ZCS Administrator Guide 7.2.1
ZCS Administrator Guide 7.2.1
Open Source Edition


Managing User Accounts > Configuring Many Accounts at Once

Configuring Many Accounts at Once
In the administrator’s console, the Account Migration Wizard guides you through provisioning multiple accounts and importing account data from the external directory for those accounts.
The Migration Wizard is used to provision accounts and import user's email messages from the following types of servers:
*
*
*
*
The Account Migration>Provisioning tasks tab content pane lists the migrations that have been performed.
The Migration Wizard is used for the following:
*
*
Provisioning Multiple Accounts and Migrating Account Data
The steps in this section show you how to provision multiple accounts and migrate account data.
1.
Select Tools>Account Migration.
2.
On the Provisioning tasks tab, select Migration Wizard. The Data import dialog displays.
3.
Select the Type of mail server that accounts and data are migrating from.
4.
If you are migrating accounts, set Would you like to import account records to Yes.
If the account’s data is being imported now, set Would you like to import mail to Yes.
If you already migrated the accounts, but did not import the account data and now want to do so, set Would you like to import account records to No and set Would you like to import mail to Yes. See Importing Account Data.
5.
Depending on the type of mail server you selected in Step 3, you can either create an XML file with the migrating account data or specify how account information is imported:
If you selected MS Exchange Server as the type of server accounts are migrating from, you create an .xml file with the migrating accounts data. You select the data migration options and Active Directory logon information. This information is used to create an .xml file from the data on the Active Directory. After the. xml file is created, use the Zimbra Migration Wizard one-step process to migrate the accounts and data. See Creating an XML File for Account Provisioning and Migration.
If you selected a server other than MS Exchange Server you can specify how account information will be imported:
After the accounts are provisioned, you import the account data. You can select specific accounts or select an XML file with a list of accounts. See the next section, Importing Account Data.
Importing Account Data
On the Import options dialog, you can specify the list of accounts whose mail you want to import by either selecting the accounts to import data, or by using an XML file to import data.
Selecting specific accounts to import data
 
1.
Select Select accounts to import to go to a list of accounts that have been provisioned. Select the accounts that should have their data imported.
2.
Enter the information necessary to connect to the exporting server's IMAP, this includes the IMAP host name, port and administrator login information.
3.
Review the data import options and click Next. The data import task starts.
Using an XML file to import data
 
