1. Connect to the database as IKB
2. Call the GET_GROUP_INSTALL_BASE and GET_SUBSCRIBER_BASE functions in the WWSEC_OID package in the PORTAL schema:

   select portal.wwsec_oid.get_group_install_base from dual;
   select 'cn=Users,' || portal.wwsec_oid.get_subscriber_base from dual;
   

   Sample output:

   GET_GROUP_INSTALL_BASE
   ------------------------------------------------------------
   cn=portal.080916.233623.703000000,cn=groups,dc=disney,dc=com
   
   'CN=USERS,'||PORTAL.WWSEC_OID.GET_SUBSCRIBER_BASE
   -------------------------------------------------
   cn=Users,dc=disney,dc=com
   

1. Check that External Key is set for groups in iKnowBase:

2. Check that External Key is set for dimension "Organization" (e.g. IKB_DIM_ORG) in iKnowBase
3. Check that External Key is set for dimension "Organization > xNet Departement" (e.g. IKB_DIM_ORG_XNET) in iKnowBase
4. Check that External Key is set for attribute "iKB Email" (e.g. IKB_EMAIL) in iKnowBase

5. Optional: Add Attribute First Name with External Key FIRST_NAME in iKnowBase
6. Optional: Add Attribute Last Name with External Key LAST_NAME in iKnowBase

7. Go to iKnowBase Development Desktop

8. Click LDAP profiles

9. Click on the name of the existing LDAP profile (e.g. "Profile for iKnowBase 5.4")
   • Profilename: OID
   • Server name: server.company.com
   • Server port: 389 (already entered)
   • Administrator: cn=orcladmin (already entered)
   • Password: welcome1
   • Group level (top): Enter the SYNC_OID_PORTAL_GROUP value (see "Finding OID Parameters"), e.g. cn=portal.080916.233623.703000000,cn=Groups,dc=disney,dc=com
   • User-searchfilter: Enter objectclass=*
   • User level (top): Enter the SYNC_OID_USER_BASE value (see "Finding OID Parameters"), e.g. cn=Users,dc=disney,dc=com

10. Click OK

11. Click Advanced OID synchronizing

12. Click Create new synchronization profile
    • Profilename: OID
    • LDAP-profile: Select OID from the dropdown list
    • Check the "Sync. all groups" field
    • Top dimension (Person): Select xNet Department
    • Top dimension (Organization): Select Organization
    • Dimension type (Person): Select iKB Person
    • Dimension type (Organization): Select iKB Department
    • Default access group: Select Open after approval
    • Default iKB group: Select IKB_XNET_USERS
    • Information type (Person Card): Select iKB Person Profile
    • Information type (Organization Card): Select iKB Organization Card

13. Click Apply

14. Attributes tab:
    1. Enter the following attribute mappings for users: Note: If you synchronize users from AD to OID, you can use "displayName" instead of "sn" in the above mapping.

    2. Check the three fields: Create iKB group, Create Portal group, and Create org.card

    3. Enter the following attribute mappings for organizations:

    4. Enter the following optional attribute mappings (all with iKB attribute type=Text and Type=Person):

    5. Click OK and note the ID of the synchronization profile (e.g. 15212)

15. Connect to the database as IKB and run the synchronization, e.g.:

    exec oid_sync.synchronize_users(15212);
    

    As an alternative, schedule a background job using e.g.:

    begin
    	dbms_scheduler.create_job (
    		job_name        => 'OID_SYNC_JOB'
    	,	job_type        => 'PLSQL_BLOCK'
    	,	job_action      => 'BEGIN oid_sync.synchronize_users(15212); END;'
    	,	repeat_interval => 'FREQ=MINUTELY; INTERVAL=5'
    	,	enabled         => true
    	);
    end;
    /
    

    If you need to temporarily disable the background job, use these commands:

    exec dbms_scheduler.disable('OID_SYNC_JOB');
    exec dbms_scheduler.enable('OID_SYNC_JOB');
    

    If you need remove the background job, use this command:

    exec dbms_scheduler.drop_job('OID_SYNC_JOB');
    

16. If you would like to synchronize first name, last name and email, here are two options:
    1. Synchronize all users in the IKB_XNET_USERS group from OID to iKnowBase using
    2. Create a PL/SQL procedure OID_SYNC_CUSTOM.POSTUSERADD using and include it in the "Function that runs post-usersynchronization" field in the configuration above (step 14).

