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Populate the Address Book

A FootPrints Address Book can be populated with user contact data in a variety of ways:

• By Agents—Contact information can be entered manually by Agents and Administrators in Address Book, or on the "Create Issue" screen.
• By Customers—Customers can enter their own contact information the first time they submit a Request to the system via the Customer Self-Service web interface.
• Imported—Contacts can be imported from a comma-delimited file (see Import Address Book Contact Data).
• Dynamically—Contact data can be retrieved dynamically from an external database that is either LDAP–compliant or SQL–based using the FootPrints Dynamic LDAP Address Book Link or the FootPrints Dynamic SQL Address Book link (available as add–on modules).

The FootPrints Dynamic Address Book Link feature retrieves contact data dynamically from any LDAP-compliant contact database for the Address Book (such as Active Directory. LDAP is the standard Internet directory protocol. Examples of an LDAP-compliant database include Microsoft Active Directory, Sun ONE Directory Server, and Novell Directory Services.

The FootPrints Dynamic SQL Address Book Link feature retrieves contact data dynamically from supported contact databases for the Address Book via ODBC or via Perl DBI. FootPrints harnesses the power of ODBC by providing access to existing ODBC-compliant contact data without requiring that the records be loaded into a separate FootPrints Address Book. The supported ODBC-compliant databases include Oracle, SQL Server, Access, MySQL, DB2, PostgreSQL and Sybase. These are potentially all available on Windows installations, so long as an appropriate driver and System DSN are configured on the machine. For Unix installations, the appropriate DBD must be built on the FootPrints server to access that particular database type.

Import Address Book Contact Data

You will need to perform the following tasks:

• Create the Address Book Data File in FootPrints
• Load External Data into the Address Book

Create Dynamic Address Book Link

• Select an LDAP Directory or Dynamic SQL Address Book to be used instead of the default Address Book.
• If you are using the Dynamic SQL Address Book Link, configure the DSN if on Windows or install an appropriate DBD if on Unix. Instructions are available in the online help and the FootPrints Reference Manual.
• If you are using the Dynamic LDAP Address Book Link, configure the link based on the Active Directory structure that has been set up for your system.
• Perform LDAP Address Book Field Mapping or Dynamic SQL field mapping.
• Set up additional fields that will be used in your workspace.

Once you have completed the steps in Create the Address Book Data File and Load External Data into the Address Book, continue with Perform Global Administration.

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