Prerequisites

• You will need a valid Microsoft Azure subscription

• The frevvo.TenantAdmin and frevvo.Designer groups must be specified on your Active Directory server. The group names must be spelled as shown. Upper/lower case may be a factor for Open LDAP systems. These groups are required.

  • Tenant admin users must be assigned to the frevvo.TenantAdmin group.
  • Designer users must be assigned to the frevvo.Designer group
    

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• Contact the frevvo Customer Success team to schedule your Security Manager configuration.
• frevvo Best Practice recommends that you create a user account in your Active Directory that will house all of your deployed Production forms/flows. This user can be named anything i.e.frevvoProduction but it must be a member of the frevvo.Designer group
• If you want to preserve Applications/Forms/Flows developed in your trial/starter tenant to your desktop, perform these steps BEFORE changing the Security Manager. :
  1. Download the Applications/Forms/Flows that you want to preserve to your desktop as a backup. Do this for all user accounts that have Applications/Forms/flows that you want to keep.
  2. When the backup of all Applications/Forms/flows is completed, delete the user accounts in your Default Security Manager tenant.

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Configuring the Azure SAML Security Manager

Follow these steps listed below to create a tenant using the Azure SAML Security Manager:

1. Create an Application for Live Forms in Azure
2. Create the Live Forms metadata file
3. Create the Azure Tenant IDP metadata file
4. Create/edit the Live Forms tenant
5. Log into your Live Forms tenant

Step 1 - Create an Application for Live Forms in Azure

frevvo assumes that customers have someone on staff that can successfully perform this step of the procedure. Information about is listed below to help you with this process.

1. Login to the Microsoft Azure Management console: https://manage.windowsazure.com or https://portal.azure.com with your Azure global administrator account

2. Use the information below to complete the single sign-on fields:
   1. AP ID URI:
      

      1. Cloud Customers should use https://app.frevvo.com:443/frevvo/web/alias/{t} - replace {t} with the name of your frevvo Cloud tenant.

         Info
         For example, if you were changing the Security Manager from the Default Security Manager to the Azure SAML Security Manager for a frevvo Cloud tenant named mycompany.com,the AP ID URL would be: https://app.frevvo.com:443/frevvo/web/alias/mycompany.com

      2. On-premise customers should use http://<server>:<port>/frevvo/web/alias/{t} - replace <server> with the ip of your server, <port> with the port number (if applicable) and t with the name of your frevvo in-house tenant.

         Info
         For example, if you were changing the Security Manager from the Default Security Manager to the Azure SAML Security Manager for a frevvo in-house tenant named mycompany.com, the AP ID URL would be: https://<server:port>/frevvo/web/alias/mycompany.com

   2. REPLY URL:
      

      1. Cloud Customers should use https://app.frevvo.com:443/frevvo/web/saml/SSO/alias/{t} - replace {t} with name of your frevvo tenant.

         Info
         For example, if you were changing the Security Manager from the Default Security Manager to the Azure SAML Security Manager for a frevvo Cloud tenant named mycompany.com, the REPLY URL would be: https://app.frevvo.com:443/frevvo/web/saml/SSO/alias/mycompany.com

      2. On-premise customers should use http://<server>:<port>/frevvo/web/saml/SSO/alias/{t} - replace <server> with the ip of your server, <port> with the port number (if applicable) and t with the name of your frevvo in-house tenant.

         Info
         For example, if you were changing the Security Manager from the Default Security Manager to the Azure SAML Security Manager for a frevvo in-house tenant named mycompany.com, the REPLY URL would be: https://<server:port>/frevvo/web/saml/SSO/alias/mycompany.com

   3. SIGN-ON URL
      

      1. Cloud Customers should use https://app.frevvo.com:443/frevvo/web/tn/{t}/login - replace {t} with the name of your frevvo Cloud tenant.

         Info
         For example, if you were changing the Security Manager from the Default Security Manager to the Azure SAML Security Manager for a frevvo Cloud tenant named mycompany.com, the SIGN-ON URL would be: https://app.frevvo.com:443/frevvo/web/tn/mycompany.com/login

      2. On-premise customers should use http://<server>:<port>/frevvo/web/tn/{t}/login - replace <server> with the ip of your server, <port> with the port number (if applicable) and t with the name of your frevvo in-house tenant.

