Using a corporate directory to specify Experience Portal users

Last Updated : Sep 27, 2021 |
Prolog information
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With creating user accounts through the EPM, you can also establish a link between Experience Portal and a corporate directory using Lightweight Directory Access Protocol (LDAP).
The first-time users in the directory log in to the EPM. Experience Portal verifies the permissions users must have based on their directory settings. Experience Portal then creates a temporary account for those users with the appropriate user roles.
Important:
If an account with the same user name exists on the EPM and the corporate directory, Experience Portal uses the permissions specified on the EPM account regardless of the directory settings.
Before you begin
Consult your corporate directory administrator to determine the following:
  • The LDAP settings you need to use to establish a connection to the corporate directory.
  • The directory structure to enter the appropriate search filters and paths.
  1. In your corporate directory, add an attribute to each record that specifies the Experience Portal permissions that the user must have.
    ADDITIONAL INFORMATION:
    This attribute can specify the exact roles or be a custom group map name whose permissions you set within Experience Portal.
  2. Log on to the EPM web interface by using an account with the User Manager role.
  3. On the EPM main menu, click User ManagementUsers.
  4. On the Login Options page, in the LDAP Settings group, enter appropriate information in the fields.
  5. Click Save.
  6. Verify that the connection is properly established by logging on to the EPM using one of the user names associated with an authorized Experience Portal group in the corporate directory.