Integration with Directory Services Workflow

Complete the following procedures to configure the integration between CSM and a Directory Service. Most configuration procedures are completed in CSM Administrator.

Note: CSM provides an OOTB Directory Service with example settings selected. Use the Directory Services Worksheet to have the necessary values specific to an organization ready for configuration.

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 is only available for LDAP connections.

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

Configuring Customers and Users

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