Directory Connection - Setup Overview

Step 1: Create a Directory Connection

• Add a User Directory connection
  
  • Configure the connection user
  • Configure the options
  • Configure the scope of the connection - the UO's and Groups that will be included
    
    • Set the Base Distinguished Name
    • (Optionally) Set the User Relative & Group Relative DN's

  • Click "Test the connection" button (v7.9.0+)

Step 2: Import the Security Groups

Next import the security groups which will help in assigning permissions.

• Importing Groups
  • Groups will be imported as "Roles"
• Import Options
  
  • Also Assign Roles - users are auto-assigned Roles based on their existing security group membership
  • Auto-import - no manual import of users required

Step 3: Import the Users

Next import only the users required in your Password Server

• Importing Users

Step 4: (Optional) Setup a Password Server Security Group

• Create a AD/LDAP Security Group for your Password Server users
  • Setup a AD Security Group for solely for Password Server users
  • Add the users who will have access to this group
  • Use the Security Group (mentioned in step 1) by setting up an Advanced User Filter on the directory connection

  • Click "Test the connection" button (v7.9.0+)