# Mapping

Mapping is a data integration functionality that automatically maintains mapping files based on external data sources, such as Active Directory and text files. This gathers metadata, like Departments, Locations, E-mails, Full Names, etc., from external sources.

# Adding an Active Directory Source

Ensure that a source is available. This requires AD server, port, forest path, IP address, username, and password.

1. Go to Administration > Mapping > Source.

2. Click New Source.

3. Name the new source created.

4. On the drop-down beside the text box for the name, select Active Directory.

5. Click Save.

   

   Adding New Active Directory Source
   
   

6. Fill out the details to connect to the Active Directory.

7. Click Test connection.

8. Wait for it to process. After successfully connecting to the AD, click Save.

   

   Active Directory Details
   
   

9. Choose how to filter the schema list. Basic is selected by default. The Advanced filtering allows administrators to provide custom filter string to optimize their interactions with the Active Directory.

   For the advanced filtering, it is helpful to have an AD Explorer installed. The AD Explorer will provide the valid filter string reference needed in the configuration. You may also check this reference for the filter syntax.

   

   Active Directory Schema
   
   

10. If Basic is selected:

    1. Click the Get schema list button.
    2. Select user from the drop-down list.

    

    Active Directory Schema
    
    

    If Advanced is selected, a default filter string will be supplied. Alternatively, you can manually type in or paste a specific filter string into the text field for precise data filtering.

11. Click Save.

    

    Active Directory Schema
    
    

12. On the (Re)load Fields, select all.

    If you select the Advanced schema filtering, the reloading of fields may take time, depending on the number of fields filtered based on the provided filter string.

13. Select a stable key and set it as the Unique Key for the map data. Data extraction and historical change monitoring require this key.

    Fields	Description
    Unique Key	Used to differentiate between user records, usually SAMAccountName in Active Directory.
    Name	Name of the source record as it is seen from the source
    Include	Select relevant fields to include in the data gathering. The mapping module updates the selected fields nightly.
    Track History	Toggle the history to track the fields over time to account for users moving between departments or if it should only display the most recent value. Consider tracking historical changes when creating input sources. For example, keeping historical data for reporting could be vital for Country, Region, Department, and Project; keeping track of old Mail, Phone number, and Office number is likely, not helpful.

    Field Selector
    
    
    Several mapping files may be generated based on a single input source.

    Under the Include column, check all the fields used for generating mapping files from this source, including the ID key.

    Under Track History column, check all the required historical data fields.

    Click the Default button to automatically include title, physicalDeliveryOfficeName, mail, l, displayName, department, sAMAccountName, division, employeeType, and manager fields. Also, the sAMAccountName will be automatically selected as the default Unique Key.

14. After selecting the desired fields, click Save.

    

    Active Directory Field Selector
    
    

# Adding a Text Source

1. Go to Administration > Mapping > Source.

2. Click New Source.

3. Name the new source created.

4. On the drop-down beside the text box for the name, select Text File.

5. Click Save.

   

   Adding Text File Source
   
   

6. Provide the location of the text file and choose the separator used. The file must be located on the server machine.

7. Click Save.

   

   Text File Source Information
   
   

8. Click (Re)Load fields.

9. Select a stable key and set it as the Unique Key for the map data. Keeping track of historical changes requires this reference key.

   Under the Include column, check all the fields used for generating mapping files from this source, including the ID key.

   Under the Track History column, check all the required historical data fields.

10. Click Save.

    

    Text File Field Selector
    
    

# Editing a Mapping Source

1. Go to Administration > Mapping > Source.

2. On the left side of the screen, select the Source to edit.

3. Make the necessary updates to the Source settings or fields.

4. Click Save.

# Deleting a Mapping Source

1. Go to Administration > Mapping.

2. On the left side of the screen, select the Source to delete.

3. On the lower-right part of the screen, click Delete.

4. Click OK on the pop-up.

   

   Deleting a Source
   
   

# Configuring Mapping Files

1. Go to Administration > Mapping > Maps.

2. Click New Map.

   

   Creating New Map
   
   

3. Select one or more source(s). Multiple mapping sources may be used in a single mapping file.

4. Select mapping Type.

   Virtual mapping are one-to-one maps, which means that each attribute needs one map.

   • license-single - The older format of license mapping for a single source field to a single group type (e.g., user to department). It is a one-to-one map used to map a user to a user group.

   • license-multi - This new mapping format allows mapping from a single source to multiple group types (e.g., user to department, location, project). It stores fields, such as Location, Department, City of any group with concurrency.

   • virtual - Virtual mapping files can be used for any data type and allow mapping from one source field to a single group type. This mapping adds user attributes and lists users of a department and the corresponding address.

   Virtual mapping are one-to-one maps, which means that each attribute needs one map.

5. Set user-to-group.map as Filename for the map.

   This file is by default in C:\Program Files\OpeniT\Core\Configuration\ for Windows and /var/opt/openit/etc in Unix.

   It is not advisable to edit this file manually. The mapping module will overwrite any manual updates made to this file.

6. Choose Yes to use history.

7. Click Save. A list of sources will be shown.

   

   New Map Details
   
   

8. If the mapping type is virtual or license-single, select at least one (1) value for Key(s) and one (1) value for Include.

   If the mapping type is license-multi, select at least one (1) value for Key(s) and Include (the selection will be checkboxes).

   If multiple mapping sources are selected, multiple tables with source fields corresponding to each selected mapping source will also be displayed on the interface.

   If no value is selected for Key(s) or Include, an error will be prompted.

   If the mapping file is virtual, you can include new maps in the web interface directly.

9. Click Save.

   

   New Map Field Selection
   
   

# Editing a Mapping File

1. Go to Administration > Mapping > Maps.

2. Click the name of the map to edit.

3. Make the necessary updates to the map.

4. Click Save.

# Deleting Mapping Files

1. Go to Administration > Mapping > Maps.

2. Tick the checkbox corresponding the map(s) to delete.

3. Click Delete.

4. Click OK on the pop-up window.

   

   Deleting Mapping Files
   
   

# Configuring a Mapping Overlay

Configure the overlay to tailor the user details shown in the License Monitor.

This tab is only accessible if a mapping is configured under Maps and if the mapping files are updated.

Follow these steps to configure the overlay:

1. Go to Administration > Mapping > Overlay.

2. Select configuration file.

3. The overlay will appear on the interface. Select the field to display on the overlay.

4. Click the green plus icon to add field(s), meanwhile, click the red minus icon to delete field(s).

5. Click the pencil icon to edit the field label.

6. Click the up or down icon to change the arrangement of the fields.

7. Click Save.

8. Click OK on the pop-up.

   

   Configuring a Mapping Overlay
   
   

# Editing a Mapping Overlay

1. Select the overlay to edit from the drop-down.

2. Make the necessary updates to the overlay.

3. Click Save.