LDAP Synchronization
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1 LDAP Synchronization Version 1.6 Corresponding Software Version Celonis 4.3 This document is copyright of the Celonis SE. Distribution or reproduction are only permitted by written approval of the Celonis SE. Usage only permitted, if a valid software license is available.
2 TABLE OF CONTENTS REVISION HISTORY... 3 INTRODUCTION... 4 ABOUT THIS GUIDE... 4 TARGET AUDIENCE... 4 LIST OF ABBREVIATIONS... 5 LDAP SYNCHRONIZATION OVERVIEW... 6 SETUP LDAP CONNECTION (LDAP SOURCE)... 6 SETUP BASIC USER SYNCHRONIZATION... 8 SETUP GROUP BASED USER SYNCHRONIZATION SETUP LDAP USER AUTHENTICATION TROUBLESHOOTING Celonis SE LDAP SYNCHRONIZATION 2
3 REVISION HISTORY VERSION NUMBER VERSION DATE SUMMARY OF REVISIONS MADE 1.0 JUN 01, 2016 Initial version 1.6 JAN 31, 2018 Restructuring and updating screenshots to Celonis Celonis SE LDAP SYNCHRONIZATION 3
4 INTRODUCTION ABOUT THIS GUIDE Celonis is a powerful software for retrieving, visualizing and analyzing real as-is business processes from transactional data based on event information. It provides users with the possibility to create and share comprehensive process analyses giving them full transparency about the business processes at hand. The goal of this guide is to setup the connection between an Active Directory (AD) system and Celonis using the LDAP protocol. The LDAP connection can be utilized to import the users and groups from the AD and to apply the LDAP authentication using the AD login credentials. Celonis does not store or cache passwords of LDAP users locally. Each time a user logs in, the credentials are matched against the authorization source via LDAP. This also means the users can t login if the LDAP source is not available. Celonis does store other attributes of the users such as username, first name, last name, address, preferred language and currency locally. TARGET AUDIENCE This guide is meant to be consulted by the following target audiences: System Administrators Technical Staff 2018 Celonis SE LDAP SYNCHRONIZATION 4
5 LIST OF ABBREVIATIONS ABBREVIATION AD DC LDAP OU EXPLANATION Active Directory Domain Controller Lightweight Directory Access Protocol Organization Unit 2018 Celonis SE LDAP SYNCHRONIZATION 5
6 LDAP SYNCHRONIZATION OVERVIEW The connection between Celonis and the Active Directory service enables the following configurations: 1. Import users and their associated groups into Celonis. 2. Setup the LDAP authentication as login method using the AD login credentials. These two options can be setup independently. For both options an active LDAP connection is necessary. SETUP LDAP CONNECTION (LDAP SOURCE) The LDAP connection requires a technical user, which has read-access to the AD elements that contain the users of interest. We recommend that the password of this technical AD user does not expire to prevent an unintended service interruption. The following instruction demonstrates how to setup an LDAP source to connect to an AD service. 1. Login to the web frontend of Celonis using a user with administration privileges (e.g. sysadmin). In the administration menu select System Settings (see Figure 1). Figure 1: Select the administration menu entry "System Settings". 2. Open the Source configurations tab and Add a new LDAP Source (see Figure 2) Celonis SE LDAP SYNCHRONIZATION 6
7 Figure 2: Add a new LDAP Source. 3. Enter the connection details to your LDAP service and click Save (see Figure 3). Figure 3: Enter LDAP source connection details Celonis SE LDAP SYNCHRONIZATION 7
8 a. Name: Unique name of the LDAP source, that is used as reference within Celonis. b. LDAP url: Location of your LDAP source (URL or IP address). c. LDAP bind user: Distinguished name of the technical user to access the LDAP source. d. LDAP password: Password of the technical user. e. LDAP search base: Location where your Celonis users are situated in your AD. We recommend specifying an OU close to the users to minimize the search time. If you select a search base containing a huge number of elements (e.g. the DC or the topmost OU), the possible search space and the time to search for users in the LDAP source increases correspondingly. SETUP BASIC USER SYNCHRONIZATION For the following steps an LDAP Source is required (see section SETUP LDAP CONNECTION). The following instruction demonstrates how to import users from an AD into Celonis. All users contained within the given AD element ( LDAP search base field of the LDAP source) are imported. If you want to import users on a group level (AD role) you have to specify a group provider in addition to the user provider (see section SETUP GROUP BASED USER). 1. Go to System Settings and open the User provider tab (see section SETUP LDAP CONNECTION, Step 1 and Step 2). 2. Enter the information required to setup the User Provider by mapping the AD fields to the corresponding Celonis fields and click Save (see Figure 4). a. Name: Unique name of the User Provider, that is used as reference within Celonis b. Username Attribute: Unique user name attribute within the AD, which is typically the samaccountname. c. Language attribute (optional): Preferred language of the user. d. First name attribute: First name attribute of the user. e. Last name attribute: Last name attribute of the user. f. attribute (optional): of the user. g. Currency attribute (optional): Preferred currency of the user. h. Hours delay: Synchronization interval, 0 to synchronize every hour. i. User search query: Can be left empty by default. j. LDAP source: Select an LDAP Source that has been specified within Celonis Celonis SE LDAP SYNCHRONIZATION 8
9 Figure 4: Setup the User Provider. 3. Test your configuration by clicking on the button Test. In case of a correct configuration you should receive a message returning the number of users found by the User Provider. The number of returned users depends on the LDAP search base defined within the LDAP Source. The return message should look like the one in Figure 5. Otherwise you must review your configuration of the User Provider and LDAP Source Celonis SE LDAP SYNCHRONIZATION 9
