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Checklists for Setting up LDAP in Various Use Cases > New Web and/or email customers
New Web and/or email customers
For new web and/or email customers, see the following:
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Synchronizing users/groups with a single Web policy and exceptions
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In the cloud manager, set up a contact with Directory Synchronization permissions. (See Set up authentication.) This will be the username/logon used for the Directory Synchronization Client to log onto the portal.
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During a slow period, select Replace on the client. Data is synchronized to the cloud manager. Note the number of additions.This is visible in the Synchronization page and also from the notification email messages.
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Log onto the cloud manager. Using Account > End Users, check that users' policies and groups are as expected. Check the groups list to ensure as expected. (See View and manage user data.)
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Synchronizing users/groups with more than one policy, and planning to manage policy assignment through an LDAP directory
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Plan the cloud data structure: users and groups (See Groups), policies (See Defining Web Policies) and exceptions. (See Exceptions.) Create an extra policy or policies as required.
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In the cloud manager, set up a contact with Directory Synchronization permissions. (See Set up authentication.) This will be the username/logon used for the Directory Synchronization Client logs into the cloud manager.
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During a slow period, select Replace on the client. Data is synchronized to the cloud manager. Note the number of additions. This is visible in the Synchronization page and also from the notification email messages.
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Log onto the cloud manager. Using Account > End Users, check that users' policies and groups are as expected. Check the groups list to ensure as expected. (See View and manage user data.)
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Return to the Account > End Users page and check that users are in the correct policies.
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Checklists for Setting up LDAP in Various Use Cases > New Web and/or email customers
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