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| Section | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
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Required: 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
Optional: There are two additional roles in frevvo - frevvo.Publisher and frevvo.ReadOnly. These roles are optional.
- In order to give a user the frevvo.publishers role, create the frevvo.Publisher group in your AD and assign users to it. Refer to the Publisher Role Documentation for an explanation of this role.
- In order to give a user the frevvo.ReadOnly role, create the frevvo.ReadOnly group in your AD and assign users to it. Following frevvo Best Practice eliminates the need for this role.
Other than these four groups, please do not name any other Azure groups with the 'frevvo.' prefix as this can cause problems reading user details.
| Warning |
|---|
|
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Follow these steps listed below to create a tenant frevvo tenant using the Azure SAML Security Manager:
- Create an Application for frevvo in Azure
- Create the frevvo metadata file
- Create the Azure Tenant IDP metadata file
- Create/edit the frevvo tenant
- Log into your frevvo tenant
Step 1 - Create an Application for frevvo in Azure
frevvo assumes that customers have someone on staff that can successfully perform this step of the procedure. Information about is frevvo is listed below to help you with this process.
| Info |
|---|
The Azure global administrator MUST create the application for in frevvo in Azure. |
If you are familiar with the Microsoft Azure Legacy Portal, review this Microsoft Training Guide before setting up the Azure application for frevvo.
| Info |
|---|
Do not include the curly braces in the URLs discussed below. |
- Login to the Microsoft Azure Management console: https://manage.windowsazure.com or https://portal.azure.com with your Azure global administrator account.
Click on the Azure Active directory link on the left side of the screen.
Click on the App Registrations link.
Click on the New application registration link for creating a new application.
- Enter the following details:
- Name:- Name of your frevvo Azure application
- Select who can use this application or access this API
- Configure the Redirect URL:
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
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
- Click Register.
- Select the frevvo application from the list.
- Click the Branding tab
- Configure the Home Page URL:
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
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:
- Click Save.
- Click on the API Permissions tab.
- Click Add a Permission.
- Select Microsoft Graph.
- For Application Permissions, select Directory.Read.All and and optionally Directory.ReadWrite.All (under Directory).
- For Delegated Permissions, select User.Read. (This permission may already be present.)
- Click on the Grant Permissions button select "Yes" option and click on the Save button.
- Click on the Expose an API tab.
- Click Add a Scope. See this Microsoft Azure documentation for details.
By default, Azure provides the ApplicationID URI as api://<appId>.For example,
Code Block api://3f2fd3fd-67f5-423e-95bc-c01d3712966c
You may use a different AppID URI if desired. This table lists supported* formats:
api://<appId>
api://<tenantId>/<appId>
api://a8573488-ff46-450a-b09a-6eca0c6a03ed/fc4d2d73-d05a-4a9b-85a8-4f2b3a5f39fe
api://<tenantId>/<string>
api://<string>/<appId>
*See this Microsoft documentation for additional available formats. frevvo has not verified with every format, so please use those not listed here with caution.
- Click Save and Continue.
- Provide the required attributes and choose a consent option. Usually this will be Admins and Users.Click the
- Certificates & secrets tab.
Generate the Client Secret.
COPY/SAVE the VALUECopy the new secret's Value and save it in a notepad - you will need this for the frevvo tenant screen.
There is only one chance to retrieve the client secret key when you create the application for in Azure. Once you leave this screen the value will be hidden.
- Click the Overview tab.
- Copy the Application ID into your notepad. This is the value of the Client ID on the frevvo configuration screen.
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 metadataCode Block title Example of the Federation Metadata Document URL https://login.microsoftonline.com/3d532ac1-a43c-45c7-b0e9-cc814400ca11/federationmetadata/2007-06/federationmetadata.xml
- Proceed to Step 2 - Create the frevvo metadata file
| Warning |
|---|
Just a reminder - you will need the Azure tenant ID, the client id and client secret for the frevvo application when configuring your Azure frevvo Azure SAML tenant. We recommend making a note of your Client Secret expiration date. You will need to refresh it prior to the expiration to ensure continued access to frevvo. See this Microsoft article for details. |
Step 2 - Create the frevvo 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.
