Schedule a Portal Credentials Action

Use the Scheduler's Portal Credentials Action to create Portal login credentials for Customers on a scheduled basis. When you schedule a Portal Credentials Action, you define:

• Search Group: Search Group that contains the Customers who need login credentials.
• Field with login ID: Which field in the Customer Business Object contains the Customers’ login IDs.
• Customer group: The security group the Customers belong to.
• Password: Options for setting Customer passwords.
• Account details: Account settings such as password expiration and password resets.
• E-mail: How to notify Customers of credential information.

Good to know:

• To import Users from LDAP and then create Portal credentials, scheduler an Import from LDAP Action followed by a Portal Credentials Action that executes a few minutes later, ensuring the order of the steps.
• For more information about Portal Credentials, refer to Create Portal Login Credentials.

To schedule a Portal Credentials Action:

1. Open the Scheduler.

   To open the Scheduler window:

   1. In the CSM Administrator main window, click the Scheduling category, and then click the Edit Schedule task.
2. Click the Add button.

   The Schedule Item Properties window opens.

3. Click the Action page.
4. In the Action drop-down, select Portal Credentials.

   

5. Define general properties:
   • Search Group: Click the Ellipses button to open the Search Group Manager, and then select an existing Search Group or create a new one that contains the Customers who need Portal credentials (ex: Internal Customers).
   • Field with Login ID: In the drop-down, select the field from the Customer Business Object that contains the Customers’ login IDs.
   • Customer Group: In the drop-down, select the Security Group the Customers belong to. This defines the security rights for the Portal Credential action. Selecting the Portal Workgroup Manager Group offers greater control than selecting the Portal Customer Group.
6. Define password options:
   • Randomly generate a password for each customer: Select this radio button to assign and e-mail a random password to each Customer. If a Customer does not have an e-mail address, she will not be notified.
   • Set password the same for all: Select this radio button to assign the same password to all Customers, and then provide the password to use.
   • Password is value from field: Select this radio button to use the value from a field as the password, and then select the field in the drop-down.
   • Set Login ID field as Windows/LDAP login: Select this radio button to use Windows/LDAP login credentials, and then select an option for determining a domain if the login ID does not include one:
     • Attempt to determine domain from LDAP distinguished name: Select this check box to find the Customer domain using the stored Distinguished Name and parsing out the Domain Component (DC).
     • Attempt to use domain associated with LDAP customer mapping: Select this check box to use the domain stored in the Customer record-mapped LDAP definition.
     • Use this domain:Select this check box to enter a default domain for the Login ID.

       Note: LDAP credentials must be configured to use this option. For more information about configuring LDAP, see Enabling Authentication for Users or Enabling Authentication for Customers.

7. Define e-mail notification options:
   • E-mail customer new credential information: Select this check box to e-mail new credential information to Customers, and then click Edit E-mail to edit the Customer Credentials E-mail message.

     

     Tip: To make this the default e-mail message that is used for all Customer e-mails, click Make Default.

   • Skip customers with no e-mail address: Select this check box to skip Customers with no e-mail address (e-mails will not be sent to them). Leave this check box unchecked if you want an error to be flagged when a Customer does not have an e-mail address.
   • Skip customers who already have login IDs assigned: Select this check box to include only new Customers. Leave it cleared to include all Customers. It is recommended to Select this check box so IDs are not reassigned for existing users.
8. Click OK.