Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Section
Column
width75%

 Follow these instructions if you have an in-house installation of

Frevvoproduct
up and running.  If you have a provisioned cloud tenant and you want to configure the LDAP Security Manager, follow the instructions for Configuring the LDAP Security Manager LDAP(s) for Cloud tenants.

Info

Safari browsers later than v5.1.7 running on Windows is no longer supported. Issues were found when using Safari with LDAP - SSO.

Column
width25%

On This Page:

Table of Contents
maxLevel2

...

These instructions assume that you have an in-house installation of Live Forms up and running. Refer to Configuring the LDAP Security Manager LDAP(s) for Cloud tenants if you have signed up for an LDAP tenant on the cloud server.

...

    1. Login to 
      Frevvoproduct
      as an  administrator (user:admin and password:admin if you have not changed it)
    2. Click on Manage and then Manage Tenants
    3. You will see a page where the current tenants are listed. If this is a new installation you will only see the default tenant d
    4. Click on the plus icon to add a new tenant.
    5. Configure the new tenant - Choose LDAP Security Manager.from the Security Manager Class drop down.
Section
Column
width25%
Panel
titleAdd New Tenant Screen


Image RemovedAdd New TenantImage Added

Column
width25%
Panel
titleEdit Existing Tenant Screen

Image RemovedImage Added

      1. Enter your LDAP Configuration Properties and Sample Configurations. Alternatively, you can start off from one of the sample configurations and provide only the key information listed above. See below for information on the TLS checkbox.

        Note

        The Name/value table highlighted in the image allows you to configure up to 10 additional LDAP properties. See this Oracle website for a complete list of all available LDAP properties. For example, you can configure

        Frevvoproduct
        to ignore or follow referrals.

        Setting the java.naming.referral property to a value of "ignore" in the Name/Value table configures

        Frevvoproduct
        to ignore referrals. Consult your LDAP Administrator for the details.

      2. If you are creating a new tenant:
        1. Enter a tenant id, a tenant name and description.
        2. The Max Concurrent Users is the maximum allowed by your license or less.
        3. Specify the LDAP User ID, password and email address of a user that will have the tenant admin permission.  
        4. Click Submit. You will see your new tenant in the tenant list if the connection to your LDAP server is successful.

 

WarningThe Ignore Case and
        1. This user id is the built-in admin and can be used to access tenant administrative functions if you cannot log in as an authenticated LDAP tenant admin.
          1. The tenant admin id, password and email fields are required. The Change password on next login is optional. It is checked by default.
        2. Click Submit. You will see your new tenant in the tenant list if the connection to your LDAP server is successful.


Warning

The Ignore Case and Notify checkboxes are checked by default. It is recommended that you leave them checked. Refer to Mixed or Upper case User Names topic for an explanation of the Ignore Case option.

The Notify checkbox determines whether the task notification emails setup in

Frevvoproduct
flows are sent or not.

 
Clicking the submit button tests the connection. Any errors are displayed at the top of the form. Here is an example of an error when there is a typo in the LDAP server name:


Here is another example if the connection password is not correct

...

Since you are using LDAP to define

Frevvoproduct
users and roles (i.e., groups), you do not see an Add User icon or Add Role icon on the Manage Users or Manage Roles pages.

LDAP

...

Built-in admin

 A Tenant admin can login directly to Live Forms or login with a user id who has been given tenant admin permissions in your Active Directory.

When you create a new tenant you are prompted to set up a tenant admin user id, password and email address. This tenant admin does not authenticate via your LDAP IDP. It only exists in Live Forms. If you experience an issue with your LDAP configuration such that you can't login as an Active Directory authenticated user, use this account provides a backdoor you can use to login to your tenant as a tenant admin in order to fix your configuration issue. The Backdoor Admin built-in admin is able to access the

Frevvoproduct
tenant admin functions if your LDAP Server should become inaccessible. Only one backdoor built-in tenant admin account is supported.

...

Browse this URL to login as the Backdoor Adminbuilt-in admin: <base_URL>/frevvo/web/admin/loginThe base URL is an Application Property. When specified,

Frevvoproduct
will prepend the base URL to the URLs in your Form/Document Actions. The <base_URL> is typically http(s)://<your servername>:<port>.

