Importing Directory Services Accounts and Groups

Workflow Manager 2013 / AdminStudio Enterprise Server 2013

If you have defined a directory service connection, as described in Creating a New Directory Service Connection, you can choose to import accounts or groups from that directory service into Workflow Manager.

When an account is added to Workflow Manager from a directory service, only information that uniquely identifies the user in the directory service is stored in Workflow Manager. Information such as telephone number and email address will always be queried at run time, so that the most current details are obtained.

Workflow Manager supports Windows Active Directory and Novell eDirectory directory services.

Note: For more information on Workflow Manager support for directory services, see Managing Directory Services Connections and Managing Account Logins.

To import accounts or groups from a directory service:

1. In the Environment Settings group of the navigation bar, click Accounts & Groups. The Account Administration page opens.
2. Click the Directory Service Account/Group Import button. The Directory Services Account/Group Add page opens.
3. Choose the directory service containing the account or group you want to import from the Select a Directory Service list.
4. Next to Select Group or User, select the User (to import a single account) or Group option.
5. Next to Filter Directory Service list, select one of the following:
• Show All—Select this option to select your account from a list of all accounts and groups in the directory service.
• Filter list by—Select this option to only return accounts and groups which match the criteria you specify, and enter your criteria in the associated text box.

Click Find to filter the list of accounts and groups.For example, to search for all of the users that start with the letter P, use the asterisk wildcard character (*) and enter P* in the Filter list by box.

In either case, click Find to return your chosen list of accounts and groups.

6. From the Select Group or User to Add list, select the group or account to import into Workflow Manager. The Account Details page opens, providing a read-only view of the imported account or group’s account name and password.

If you import an account that is a member of a previously-imported group, that account inherits its group’s roles. You can then assign additional roles to that account.

See Account Details Page for more information about the Account Details page.

7. Do one of the following:
• Click the Update button. The Account Details page closes and your new account or group appears in the list on the Account Administration page.
• Click the Update and Add New button. Your new account is saved, and the Account Details page clears, allowing you to enter details for yet another account.

See Also

Viewing or Changing an Existing Account

Creating a New Account

Managing Accounts

Account Details Page

Workflow Manager 2013 / AdminStudio Enterprise Server 2013 Help Library

August 27, 2013

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