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Directory Connection - Setup Overview

Integrating with Active Directory / LDAP server allows Password Server to use the same users and security groups that your organization is already familiar with, and has previously configured in your User Directory.

Summary: This integration is powerful and allows new users to have password access, based on existing security groups, at the time they first sign-in.

Administrators will configure who can login to Password Server, by simply setting up a LDAP/AD Security Group for Password Server Users. Then when any of these users attempt to login, all of the following items can happen automatically:

  • Their user credentials are verified on the AD/LDAP server
  • Their account gets created in Password Server
  • Their roles in Password Server are synced with the same security groups from AD/LDAP,
  • The user has access to only the passwords they need.

Here is a basic overview of setting up a connection to your Active Directory / LDAP directory.

Step 1: Create a Directory Connection

  • Add a User Directory connection
    • Configure the connection user
    • Configure the options
    • Configure the scope of the connection
      • Option A) Set the Base Distinguished Name
      • Option B) Filter on Group Membership
      • (Optionally) Set the User Relative & Group Relative DN's
    • Click "Test the connection" button

Step 2: Import the Security Groups

  • Import the Security Groups you wish to bring into Password Server, which can be given access to folders/entries. Note: that by filtering by Group Membership can simplify finding roles.
    • Importing Groups
      • Groups will be imported as "Roles"
    • Import Options
      • Also Assign Roles - users are auto-assigned Roles based on their existing security group membership
      • Auto-import - no manual import of users required

Step 3: Import the Users