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supports frevvo supports the creation of a tenant using the SAML (Security Assertion Markup Language) Security Manager. Users in this tenant can log into via frevvo via SAML version 2.0. SAML enables internet single sign-on by allowing users to authenticate at an identity provider and then access service providers without additional authentication.

The SAML Security manager is for customers who expose their user identities over the internet via the SAML single sign-on (SSO) standard.

SAML requires the configuration and installation of an identity provider that supports SAML 2.0. Some examples are Google, Okta, Shibboleth, OpenSSO, ADFS, and PingFederate, OneLogin.

In a SAML environment, integration with an LDAP server for authentication is common. In general, here's how it works:

User A attempts to access frevvo by typing the URL into the browser
frevvo sends a SAML request for authentication to the Identity Provider
The Identity Provider requires more information. The Identify Provider login screen is displayed.
User A logs into the Identity Provider.
The Identity Provider may communicate with your LDAP server for authentication.
The Identity Provider builds and sends a SAML token to frevvo containing the security information for User A.
frevvo processes the information. If User A has been authenticated, frevvo establishes a session and redirects User A to the correct frevvo screen depending on User A's authorization level.

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Info
only frevvo only supports/certifies the SAML Security Manager when is frevvo is running in the tomcat container. Refer to our Supported Platforms for the list of Application Servers supported/certified by frevvo.

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If Authentication Only is selected, SAML is used only for authentication. Authorization depends on the roles defined in in frevvo. SAML will authenticate the user but not retrieve any of the attributes.
You may choose to use this mode if you:

you prefer to maintain groups/roles in rather in frevvo rather than in your IDP or LDAP server.
you find the SAML mapping for the other required attributes complex. For example, retrieving the manager user id and role names may require writing custom rules.

In this mode, manual creation of users & roles in the tenant the frevvo tenant is required. The The frevvo CSV upload feature makes this easy.

If Authentication Only is not selected, users will be added (discovery) at runtime when they log in for the first time. It is important to consider the following points before making your decision.

User discovery:
- There is no guarantee that the first login will occur before a task is created for a specific user /role. If you have workflows, that are routed to users who have not logged in yet, your workflow may not do what you expect. If the user’s role changes after 1st login but before the next task is routed to their new role, the task will not appear on their Task List. For example, a user with the role of employee logs into into frevvo. The user then gets promoted to manager. The user will not receive a task routed to the user's new role of manager if the workflow is initiated before the user logs out and logs in again and the user account is updated.
- Manually creating/uploading users and roles ahead of time avoids this situation.

Your IDP or LDAP Server:
- Customers must ensure that the frevvo.User, frevvo.TenantAdmin and frevvo.Designer roles are specified in their IDP or LDAP server.
  - - All users requiring access to must to frevvo 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.

Warning

Contact the frevvo Customer Success team to schedule your Security Manager configuration.

The group names for these three special roles must be frevvo.User, frevvo.TenantAdmin, and frevvo.Designer. Upper/lower case may be a factor for Open LDAP systems.
frevvo Best Practice recommends that you create a user account that will house all of your deployed Production forms/workflows. This user can be named anything (e.g., frevvoProduction) but it must be a member of the frevvo.Designer group.
Review the documentation on Preserving Projects/Forms/Workflows developed in your trial/starter tenant BEFORE changing security managers.
frevvo only supports the SAML Security Manager when is frevvo is running in the tomcat container. Refer to our Supported Platforms for the list of Application Servers supported/certified by frevvo.

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In the directions given below, the Service Provider refers to frevvo frevvo. The metadata for your SAML frevvo SAML tenant must be obtained first. Customers will need to configure the metadata frevvo metadata when creating the SAML tenant.