1.
Select Upload list of accounts in XML format to upload the .xml file you created. See the Zimbra Migration Wizard for Microsoft Exchange guide for more information about creating an .xml file.
Note:
Migrating Accounts Directly
These step provisions accounts on the Zimbra server.
1.
On the Overview dialog, select whether to migrate account information from Active Directory (AD); from another LDAP server, or from an XML file.
2.
On the Directory connection dialog,
a.
b.
c.
Enable Automatically create missing domains, so that when an account is imported and the domain they were on is not created already created on ZCS, the domain is automatically created.
If you do not enable this, accounts from domains that do not exist on ZCS are not created. Disabling this option, makes it easy to import accounts from specific domains that have been pre created on ZCS.
d.
LDAP filter. In this field enter the LDAP search filter to run. Here you can define search criteria to collect the type of account information you want to import. The filter in the field (objectClass=organizationalPerson), is set to gather account information, including email address, individual first, middle, last names, postal and phone information if it is available. You can change the filter.
After you complete this dialog, click Next.
3.
Set either
Generate a random password for each account. If the wizard generates random passwords for each account, you must download the .csv file that is created as this file lists the passwords that were created. You need to give the password information to each user.
or
Check Require users to change the password after first login.
4.
Set the Length of generated password. The default is 8 characters. The password can be from 6 to 64 characters.
5.
6.
Click Next.
The Migration Wizard connects to the directory server and generates a report showing the number of domains found; number of accounts found on the server and how many of those accounts are already created on ZCS. This dialog also shows the password options you configured.
7.
Click Next. The accounts are provisioned on the ZCS server.
A Provision Accounts dialog displays the number of accounts imported and number of accounts that failed to be imported. A .csv file is created with the list of all provisioned accounts. This list includes the password information for each account.
8.
Download the .csv file that lists the provisioned accounts and their passwords. The .csv file is deleted when you close the wizard.
When this is complete, the wizard generates a .csv file with a list of new accounts. Download this file for future reference. Choose a secure location to store the file as it may contain password information for the user accounts you provision. If you do not download the file, you cannot access the report later.
Creating an XML File for Account Provisioning and Migration
Zimbra’s migration tools can be used to import users’ email messages, calendars, contacts, and task lists from an existing Microsoft Exchange server to the Zimbra server. When the user’s files are migrated, the folder hierarchy is maintained.
Migrating accounts to Zimbra is a two step process.
*
Step 1 is to run the migration tool to create a .xml file with the migrating accounts data.
*
Step 2 is to run the Zimbra Migration Wizard for Exchange one-step migration option which uses the .xml file data to create accounts and import account content. See the Zimbra Migration Wizard for Microsoft Exchange guide on the Zimbra website for detailed information about the one-step migration process.
Before you begin, identify the MAPI profile to use to log into the Exchange server. You enter this MAPI profile information in Step 2.
Creating the XML File
1.
Set either
Generate a random password for each account. If the wizard generates random passwords for each account, you must download the .csv file that is created, as this file lists the passwords that were created. You give this password information to each user.
or
Use the same password for all new accounts. Enter the password to use and confirm the password.
Check Require users to change the password after first login.
Length of generated password. The default is 8 characters. The password can be from 6 to 64 characters.
Check Create user accounts in ZCS. This creates the account element in the .xml file used to create the account. Uncheck this box if the accounts were already created on ZCS.
Select the items to import the accounts: email messages, contacts, tasks, and calendar.
If some accounts were migrated before, select Ignore previously imported emails so accounts do not have duplicate email messages.
Ignore invalid SSL certificate is checked. If this is not checked and you do not have a commercial certificate installed before you migrate accounts, the Zimbra Migration Wizard for Exchange fails to migrate the accounts because the server certificate is not valid.
2.
On the Mail server information dialog configure the ZCS server and Microsoft Exchange server connection information.
In the Target domain field enter the domain name where accounts are migrated to. This domain should be created on ZCS.
MAPI profile name. This is the MAPI profile you create for use with the Zimbra Migration Wizard to conduct the migration.
Click Next.
3.
On the Active Directory information dialog, enter the following information:
Server Name. The LDAP URL is entered as ldap://ldapdirectory.example.com.
Bind DN and bind password.
LDAP filter. In this field enter the LDAP search filter to run. Here you can define search criteria to collect the type of account information you want to import. The filter in the field (objectClass=organizationalPerson), is set to gather account information, including email address, individual first, middle, last names, postal and phone information if it is available. You can change the filter.
LDAP search base is used to configure what subsection of the LDAP forest to search.
After you complete this dialog, click Next. The migration wizard connects to the Exchange server.
4.
The next page shows the migration options you have configured. If the information is correct, click Next. If you need to fix any of the options, click Previous.
When you click Next, the .xml file is created.
5.
Click Download XML file for MS Exchange migration utility and save the file to a folder on the computer. IMPORTANT: The .xml file is not available after you close the migration tool. If you do not download the .xml file, you will need to rerun the migration tool again to create a new .xml file.
6.
Click Download MS Exchange migration utility to download the Zimbra Migration Wizard for Exchange executable file.
You can run the Zimbra Migration Wizard for Exchange executable file at any time. The Zimbra Migration Wizard one-step migration makes it easy to create accounts and import the content you selected for those accounts.
Note:
See the Zimbra Migration Wizard for Microsoft Exchange guide for information about the migration wizard's one-step migration process.
Copyright © 2012 VMware Inc.