Syncing to LDAP


Prerequisites: Users require site administrator permissions to complete this task.

Use the User Group Configuration Tool view to integrate LDAP user stores. Syncing to LDAP imports membership data used to populate groups in Cartella. All of the contacts for a given company are converted to Cartella users and associated with the appropriate customer group.

Note
Choose whether or not to sync LDAP in the Cartella user interface or in Cartella.config. See Advanced Setup: Syncing to LDAP to configure the LDAP synchronizer via Cartella.config.
Important
Contact your organization's system administrator to obtain LDAP values.
To sync to LDAP:
  1. Log in to Cartella.
  2. Navigate to Settings > Configuration Management > User Group Sync.
  3. Click LDAP to expand the section.

    LDAP Synchronization

  4. Clear or select the Add Seat on Creation checkbox.
    Note
    Selecting this option adds LDAP users to the Cartella seat count on creation.
  5. Enter the following fields in the Connection Info section:
    FieldDescription
    domainLDAP domain.
    serverLDAP server.

    Example: server.domain.com

    userNameLDAP account username.
    passwordLDAP account password.
    distinguishedNameString that uniquely identifies an entry in the Directory Information tree.

    Example: OU=Groups,DC=domain,DC=com

    queryLDAP query that specifies what information you are seeking.

    Example: (&(objectClass=group))

    authenticationTypeType of LDAP authentication.

    Example: Secure

    Note
    Verify the validity of the authentication type for System.DirectoryServices.AuthenticationTypes enum.
    groupUserKeyGroup user key for LDAP. Member name of users for a group record in LDAP. Example: member
  6. Enter the following fields in the Group Mapping Info section:
    FieldDescription
    Name KeyName key for LDAP.

    Example: sAMAccountName

    Group Format StringLDAP group format string.

    Example: ingeniux-{0}

  7. Enter the following fields in the User Mapping Info section:
    FieldDescription
    External ID KeyID of the external key.

    Example: sAMAccountName

    Login Name KeyEmail for the login name key.

    Example: sAMAccountName

    Login Name Format StringFormat string for the login name.

    Example: domain\{0}

    First Name KeyFirst name.

    Example: givenName

    Last Name KeyLast name.

    Example: sn

    Email KeyEmail for LDAP.

    Example: mail

    Phone KeyPhone number.
    Company KeyCompany.
  8. Optional: Enter the following fields in the User Mapping Info section:
    FieldDescription
    Store KeyKey for store.

    Example: homeDirectory

    Cartella KeyKey for Cartella.

    Example: share

    Note
    Click Add Field to add additional Store Key and Cartella Key fields as needed.
    Note
    Click Remove to remove each field set.
  9. Click Save Changes.
    Cartella saves and syncs the LDAP configuration changes.