         Info
         For example, if you were changing the Security Manager from the Default Security Manager to the Azure SAML Security Manager for a frevvo in-house tenant named mycompany.com, the SIGN-ON URL would be: https://<server:port>frevvo/web/tn/mycompany.com/login

         You will need the Azure tenant ID, the client id and client secret key that are created for the frevvo application when configuring your Azure SAML tenant.

requiredResourceAccess": [                                {
                                    "resourceAppId": "00000002-0000-0000-c000-000000000000",
                                    "resourceAccess": [
                                {
                                    "id": "5778995a-e1bf-45b8-affa-663a9f3f4d04",
                                    "type": "Role,Scope"
                                },
                                {
                                    "id": "78c8a3c8-a07e-4b9e-af1b-b5ccab50a175",
                                    "type": "Role"
                                },
                                {
                                    "id": "311a71cc-e848-46a1-bdf8-97ff7156d8e6",
                                    "type": "Scope"
                                }

Prerequisites

• You will need a valid Microsoft Azure subscription

• The frevvo.TenantAdmin and frevvo.Designer groups must be specified on your Active Directory server. The group names must be spelled as shown. Upper/lower case may be a factor for Open LDAP systems. These groups are required.

  • Tenant admin users must be assigned to the frevvo.TenantAdmin group.
  • Designer users must be assigned to the frevvo.Designer group
    

Configuring the Azure SAML Security Manager

Follow these steps listed below to create a tenant using the Azure SAML Security Manager:

1. Create an Application for Live Forms in Azure
2. Create the Live Forms metadata file
3. Create the Azure Tenant IDP metadata file
4. Create/edit the Live Forms tenant
5. Log into your Live Forms tenant

Step 1 - Create an Application for Live Forms in Azure

frevvo assumes that customers have someone on staff that can successfully perform this step of the procedure. Information about  is listed below to help you with this process.

If you are familiar with the Microsoft Azure Legacy Portal, review this Microsoft Training Guide before setting up the Azure application for .

1. Copy the Application ID into your notepad. This is the value of the Client ID on the frevvo configuration screen.

2. Copy the Directory ID into your notepad. This is the value of the Tenant ID on the frevvo configuration screen.
   Click Endpoints at the top of the screen. Copy the Federation Metadata Document URL from the list to your notepad. This is the URL that you will use to generate the Azure metadata

https://login.microsoftonline.com/3d532ac1-a43c-45c7-b0e9-cc814400ca11

1. /federationmetadata/2007-06/federationmetadata.xml

    

Step 2 - Create the Live Forms metadata file

Follow these steps to generate the frevvo metadata for your Azure SAML tenant. You can do this even if the tenant has not been created yet.

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Step 3 - Create the Azure Tenant Idp metadata file

Follow these steps:

Browse the azure tenant (IdP) metadata at: https://login.microsoftonline.com/{azure-tenant-name}/FederationMetadata/2007-06/FederationMetadata.xml - replace {azure-tenant-name} with the id of your  application in the Azure Active Directory. This can be obtained by viewing the endpoint URLS listed when you click Endpoints in your frevvo Azure application. In this example, fece6b7e-fbc6-4b3a-8287-fc07c29aa2d2 is the application id in Azure Active Directory.

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metadata file

Follow these steps:

1. Browse the Federation Metadata Document URL that you copied to your notepad when creating the Azure application for . It is located on the Endpoints tab in your frevvo Azure application.

   Code Block
   title Example of Federation Metadata Document URL from Endpoints
   https://login.microsoftonline.com/fece6b7e-fbc6-4b3a-8287-fc07c29aa2d2/FederationMetadata/2007-06/FederationMetadata.xml

2. Save all the metadata returned as an xml file. We will need to copy the entire metadata from this file to the Azure SAML Security Manager configuration screen.

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1. Log onto as the superuser (on-premise) or the tenant admin (cloud).
2. Access the Add Tenant (on-premise) or Edit Tenant (cloud) screen.
3. Select Azure SAML Security Manager from the Security Manager Class dropdown.
4. Copy the Service Provider (frevvo) metadata into the Service Provider field. You can include the xml prolog when you paste the Service Provider (frevvo) metadata.
   