On Premise Customers Only
1. Generate Your Certificate
2. Install the Java Cryptography Extension API
Create the frevvo Metadata file.
Configure your Identity Provider
Create /or edit the SAML tenant
Manage Users /and Roles for your in a SAML tenant
Logging into a frevvo in a SAML Tenant

Section 1 - On Premise Customers Only

Cloud customers can skip the Generate Your Certificate and Install the Java Cryptography steps. These instructions are provided for On Premise customers only.

Generate Your Certificate

If you are using the frevvo tomcat bundle, the supplied keystore, frevvoKeystore.jks is located in the <frevvo-home>/tomcat/lib folder, The keystore contains a default certificate. Replace this with a certificate for your installation.

...

Follow these steps to generate and import the certificate for your installation:

Stop if frevvo if it is running.
Copy the default <frevvo-home>\tomcat\lib\ frevvoKeystore.jks to another location as a backup
Log in as administrator.
Make sure the path to the keytool application is configured in your system path. keytool is part of the standard Java distribution (JDK or JRE)). For example, keytool is located in the C:\Program Files\Java\jdkx.x.x\bin directory in the JDK.
Navigate to <frevvo-home>\ tomcat\lib or to the new location of the keystore if you changed the com.frevvo.security.saml.keystore property in the setenv or service.bat files

Delete the existing certificate:

Code Block
keytool -delete -alias frevvo -keypass p@ssw0rd -keystore frevvoKeystore.jks -storepass p@ssw0rd

If you changed the password from the default, execute this keytool command to change the password in the keystore
Code Block
keytool -storepasswd -keystore frevvoKeystore.jks
You will be prompted for the old password. Enter p@ssw0rd. Then when prompted, enter the new one. The keystore password must match whatever is in the line that you added to the setenv or service.bat files.
Generate a new certificate: Here is the command: Change the -dname value to the DNS name of your IDP.

If you changed the values of the com.frevvo.security.saml.key or com.frevvo.security.saml.password properties in the setenv or service.bat files then change the alias in the command and the keypass and storepass password parameters to match those values. The key and store passwords need to be the same as there is only one password property.

The dname in this keytool command specifies the X.500 Distinguished Name to be associated with the alias and is used as the issuer and subject fields in the self-signed certificate. While we provide a sample in the documentation, it is up to the customer (your security policy) to decide what the value should be when the certificate for your installation is generated. Since this is a self-signed certificate, the dname could be anything. Here is a link to the Oracle documentation to give you some ideas.

Execute this command to create a new certificate and store it in the keystore.
Code Block
keytool -genkey -dname "cn=app.frevvo.com" -alias frevvo -keypass p@ssw0rd -keystore frevvoKeystore.jks -storepass p@ssw0rd -keyalg rsa -keysize 2048 -validity 3650
The certificate can be viewed by exporting it to a file. If you changed the password, substitute the new password in the command:
Code Block
keytool -exportcert -alias frevvo -file frevvo.rfc -rfc -keystore frevvoKeystore.jks -storepass p@ssw0rd

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Paste this URL into your browser:
1. Cloud Customers: https://app.frevvo.com:443/frevvo/web/saml/metadata/alias/{t} - replace {t} with the tenant id of your SAML tenant.
2. 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 your tenant id).
When the metadata displays, right-click and select the browser option to View the Page source.
Save the page as an xml file.
Metadata must be generated for each SAML tenant. Each tenant will have a unique URL.

Section 3 - Configure Your Identity Provider

Configure the Service Provider metadata for your Identity Provider. For example, the Shiboleth Identity provider requires modification of a file to provide the path to the tenant frevvo tenant metadata xml file created above.
Your Identity Provider must be configured to expose the attributes that requiresfrevvo requires. Attribute mapping is done when you create the SAML tenant. These are:
1. User Id
2. First Name
3. Last Name
4. Email
5. Manager Id (optional)
6. Groups
7. Custom Attributes (optional)

We know that your IDP software of choice is outside of the frevvo server software and that you have the expertise in-house to install, configure and maintain your IDP software. But here are some tips we have found that may assist you.