Paste this URL into your browser:
Cloud Customers: https://app.frevvo.com:443/frevvo/web/saml/metadata/alias/{t} - replace {t} with the name of your tenant frevvo tenant - Ex; azuread
On-premise customers: http://<server>:<port>/frevvo/web/saml/metadata/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 tenant.
When the metadata displays, save the page as an xml file.
Edit the .xml file. Replace the entityID property (shown here on line 2) with the AppId URI (see Step 1 bullet #11) from Azure. For example, the generated entityID will look like this
Code Block language xml title Generated entityID linenumbers true <md:EntityDescriptor xmlns:md="urn:oasis:names:tc:SAML:2.0:metadata" ID="https___localhost_8443_frevvo_web_alias_testazuread" entityID="https://staging-app.frevvo.com:443/frevvo/web/alias/qateam_azure">
Replace the generated entityID with your AppId URI like this
Code Block language xml title Updated entityID linenumbers true <md:EntityDescriptor xmlns:md="urn:oasis:names:tc:SAML:2.0:metadata" ID="https___localhost_8443_frevvo_web_alias_testazuread" entityID="api://d8447c40-ac18-487c-a9a1-dc63d9f4a866">
- Copy the entire metadata from this file to the Azure SAML Security Manager configuration screen.
...
Browse the Federation Metadata Document URL that you copied to your notepad when creating the Azure application for frevvo. 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
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.
Step 4 - Create/edit the Azure SAML tenant
To successfully create a tenant frevvo tenant using the Azure SAML Security manager, you will need the following:
- frevvo metadata file
- The Azure SAML tenant Idp metadata file
- Attribute mapping information
- The Azure tenant ID, the client id and client secret key that are created as part of registering the frevvo application.
cloud frevvo cloud customers, migrating your tenant to the Azure SAML Security Manager, will make the changes via the Edit Tenant screen. Once accessed, follow these steps beginning with step 3.
- Log onto as frevvo as the superuser (on-premise) or the tenant admin (cloud).
- Access the Add Tenant (on-premise) or Edit Tenant (cloud) screen.
- Select Azure SAML Security Manager from the Security Manager Class dropdown.
- 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.
- Copy the metadata from the Azure tenant IDP file previously created and paste it into the Identity Provider field.
Enter the Federation Metadata Document URL that you copied 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.
Code Block title Example of Federation Metadata Document URL https://login.microsoftonline.com/fece6b7e-fbc6-4b3a-8287-fc07c29aa2d2/FederationMetadata/2007-06/FederationMetadata.xml
Check the Ignore Case checkbox if you are using LDAP for authentication and you want to frevvo 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.
Enter the User Id. This should be the User property name that identifies the user. A typical value is userPrincipalName, givenname etc.
- Custom attributes can be mapped by typing the attribute names in the Custom field separated by a comma.
- Enter the following information in the API Access section.
- 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.
- Enter the client id and client secret key that were created as part of registering the frevvo application into the respective fields.
- Configure a tenant admin account. This account does not require Azure SAML authentication. This tenant admin can log directly into frevvo.
- The tenant admin id, password and email fields are required. The Change password on next login is optional. It is checked by default.
- 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. For cloud customers the <base> is always https://app.frevvo.com.
- 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. - Configure the Business Calendar for your tenant. The escalation frevvo escalation feature will use this calendar to calculate deadlines and send notification and reminder emails.
- Enter HTTP Auth credentials if required. Credentials for external secure web services accessed by the forms and workflows in your tenant can be specified in this section.
- Click Submit.
...
- Paste this tenant specific URL into your browser:
Cloud Customers: https://app.frevvo.com:443/frevvo/web/tn/{t}/login - Replace {t} with the name of your Azure SAML tenant.