On the server

1. Start SQL*Plus and connect to the IKB schema in the database
2. Update the URL column in the IKB_APPLICATION_URL table with your server name and port, e.g.:

   update ikb_application_url
   set url = replace(url, 'login.demo.iknowbase.com:7778', 'server.company.com:80')
   where instr(url, 'login.demo.iknowbase.com:7778') > 0
   /
   commit;
   

For each user

1. Unzip C:\stage\IKB54\client\iKnowBase-5.4-MSOfficeAddin.zip to a staging area, e.g. C:\temp\IKB_addin

2. Edit C:\temp\IKB_addin\iKnowBaseAddin.reg, replacing "prosjekt10.evita.no:7778" with your server name and port, e.g. "server.company.com:80"

3. Register addin:
   1. Open command window and issue the following commands:

      cd /d C:\temp\IKB_addin
      iKnowBaseAddin.reg
      

   2. OPTIONAL: Use regedit to check if the following keys have been added:
      • HKEY_CURRENT_USER\Software\Microsoft\Office\Word\Addins\iKnowBase.Addin
      • HKEY_CURRENT_USER\Software\Microsoft\Office\Excel\Addins\iKnowBase.Addin
      • HKEY_CURRENT_USER\Software\Microsoft\Office\PowerPoint\Addins\iKnowBase.Addin
      • HKEY_CURRENT_USER\Software\Microsoft\Office\Outlook\Addins\iKnowBase.Addin
      • HKEY_CURRENT_USER\SOFTWARE\iKnowBase\Content Services\iKnowBase.Addin

4. Set security in Internet Explorer:
   1. Select Tools > Internet Options > Security > Trusted Sites > Sites
   2. Uncheck "Require server verification (https:) for all sites in this zone"
   3. Add your server, e.g. http://server.company.com
   4. Click Close
   5. Click Custom Level
   6. Enable "Script ActiveX controls marked safe for scripting"
   7. Enable "Initialize and script ActiveX controls not marked as safe for scripting"
   8. Enable "Run ActiveX controls and plug-ins"
   9. Enable "Download signed ActiveX controls"
   10. Enable "Download unsigned ActiveX controls"
   11. Click OK

5. Set Folder Options in File Explorer:
   1. Select Tools > Folder Options > File Types
   2. Select DOC
   3. Click Advanced
   4. Check "Browse in same window"
   5. Click OK and then Close
   6. Repeat for File Types XLS and PPT

6. OPTIONAL: Set macro security in Word, Excel, PowerPoint and Outlook:
   1. select Tools > Macro > Security
   2. Select Low or Medium

7. Register DLL: Open command window and issue the following commands:

   cd /d C:\temp\IKB_addin
   regsvr32 iKnowBaseAddin.dll
   

Editing an existing document in xNext

1. Click Edit document
2. In the popup window, click the edit icon next to the filename
3. In MS Office (Word, Excel, PowerPoint), use the iKnowBase menu item (next to Help) to save the document back to the server

1. Edit Presentation "xNext: Person Card":
2. Go to Tab Main: Add Attribute Stored Function
3. Go to Tab Style: For new Stored function, set Reference Name to "functionPerson"
4. Go to Tab Advanced: For new Stored function, select package/function "Goto the person profile page" and Select Attribute "Person"
5. Go to Tab Template: Replace "${row.fields.linkPerson.text}" with "${row.fields.functionPerson.text}"