Configuration process roadmap: Active Directory integration

Use this configuration process roadmap to scan the tasks required to integrate HCL® Marketing Software with Windows™ Active Directory. The Topic column provides links to the topics that describe the tasks in detail.

Table 1. Configuration process roadmap: Active Directory integration
Topic	Information
Obtaining required information	Obtain information about your Windows Active Directory server, which is required for integration with HCL Marketing Software.
Group membership, mapping, and application access	If you are using group based synchronization, identify or create the groups in Marketing Platform to which you will map your Active Directory groups.
Storing directory server credentials in Marketing Platform	If your directory server does not allow anonymous access (the most common configuration), configure an HCL Marketing Software user account to hold a directory server administrator user name and password.
Setting LDAP login method connection properties in HCL Marketing Software Setting LDAP synchronization properties Setting user attributes map properties Mapping LDAP groups to HCL Marketing Software groups	Configure the Marketing Platform for integration by setting values on the Configuration page.
Testing synchronization	Verify that users are imported as expected, and if you are using group based synchronization, verify that users and groups are synchronizing properly.
Setting up an Active Directory user with PlatformAdminRole permissions	Set up administrator access to Marketing Platform, required when NTLMv2 authentication is enabled.
Setting the security mode to enable NTLMv2 authentication	Set the security mode values on the Configuration page.
Configuring Internet Explorer	Set a custom security level in every instance of Internet Explorer that is used to access HCL Marketing Software. This is required with NTLMv2 authentication, to prevent users from being presented with the HCL Marketing Software login screen.
Restarting the web application server	This step is required to ensure that all of your changes are applied.
Testing login as an Active Directory user	Verify that you can log in to HCL Marketing Software as an Active Directory user.