Enabling Active Directory

The Active Directory tool allows users to log in to Personify using their network credentials, so once you log in to your PC, you can automatically log into Personify without having to re-enter credentials. Once Active Directory functionality is enabled, Personify administrators can create new Personify accounts by specifying a user’s network username.

Note.pngActive directory can only be set up for newly created users.

The USER_ID column has a maximum length of 20 characters and is generated based on the first character of the user’s first name and up to 19 characters of the user’s last name. Considering the User ID is <DomainName>\<User ID> when using Active Directory, the User ID will be truncated if you have a long Domain Name. As of the 7.2.3 release, however, the authentication is based on the Network ID, which has a maximum length of 256 characters (although Active Directory currently only supports 150 characters). Details on the Microsoft Active Directory naming conventions and field limits are available at:

http://support.microsoft.com/kb/909264.

Note.pngThis tool is not for hosting services.

The Active Directory username and password logs users into the application, but the Personify security groups provide access to personas, screens, and access-points. Active Directory manages authentication, whereas the Personify Security subsystem manages authorization and more robust security options than Active Directory security.

Note.pngIf the user's password contains a pipe ( | ) character, the system will display a message that the network credentials are incorrect. Please remove the pipe character from the user's password to continue.

To enable Active Directory:

1.    You must enable Active Directory in the Config.xml file on the client-side before deploying to the workstations. Set the EnableActiveDirectoryIntegration value to “True.” For example:

<Item Name="UserInterface"

SplashScreen="False"

ApplicationHostType="MDIMain"

StartupCommand="file://./HTMLPages\startscreen5.html"

ConfigFolder="Config"

DefaultRole="CallCenterRep"

AdvancedThemes="True"

DefaultTheme="TIMSS_Default.isl"

CustomerProfileURL="http://YourClientWebSite/CustomerProfile/Main.aspx"

RememberPassword="True"
RememberUserId="True"

EnableActiveDirectoryIntegration="True"

/>

Note.pngIn order for Personify to pick up the new password when users change their network credentials password, the RememberPassword and RememberUserId values must be set to "True" in the Config.xml file, as shown above.

2.    Create a new user account and check the Is Network Account? checkbox.
See Defining Personify Users for more information.

Note.pngYou cannot convert an existing user account to Active Directory (the checkbox is disabled for existing user accounts). You must create a new user account.

3.    When the user logs in, the option will display to use the Active Directory credentials.

Note.pngThe username must contain the domain name and it must match the Active Directory username.