Expand

title	Click here for some tips when configuring ADFS

Warning
The information below applies to ADFS v2.0. If you are using a different version, your ADFS expert must locate the equivalent functions for that version.

Save the frevvo tenant metadata as an xml file. Add Relying Party Metadata Trust. Use the 'Import data about the relying party from a file' option to upload the saved xml file.
In Edit Claim Rules, create a rule to map AD attributes to the outgoing claim type as shown below. Information about creating rules to send LDAP attributes as Claims can be found on this Microsoft support website
1. samAccountName to NameID - If you rather generate an opaque identifier, you would need to create custom rules as described here.
2. samAccountName to Windows Account Name
3. givenName to Given Name
4. Surname to Surname
5. emailAddresses to Email Address
6. Group membership is added using the wizard. Select Token-Groups Unqualified Names and map it to the Group claim.

Extract the Manager's samAccountName. This can be done using the following 3 custom claim rules. This rule assumes that the CN of the manager DN contains the samAccountName:

Code Block

c:[Type == "http://schemas.microsoft.com/ws/2008/06/identity/claims/windowsaccountname", Issuer == "AD AUTHORITY"]
=> add(store = "Active Directory", types = ("http://schemas.xmlsoap.org/ws/2005/05/identity/claims/ManagerDN"), query = ";Manager;{0}", param = c.Value); 

Manager SAM1
c:[Type == "http://schemas.xmlsoap.org/ws/2005/05/identity/claims/ManagerDN"]
=> add(Type = "http://schemas.xmlsoap.org/ws/2005/05/identity/claims/ManagerSam", Value = RegExReplace(c.Value, ",[^\n]*", ""));

ManagerAccountName
c:[Type == "http://schemas.xmlsoap.org/ws/2005/05/identity/claims/ManagerSam"]
=> issue(Type = "http://schemas.xmlsoap.org/ws/2005/05/identity/claims/manageraccountname", Value = RegExReplace(c.Value, "^CN=", ""));

In the tenantfrevvo tenant, map the attributes as shown: Refer to this website for more information about Claims.

Attribute	Value
User Id	http://schemas.microsoft.com/ws/2008/06/identity/claims/windowsaccountname
First Name	http://schemas.xmlsoap.org/ws/2005/05/identity/claims/givenname
Last Name	http://schemas.xmlsoap.org/ws/2005/05/identity/claims/surname
Email	http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress
Manager User Id	http://schemas.xmlsoap.org/ws/2005/05/identity/claims/manageraccountname
Roles	http://schemas.xmlsoap.org/claims/Group

It is recommended that you turn on tracing in ADFS so that the SAML response is visible. Compare the names of the attributes contained in the response to the names of the attributes configured on the tenant screen. If turning on ADFS tracing is not an option, the frevvo log can be searched for the name attribute values.

Configure Custom Attributes

Active Directory attributes other than the standard First Name, Last Name, or Email are considered custom attributes. You can retrieve custom attributes in addition to the standard ones from your IDP and pull the data into your form/workflow using frevvo business rules. For example, let's say you want to extract the custom attribute, StaffId, from LDAP and populate fields in your form/workflow using a business rule.

Perform these general steps:

Make sure the custom attribute, in our example StaffID, is configured in Active Directory and assigned to the correct users.
Expose StaffID as a SAML attribute by writing an ADFS claim rule.
1. During this process, you assign the attribute a name, e.g. http://schemas.xmlsoap.org/ws/2005/05/identity/claims/staffid
Map the attribute with this name in the Custom section of the tenant setup screen. Save the tenant configuration.
Here is an example of a business rule that references the custom attribute, Staff Id, and populates a field in a form named StaffID.
Code Block
if (form.load) { StaffID.value = _data.getParameter('subject.http://schemas.xmlsoap.org/ws/2005/05/identity/claims/staffid'); }
Refer to Retrieving Custom Attributes from LDAP in a SAML Tenant RetrievingCustomAttributesfromLDAPinaSAMLTenant for another example.

