Configuration process checklist (Active Directory integration)

Integrating IBM® EMM with Windows™ Active Directory is a multi-step process. The following procedure provides an overview of the process, which is described in detail elsewhere in this guide.

1.	Obtain required information

Obtain information about your Windows™ Active Directory server, which is needed for integration with IBM® EMM.

2.	Plan group membership and mapping

If you are using group based synchronization, identify or create the groups in the Marketing Platform to which you will map your Active Directory groups.

3.	Store directory server credentials in the Marketing Platform

If your directory server does not allow anonymous access (the most common configuration), configure an IBM® EMM user account to hold a directory server administrator user name and password.

4.	Configure integration in IBM EMM

Configure the Marketing Platform for integration by setting values on the Configuration page.

5.	Test synchronization

Verify that users are imported as expected, and if you are using group based synchronization, verify that users and groups are synchronizing properly.

6.	Set up an Active Directory user with PlatformAdminRole permissions

Set up administrator access to the Marketing Platform, required when Windows™ integrated login is enabled.

7.	Set security mode to Windows Integrated Login

Set the security mode values on the Configuration page.

8.	Assign roles to mapped groups

If you are using group based synchronization, implement your planned group application access.

9.	Restart the web application server

This step is required to ensure that all of your changes are applied.

10.	Test login as an Active Directory user

Verify that you can log in to IBM® EMM as an Active Directory user.