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.

    Alternatively, configure these settings using the Getting Started Page in CSM Administrator (Help>Go to Getting Started Page).