Expand

title	Click here for instructions to configure Google Apps as the SAML IDP

Follow these steps to setup Google as the Identity Provider and frevvo as the Service Provider to configure Single Sign-On. These instructions are for Cloud. On-Premise customers follow the same steps with one additional step to generate a certificate:

On Premise customers ONLY:
Generate a certificate
Step1-In-houseCustomersOnly.
Configure Google as the Identity Provider
1. Login to your Google domain as an admin, go to the admin portal and click through to Apps > SAML Apps. If you have any existing SAML apps, you’ll see them here. Click the big PLUS (+) sign at the bottom right to add a new one. A wizard will appear.
2. Click the “Setup My Own Custom App” link at the bottom of the screen.
3. Choose Option 2 and Download the IDP metadata file.
4. Provide a name for your application, a description, and a logo.
5. Enter the Service Provider (frevvo) details.
  1. For ACS URL, type https://app.frevvo.com:443/frevvo/web/saml/SSO/alias/{tenant} - replace {tenant} with your cloud tenant.
  2. For Entity Id, type https://app.frevvo.com:443/frevvo/web/alias/{tenant} - replace {tenant} with your cloud tenant.
  For example, https://app.frevvo.com:443/frevvo/web/saml/SSO/alias/ashish-saml.com
6. Leave the built-in Name Id attribute configuration alone.
7. Add a new Attribute Mapping: User Id | Basic Information | Primary Email
8. Click Finish. The Setup Complete screen displays.
9. Click OK.
10. Your new SAML App will be displayed. Click the three dots at the right and turn ON SSO. You can choose to turn it ON for everyone in your domain or for specific sub-domains.
Create users in Google:
1. Create your users in Google or move existing users into the appropriate sub-organization if you are limiting access to your SAML app in Google. You won’t have to create new users or move existing users if you enabled the SAML app for everyone in your Google domain.
2. You’ll need a user in your Google domain to serve as the tenant administrator. Either, create a new one or choose an existing one (there’s nothing to do as long as you choose someone).
Create users in frevvo:
1. You need to ensure that the user you chose/created as the tenant admin exists in frevvo. Once we switch over to SAML, all authentication will use Google Apps credentials and you won’t be able to login using your current tenant admin or other users. We’ll use CSV upload. The file syntax looks like this:
  Code Block
  userId,tenant,firstName,lastName,email,enabled,reportsTo,roles,transaction {user}@{domain},{tenant},123,{first},{last},{email},true,,frevvo.Designer|frevvo.TenantAdmin,
  The fields are your Google login (e.g. prajakta.deshmukh@frevvo.com), your frevvo tenant id (e.g. ashish-saml.com), the first name, last name, and email address. In the roles field, use the roles indicated above.
2. Login as the current tenant admin user.
3. Click on Manage Users.
4. Click on Download CSV users file.
5. Edit the file to set up at least one Google User (the one you chose/created as the tenant admin).
6. Click the CSV Upload icon and upload the file to create this user.
Configure as
Configure frevvo as the Service Provider: Files
1. Generate the SP metadata file from frevvo. Visit the URL: https://app.frevvo.com:443/frevvo/web/saml/metadata/alias/{tenant} in your browser. Replace {tenant} with your cloud tenant. Right-click to View Page Source and save as an XML file.
2. Login to your Cloud account as tenant admin and click the Edit Tenant button.
3. In the Security Manager section, click the Change button, choose SAML in the dropdown that appears, and click Ok. NOTE: Free Trial accounts do not show the Change button. If the Change button is not visible in your tenant, please contact customer support.
4. The SAML configuration section will appear. In the Service Provider section, we must paste the SP metadata file we generated in Step 1 above. Unfortunately, the file contains an XML prolog (highlighted in the image below) which must be removed. Paste the contents of this SP metadata file without the prolog into the Service Provider text area of the configuration form.
5. In the Identity Provider section, paste the IDP metadata file we generated and saved in the Google setup above. Once again, the file contains an XML prolog. Paste the contents of this IDP metadata file without the prolog into the Identity Provider text area of the configuration form.
6. Check Authentication Only. This means SAML will authenticate the user but not retrieve any of the attributes. Users are not automatically discovered upon first login. Therefore, you must create users & roles using CSV upload.
  - If you do not wish to select the Authentication Only option, you’ll need to map other attributes in Google first before you can assign them in Frevvo. First Name, Last Name, and Email should be pretty straightforward since these attributes are surfaced by the Google SAML IdP app. The other attributes may be more difficult.
7. With the Authentication Only option, attribute mapping only includes one attribute, the User Id. Since we mapped the email address to the User Id attribute in Google while setting up the SAML app, we can simply map the frevvo attribute to User Id in the configuration form.
8. Submit the form and we’re done.
  
