Integration with Directory Services Workflow

You can configure the integration between CSM and a directory service. Most configuration procedures are completed in CSM Administrator.

CSM provides a directory service with example settings selected. Use the Directory Services Worksheet to access the required configuration values that are specific to an organization.

Using a directory service with CSM consists of both configuring Users and Customers, as shown in the figure.

Configuring Customers and Users

To configure the LDAP integration:

  1. Configure CSM Directory Service settings
    1. Configure users for Directory Services.
      1. Enable authentication for users
    2. Configure customers for Directory Services.
      1. Enable authentication for customers
  2. Use the Test LDAP tool. This tool is only available for LDAP connections.