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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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Prerequisites

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

Warning

Active Directory Customers using LDAP must ensure that frevvo.User, 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. 

  • 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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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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Warning

 Changing the case of LDAP userids in Active Directory can cause undesired results. Use caution.

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.

Please see this documentation which has the complete list of all available LDAP properties. Click on the java.naming.referral property in this documentation to open its details.

 

You will have to set the ‘java.naming.referral’ property to value ‘ignore’ in the Name/Value table of your Edit Tenant page.