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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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  • All users requiring access to Live Forms must be assigned to the frevvo.User group. 
  • Tenant admin users must be assigned to the frevvo.User and frevvo.TenantAdmin groups,
  • Designer users must be assigned to the frevvo.User and frevvo.Designer groups.
  • Users with the frevvo.publishers role must be assigned to the frevvo.Publisher and frevvo.User groups on your LDAP/AD Server.
  • Users with the frevvo.ReadOnly role must be assigned to frevvo.ReadOnly and frevvo.User groups on your LDAP/AD Server.

Configuring and LDAP/Active Directory 

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Expand
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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IE will recognize a site as being in its Intranet zone in one of two ways.

1.

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The name of the server that you are accessing does not have a dot in the name. For example, http://frevvoserver/.      

2.

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The site is configured as an Intranet site for IE.

To configure the Intranet sites for IE,

  1. Open IE and select "Tools > Internet Options...".
  2. Select the "Security" tab, click on the "Local intranet" icon, and then click on the "Sites..."
  3. Click the Advanced button. Type the full name of the frevvo server, including protocol, in the first field. For example: http://frevvoserver.com
    1. If you are using SSL, then replace "http" with "https".
  4. Click the "Add" button.
  5. Click the "Close" and "OK" buttons to back out. Now IE should recognize the server as being part of its Intranet zone.
Configuring Firefox

If you are using either the IisLoginModule or NtlmLoginModule option, your Firefox users may want to modify their browser settings.  By default, Firefox will prevent automatic login.  Browsing the frevvo SSO URL will cause a windows dialog box to popup requesting login information.  This popup can be avoided by having your users modify their Firefox settings as described below.

  1. In the Firefox address bar type about:config.  This will display all settings for Firefox.  
  2. In the filter box type ntlm and hit the enter key. This will narrow the display items to those pertaining to NTLM authentication.
  3. Double click on the key entry network.automatic-ntlm-auth.trusted.uris.  This is a comma separated list of trusted servers for which automatic NTLM authentication is enabled.
  4. In the edit box displayed, enter the name of the server you are accessing.  For example, http://frevvoserver.com/.
    1.  If you are using SSL, replace http with https.
  5. Click the OK button.  Firefox should now enable automatic NTLM authentication with the frevvo server.
Configuring Chrome

To configure chrome you need to start the application with following parameter: auth-server-whitelist - <Allowed fully qualified domain name>.

 For example: In Windows,

  1. Click the Start button, All Programs, Accessories, and then click Run. 
  2. In the Open box, type following and click Ok:
    • chrome --auth-server-whitelist="*frevvoserver.com" 
Configuring Safari

No additional configuration is needed.

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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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