Creating a New Directory Service Connection
Workflow Manager 2020 / AdminStudio Enterprise Server 2020
Directory services connections are used to import accounts into Workflow Manager / AdminStudio Enterprise Server, so as to authenticate Active Directory or eDirectory account-holders logging into Workflow Manager / AdminStudio Enterprise Server.
You can choose to have a directory service listed in the Domain list on the Workflow Manager / AdminStudio Enterprise Server login page. This enables people with accounts in the directory service to login to Workflow Manager / AdminStudio Enterprise Server using their enterprise network credentials
To add a Directory Service connection:
| 1. | On the Settings menu, click Directory Services. The Directory Services Administration page opens. |
| 2. | Click Add. The Add Directory Service Connection page opens. |
| 3. | Enter the relevant connection details. See Add Directory Service Connection Page for more information. |
| 4. | Click the Test Connection button to ensure the settings you entered can be used to successfully connect to this directory service. |
| 5. | Click Sync button to update the Display Name of Active Directory users under Accounts & Groups grid and Open Issues and Request Assignments sections under Dashboard. |
Upon clicking on Sync button, Existing Active Directory usernames will be updated to Display Names on the Dashboard and in the Display Name column of the Accounts Administration page when the catalogs upgraded from previous releases.
When you upgrade catalog from previous releases, Account name column in the Account Administration page would be in the column chooser, so it needs to be dragged and placed into the grid.
| 6. | Once your connection is successful, do one of the following: |
| • | Click Save to save your new connection and return to the Directory Services Administration page |
| • | Click Update and Import (User/Group) to save your new connection and open the Directory Services Import page, where you can immediately import an account for your connection. See Importing Directory Services Accounts and Groups for more information. |
See Also
Viewing or Changing an Existing Directory Service Connection