Setting up the Active Directory Module
Setup is executed in three distinct phases: Preparation, Configuration and Implementation. The following chart provides an overview of all possible tasks within each of these phases.
|
Preparation è |
Configuration è |
Implementation n |
|
Preparing Active Directory n Enabling the Global Catalog n Establishing organization-based AD Groups/OUs n Establishing server specifications Preparing IssueTrak n Applying the license key n Activating the module and (optionally) Single Sign On n Activating No AD Authentication for configuration users n Activating No AD Authentication for non-AD users n Creating organization records n Defining end user permissions for AD users Preparing optional features and functions ¨ Additional AD attributes ¨ Power and/or advanced user permissions for AD users n Using IssueTrak Groups n Using AD Groups/OUs → Establishing role-based AD Groups/OUs → Creating role-based user templates ¨ End user permissions for non-AD users ¨ Locations n Establishing location-based AD Groups/OUs n Activating Locations and (optionally) Regions n Creating region records n Creating location records ¨ Departments n Establishing department-based AD Groups/OUs n Activating Departments n Creating department records |
Configuring properties of the AD server n Adding server specifications n Mapping user attributes n Mapping organizations n Mapping locations n Mapping departments n Performing a Search Test Configuring additional AD attributes
|
Implementing imports n Performing initial imports/defining scheduled imports n Creating the Windows Scheduled Task for AD scheduled imports Implementing optional features and functions ¨ Power and/or advanced user permissions for AD users n Using individual user records n Using IssueTrak Groups n Using AD Groups/OUs ¨ End user permissions for non-AD users n Updating New Caller default n Updating Self-Registration default ¨ Incoming Email Module-related settings ¨ Single Sign On n Updating Web site settings n Updating Asset Management Module-related settings n Notifying AD users of Single Sign On functionality and browser-related settings ¨ Self Service Password Reset n Activating Self Service and password policies n Notifying AD users of Self Service functionality ¨ Reset List Password Reset n Defining Reset List members n Notifying Reset List members of AD Reset functionality
|
The remainder of this manual describes each task in detail, including determining criteria for tasks relevant only to particular uses of IssueTrak and the Active Directory Module.
Preparation for the Active Directory
Module