Directory Connections
IDMS can connect to active directory to retrieve users that need to be credentialed. The process below provides the steps to configure a directory based connection.
| Step Number | Procedure | Example |
|---|---|---|
| 1 | Authenticate to the IDMS as a system administrator. Once logged in, go to the Administration, System Connections tab. |
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| 2 | While in the System Information page, click "Add a new directory connection". |  |
| 3 | Next, add the following information; DNS Name: This is the IP address of DNS of the active directory that contains the organization's users that will be credentialed. Port: This is the port number of the active directory. User Name: This is the user/service that can log into active directory and perform search queries. Password: This is the password of the user/service that will login and perform queries. Friendly Name: A name that will help describe the directory connection. LDAP Search Path: This is the location of where the users will be searched. LDAP Search Filter: This is the LDAP attribute the IDMS will use to search the directory. For example, if the SN (Last Name) is specified, the IDMS will search the directory by Last Name. LDAP To IDMS Linking Key: Once a user has been entered into the IDMS, the IDMS will search its internal database to locate the user. The LDAP to IDMS Linking key sets the attribute from the directory the IDMS should use to link the identity. For example, if UID is the linking key, the IDMS will locate the user by UID. Sample LDAP to IDMS Linking Key: RedHat Directory: UID ActiveDirectory: samAccountName LDAP Rule Criteria: This value is used when the IDMS needs to retrieve data from the directory for rule validation LDAP Attribute(s) To Be Validated: This configuration allows the operator to specify additional LDAP Attributes to be retrieved from the directory which can then be used for further validation or to assist the operator select the correct applicant for processing.
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| 4 | Once the data is entered, press Save. The system will return to the system information screen showing the new directory. |  |
| 5 | To test the connection, press the Check button. The result will be to the left of the button. |  |
| 6 | If changes need to be made to the directory information, press the Manage button. | |
| 7 | The information can be updated. Once the data has been updated, press Save to complete. | |
| 8 | If the directory information needs to be deleted, press "Delete System". |  |
