...

Configuring LDAPs for your Cloud tenant

Once your  Online cloud hosted tenant has been provisioned for production use, follow the steps below to configure your tenant to use the frevvo LDAP/Active Directory Security Manager to integrate with your company's AD server:

1. Confirm that your LDAP/AD server is running LDAPs with a third-party certification authority.
   1. It is likely your LDAP/AD server already has a CA certificate installed. But if not, this Microsoft KB article tells you how to do this: It is important that the hostname in the certificate matches the hostname in your ldaps url.

   2. Your LDAP/AD server must be running LDAPs with a third-party certification authority BEFORE performing Step 4.

      Warning
      Self signed certificates are not supported for frevvo Online tenants

2. Customers that use firewall white-listing must add the frevvo cloud outgoing server IP 54.86.85.105 (host outgoing.frevvo.com) to the list.

3. Email your frevvo Security Manager resource. The frevvo infrastructure team will white label your server and port using the information provided.

   1. Provide frevvo with the following:

      1. the DNS Name(s) of the machine(s) hosting your AD server AND the IP Address or range of IP Addresses (in the case where your LDAP config is fault tolerant) of the machine(s) hosting your AD server.

4. STOP:
   
   1. Wait for a reply email from your frevvo Security Manager resource letting you know that the frevvo infrastructure team has completed the white listing of your IP(s) on port 636 (ssl) or port 389 (TLS) in our firewall and verified connectivity.
5. Once you receive this white listing confirmation email verify that you have completed:
   1. the Prerequisite Tasks listed below
   2. collected the information in the Key Information to Collect topic below
6. Go to https://app.frevvo.com
   1. Login as your tenant admin
   2. Click on the Edit tenant link
      

   3. Change the security manager to the LDAP Security Manager.

      Warning
      If you have developed projects/forms/workflows in your starter/trial cloud tenant that you want to preserve, download them to your desktop as a backup BEFORE changing the existing Security Manager to the LDAP Security Manager.

   4. Change the LDAP properties to your company's AD server following the instructions listed below
   5. Save your tenant AD configuration settings

   6. Verify that your tenant is now connected to your company AD server

...

Active Directory Customers using LDAP must ensure frevvo.TenantAdmin and frevvo.Designer groups are specified on your LDAP/AD server. The group names must be spelled as shown. Upper/lower case may be a factor for Open LDAP systems.

• Tenant admin users must be assigned to the frevvo.TenantAdmin group.
• Designer users must be assigned to the frevvo.Designer group.

Configuring and LDAP/Active Directory 

...

• 1. Login to your as the tenant admin
  2. Click on 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 or click the Edit Tenant link to edit an existing one.
  5. Configure the tenant for the LDAP Security Manager:

     1. Choose LDAP Security Manager

        .from

         from the Security Manager Class 

        drop down.

Section Columnwidth40%

• 1. 1. dropdown.

        Panel
        title Add New Tenant Screen

Image Removed

• 1. 1. Image Added

column

• 1. 1. Expand

width40%

• 1. 1. title Click here to view example Edit Tenant screen...

        Panel title Edit Existing Tenant Screen Image Modified

     2. Enter your LDAP Configuration Properties. Alternatively, you can start off from one of the sample configurations and provide only the key information listed above. See above 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 to ignore or follow referrals. Setting the java.naming.referral property to a value of "ignore" in the Name/Value table configures to ignore referrals. Consult your LDAP Administrator for the details.

        
        

        1. 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 that will have the tenant admin permission. If editing an existing tenant, verify that the tenant admin user id is the LDAP user id for the tenant admin.
        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 (including new task, rejection, escalation and reminders) setup in workflows 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

...

Browse this URL to login as the built-in: <base_URL>/frevvo/web/admin/login. When specified, will prepend the base URL to the URLs in your Form/Document Actions. The <base_URL> is typically http(s)://<your servername>:<port>. For cloud customers the <base> is always https://app.frevvo.com.

• You must use the admin specific URL - <base-url>/frevvo/web/admin/login - to login as the built-in.

  • 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 :

• Logging 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 built-in 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 built-in password can be changed on this screen.

    Image Modified

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

    Image Modified

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

1. Login as your authenticated LDAP tenant admin. Click the Edit Tenant link. The Admin User information is displayed.

   

   1. If logging in as the authenticated LDAP tenant admin is not possible, the frevvo (Cloud customers) and in-house superuser can see the built-in tenant userid from the Edit Tenant page.

Check if the configuration is correct

...

1. Login as the  tenant admin for the LDAP tenant.
   1. Click on the Manage Users link.
   2. Click All. You should see a list of LDAP users which were assigned one of these roles on the LDAP server: frevvo.TenantAdmin, frevvo.Designer, frevvo.Publisher, frevvo.ReadOnly

Now, click Back To Manage Tenant.

Click Manage Roles. You should see a list of groups from your LDAP server.

Log out from  (you should be currently logged in as the tenantadmin)

Try to login with the user name and password of a designer user in LDAP. You need to specify the proper tenant when logging in. For instance, if john is a valid LDAP user and the name of the LDAP tenant is MYLDAP, you should log in as john@MYLDAP. The password would be john's password in LDAP. Verify that the Project Home Page displays.

Image Modified

Log out from 

Try to login with the user name and password of a non-designer user in LDAP. Verify that the user's Task List displays.

Since you are using LDAP to define 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.

...

cn=admin,dc=test,dc=frevvo,dc=com

If your AD has nested groups, please see this FAQ: How do I enable frevvo to retrieve users from nested groups?

Mixed or Uppercase User Names

The first issue occurs when the user logs in. For instance, John Stevens LDAP account is JStevens but he logs in as jstevens, he will be recognized by case insensitive LDAP and thus granted access but will not be recognized as a designer or as a tenant admin by . To solve this, check the Ignore Case checkbox on the LDAP Configuration screen. To prevent issues you could always login to  using lower case jstevens. LDAP will grant access as it is case insensitive and  will know that you may have the designer or admin special permission. However users can forget to do this. Setting Ignore Case in your LDAP security configuration will solve this. 

The second problem is in directing tasks to  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.

...