Storing directory server credentials in Marketing Platform

If your directory server does not allow anonymous access, you must configure an HCL® Marketing Software user account to hold the user name and password of a directory server user, as described in the following procedure.

Procedure

  1. Log in to HCL Marketing Software as a user with Admin access.
  2. Select or create an HCL Marketing Software user account to hold the directory server credentials of an LDAP user with read access over all of the user and group information in the LDAP server. Follow these guidelines.
    • In a later step, you will set the value of the HCL Marketing Platform user for LDAP credentials configuration property to the user name for this HCL Marketing Software user account. The default value of this property is asm_admin, a user that exists in every new Marketing Platform installation. You can use the asm_adminaccount to hold the directory server credentials.
    • The user name of this HCL Marketing Software user account must not match the user name of any directory server user.
  3. Add a data source for this HCL Marketing Software user account to store the credentials that Marketing Platform uses to connect with the LDAP server. Follow these guidelines.
    Table 1. Data source fields for storing credentials
    Field Guideline
    Data Source Name You can enter any name, but note that in a later step, the value of the Data source for LDAP credentials configuration property must match the data source name you use. To match the default value of this property so that you do not have to set the value, name your data source LDAPServer.
    Data Source Login Enter the Distinguished Name (DN) of the administrative user with read access over all of the directory server user and group information that will be synchronized with HCL Marketing Software. The DN resembles the following:

    uidcn=user1,ou=someGroup,dc=systemName,dc=com

    Alternatively, you can use the root user account that has access to all groups on your LDAP server. The default root user and how to specify this user for the supported directory servers are as follows.

    • The root user for Active Directory Server is Administrator. You can specify this user as follows.

      domain\ldap_admin_username

    • The root user for Oracle Directory Server is Directory Manager. You can specify this user as follows.

      cn=Directory Manager

    • The root user for IBM Security Directory Server is root. You can specify this user as follows.

      cn=root
    Data Source Password Enter the password of the administrative user whose login name you entered in the Data Source Login field.