  • You must use the admin specific URL - <base-url>/frevvo/web/admin/login - to login as the backdoor built-in admin.
  • Non admin users can also login using the admin specific URL.

If your tenant originally used the Default Security Manager and then you changed to the LDAP Security Manager, this tenant admin account has already been setup. If you have forgotten the password, you can change it by :

...

  • Login as your authenticated LDAP tenant admin. Click the Edit Tenant link. The Admin User information is displayed .
     
  • If logging in as the authenticated LDAP tenant admin is not possible, browse this admin specific URL - <base-url>/frevvo/web/admin/login. Enter the Backdoor Admin built-in admin userid. Click Forgot Password? Once you have changed the password, browse the admin specific URL again and login with the tenant admin user id and the new password. If you need to change the password again, or make changes to your tenant, click the Edit Tenant link. The Backdoor Admin built-in admin password can be changed on this screen.
    Image Removed
    Image Added

    This error message displays if any other user clicks on the Forgot Password? link after browsing the admin specific URL:

     

What if you do not remember the userid of your original tenant admin? Follow these steps:

  1. Login as your authenticated Azure SAML LDAP tenant adminThe . Click the Edit Tenant link. The Admin User information is displayed .
  2. If logging in as the authenticated LDAP tenant admin is not possible, the frevvo (Cloud customers) and in-house superuser can see the Backdoor Admin built-in admin tenant userid from the Edit Tenant page.

    Image Added

Secure LDAP Configuration

...

These are the properties used to configure the LDAP/Active Directory security manager. The properties in bold are required.

Property DescriptionActive Directory Sample ConfigurationOpenLDAP Sample Configuration
Connection URLldap server url

In-house

ldap://[your server]:[port, typically the default is 389 ]

Cloud - SSL installed on your LDAP server

ldaps://[your server]:[port, typically the default is 636]

In-house

ldap://[your server]:[port, typically the default is 389]

Cloud -SSL installed on your LDAP server

ldaps://[your server]:[port, typically the default is 636]

Connection User

User to connect to LDAP.

This user must have the proper permissions to read and run queries in the ldap server.

If using Active Directory, it is common to specify the domain.

Ex: an entry of TEST\Administrator refers to the user Administrator in the TEST domain.

[user name]
cn=admin,dc=test,dc=frevvo,dc=com
Connection PasswordPassword for the Connection user.[user password][user password]
Users Base

Searches for users will start from the ldap node specified by this property.I

f the value is empty the searches will start from the root domain.

CN=Users,DC=test,DC=windows,DC=frevvo,DC=comDC=test,DC=frevvo,DC=com
Groups Base

Searches for the groups will start from the ldap node specified by this property.

If the value is empty, searches will start from the root domain

CN=Users,DC=test,DC=windows,DC=frevvo,DC=comDC=test,DC=frevvo,DC=com
UserId Display

User attribute that will be visible in frevvo.

This is what will be displayed in the list of users a tenant admin sees and has to be unique in the server.

Another restriction is that the values for the attribute configured here cannot have spaces.

For instance, don't configure CN as the value since it can contain spaces in most systems.

sAMAccountNameuid
GroupId Display

Group attribute that will be visible in frevvo.

This is, for instance, what will be displayed in the list of groups a tenant admin sees or the groups used in workflows.

This attribute has to be unique in the server.

sAMAccountNameentryDN
Notify checkboxNotifications are emails sent by frevvo to workflows participants. If checked, notifications will be sent.Check the Notifications checkboxCheck the Notifications checkbox
All Groups Filter

The expected value is an LDAP filter expression.

The expression should return the groups that will have access to frevvo forms and workflows.

(objectClass=group)( | (objectClass=groupOfUniqueNames)(objectClass=organizationalRole))
All Users Filter

The expected value is an LDAP filter expression.

The expression should return the users that will have access to frevvo forms and work flows.

(objectClass=user)(objectClass=person)
User Member OfAttribute on a user object storing the groups the user is a member of. memberOf" "
Group MemberAttribute on a group object storing the users that are a member of this group.memberuniqueMember
First Name

Name of the user ''first name'' attribute

givenNamecn
Last NameName of the user ''last name'' attribute.snsn
Email

Name of the user ''email'' attribute in the LDAP server.