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How to use your new SAML tenant
1. Log out of all your Google accounts to test.
2. Go to the tenant URL: https://app.frevvo.com:443/frevvo/web/tn/{tenant}/login. Replace {tenant} with your tenant id.
3. You will be redirected to the Google login page.
4. Login to Google as the Google user you chose/created as the tenant admin.
5. You will be redirected to frevvo to the Manage Tenant screen.
The user id displayed in frevvo at the top will look like {user}@{domain}@{tenant} which is a bit confusing but is purely cosmetic.
Load other users in frevvo
Before your other Google users can login to using to frevvo using their Google Apps credentials, they must first be created in frevvo. You can download users from Google Apps as a CSV file (uncheck the create a Google Sheet option), modify it to follow frevvo’s syntax as shown above, and upload it. You can also login as the tenant admin Google user and create users and roles using the UI.
Once the user exists in frevvo, he/she can login using Google credentials and the system will behave as expected according to the roles assigned to the user.

Section 4 - Create or edit the SAML tenant

To successfully create a tenant frevvo tenant using the SAML Security manager, you will need the following:

frevvo metadata file

The metadata for your Identity Provider
Attribute mapping information

cloud frevvo cloud customers, migrating your tenant to the SAML Security Manager, will make the changes via the Edit Tenant screen. Once accessed, follow these steps beginning with step 2.

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 SAML Security Manager from the Security Manager Class dropdown.
Copy the Service Provider (frevvo) metadata into the Service Provider field. The xml should be pasted without the prolog. For example, the image shows an example of the frevvo metadata file before pasting:
Retrieve the metadata for your Identity Provider. For example, for the Shibboleth product, the metadata is located in the idp-metadata file.
Paste the metadata into the Identity Provider field. This metadata should also be pasted without the prolog.
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. It is checked by default. Refer to the Mixed or Upper case User Names topic for more information.

Check the Authentication Only checkbox if you want SAML to handle authentication and provide user identification but all other user attributes come from the databasefrevvo database.

When checked, the screen display changes as attribute mapping, other than the mapping for the user id and custom attributes, is no longer necessary.

Image Modified

Note

Authentication Only Prerequisites:

If Authentication Only is checked:
- SAML will authenticate the user but not retrieve any of the attributes. Authorization depends on the roles defined in in frevvo. Changes made in the UI frevvo UI will not be overridden if the user logs out and then logs in again.
- Manual creation of users & roles in the SAML frevvo SAML tenant is required. This can be done with a csv upload.
If Authentication Only is unchecked:
- All users requiring access to must frevvo must be assigned to the frevvo.User group in your IDP. Tenant Admins 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 are added (discovered) when they log in.
- It is important to know that a SAML tenant in this mode (SAML/LDAP handles authentication and authorization) that users and tenant admins can modify user information in the UIfrevvo UI. If user information/role assignment is changed in the UIfrevvo UI, the changes will be overwritten by the information in SAML the next time the user logs out and then logs back in again. In this case, make the changes in your IDP to make them permanent.

