Directory Connection - Setup Overview

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Comparing version 18:18, 28 Jan 2019 by CalebMathison with version 16:46, 4 Feb 2019 by CalebMathison.

Integrating with Active Directory / LDAP server allows using the same user management structures as your organization has already configured in those user directories.

This integration is powerful as it allows you to setup a security group for Password Sever access, and when your users attempt to login their account can be automatically created, synced to the right security permissions, with access to the passwords they need.

Here is a basic overview of setting up a connnection to your Active Directory / LDAP directory.

Step 1: Create a Directory Connection

  • Add a User Directory connection
    • Configure the connection user
    • Configure the options
    • Configure the scope of the connection
      • Option A) Set the Base Distinguished Name
      • Option B) Filter on Group Membership
      • (Optionally) Set the User Relative & Group Relative DN's
    • Click "Test the connection" button (v7.9.0+)

Step 2: Import the Security Groups

  • Import the Security Groups you wish to bring into Password Server, which can be given access to folders/entries. Note: that by filtering by Group Membership can simplify finding roles.
    • 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

Version from 18:18, 28 Jan 2019

This revision modified by CalebMathison (Ban)

Here is a basic overview of setting up a connnection to your Active Directory / LDAP directory.

Step 1: Create a Directory Connection

  • Add a User Directory connection
    • Configure the connection user
    • Configure the options
    • Configure the scope of the connection
      • Option A) Set the Base Distinguished Name
      • Option B) Filter on Group Membership
      • (Optionally) Set the User Relative & Group Relative DN's
    • Click "Test the connection" button (v7.9.0+)

Step 2: Import the Security Groups

  • Import the Security Groups you wish to bring into Password Server, which can be given access to folders/entries. Note: that by filtering by Group Membership can simplify finding roles.
    • 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

Version as of 16:46, 4 Feb 2019

This revision modified by CalebMathison (Ban)

Integrating with Active Directory / LDAP server allows using the same user management structures as your organization has already configured in those user directories.

This integration is powerful as it allows you to setup a security group for Password Sever access, and when your users attempt to login their account can be automatically created, synced to the right security permissions, with access to the passwords they need.

Here is a basic overview of setting up a connnection to your Active Directory / LDAP directory.

Step 1: Create a Directory Connection

  • Add a User Directory connection
    • Configure the connection user
    • Configure the options
    • Configure the scope of the connection
      • Option A) Set the Base Distinguished Name
      • Option B) Filter on Group Membership
      • (Optionally) Set the User Relative & Group Relative DN's
    • Click "Test the connection" button (v7.9.0+)

Step 2: Import the Security Groups

  • Import the Security Groups you wish to bring into Password Server, which can be given access to folders/entries. Note: that by filtering by Group Membership can simplify finding roles.
    • 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