members tab, click Add members in the tool bar. A list of user deployment options appears.

3. Click Add Multiple Members (CSV), then click Next. The Add Members/Select Members Settings page appears.

4. From the Select Member Settings page, accept the default policy templates, license sets, and relay server sets or change them, as described in the sections listed in fol-lowing table:

5. Click Next. The Add Multiple Members page appears.

6. Create a csv file using the template provided, as follows:

Note: If you decide to use your own .csv file instead of the template, be sure to define at least 4 columns (or up to 10 if you want to include all the columns used in the template. Also, use a comma to delimit each field, including empty fields that occur between values, and delimit each record (row) with a carriage return. Use the following information for guidance.

a. Right-click the Download Template button and enter a location for the .xml file (ImportMembersTemplate.csv).

b. Open the .csv file template in Excel or other .csv editor. An Excel-like table appears with the following 10 columns:

• Full Name

• First Name

• Last Name

• Email Address

For information about: See this section of the guide:

Editing or changing identity policy templates

“Managing Identity Policies”

You can set device policies later, once the user has activated Groove and any associated device keys, as described in “Managing Device Policies”.

Editing or changing license sets

“Managing Groove Product Licenses”

Editing or changing relay server sets

“Managing Groove Servers”

• Job Title

• Company

• Street

• City

• State

• Postal Code

c. To use the template (or your own .csv file), follow these guidelines:

• Type the user information into the two required fields: Full name and Email address, and any additional fields.

• Enter one user record in each row, using text characters, NOT Uni-code.

• If you use a comma(,) or space ( ) in a field, enclose the field in double quotation marks. Enclose double quotation marks (“) with single quotation marks. For example:

"Full,Name",First'Name,"Last""Name",Organization;'unknown

• When you are finished, delete the top row of column titles.

d. Save the .csv file.

7. In the File Location field of the Add Multiple Members page, browse to the .csv file that you want to import.

8. Click Next. The Review Members window appears with a scrolling list of members about to be created. You can control the number of users that appear in the view by selecting a value in the Display drop-down menus, then navigate through the views by clicking the directionals at the top and bottom of the page.

9. Click Finish. This process enters the user identity information.

Now that you have supplied the identity information for each user, you must send them activation keys which are associated with each user’s identity information.

Once the activation key is installed in a user’s Groove software, Groove will authenticate each user and create a managed identity based on the associated iden-tity information.

10. Send activation email to Groove users manually in your own email message, or from the Members page, as described below in “Enabling Groove Activation”

Importing Members from a Directory

If your server administrator registered an LDAP-based directory with the Enterprise Man-agement Server, you can import users from a corporate directory into a domain group, making them domain members. Microsoft Active Directory, IPlanet, and Lotus Domino R5 (or greater) are supported and recommended directory formats. If your management server configured a directory server integration point to bring user information into man-agement server domains automatically, users will already be listed in your domain, so you do no not need to import them.

The following sections provide background and instructions for working with directory server user information:

• Working with Imported/Integrated Members

• Importing Members for a Directory

Working with Imported/Integrated Members

The Enterprise Management Server lets administrators import or automatically integrate users into a management server domain. Any domain-level administrator can import users from an LDAP directory server once a server administrator has configured it as described in the Enterprise Management Server Administrator’s Guide. However, user import is not necessary if the server administrator has set up an integration point for automatic integra-tion of user informaintegra-tion from the directory.

The following rules apply to members imported into EMS from a directory server:

• You cannot edit a member's vCard or contact information (including name, email address, phone number) if the user information originated from a directory server.

• A user can be imported only once into a domain. Therefore, a user cannot be imported into more than one group in a domain.

• EMS uses an internal mapping scheme, shown in the table below, to automatically convert a copy of your corporate user directory into an EMS-compliant format for importing.

Table of EMS-to-LDAP Attribute Mapping.

Importing Members for a Directory

This section describes how to import Groove user information to the management server from an onsite LDAP directory server, properly configured with the management server

EMS Active Directory IPlanet Domino

Full Name cn cn cn

First Name givenname givenname givenname

Last Name sn sn sn

title title title title

EMail mail mail mail

orgPhone telephonenumber telephonenumber telephonenumber

orgCell mobile mobile mobile

orgFax facsmileTelephoneNumber Fax facsimileTelephoneNumbe

r

Company company o o

orgStreet street street officestreetaddress

orgState st st st

orgCity l l l

orgCountry c c c

orgPostalCode postalcode postalcode postalcode

by a server administrator.

Before you begin this procedure, have the following information on hand:

• Directory name that you want to import.

• Directory login name and password with at least read-only access to the required user attributes.

To import users from a directory, follow these steps:

1. Go to the management server administrative Web site and select a management domain group from the navigation pane. The Members and Groups tabs appear.

2. From the Members tab, click Add members in the tool bar. A list of user deployment options appears.

3. Click Import Member from Directory Server, then click Next. The Add Members/

Select Members Settings page appears.

4. From the Select Member Settings page, accept the default policy templates, license sets, and relay server sets or change them, as described in the sections listed in fol-lowing table:

In document Groove Management Server (Page 48-54)