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

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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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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 parameters via the Add Tenant screen. LDAP properties can be updated at anytime via the Edit Tenant screen.

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1. 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.
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      2. Enter your LDAP Configuration Properties. 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 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 Consult your LDAP Administrator for the details.You will have to set the ‘java.naming.referral’ property to value ‘ignore’ in the Name/Value table of your Edit Tenant page.

      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.
         
         
2. 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
It is recommended that you check the Ignore Case checkbox when configuring LDAP. Refer to Mixed or Upper case User Names topic for more details.

 

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 incorrect:

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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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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.