   
   
   
5. Copy the metadata from the Azure tenant IDP file previously created and paste it into the Identity Provider field.
   
   
   
   

6. Enter the Federation Metadata Document URL that you used in Step 3 to generate the Azure IDP metadata into the URL field below the Identity Provider sectioncopied from Endpoints in your frevvo Azure application. The URL is needed to handle Signing key rollover in Azure Active Directory. This URL is polled and refreshes the Azure IDP metadata every 3 hours. The new metadata is stored and automatically used as backup in case the URL is not accessible.
   

   In this example, fece6b7e-fbc6-4b3a-8287-fc07c29aa2d2 is the  tenant id in Azure Active Directory. It was obtained by viewing the endpoint URLS listed when you click Endpoints in your frevvo Azure application.

   code

    
   

   Code Block
   title Example of Federation Metadata Document URL
   https://login.microsoftonline.com/fece6b7e-fbc6-4b3a-8287-fc07c29aa2d2/FederationMetadata/2007-06/FederationMetadata.xml

7. Check the Ignore Case checkbox if you are using LDAP for authentication and you want to ignore the case stored in LDAP systems for users/roles. The field is checked by default. Refer to the Mixed or Upper case User Names topic for more information.
   

8. Enter the User Id. This should be the User property name that identifies the user. A typical value is userPrincipalName, givenname etc.
   

9. Custom attributes can be mapped by typing the attribute names in the Custom field separated by a comma.
10. Enter the following information in the API Access section.
    1. Enter the Azure tenant identifier into the tenant Id field. This can be obtained by viewing the endpoint Urls listed when you click View Endpoints in your frevvo Azure application.
    2. Enter the client id and client secret key that were created as part of registering the frevvo application into the respective fields.
       
       
11. Configure a tenant admin account. This account  does not require Azure SAML authentication. This tenant admin can log directly into providing a default security manager backdoor.
    
    1. The tenant admin id, password and email fields are required.
    2. When this tenant admin performs a form based login i.e. /frevvo/web/login, the password entered on this screen is used for authentication. This is also the URL used by the API.
    3. If the tenant based login url is used i.e. /frevvo/web/tn/{t}/login then the Azure SAML login is used.
    
    
    
    The forgot password function works for an Azure SAML tenant admin user. For all others, it will display the error message about not being supported for the tenant.
    
    
12. Configure the Business Calendar for your tenant. The escalation feature will use this calendar to calculate deadlines and send notification and reminder emails.
13. Enter HTTP Auth credentials if required. Credentials for external secure web services accessed by the forms and flows in your tenant can be specified in this section.
14. Click Submit.
    
    
    

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Logged in User Display in Azure SAML Live Forms tenant

If your Azure SAML userIds are in the format <username>@<domain name>, when you login to  the tenant name is appended to the userId . This is as designed. You will see <username@domain name@frevvo tenant name> as the logged in user at the top of the screen. If your domain name is the same as your tenant name, it will appear as if the domain name is listed twice.

Image Modified

Azure SAML Tenant backdoor admin user

Just a reminder that the tenant admin account can login directly into Live Forms or use the Azure SAML login.

When you create a new tenant you are prompted to set up a tenant admin user id and password. This tenant admin does not authenticate via your Azure SAML IDP. It only exists in Live Forms. If you experience an issue with your Azure SAML configuration such that you can't login as an Azure SAML authenticated user, this account provides a backdoor you can use to login to your tenant as a tenant admin in order to fix your Azure SAML configuration issue. Only one backdoor tenant admin account is supported.

Image Modified

If your tenant originally used the Default Security Manager and then you changed to the Azure SAML Security Manager, this tenant admin account has already been setup. If you have forgotten the password, you can change it by :

• Using the Live Forms Forgot Password? feature for the tenant admin account.
• Logging in as a Azure SAML authenticated tenant admin and changing the password via Manage Users.
  

What if you do not remember the userid of your original tenant admin? Follow these steps:

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Application error processing /frevvo/web/login?null java.lang.UnsupportedOperationException: null

Accessing a Space in a AzureAD tenant on a mobile device will not display a logout button.

Skew error when logging into an Azure tenant

Users logging into a Live Forms Azure SAML tenant may encounter the error "Access Denied.  Authorization Required". Examination of the frevvo.log shows the following entry:

Response issue time is either too old or with date in the future, skew 60, time 2016-06-01T05:49:25.330Z

Follow the instructions listed in the Installation Tasks chapter to add the parameter.

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