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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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  • 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. You will need this group when following frevvo Best Practices (recommended).
  • Users with the frevvo.ReadOnly role must be assigned to frevvo.ReadOnly and frevvo.User groups on your LDAP/AD Server. - Login permissions for users assigned to this group are disabled. The forms in their account remain usable. This role could be used  when a designer user leaves your organization. In that case, you want to disable the login, but not the forms/flows that are owned by this user because they are still being used. Following frevvo Best Practices eliminates the need for this group. It can be considered optional.

Configuring and LDAP/Active Directory 

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    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 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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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. Email support@frevvo.com

    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. Ensure that the host name for your secure AD server resolves to the ip address.

  3. STOP:
    1. Wait for a reply email from support@frevvo.com letting you know that the frevvo infrastructure team has completed the white listing of your IP(s) on port 636 (ssl) in our firewall.
  4. Once you receive this white listing confirmation email:
    1. Go to https://app.frevvo.com
    2. Login as the designer user. Backup all existing applications for all designer users before proceeding.
    3. Login as your tenant admin
    4. Edit your tenant configuration and change the security manager to the LDAP Security Manager.
    5. Change the LDAP properties to your company's AD server following the instructions listed above
    6. Save your tenant AD configuration settings
    7. Verify that your tenant is now connected to your company AD server

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Expand
titleClick here for a list of properties and to see which ones 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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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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