Sales Creatio, team edition
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Connecting LDAP elements to bpm’online users and roles

Before synchronizing bpm’online users, a number of operations must be performed:

connect bpm’online organizational roles to the LDAP user groups;

connect bpm’online users to the LDAP users;

To connect an organizational structure element to the LDAP group, specify the needed LDAP element on the organizational role page.

To synchronize one of the existing bpm’online users with LDAP, connect that user to the corresponding LDAP user.

To synchronize large numbers of users who have not yet been registered in bpm’online, import these users from the LDAP directory.

Connecting organizational structure elements

1.Open the system designer and click the [Organizational roles] link in the [Users and administration] block.

2.Select an element to link with an LDAP group in the organizational role tree.

3.On the organizational role page:

a.Go to the [Users] tab.

b.Select the [Synchronize with LDAP] checkbox.

c.In the [LDAP element] field, select the LDAP group that will be synchronized with the current element.

4.Save settings.

Connecting a bpm’online user to an LDAP user:

1.Open the system designer and click the [Organizational roles] link in the [Users and administration] block.

2.In the organizational role tree, select an element where the needed user is located.

3.On the organizational structure element page, go to the [Users] tab and open the user page.

4.On the [General information] tab, select the [LDAP authentication] option.

5.In the [Login] field, select the needed LDAP user.

6.Save settings.

As a result, the selected bpm’online user will be connected with the LDAP user and will be able to log in to the system, using the login and password stored in the LDAP directory (i.e. domain login and password).

Importing new users from LDAP

1.Open the system designer and click the [Organizational roles] link in the [Users and administration] block.

2.In the organizational role tree, select an element where the LDAP users will be imported.

Note

Before importing users, connect all necessary bpm’online organizational structure elements to the corresponding groups in the LDAP directory.

3.Click the [Save] button.

4.Select the [Synchronize with LDAP] option in the section menu. Once the synchronization is complete, all users from the LDAP server group will be imported to the selected organizational group.

As a result, the contacts will be created for the selected LDAP users and bpm’online users will be connected to them. New user accounts will be automatically added to the selected organizational structure element. At the same time, the fields in the contact page will be filled in with values of different attributes, specified during the synchronization setup.

Attention

The list of LDAP user displays all the users, regardless of whether they are included in the LDAP element that is connected to the organizational structure or not.
When synchronizing with LDAP, only those users who are included in the LDAP element that is connected to the organizational structure will be synchronized.

Note

When the LDAP user is connected to a bpm’online user account, the corresponding user will be automatically licensed.

See also

LDAP integration setup

LDAP synchronization

LDAP FAQ

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