Create the MID Server user and grant the role

Create the MID Server user ID and grant this user the role it needs to communicate with the instance.

Before you begin

Role required: admin

About this task

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. Grant each MID Server user the mid_server role, which is required for the MID Server user on any instance on which basic authentication is enabled. The mid_server role allows the MID Server to access protected tables when strict SOAP security is in place. The system adds the necessary SOAP roles automatically with this role.
Note: The strict SOAP security feature, enabled by default for any instance that uses basic authentication, protects all tables with Access Control Lists (ACL).

Procedure

  1. From the instance, navigate to User Administration > Users.
  2. Click New.
  3. Complete the fields in the form.
    Field Description
    User ID User name for the MID Server user. This name is specified in the mid.instance.username parameter of the configuration file that the MID Server installer creates. For details, see MID Server parameters.
    First name The user's first name.
    Last name The user's last name.
    Password Password for the MID Server user. This password is specified in the mid.instance.password parameter of the configuration file that the MID Server installer creates.
  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.
    Important: The mid_server and security_admin roles are incompatible and cannot be assigned to the same user. For information on how the instance checks role assignments, see MID Server role validation
  7. Click Save.
  8. Confirm that the MID Server account was created successfully and the account has connectivity to the instance.
    1. On the host machine where you intend to install the MID Server, open a browser and navigate to the instance.
    2. Use your new MID Server user credentials to log in.
      If the login is successful, then any MID Servers you install on that host will be able to connect to the instance.