Migrate Existing CDM Users
CDM 20.7.1 and later
This topic describes the steps to migrate existing CDM users, so they can leverage a modern authentication provider such as Azure AD.
- You must be using CDM version 20.7.1 or later.
- In Certent 365, go to the Site Administration page and define the authentication provider you wish to use through the Single Sign-On Configuration page. See Site Administration in Certent 365.
- Open the CDM desktop client and navigate to Administration > Security > Users.
- For each user that you wish to convert to the new identity provider, confirm the user EMAIL is the correct one for use with your new identity provider. If it is not, update their email accordingly. This email will be the username they will use to log into CDM once converted.
- Right-click the user and select Set Source and confirm your change.
Note:
- Classic AD/LDAP users that were provisioned automatically will no longer be automatically assigned to classic auto-registering AD/LDAP groups after being converted to modern authentication users. Please confirm any CDM permissions you may have in place via classic AD groups.
- Local authentication and AD/LDAP users can be converted using the preceding method.