Overview
Portfolio supports integration with LDAP-compatible directory services, including Microsoft Active Directory, to allow users to authenticate using their existing network credentials. This article explains how to configure or update the Directory Service settings in Portfolio Administration.
Accessing Directory Service settings
- Open Portfolio Administration.
- Navigate to Security > Directory Services.
Configuring the Directory Service connection
Enter the following information to connect Portfolio to your directory server:
- Server address: The hostname or IP address of your LDAP/Active Directory server.
- Port: Default is
389for LDAP or636for LDAPS (secure). - Base DN: The Distinguished Name of the directory root to search from (e.g.,
dc=company,dc=com). - Bind DN and password: A service account with read access to the directory.
- User search filter: The LDAP filter used to locate user accounts (e.g.,
(sAMAccountName={0})for Active Directory).
Testing the connection
After entering your settings, click Test Connection to verify that Portfolio can communicate with your directory server. A successful test will display the number of users found matching the search filter.
Troubleshooting
- Connection refused: Verify the server address and port. Check that your firewall allows traffic from the Portfolio server to the directory server on the configured port.
- Invalid credentials: Confirm the Bind DN and password are correct and that the account has not been disabled or locked.
- No users found: Review the Base DN and search filter. Use an LDAP browser tool to confirm the correct values for your directory structure.
For further assistance, contact Portfolio DAM Support.