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It is assumed that you have an in-house installation of up and running or you have requested an LDAP tenant in the cloud from frevvo customer support.

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

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The connection to your LDAP server is configured at the tenant level. Existing in-house customers using LDAP should refer to the  Upgrade Guide for a quick way to import your current LDAP configuration parameters before migrating. in-house customers can add an LDAP tenant and configure the LDAP paramaters via the Add Tenant screen. LDAP properties can be updated at anytime via the Edit Tenant screen.

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If you are a new in-house LDAP customer, use the Add Tenant screen to configure the LDAP tenant. If you are an existing LDAP customer, the migration process copies any existing LDAP configuration from the frevvo.xml or config properties files to the tenant. Once migrated,  updating frevvo.xml has no effect on the tenant configuration. Make changes using the Edit Tenant screen.

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titleClick here for a list of properties and to see which ones are required:

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

LDAP Configuration Properties

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

Property Description
Connection URLldap server url
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. For instance, TEST\Administrator refers to the user Administrator in the TEST domain.

Connection PasswordPassword for the user defined in com.frevvo.security.ldap.connection.name.
Users BaseSearches for users will start from the ldap node specified by this property.If the value is empty the searches will start from the root domain.
Groups BaseSearches 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
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.

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.

 

Notify checkboxNotifications are emails sent by frevvo to workflows participants. If checked, notifications will be sent.
All Groups Filter

The expected value is an LDAP filter expression.

The expression should return the groups that will be available to be used in frevvo workflows. com.frevvo.security.ldap.groupIdDisplayAttribute

All Users Filter

The expected value is an LDAP filter expression. The expression should return the users that will be available to be used in frevvo work flows and authentication. com.frevvo.security.ldap.groupIdDisplayAttribute

User Member OfAttribute on a user object storing the groups the user is a member of.
Group MemberAttribute on a group object storing the users that are a member of this group.
First Name

Name of the user ''first name'' attribute

Last NameName of the user ''last name'' attribute.
Email
Name of the user ''email'' attribute in the LDAP server. This value can be used in a rule is used in email notifications
ManagerAttribute on a user object storing the DN of the user’s manager. This value can be retrieved in a rule or used in flow navigation using the subject.reports.to data available in .
Ignore Case checkboxIf checked,  ignores the case stored in LDAP systems, primarily for the purpose of determining roles.
CustomThis is a a comma separated list of attribute names to be retrieved from the LDAP Server.
TLSThis enables simple authentication over TLS. If checked, a trusted certificate for the LDAP server is required.

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The password provided in the login page is the user's password in LDAP. A very important point to note is that the user name, "john" in the example above, needs to match the value for the LDAP entry attribute configured in the property  property UserID Display field on the  Edit Tenant screen. For instance, for Active Directory, the value of this property is normally sAMAccountName. That means  will try to find an entry in LDAP that has sAMAccountName=john.

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The basic deployment is IIS fronting  and the authentication is done against LDAP.  For that to work you need to:

  1. Install Live Forms 
  2. Configure Live Forms to work with IIS
  3. Configure Windows Authentication 
    1. Configure Windows Authentication on IIS7 
    2. Configure Windows Authentication on IIS6 
  4. In IIS, Make sure that Anonymous Authentication or Basic Authentication is NOT configured in the Web Application (Default Web) that will be used to proxy requests to . 

Please also refer to the force auth property for forms and flows. Force auth lets you override SSO for an individual form or flow.

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The user will automatically authenticate to . It is crucial that the LDAP user is known to , in other words, the user should be one of the entries retrieved by the LDAP expression configured in the All Users Filter on the LDAP configuration screen.

Signing in from outside the network

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

  1. edit <frevvo-home>/tomcat/conf/catalina/localhost/frevvo.xml
  2. Add the parameter shown below with your information: Save the changes to the file.

Code Block
Parameter name="frevvo.internal.baseurl" value="http:// <ip of the m/c where frevvo server is hosted>:<port>" override="false"/>

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To workaround this issue, configure IIS so that it does not require re-authentication for every single request.

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 user names are case sensitive; the user name johndoe'' is not the same as JohnDoe. Several LDAP systems are case insensitive. Thus the two user names would resolve to the same LDAP account but to different  user accounts.

To avoid case issues follow these steps described in more detail below:

  1. Check the Ignore Case checkbox on the LDAP Configuration screen
  2. Convert control values to lower case if they are used in workflow routing to a specific user.

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.

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LDAP administrators can configure 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.