- On-premise Customers:http://<server>:<port>/frevvo/web/tn/{t}/login. Replace <server> and <port> with your server information and t with the name of your Azure SAML tenant.
The user is redirected to the Azure login screen.
If the user is authenticated, screens frevvo screens display depending on the level of authorization specified for the user. Designer users will see the Projects Home Page while non-designer users will be directed to their Task List. You will see this redirection when logging into a space frevvo space as well.
| Note |
|---|
|
Logged in User Display in Azure SAML frevvo tenant
If your Azure SAML userIds are in the format <username>@<domain name>, when you login to the tenant to frevvo the frevvo 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 frevvo tenant name, it will appear as if the domain name is listed twice.
Azure SAML Tenant Built-in Admin User
Just a reminder that the tenant admin account can login directly into frevvo or use the Azure SAML login.
When you create/edit a new tenant you are prompted to set up/modify a tenant admin user id, password and email address. This tenant admin does not authenticate via your Azure SAML IDP. It only exists in frevvo. If you experience an issue with your Azure SAML configuration such that you can't login as an Azure SAML authenticated user, use the built-in admin user to login to your tenant as a tenant admin in order to fix your Azure SAML configuration issue. Only one built-in tenant admin account is supported.
Browse this URL to login as the built-in: <base_URL>/frevvo/web/admin/login. When specified, will frevvo will prepend the base URL to the URLs in your Form/Document Actions. The <base_URL> is typically http(s)://<your servername>:<port>.
...
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 :
- Browsing the admin specific URL - <base-url>/frevvo/web/admin/login. Enter the built-in userid. Click Forgot Password? This error message displays if any other user clicks on the Forgot Password? link after browsing the admin specific URL:
- Logging in as a Azure SAML authenticated tenant admin and changing the password via Manage Users.
| Tip |
|---|
The frevvo superuser admin (Cloud customers) and the in-house superuser can change the password for the built-in userid from the Edit Tenant page. |
What if you do not remember the userid of your original tenant admin? Follow these steps:
- Login as your authenticated Azure SAML tenant admin
- Click Manage Users and click the
edit admin icon.
| Tip |
|---|
The frevvo (Cloud customers) and in-house superuser can see the built-in tenant userid from the Edit Tenant page. |
Session Timeout
Session timeouts are configured in and frevvo and in your Azure SAML IDP. If a user's session ends before the IDP timeout is reached, they will automatically be logged back into if frevvo if they try to access it again. It is recommended that the session frevvo session timeout and the IDP session timeout be configured for the same value.
...
On-premise customers using the tomcat bundle will see the following entry in the error the frevvo error log:
| Code Block |
|---|
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 frevvo Azure SAML tenant may encounter the error "Access Denied. Authorization Required". Examination of the frevvo.log shows the following entry:
| Code Block |
|---|
Response issue time is either too old or with date in the future, skew 60, time 2016-06-01T05:49:25.330Z |
This error is typically caused by a clock synchronization issue between the SP (frevvo) and the Idp (Azure) or a genuine delay in the connection. If you get this error, you can change the value of the context parameter, com.frevvo.security.saml.response.skew, to specify the time in seconds allowed between the SAML request and response to a value greater than the default value of 60 seconds.
Follow the instructions listed in the Installation Tasks chapter to add the parameter.
Login into the
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frevvo Azure SAML tenant fails
If the login into your Azure SAML tenant fails and the log frevvo log reports the following error, you may have to edit your Azure SAML tenant to add the metadata URL. T
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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 used as backup in case the URL is not accessible. Refer to Step 6 above for the details.
Cannot get User Details
If you see an error like "cannot get user details" when using business rules to populate user info, please ensure that your Azure groups do not include "frevvo." in the name (other than the 4 roles mentioned above: frevvo.Designer, frevvo.TenantAdmin, frevvo.Publisher, and frevvo.ReadOnly.)
Azure SAML Errors
The table below lists errors you may encounter when configuring your tenant with the Azure SAML Security Manager. Verify the recommended values to resolve.
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