Setting Connection Information

On the Set Connection Information tab (see the following illustration), perform the following steps to configure an LDAP directory:

1.

Enter the LDAP Server host name.

2.

In the Port Number field, enter the TCP port number that is required to connect to the hostname. This must be a valid numeric value greater than 1. The default value is 389, used for all LDAP servers.

3.

In the Distinguished Name field, enter the name that is used to authenticate the connection to the LDAP server.

4.

In the Password field, enter the password associated with the distinguished name.

5.

If you are using the Microsoft Active Directory LDAP server, click the toggle switch to enable this option.

6.

Select a Directory Information Tree or DIT. A Directory Information Tree, as its name implies, is LDAP or IPE directory information represented in a hierarchical tree structure. If you want to obtain user data from the iProcess Engine database, select IPE, in which case LDAP syncing is disabled. Alternately if you want to obtain user data from the LDAP directory, select LDAP, in which case LDAP syncing is enabled.

7.

If you want the value of an LDAP <GROUPUSERS> directory attribute to be read as a list of iProcess user names, select Member List. Alternately if you want the value of the LDAP <GROUPUSERS> directory to be read as a list of LDAP Distinguished Names (DN), select LDAP DN.

8.

Click the UTF-8 toggle switch if you want to enable this option. This defines whether attribute values are translated from UTF-8 format to the iProcess Engine’s locale when they are downloaded from the LDAP server.

9.

Click the Enable SSL toggle switch if you want to secure LDAP communication by using an SSL tunnel.

10.

If you enable SSL, a field is displayed where you must specify the path to the SSL certificate.

11.

Click Save.

12.

To test if the LDAP connection works, click Test Connection. On a successful connection, a message "Test Connection Succeeded" is displayed. However, if the connection is not successful, review the connection information and try again.