Quality Center LDAP Guide

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1 Information Services Quality Assurance Quality Center LDAP Guide Version 1.0

2 Lightweight Directory Access Protocol( LDAP) authentication facilitates single sign on by synchronizing Quality Center (QC) user passwords with user passwords set in Active Directory (AD). When a user logs into QC, a connection is acquired with the LDAP server, and the QC username and password is verified against the AD username and password. LDAP Authentication Configuration for Import The purpose of the import is to verify and import Site User credentials. 1. Login to QC Site Administration. 2. Select Site Users tab. 3. Select User Settings icon downarrow to display setting options. 4. Select Authentication Settings. Enter/Verify authentication settings. When LDAP is enabled, the Authentication type button should be set to LDAP. Select the Test Connection button to verify communication with the LDAP server. Once connection is successful, select OK to close the dialogue window. 5. Select LDAP Import Settings. Quality Center LDAP Guide Page 2 of 10

3 Ldap://XXXXX Domain\username XXXXX 6. Enter/Verify LDAP Import settings. 7. Select the Next> button. 8. Select the Advanced Button. The default settings for Import Field Mappings will display. Quality Center LDAP Guide Page 3 of 10

4 9. Delete all field mapping values except the User name. 10. Select Finish. 11. Value the following QC parameters: Quality Center LDAP Guide Page 4 of 10

5 Set LDAP_SEARCH_USER_CRITERIA parameter = username Set LDAP_TIMEOUT parameter = 5. Default is 10 minutes. Set PASSWORD_RESET_DISABLE = Y to disable the password reset option. Set PASSWORD_RESET_UNAVAILABLE_MESSAGE to Password reset is not available with LDAP authentication. Please contact your Quality Center system administrator at ext. Fill in with Administrator s phone extension. Once the authentication type is set in QC Site Administration, the parameters are saved to the QC database. If there are login or LDAP verification issues, and the Authentication type needs to be changed, the database administrator should make the following database changes: In qcsiteadmin_db databse, find the PARAMS table. Look for the record where PARAM_NAME = AUTHENTICATION. Change the PARAM_VALUE to QualityCenter. Look for the records where PARAM_NAME starts with LDAP, and delete all of them except one LDAP_SEARCH_USER_CRITERIA. The QC system Administrator should restart the Quality Center service and test for login. Quality Center LDAP Guide Page 5 of 10

6 New User Import from AD Users are authenticated against AD via LDAP as part of the QC login process, so all QC user logins must have an authenticated domain entry in the QC site users table. Use this only for users that don t exist in QC yet. When an import is done, it replaces existing user profile fields, which may be undesirable. 1. Verify user does not exist in the Quality Center Site User list. 2. Create Active Directory User Report: Logon to Quality Center server Select Start > Command Prompt XXXXX >QualityCenter.csv] to the command line. Exclude brackets when copying the command. The report produces a csv file with username, full name, and domain name. 3. Use the Active Directory User Report to obtain the QC user domain names. The domain name format is: CN=XXX,OU=XXX,OU=XXX,OU=XXX,DC=XXXXX,DC=XXX LDAP LDAP DESCRIPTION TRANSLATION TERMINOLOGY CN common name Username OU organizational unit Department DC domain components Node in the domain tree structure 4. Login to Site Administration 5. Set LDAP Import Settings. Settings can be adjusted to import Username, Fullname, Description, E- mail, and Phone. Username is the minimum requirement. (See page 3 LDAP Import Settings). 6. Select Site Users tab. Quality Center LDAP Guide Page 6 of 10

7 7. Select Import LDAP Users icon. 8. The directory base is not valued. 9. Reference the user s domain name (e.g. CN=XXX,OU=XXX,OU=XXX,OU=XXX,DC=XXX,DC=XXX 10. Select appropriate domain name components. (Check the CN (username) box.) 11. Select the Import button. 12. QC will import fields based on import authentication field settings. When duplicates exist, it will prompt for actions to: Skip record will not be imported Update this will overwrite QC fields with the AD fields used for authentication Rename user another record will be created in QC for the user - do not use. Append to existing username appends suffix to existing username - do not use. 13. Update QC user profile fields as required. 14. Proceed to add user to the appropriate projects in Site Administration. 15. Login to the project and add user to the appropriate group(s). Add a New User without Import 1. Verify user does not exist in the Quality Center Site User list. 2. Create Active Directory User Report: The report produces a csv file with username, full name, and domain name. Quality Center LDAP Guide Page 7 of 10

8 Use the Active Directory User Report to obtain the QC user domain names. The domain name format is: CN=XXX,OU=XXX,OU=XXX,OU=XXX,DC=XXX,DC=XXX LDAP LDAP DESCRIPTION TRANSLATION TERMINOLOGY CN common name Username OU organizational unit Department DC domain components Node in the domain tree structure 3. Log into Site Administration 4. Select Site Users tab. 5. Select Add new user. Quality Center LDAP Guide Page 8 of 10

9 6. Enter as much data as possible. Copy the Domain Authentication string from the Active Directory User report into the Domain Authentication field. 7. Add user to appropriate projects in Site Administration and to the appropriate groups in each project. 8. When the user logs in, the username and password will be authenticated against Active Directory. Update Existing User s Domain Create Active Directory User Report: Logon to Quality Center server Select Start > Command Prompt >QualityCenter.csv] to the command line. Exclude brackets when copying the command. The report produces a csv file with username, full name, and domain name. Use the Active Directory User Report to obtain the QC user domain names. The domain name format is: CN=XXX,OU=XXX,OU=XXX,OU=XXX,DC=XXX,DC=XXX Quality Center LDAP Guide Page 9 of 10

10 LDAP LDAP DESCRIPTION TRANSLATION TERMINOLOGY CN common name Username OU organizational unit Department DC domain components Node in the domain tree structure 1. Log into Site Administration. 2. Select Site Users tab. 3. Select Site User. 4. Copy the Domain Authentication string into the Domain Authentication field, and change string components as required. Save the user detail changes. 5. When the user logs in, their username will be authenticated against AD based on the domain authentication entry in User Details. Quality Center LDAP Guide Page 10 of 10

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