Create Synchronization Settings

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Create Synchronization Settings

Login to GSMS portal using valid login credentials.

Navigate to Company Setup in the left navigation panel.

Select Synchronisation > Synchronisation Summary.

 

 

 

If Sync-settings are already configured, this page will display them as summary. Now let’s create a Sync item using LDAP (Active Directory) Plug-in.

 

 

You should be in Company Setup > Synchronisation > Synchronisation Summary page as explained in section above.

 

Click on New button.

New Synchronisation page will appear as shown below:

 

 

 

Enter fields as described below:

 

Parameter

Description

Enable Directory Sync

Optional, Enable or disable the defined sync settings based on needs.

Name

Mandatory, Enter a unique name for sync settings.

Protocol

Mandatory, Options:

 

FTP

FTPS

SFTP

LDAP

Select any of the above protocol that will be utilized while running LDAP queries from the remote server.

If LDAP is selected, extra settings appear on the screen that is addressed in next step.

Host

Mandatory, Enter host address.

Port

Mandatory, Enter the port for connecting to Active Directory Plugin server.

Username

Mandatory, Enter the credentials for authenticating against the Active Directory Server. For example “dc=admin, dc=com”.

Password

Mandatory, Enter the credentials for authenticating against the Active Directory Server

FTP File Name

Mandatory if selection or protocol is FTP, FTPS, SFTP. Enter the filename along with the path to be retrieved for AD-Plugin Sync.

LDAP Base Distinguished Name

Mandatory, Base DN defines the starting point or the absolute point of the LDAP tree for each search. For example “dc=admin, dc=com”.

LDAP Attributes

Mandatory, Enter the attributes to be returned as response to query results. This should be a comma-separated list of fields in the order of expected retrieval.

Retrieval Frequency

Mandatory, Select frequency for data retrieval. Options:

 

Daily

Weekday

Weekend

Weekly

Fortnightly

Monthly

 

Start Date

Mandatory, Start date for file retrieval & LDAP sync. Format DD/MM/YY.

Start Time

Mandatory, Start time for file retrieval & LDAP sync. Format HH:MM.

Description

Optional, Enter a description of the sync settings.

 

If users select LDAP as a protocol in the Sync settings, additional fields appear on the screen. Below is the description of those fields.

 

 

Parameter

Description

LDAP Encryption

Select preferred encryption from the dropdown menu. Options:

 

Plain Text

SSL

TLS

LDAP Authentication

Select authentication mechanism for LDAP. Currently, supported option is Simple.

LDAP Query

Enter a query to filter the search results and retrieve selective information. Table 1.1 provides more explanation and hints in order to help users set the data.

 

Click Save.

Once you have filled in all the fields with the help of above parameter table, the Synchronisation Information will look similar to the below screen:

 

 

As soon as Sync-information is created, a Test Connection button appears on the screen.

 

Click on Test Connection to verify the LDAP (Active Directory) Plug-in sync settings. Return of first 10 DN entries indicates a successful connection. In case of errors, please attempt again. Clicking the Test Connection is only to verify the connection and does not trigger the sync-mechanism so it can be attempted multiple times if needed.

 

Now, we have successfully configured LDAP (Active Directory) Plug-in sync settings. Next step is to enable the sync at Customer-level.