Configuration process roadmap: LDAP integration

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

Table 1. Configuration process roadmap: LDAP integration
Topic Information
Obtaining required information Obtain information about your LDAP server, which is needed 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 LDAP 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.
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 groups are synchronizing properly.
Setting the security mode to LDAP Set the security mode values on the Configuration page.
Restarting the web application server This step is required to ensure that all of your changes are applied.
Testing login as an LDAP user Verify that you can log in to HCL Marketing Software as an LDAP user.