You can import entities from an external system using a Microsoft SQL, Oracle, or
ODBC-compliant database that conforms to the Card
Synchronization schema. After the import, changes made
in that data source can be synchronized in Security Center.
Before you begin
- Familiarize yourself with the database
data source information in this guide.
- Ensure that the plugin can log into the database server using either the ODBC
connection string provided by your database administrator or (if using Microsoft
SQL) granting access to Windows user running the Genetecâ„¢
Server service user on the
plugin role server.
- Ensure that the Genetecâ„¢
Server
running the plugin role can reach the database server. If you are using
Microsoft SQL, you can use the Microsoft SQL Management Studio tool to test your
connection.
- Complete the steps outlined in Preparing to import entities.
What you should know
Including pictures in the data source increases import time.
NOTE: If you are upgrading from version 3.0 or 3.1 of the Card
Synchronization plugin, the data source configuration appears as they were in the
previous version. For instructions on how to import these entities, refer to the
plugin guide that came with the previous version of the plugin. To see the
Data source configuration wizard shown in this topic, you
must delete your data sources from the plugin, and then recreate them.
Procedure
-
From the Config
Tool home page, open the
Plugins task.
-
In the Plugins task, select the Card
Synchronization plugin role from the
entity browser, and click the Properties tab.
-
In the Data sources section, click Add data
source ().
The Data source configuration window
opens.
-
From the Source list, select
Database, and then click
Next.
-
In the Configuration window, select a data source by doing
the following:
For this type of connection: |
Do this: |
Microsoft SQL Server with a connection string |
- In the SQL server type list,
select Microsoft SQL
Server.
- Select the Use custom connection
stream check box.
- Enter the connection string for your database.
Example: Data
Source=myServer\myDatabase;Database=myDatabaseInstance;
User
Id=myUsername;Password=myPassword;
|
Microsoft SQL Server without a connection string |
- In the SQL server type list,
select Microsoft SQL
Server.
- Clear the Use custom connection
stream check box.
- In the Server list, select or
type the name of the database server and database.
Example:
ServerName\SQLEXPRESS
- In the Database list, select
or type the name of the database instance.
|
Oracle database |
- From the Oracle ODAC Runtime
Downloads page, download and unzip the
latest Managed ODP.NET package.
- Copy the file
Oracle.ManagedDataAccess.dll
from the Oracle package to the root folder of the
plugin on your local system. By default, the
location is C:\Program Files
(x86)\Security Center Plugins\Card
Synchronization.
- In the SQL server type list,
select Oracle Database.
- Enter the connection string for your database.
Example: Data
Source=MyOracleDB;User
Id=myUsername;Password=myPassword;Integrated
Security=no;
|
ODBC connection to a database |
- In the SQL server type list,
select ODBC.
- Enter the connection string for your database.
Example: DSN=myDSN;User
Id=myUsername;Password=myPassword;
NOTE: Ask your database provider for the parameters and
values needed to log into your database.
When adding an ODBC data source for a Microsoft Access
database, your data source must match the OS
architecture (32-bit or 64-bit) of the server on which
the plugin is running. Otherwise, you receive a
validation error.
|
-
If you upgraded from Card
Synchronization
3.0, in the External custom fields table name, select the
name of the table in your database that contains the custom fields. If you don't
have custom fields, leave this field blank.
-
If your data is formatted using a Card
Synchronization 3.0 schema and you want to
use the features found in Card
Synchronization
3.4.0, select the table that contains the custom
fields.
-
For data in the external database is configured according to the Card Synchronization 3.0 schema, in the External custom fields
table name list, select the name of the table that contains your
data.
Omit this step for a new installation of Card Synchronization.
-
Select the entity types to import and synchronize with Security Center, and then click
Next.
- Cardholders
- Imports the cardholders from the external data source into Security Center.
- Cardholder groups
- Imports the cardholder groups from the external data source into Security Center.
IMPORTANT: This does not
put cardholders into their respective cardholder groups.
- Cardholder group memberships
- Synchronizes the relationship of cardholders and cardholder groups from the external
data source.
IMPORTANT: This option assigns imported cardholders to
cardholder groups. If this option is not selected, imported cardholders are not linked
to cardholder groups.
- Credentials
- Imports the credentials from the data source into Security Center.
-
From the Table name list, select
the table you want to configure.
-
Map each external field to a Security Center field by selecting the column
name from the corresponding drop-down list.
For an explanation of the external fields, refer to
the following topics:
-
(Optional) Choose one or
more fields to be global keys.
-
(Optional) If the external data contains terms that you want to replace, do the
following:
-
Click Find and replace text using regular
expressions ().
-
Enter the text to find and replace.
For example, you could look for variations of a country name and
replace them with a country code, or replace a native card format name
with a supported card format alias.
-
If necessary, change the order using the up and down arrows.
The transform expressions are processed in the order specified in the
Add transform expressions for field
dialog.
-
Click Save.
Tip: If required, you can select the row of any expressions that you
no longer require, and click delete
.
A script icon (
) is shown in the
Sample value column
when the field text is being replaced by a regular expression.
-
(Optional) Click Refresh () to update the
external fields data from your source. This refresh option is used in situations
where the existing data has been modified, new data rows have been added, or new
attribute columns have been added.
-
If there are external field without a corresponding Security Center field, you can create new
custom fields and associate them now: Click Manage custom
fields, fill in the form, and then click
Save.
NOTE: To map an external field that is, turn on the Display all
external fields option.
-
Click Next.
-
In the Data source name field, enter a name for the data
source, and then click Finish.
-
Click Apply.
Results
When a synchronization occurs, the database data source is added to the list of data
sources, and the entities are created in
Security Center.