Live Forms Latest - This documentation is for Live Forms 9.0. v9.0 is a Cloud Only release. Not for you? Earlier documentation is available too.

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Cloud and in-house customers can configure Live Forms to integrate with an LDAP Active Directory server to authenticate users.

frevvo only supports/certifies the LDAP Security Manager when Live Forms is running in the tomcat container. Refer to our Supported Platforms for the list of Application Servers supported/certified by frevvo.

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Configuring the LDAP Security Manager

Live Forms integrates with an external LDAP/AD system and is in full control of user authentications. Use the LDAP Security Manager in this situation. Refer to Configuring the LDAP Security Manager for In-house if your Live Forms and LDAP server are both located behind your firewall (on-premise.) Refer to Configuring the LDAP Security Manager LDAP(s) for Cloud tenants if you want to connect your Live Forms cloud tenant to your on-premise LDAP server.




frevvo only supports/certifies the LDAP Security Manager when Live Forms is running in the tomcat container. Refer to our Supported Platforms for the list of Application Servers supported/certified by frevvo.

Retrieving Custom Attributes from the LDAP Server

When a user is successfully authenticated by the LDAP security manager, Live Forms retrieves the following basic user information from the LDAP server: 

Last Name
First Name
Email address 

Using a business rule, you can populate controls in your form with this information. 

 

There are many attributes available in Active Directory. View this website for a partial list. Single and multi-value attributes are supported. Active Directory custom attributes can be retrieved for users in a Live Forms tenant using the LDAP Security Manager.  

 

Additional custom attributes can be retrieved from the LDAP server by typing the attribute names in the Custom field on the LDAP Configuration screen and writing a business rule to pull that information into your form.   

Configure Retrievable Attributes

Single-value Attributes

If you want to pull additional information from Active Directory into your form, enter  a comma separated list of custom attribute names to be retrieved in the Custom field on the LDAP Configuration screen. Let's use the employee's Middle Initial and Home Phone as an example. The attributes for Middle Initial and Telephone Number are initials and telephoneNumber respectively. 

Follow these steps to modify the configuration:  

  1. Login to Live Forms as the tenantadmin.
  2. Click the Edit Tenant link.
  3. Type the custom attribute names (telephoneNumber and initials) in the Custom field on the LDAP Configuration screen separated by a comma. Make sure there are no spaces between the attributes.



  4. Click submit to save the changes.
      

Write a rule to populate controls in your form with the firstname, lastname, email address plus the additional attributes specified in the configuration parameter. Notice the initials and the telephone number controls in the image are filled with the user information from the LDAP server.

The manager attribute maps to the Live Forms built-in data - subject.reports. to. This means you can retrieve this value in a rule or use subject.reports.to to specify flow navigation if you configure the manager attribute in your LDAP tenant.

Multi-value Attributes

Attributes with more than one value are also supported. For example, The carLicense attribute can return multiple licenses. You can write a rule to populate dropdown options with the specified car license values. Make sure the carLicense attribute is configured in the Custom field of the LDAP Configuration screen and of course, there are multiple carLicense attributes, each one containing a different value for the dropdown options, set up for appropriate users on the LDAP server. 


A JSON array string listing multiple car licenses is returned and it can be used in a Live Forms rule to populate the options of a dropdown control named carLicense.

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