Prerequisite Tasks

These instructions assume that you have an in-house installation of Live Forms up and running or you have signed up for an LDAP tenant on the cloud 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.
• Users with the frevvo.publishers role must be assigned to the frevvo.Publisher group.
  
• Users with the frevvo.ReadOnly role must be assigned to frevvo.ReadOnly group.
  

Configuring and LDAP/Active Directory 

users and groups can be maintained externally in systems such as Active Directory or Open LDAP.  Follow these steps to integrate  and your LDAP server:

1. Collect the key information listed below and verify the Prerequisite Tasks have been performed.
2. Create a tenant with the LDAP/Active Directory Security Manager class.
3. Once you have your tenant successfully connecting with your LDAP server, review the available options regarding the authentication process.
   

Key Information to Collect

• LDAP server name or ip
• LDAP server port
• User name and password with proper permissions to access and browse LDAP.
• LDAP groups and/or users that will be considered  designers. These users will be able to create forms and flows in frevvo.
• LDAP groups and users that will be considered  administrators.
• LDAP groups and users that will be considered  publishers. This role gives a user the permission to go to the home page of every other tenant user. 
• LDAP groups and users that will be considered ReadOnly.

Create/Edit a tenant with the LDAP/Active Directory Security Manager

The connection to your LDAP server is configured at the tenant level.

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In all cases, follow these steps to configure LDAP. These instructions assume that you have an in-house installation of Live Forms up and running or you have signed up for an LDAP tenant on the cloud server.

• In-house customers:

• 1. Login to  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:
     1.  Choose LDAP/Active Directory Security Manager.from the Security Manager Class drop down.
        
        
        
        

     2. 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 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.

     3. Enter a tenant id, a tenant name and description.
     4. The Max Concurrent Users is the maximum allowed by your license or less.
     5. Specify the LDAP User ID that will have the tenant admin permission. 
     6. Click Submit. You will see your new tenant in the tenant list if the connection to your LDAP server is successful.
        
        
• Cloud customers:
  
  1. Contact frevvo to create an LDAP/Active Directory tenant. Login with the id and password information provided by frevvo.
  2. Click on the Edit tenant link
     
  3. Edit the LDAP Configuration Properties. Replace the default values with values for your LDAP server.

  4. Click Submit.

 

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 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

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Check if the configuration is correct

Here are some quick tests to check if the LDAP configuration is correct:

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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.

Secure LDAP Configuration

will be connecting to your LDAP server over the network. Here are two methods to secure the LDAP connection:

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External SASL and pooling are currently not supported. This is planned for a later release. 

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: https://support.microsoft.com/en-us/kb/321051

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

   3. NOTE: Self signed certificates are not supported for Live Forms 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. 

   1. Provide frevvo with 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) in our firewall and verified connectivity.
5. Once you receive this white listing confirmation email:
   1. Go to https://app.frevvo.com
   2. Login as your tenant admin
   3. Edit your tenant configuration and change the security manager to the LDAP Security Manager.
   4. Change the LDAP properties to your company's AD server following the instructions listed above
   5. Save your tenant AD configuration settings
   6. Verify that your tenant is now connected to your company AD server

LDAP Configuration Properties and Sample Configurations

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

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

Options for Authentication

Once you have your tenant successfully connecting with your LDAP server, there are two options available regarding the authentication process.

• Options 1: Users can login using the login page and will delegate authentication back to the LDAP/Active Directory server. See the example below. There is nothing more to do if you choose this option.
• Options 2: You can implement Single Sign On with IIS. See the details below.

Option 1 - Live Forms login page authenticating against LDAP

This is the case where the user will authenticate through the 's login page but delegate authentication to LDAP. Lets assume that your tenant named 'LDAP' was successfully configured to connect to your LDAP server and there is a user 'john' in your LDAP server. You can now login directly via 's login page:

 

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 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.

Option 2 - Single Sign On with IIS

In this scenario, a user authenticates to his windows account and tries to use . Since the user is already authenticated to the network,  will recognize his credentials and automatically forward the user to his  account, if he is a designer, or allow the user to use a form/flow if those resources are available to the tenant.

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Once all is configured and running it is possible to test these scenarios:

Signing in from within the network

In this case, the  server and the Active Directory server are running on the same machine. The user is already authenticated to the windows network and points the browser to:

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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

In this case, the  server and the Active Directory server are running on different machines. The user is trying to hit the URL below from outside the network. 

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Since the user is not authenticated in the windows Network, he will be prompted by the browser for credentials. IIS will authenticate the user in the network and forward the request to . The user will be automatically redirected to his initial page without having to re-enter his credentials.

Single sign-on Browser Configuration

If you are still being prompted for Windows authentication after SSO is configured, the security settings for your browser may be too high. Configure your browser to authenticate using the "system logon credentials" (Kerberos authentication mechanism) by adding the frevvo server to the browser's trusted sites.

Follow these steps for the specified browsers:

Configuring Internet Explorer

If you are using either the IisLoginModule or NtlmLoginModule option, your Internet Explorer users may want to modify their browser settings.  By default, Internet Explorer will only allow automatic login for sites in its Intranet zone.  For sites not included in the specified Intranet Zones, a windows dialog box will popup requesting login information.  This popup can be avoided by having your users modify their Intranet Zone settings as described below.

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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>.

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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.

Configure frevvo.internal.baseurl in frevvo.xml for LDAP SSO

This parameter is needed in frevvo.xml for various activities like accessing the ACL page, publishing templates, resetting tasks etc when using LDAP SSO. Let'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/...   POSTs to this URI  but m1 rejects the POST since it is not authenticated.

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

Upload and Video Control Behavior

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

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

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.

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Referrals

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.

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