How to configure NuGenesis software for secure LDAP authentication - WKB90348

OBJECTIVE or GOAL

Configure NuGenesis SDMS or LMS software for secure LDAP connections.

ENVIRONMENT

• NuGenesis 9 SDMS
• NuGenesis 8 SDMS
• NuGenesis 9 LMS
• NuGenesis 8 LMS
• NuGenesis 8 ELN

PROCEDURE

1. Obtain the relevant public-key certificates from the CA and install them in NuGenesis software. See the following articles for the certificate installation procedures:
   • SDMS 9, see WKB59907
   • SDMS 8, see WKB90344
   • LMS and ELN, see WKB53634
2. SDMS configuration:
   1. Log in to SDMS Administrator.
   2. Expand Projects > Master List > servername.
   3. Right-click the server name and click Properties.
   4. Click the Authentication Settings button.
   5. For SDMS 8, select the "Use SSL" check box; for SDMS 9.0 through 9.2, click "Use TLS"; for 9.3 and 9.4, select "LDAPS" for LDAP -over-SSL or "StartTLS" for StartTLS
   6. Enter the correct port number for the LDAP server(s).  See article WKB8290 for a list of default LDAP ports and the encryption types supported on each port.
   7. Click the Test Settings button. SDMS Administrator will attempt to bind to each server in the list over a secure connection. If the connection is successful, the message "Connected to servername:port" appears; if it is not successful, an error message appears.
3. LMS configuration:
   1. Log in to the NuGenesis LMS client with a user account that has write permissions on the LMS system configuration
   2. Click the LMS main menu > Administration. Click the system Configuration button
   3. Expand External Systems > LDAP Server
   4. For NuGenesis LMS versions prior to 9.3, In the Server URL field, change "ldap://" to "ldaps://"; NuGenesis 9.3 and later versions, set the Authentication type to "LDAP SSL" for LDAP-over-SSL or "LDAP TLS" for StartTLS
   5. Set the correct port number for the LDAP server.  Refer again to article WKB8290 for a discussion of the default LDAP port numbers
   6. Click the Test Connection button to verify the LDAP parameters and the certificates

ADDITIONAL INFORMATION

For help with troubleshooting LDAPS in NuGenesis LMS, see WKB23103.

For help with troubleshooting LDAPS in NuGenesis SDMS, see WKB7437.