Import User and Customer Information Using Microsoft Active Directory

Active Directory is a special-purpose database that stores data for objects in a network, including User and Customer information. User and Customer data from Active Directory can be imported into CSM to readily view information such as full names, e-mail addresses, etc. for internal Users and Customers.

To import Users and Customers using Active Directory:

1. Complete the Directory Services worksheet.
2. Configure CSM Directory Services Settings.
3. Configure Users for Directory Services.
4. Configure Customers for Directory Services.
   Tip: Alternatively, configure these settings using the Getting Started Page in CSM Administrator (Help>Go to Getting Started Page).