10 Figure 5: Successful test of the User Provider configuration. 4. You are now able to synchronize the users to Celonis by pressing the Execute all button (see Figure 6). Please note, that all users below the given OU will be imported. In case you want to limit the imported users to specific groups (AD roles), you must specify a Group Provider beforehand and execute the Group Provider instead of the User Provider (see next section SETUP GROUP BASED USER). Figure 6: Execute the User Provider to import users from the AD Celonis SE LDAP SYNCHRONIZATION 10
11 SETUP GROUP BASED USER SYNCHRONIZATION For the following steps an LDAP Source (see section SETUP LDAP CONNECTION) and a User Provider are required (see section SETUP BASIC USER SYNCHRONIZATION). The following instruction demonstrates how to setup a group based user synchronization, where only users of specified groups are imported from the AD to Celonis. Therefore, a Group Provider needs to be defined and linked to a User Provider. The group provider limits the scope of the users that will be import from the AD. 1. Before you can configure the group based synchronization you have to create corresponding groups in Celonis. Login to the web frontend of Celonis using a user with administration privileges (e.g. sysadmin). In the administration menu select Groups (see Figure 7). Figure 7: Select the administration menu entry "Groups". 2. Add Celonis groups based on your organizational requirements (e.g. Viewer, Analyst, Data Scientist). 3. If your AD groups are in a different OU than your users, you must add another LDAP Source with a different LDAP search base (see section SETUP LDAP CONNECTION, Step 3). Otherwise, you can proceed with the next step directly. 4. Go to System Settings, switch to the Group provider tab and click Add to create a Group Provider (see Figure 8). 5. Enter the information required to setup the Group Provider and click Save (see Figure 8). a. Name: Unique name of the Group Provider, that is used as reference within Celonis. b. Hours delay: Synchronization interval, 0 to synchronize every hour. c. Group search query: Can be left empty by default. d. LDAP source: Select the respective LDAP Source you created. e. LDAP user provider: Select the respective User Provider you created Celonis SE LDAP SYNCHRONIZATION 11
12 Figure 8: Setup the Group Provider. 6. Add a new Group Mapping by clicking on the Add button. Enter the name of the group name within the AD and select the respective Celonis group to which the AD group should be mapped. Please note, nested groups in the AD are currently not supported, hence only direct members of the provided group are imported. Click Save to store the Group Provider (see Figure 9). a. LDAP groupname: Unique name of the group within the AD. b. Celonis group: Celonis group to which the AD group should be mapped Celonis SE LDAP SYNCHRONIZATION 12
13 Figure 9: Map the Celonis groups to the AD groups. 7. You can add additional group mappings to the Group Provider dependent on your organizational requirements. 8. Switch back to the User provider tab and click the Test button (see Figure 10). The response should return the number of the users located in the specified groups, compared to the basic user synchronization in section SETUP BASIC USER SYNCHRONIZATION. 9. You can synchronize your users limited to the specified groups by clicking the Execute all button (see Figure 10) Celonis SE LDAP SYNCHRONIZATION 13
14 Figure 10: Successful test of the Group Provider configuration. SETUP LDAP USER AUTHENTICATION For the following steps an LDAP Source (see section SETUP LDAP CONNECTION) and a User Provider are required (see section SETUP BASIC USER SYNCHRONIZATION). The following instruction demonstrates how to setup the LDAP authentication as login method using the AD login credentials. The password will not be stored in Celonis and the authentication is delegated to the LDAP service. Consequently, the users will not be able to login if the connection to the LDAP service is interrupted or the technical user of the LDAP Source has expired. 1. Login to the web frontend of Celonis using a user with administration privileges (e.g. sysadmin). In the administration menu select System Settings (see Figure 11) 2018 Celonis SE LDAP SYNCHRONIZATION 14
15 Figure 11: Select the administration menu entry "System Settings". 2. Open the Authentication tab and click Add to create a LDAP Provider. 3. Enter the necessary information and click Save (see Figure 12). a. Name: Unique name of the LDAP Provider, that is used as reference within Celonis. b. Username Attribute: Unique user name attribute within the AD, which is typically the samaccountname. c. LDAP source: Select the respective LDAP Source you created. d. LDAP user provider: Select the respective User Provider you created. Figure 12: Setup the LDAP Provider for the user authentication. 4. You are now able to use your AD credentials to log into Celonis Celonis SE LDAP SYNCHRONIZATION 15
16 TROUBLESHOOTING Searching the LDAP service takes a huge amount of time. Check the LDAP search base of the LDAP Source. Selecting the DC or a topmost OU within your AD results in a long time until Celonis identifies all users to import. Select a search base that is close to your users to limit the potential search area ant to reduce the search time. Enhanced log output Changing the logging level to debug in the config-custom.properties file provides additional log output to debug the LDAP connection. Please remember to change the logging level to the previous setting after you successfully set up the LDAP configuration Celonis SE LDAP SYNCHRONIZATION 16
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