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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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Configuring and LDAP/Active Directory 

users and groups can be maintained externally in systems such as Active Directory or Open LDAP.  Follow these steps to integrate  and your LDAP server:

  1. Collect the key information listed below and verify the Prerequisite Tasks have been performed.
  2. Create a tenant with the LDAP/Active Directory Security Manager class.
  3. Once you have your tenant successfully connecting with your LDAP server, review the available options regarding the authentication proces 

Key Information to Collect

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  • LDAP server name or ip
  • LDAP server port
  • User name and password with proper permissions to access and browse LDAP.
  • LDAP groups and/or users that will be considered  designers. These users will be able to create forms and flows in frevvo.
  • LDAP groups and users that will be considered  administrators.
  • LDAP groups and users that will be considered  publishers. This role gives a user the permission to go to the home page of every other tenant user. 
  • LDAP groups and users that will be considered ReadOnly.

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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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. 

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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

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 

users and groups can be maintained externally in systems such as Active Directory or Open LDAP.  Follow these steps to integrate  and your LDAP server:

  1. Collect the key information listed below and verify the Prerequisite Tasks have been performed.
  2. Create a tenant with the LDAP/Active Directory Security Manager class.
  3. Once you have your tenant successfully connecting with your LDAP server, review the available options regarding the authentication proces 

Key Information to Collect

Before configuring the LDAP/Active Directory Security Manager, you will need the following information:

  • LDAP server name or ip
  • LDAP server port
  • User name and password with proper permissions to access and browse LDAP.
  • LDAP groups and/or users that will be considered  designers. These users will be able to create forms and flows in frevvo.
  • LDAP groups and users that will be considered  administrators.
  • LDAP groups and users that will be considered  publishers. This role gives a user the permission to go to the home page of every other tenant user. 
  • LDAP groups and users that will be considered ReadOnly.

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

Info

If you are a new in-house LDAP customer, use the Add Tenant screen to configure the LDAP tenant. If you are an existing LDAP customer, the migration process copies any existing LDAP configuration from the frevvo.xml or config properties files to the tenant. Once migrated,  updating frevvo.xml has no effect on the tenant configuration. Make changes using the Edit Tenant screen.

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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. For existing tenants, these properties are added when you Edit your tenant.

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

These are the properties used to configure the LDAP/Active Directory security manager. The properties in bold are required.

LDAP Configuration Properties

These are the properties used to configure the LDAP/Active Directory security manager. The properties in bold 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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