Importing User Definitions

You can import users from Lightweight Directory Access Protocol (LDAP) or Active Directory if either protocol has been set up. Authorized users created and stored in these directories can be imported into Zoomdata. You can import all users or select specific ones to add to Zoomdata.

Zoomdata can connect to an organization’s Active Directory (AD) and OpenLDAP directory services using configured LDAP settings. See Using Lightweight Directory Access Protocol (LDAP) With Zoomdata.

Zoomdata supports the auto-provisioning of users via the SAML single sign-on protocol. When auto-provisioning is set up, the user is automatically added when they first log into Zoomdata. For instructions on automatic provisioning of users and groups via SAML, see Configuring Zoomdata to Support SAML.
When a user is imported from Active Directory or if user provisioning is enabled and a new Active Directory user is added, the corresponding Zoomdata user definition is automatically added. However, when a user is removed from Active Directory, the corresponding Zoomdata user definition is not automatically removed. Zoomdata authentication does not occur for the removed user, but you will need to manually remove the Zoomdata user definition. See Deleting User Definitions.

To import user definitions into Zoomdata from LDAP or Active Directory:

  1. Log into Zoomdata as a supervisor and verify that LDAP or Active Directory have been set up. See Using Lightweight Directory Access Protocol (LDAP) With Zoomdata. Be sure to save the settings.

  2. Log into Zoomdata as a Zoomdata administrator or a user who has been assigned to a group with user management privileges.

    If the user name you log in with is also associated with other Zoomdata accounts, verify that the correct account is selected. See Switching Accounts.
  3. Select (Settings) and then select Users & Groups. The Users and Groups page appears. It consists of two options: Users and Groups.

  4. Click Users to see a list of all of the user definitions that have been defined for the account.

  5. Click . Upon successful access to your organization’s secure directory, a new tab appears listing all the available users that can be imported into Zoomdata. You have the option to either select all users or individual users.

  6. On the Import Users tab, select the users to be imported into Zoomdata.

  7. Click Import. When the import completes, you will see the users added to the user list.

  8. On the Info tab of the user definition editor, select groups for each user. See Specifying General User Definition Information.

    Do not change the user login name as this may cause conflicts when reconnections to the LDAP or Active Directory are attempted.

    If you have enabled the auto-creation of groups, Zoomdata creates the groups that user is assigned to if they do not already exist.

  9. Click to save the user definition.