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 is a multi-tenant application. Tenants allow you to segregate groups of users and roles. Users from one tenant cannot access users in any other tenant. Note: this does not apply to public forms/flow which do not require login access to a tenant.

The  In-house superuser admin can create as many tenants on your form server as needed. Once the superuser admin creates the tenant, the tenant admin user can then login to manage the tenant, configure LDAP, add users & roles, etc. See the Admin Home Page for differences between the superuser admin and tenant admin. 

Info

trial tenants in the cloud are initially configured with the frevvo Default security Manager. Once you have purchased your license, you can switch the Security Manager of your tenant and retain existing forms/flows, users, roles and submissions.

Tenants using the Default Security Manager can be migrated to:

  • Default Security Manager → LDAP
  • Default Security Manager → SAML  
  • Default Security Manager →  Azure SAML

Tenants using the LDAP Security Manager can migrate to:

  • LDAP → SAML
  • LDAP → Azure SAML

If you want to switch the security manager of your tenant, cloud customers should contact sales@frevvo.com to initiate the procedure.

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  • Click  to add a new tenant.
  • Click  to display the Manage Tenant page. You use the links on this page to edit the tenant information and manage the tenant's roles, users, form and control categories, and production forms.
  • Click  to edit the tenant information. This link displays the same page as the Edit Tenant link on the Manage Tenant page.
  • Click to make a copy of the tenant.
  • Click  to remove the tenant from the server.

Info

You cannot remove or copy the d (Default tenant).

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  • Are you creating a tenant for Confluence? - Check this if you are planning on integrating with Confluence. If checked, the Security Manager Class field displays the Delegating Security Manager . This - This is the Security Manager needed for Confluence. The SharePoint section of the screen is hidden. The SharePoint Connector is not available to frevvo Confluence customers as it will not work in embedded scenarios.  If unchecked, the Default Security Manager will be used. 

  • If you are not using Confluence, select a Security Manager Option from the following choices: 

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    1. Frevvo Default Security Manager (FSM) -  is responsible for authentication/authorization and managing users/roles. This is the default option. Your tenant will be created with this security manager if no other choice is selected. 
    2. LDAP Active Directory Security Manager (LDAPSM) - The user is authenticated outside . Typically, SSO or  performs the authentication using LDAP directly.
    3. SAML Security Manager - This security manager allows the  exchange of authentication and authorization data between an identity provider of your choice (ex:Shiboleth) and a service provider (frevvo). SSO is supported. Although this security manager can be used on-premise it is primarily meant for cloud tenants who use LDAP but do not want to expose it over the internet.
    4. Azure SAML Security Manager - Allows the on-premises AD to be exposed to the cloud via synchronization with Azure AD. Uses the graph API to access users and groups from AD. SAML is used for authentication only, providing single sign on.
    5. DB Container Security Manager (DBCSM) - Authentication is the container's responsibility, but  provides a database interface to fetch users/roles for design time functionality from an external database.   
    6. LDAP Container Security Manager (LDAPCSM) - This is exactly the same as the DB Container Security Manager using LDAP/Active Directory instead of a database. Authentication is the container's responsibility. 
    7. Custom - (CSM) - Container managed security manager used when there is a requirement for a container to handle authentication.

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Configuring the SharePoint Connector

Store submissions and metadata on a registered SharePoint website using the frevvo SharePoint Connector and wizard. The configuration information is discussed in the SharePoint Connector topic

Configuring the LDAP/Active Directory Security Manager

Creating/editing the LDAP tenant is performed by the superuser (on-premise) or the tenant admin (cloud). Refer to this documentation for configuration details and here for some troubleshooting tips.

Configuring the LDAP Container Security Manager

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Configuring the SAML Security Manager

Creating/editing the SAML tenant is performed by the superuser (on-premise) or the tenant admin (cloud). Refer to the SAML Security Manager topic for the details.

Configuring the Azure SAML Security Manager

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If you are editing a tenant using the Azure SAML Security Manager, configured metadata and attribute mappings will display. These values can be modified using this screen.

Authentication Only is checked so only the field for User Id mapping is displayed.

Edit the SharePoint Configuration

 

Edit the Business Calendar

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