Set up the MID Server user and role

The MID Server uses a role and a user ID to communicate with the instance.

Before you begin

Role required: admin

About this task

You can set the MID Server user ID and role for connectivity to the instance.

The MID Server connects to an instance by using the SOAP web service. To allow authentication with the instance, create a separate user account for each MID Server or share the same account across multiple MID Servers. Each MID Server account must use the mid_server role to access protected tables.

Procedure

  1. From the instance, navigate to User Administration > Users.
  2. Click New.
  3. Fill in the following:
    OptionDescription
    User ID The same user ID that will be specified in the mid.instance.username parameter of config.xml. If you use special characters, such as an ampersand (&), you must encode the special character using character references in the config.xml file. See the steps in the post-requiste below.
    Password The same password that will be specified in the mid.instance.password parameter of config.xml. If you use special characters, such as an ampersand (&), you must encode the special character using character references in the config.xml file. See the steps in the post-requiste below.

    First name

    The user's first name.
    Last Name The user's last name.
  4. Right-click the header and select Save.
  5. Under the Roles related list, click Edit.
  6. Select the mid_server role for this user.
    Each MID Server account must have this role to access protected tables.
  7. Click Save.

What to do next

If you use special characters in the user name or password, such as passw&rd, do the following:
  1. Open the config.xml file.
  2. Find the following lines:

    <parameter name="mid.instance.username" value="mid_user"/>

    <parameter encrypt="false" name="mid.instance.password" value="passw&rd"/>

  3. Make the following change:

    <parameter encrypt="false" name="mid.instance.password" value="passw&amp;rd"/>

  4. Save the file.
  5. The next time the MID user logs in, they can use passw&rd for the actual password.

    For examples of the character references that must be made for well-formed XML, see Character Entity References.