Map the attributes configured in your Identity Provider by entering the name for each attribute in the corresponding field on the screenfrevvo screen. Be sure to provide the attribute name - not the friendly name. For example, if you are using Shibboleth for your Identity Provider the attribute information is located in the attribute-resolver.xml file. The image shows the section of the file where the attributes are defined.

The image below shows the attribute mapping on the screen with the attribute names from the Shibboleth file:

Note
If Authentication Only mode is enabled for your tenant, mapping is only required for the User Id. Refer to step 8 for the details
Custom attributes can be mapped by typing the attribute names in the Custom field separated by a comma.
Configure a tenant admin account. This account does not require SAML authentication. This tenant admin can log directly into frevvo.
1. The tenant admin id, password and email fields are required. The Change password on next login field is optional. It is checked by default.
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. For cloud customers, the <base> is always https://app.frevvo.com.
3. If the tenant based login url is used i.e. /frevvo/web/tn/{t}/login then SAML login is used.
The forgot password function works for a SAML tenant admin user. For all others, it will display the error message, "Password reset is not supported in the tenant."
Configure the Business Calendar for your tenant and HTTP Authorization Credentials if required.
Click Submit.

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Choosing the Authentication only option in your SAML tenant implies that the user and roles will be managed from from frevvo. You may choose this mode if:

1. you prefer to maintain groups/roles in rather in frevvo rather than in your IDP or LDAP server.
2. you find the SAML mapping for the other required attributes complex. For some IDPs, retrieving the manager user id and role names may require writing custom rules.

...

When Authentication Only is not selected (unchecked) will frevvo will discover new users at run-time. However, users are only discovered when the person tries to log in. They are not discovered nor is their user data (email, name, report-to) kept in sync automatically. It requires the user to log in. So, this does not necessarily remove the need for manually creating/uploading users and roles ahead of time nor does it remove the need to continuously update the users when changes are made in LDAP.

If you have workflows that are routed to users/roles there is no guarantee that the required users will log in before a task is created for that user (specifically or via a role). For example, if a workflow is routed to a specific user and it is performed before the first login of that user, will frevvo will send an email to the tenant admin indicating that the user is unknown. Routing based on the user's manager will fail. Routing based on a role will succeed but the user will receive no notification.

Manually creating/uploading users/roles in ahead in frevvo ahead of time avoids this situation. Be sure to review CSV Upload Considerations first.

Warning

A SAML tenant with Authentication Only unchecked means that authentication and authorization are handled by SAML IDP. Users are added/updated through discovery. If a tenant admin modifies user information in the UIfrevvo UI, for example, changes an email address or adds a role for a user, the changes will stay in effect until the user logs out of the tenant and then logs back in. When the user logs back in, the changes made in the UI frevvo UI will be overwritten by the information in SAML IDP. In this case, make the changes in your IDP to make them permanent. A warning message will appear on the User List to alert the admin that they are in discovery mode and should make permanent changes in their IDP instead.

Discovery updates only occur when the user logs into the tenant. The admin "login as" feature will not execute a discovery update.

...

Browse the URL below to initiate the SAML authentication process by redirecting to the Identity Provider login page.

Cloud Customers: https://app.frevvo.com:443/frevvo/web/tn/{t}/login. Replace {t} with the name of your 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 SAML tenant.

Note

Clicking the logout link in frevvo, logs the user out from onlyfrevvo only.
Accessing a Space in a SAML tenant on a mobile device will not display a logout button.
When a user logs in to frevvo (non-space mode), the logout link will be visible
Cloud customers browsing app.frevvo.com or On Premise customers browsing http://<servername>:<port>/frevvo/web/login attempting to log into a SAML tenant directly (user@saml tenant name) will automatically be redirected to the SAML IDP login page. For best performance, frevvo recommends using the login URL described above.