This value can be used in a rule is used in email notifications

mailmail
Manager

Attribute on a user object storing the DN of the user’s manager. This value can be retrieved in a rule.

It can also be used in flow navigation using the subject.reports.to data available in

Frevvoproduct
.

managermanager
Ignore Case checkbox

If checked, 

Frevvoproduct
ignores the case stored in LDAP systems.

This is primarily for the purpose of determining roles.

Check the Ignore Case checkboxCheck the Ignore Case checkbox
CustomThis is a a comma separated list of attribute names to be retrieved from the LDAP Server.Ex: carLicense,employeeNumberEx: carLicense,employeeNumber
TLS

This enables simple authentication over TLS. If checked, a trusted certificate for the LDAP server is required.

Refer to the secure the connection topic for details.

Check if you are using TLS to secure the connection.  Check if you are using TLS to secure the connection

Options for Authentication

...

In this case, the 

Frevvoproduct
 server and the Active Directory server are running on the same machinenetwork. The user is already authenticated to the windows network and points the browser to:

...

In this case, the 

Frevvoproduct
 server and the Active Directory server are running on different machinesnetworks. The user is trying to hit the URL below from outside the network. 

...

No additional configuration is needed.

...

Configure URL Properties in frevvo-config.properties for LDAP SSO

This parameter is needed in frevvo.xml for various activities like accessing the ACL page, Add the frevvo.internal.baseurl and the frevvo.forms.server.external.url properties to the frevvo-config.properties when using LDAP SSO. The frevvo.internal.baseurl property is needed for for various activities like accessing the ACL page, publishing templates, resetting tasks etc when using LDAP SSO.  LetLet's say you have a browser signed in via SSO to machine m1 (port 80).  IIS is running on m1 (port 80) redirecting /frevvo/web to frevvo running on m2:8082. The browser submits a form to m1, IIS redirects to m2:8082.  The doc action is a frevvo:// URI which gets resolved to http://m1/frevvo/...  

Frevvoproduct
 POSTs to this URI  but m1 rejects the POST since it is not authenticated.

To avoid situations such as these, set the frevvo.internal.baseurl to the actual host:port of the 

Frevvoproduct
 server. Follow these steps:

...

If the frevvo.forms.server.external.url  property is set, all share dialogs for forms and flows will use this as the external URL. This may be needed when using frevvo.forms.server.external.url if that external url is not also accessible from the form server machine. Use the syntax shown in the example. change the <myexternalhost>and <port> to your external server name and the port that you are using for 

Frevvoproduct
 on this server.

Follow these steps:

  • edit <frevvo-home>/tomcat/conf/frevvo-config.properties
  • Add the properties shown below with your information: Save the changes to the file.

Code Block
Parameter name="frevvo.internal.baseurl" value="http:// <ip or server name of the m/cmachine where the frevvo server is hosted>:<port>" override="false"/>:<port>
frevvo.forms.server.external.url=http://<myexternalhost>:<port> 

Upload and Video Control Behavior

If your system is configured for LDAP SSO, the upload and video controls exhibit the following behaviors:

  • The "uploading...." snake image displays continuously when uploading an image to an upload control in a form, accessed from a space, on a mobile device.
  • The video control will ask for credentials again in use/design mode if you are using the FireFox browser. In IE9, you will see the message: " The Web-page wants to run the following add-on: 'Windows Media Player' from 'Microsoft Corporation'. What's the risk?" in some browsers. Enter your credentials or run the add-on to proceed.

...

The second problem is in directing tasks to 

Frevvoproduct
users if your LDAP user names are mixed case. One solution is to use hidden controls on your forms with rules to convert the case of user names to lower case. The example below shows two text controls on a form, one visible, EmployeeMixedCase, and the other hidden, Employee.
Image Removed
Image Added

A user types a name (regardless of case) into the EmployeeMixedCase control. The hidden Employee control has a business rule that takes the value of the visible control and converts it to lowercase.

...

Frevvoproduct
to ignore or follow referrals by entering the LDAP property name and value in the table provided on the Add Tenant (on-premise) or Edit Tenant (cloud) screens.

 

 

 

 

 

 

...