Provisioning LDAP User Information for the First Time

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To provision LDAP user information for P6 EPPM for the first time:

Caution: Ensure that all users are logged out of P6 EPPM to ensure the Primavera P6 Administrator saves your new settings.

Note: Verify your default global profile; the global profile will be assigned to all provisioned users.

  1. Log into the Primavera P6 Administrator. See About the Primavera P6 Administrator.
  2. From the Authentication tab:
    1. Expand the Authentication folder and ensure that Login Mode is set to NATIVE.
    2. Expand the Database instance folder and ensure that Authentication Mode is set to Native.
    3. Click Save Changes.
  3. Restart the application server instance.

    Note: If you do not restart the application server instance, the Primavera P6 Administrator will restore settings to the previous configuration.

  4. Log into P6 as a user with privileges to create a new user.
  5. Follow the instructions in Creating User Accounts for P6 EPPM to add a new user (in Native mode) that matches an LDAP server user with rights to read the LDAP directory.

    Note: Ensure that you have a P6 user and LDAP user that match.

    1. Assign a global profile that contains privileges to add new users and search the LDAP directory. See Configuring User Access for details.
    2. Assign the appropriate project profiles and module access. See Configuring User Access for details.
  6. Log back into the Primavera P6 Administrator.
  7. From the Authentication tab:
    1. Expand your configuration.
    2. Change Login Mode to LDAP.
    3. Expand Database instance and set Authentication Mode to LDAP.
    4. Expand LDAP Connection Settings[n].
      1. In the Host field, enter the host name of your LDAP server.
      2. In the Port field, enter the port number of your LDAP server.
      3. In the Username field, enter the LDAP user name that has privileges to log into the LDAP server and perform LDAP searches.
      4. In the Password field, enter the password for the user name you entered above.
      5. In the Enable SSL field, choose true if you are using SSL or false if you are not using SSL.
      6. In the Chase Referrals field, choose true to enable chase referrals or false to disable them.
      7. In the Base Directory Node field, enter the base dn string that represents where LDAP tree should search during login or provisioning.

        Example:

        dc=ad, dc=Marketing, dc=CompanyABC, dc=com

      8. In the Preferred Pool Size field, enter the preferred pool size. The default is 10.
      9. In the Maximum Pool Size field, enter the maximum pool size. The default is 20.
      10. In the Connection Timeout (in seconds) field, enter how long (in seconds) the system should try to connect to the LDAP before timing out. The default is 300.
      11. Expand Field Map.

        Note: Except where noted, these settings represent what you will enter for an Oracle Internet Directory (OID) LDAP server and a Microsoft Active Directory.

      12. In the USER_NAME field, enter the LDAP field name that holds the user's login ID.

        Example:

        uid

        or

        samaccountname (for Microsoft Active Directory)

      13. In the EMAIL_ADDR field, enter the LDAP field name that holds the user's email address.

        Example:

        mail

      14. In the ACTUAL_NAME field, enter the LDAP field name that holds the user's full name.

        Example:

        cn

        or

        displayname (for Microsoft Active Directory)

      15. In the OFFICE_PHONE field, enter the LDAP field name that holds the user's phone number.

        Example:

        telephoneNumber

    5. Right-click the LDAP Connection Settings folder and select Test Connection.
    6. Click Save Changes.
  8. Restart the application server instance.

    Note: If you do not restart the application server instance, the Primavera P6 Administrator will restore settings to the previous configuration.

  9. Log into P6 as the new user you created when you were in Native mode.
  10. On the Users page, click the Add icon.
    1. Add users as described in Adding Users in LDAP or SSO Authentication Mode.
    2. If needed, change the configuration settings for the new users. See Configuring User Access.

Tips

Related Topics

Authentication in P6 EPPM

Authentication Modes in P6 EPPM

About the Authentication Tab in the Primavera P6 Administrator



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Last Published Thursday, February 04, 2016

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