Warning

sameSiteCookies attribute

Please see this documentation on the use of the sameSiteCookies attribute to ensure compatibility with your SAML configuration.

SAML Tenant Built-in Admin User

Just a reminder that the tenant admin account can log in directly into frevvo or use the 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 SAML IDP. It only exists in frevvo. If you experience an issue with your SAML configuration such that you can't log in as a SAML authenticated user, use the built-in admin to log in to your tenant as a tenant admin in order to fix your SAML configuration issue. Only one built-in tenant admin account is supported.

Image Modified

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 SAML Security Manager, this tenant admin account has already been set up. 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?. The error message "Password reset is not supported in the tenant." displays if any other user clicks on the Forgot Password link after browsing the admin specific URL:

Image Modified
Logging in as a SAML authenticated tenant admin and changing the password via Manage Users.

Tip
The frevvo superuser admin (Cloud customers) and the On Premise 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:

Log in as your authenticated Azure SAML tenant admin
Click Manage Users and click the edit admin icon

Tip
The frevvo (Cloud customers) and On Premise superuser can see the built-in tenant userid from the Edit Tenant page.

Logged in User Display in Azure SAML frevvo tenant

If your SAML userIds are in the format <username>@<domain name>, when you log in 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, for example, tom@frevvo.com@frevvo.com.

...

Session timeouts are configured in and frevvo and in your 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.

...

Info

Embedding forms and workflows into your website (and other use of the Link (Email/Webpage) share URL) is NOT supported if the visibility of the form is set to Public in Tenant and the user is NOT already authenticated to SAML. This is because frevvo must direct the user to the IDP login screen and the browser will not allow loading the IDP login page in frevvo's form iframe. Users will see an error like this one if you open your browser's console:

Refused to display 'https://....' in a frame because it set 'X-Frame-Options' to 'deny'.

Tip

If the tenant is using a SAML security manager, always use the Raw form link (see this documentation) to access your forms. This link will not load the form in a frame and login will work as expected.

If you are embedding your forms inside another website, then make certain that user has to login to IDP before they can see that web page. If the user is already logged in, the form will load correctly (even inside a frame).

Automating the Daily CSV Upload

Customers using the SAML Security Manager, often want to schedule a daily upload batch job to automatically handle the synchronization of users between their IDP and frevvo. The Java Client API is one way to do this. Refer to the How do I batch upload users from the api? topic for the details.

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Custom properties in LDAP server for the logged-in user can be made available so you can pull them into your form/workflow using a business frevvo business rule. Attributes have to be configured and released in your IDP configuration for them to be available on login. There are several steps that have to happen to accomplish this:

Make sure Authentication Only is unchecked in your SAML tenant.
Make sure the custom attribute(s) are configured in your LDAP server and assigned to the correct users.
Configure and release the custom attributes as SAML attributes in your IDP.
Tip
The procedure to expose custom attributes will differ depending on the IDP you have selected. Refer to your IDP documentation or your on-staff IDP expert to complete this step.
Map the attribute with this name in the Custom section of the tenant setup screen.
1. You can do this when you are creating your SAML tenant or by accessing the Edit Tenant link, after signing on as the tenant admin of your existing SAML tenant.
Save the tenant configuration.
Write a business frevvo business rule to populate controls in your form/workflow with the information.

Example:

Let's take a look at a installation frevvo installation using a SAML tenant, Shibboleth as the IDP and Active Directory for authentication. When the user logs into the SAML tenant, you want to populate these fields in your form with the information from the LDAP server:

These attributes must be configured and released in your IDP. The process to expose the attributes varies for each Identity Provider. In our example, which uses the Shibboleth IDP, configuration and release of the attributes is done in two files, attribute-resolver.xml and attribute-filter.xml. You may need to confer with your on-staff IDP expert to complete this step.

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