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• Click  to add a new tenant.
• Click  to display the Manage Tenant page. You use the links on this page to edit the tenant information and manage the tenant's roles, users, form and control categories, and production forms.
• Click  to edit the tenant information. This link displays the same page as the Edit Tenant link on the Manage Tenant page.
• Click to make a copy of the tenant.
• Click  to remove the tenant from the server.
  
  

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• Are you creating a tenant for Confluence? - Check this if you are planning on integrating with Confluence. If checked, the Security Manager Class field displays the Delegating Security Manager . This - This is the Security Manager needed for Confluence. The SharePoint section of the screen is hidden. The SharePoint Connector is not available to frevvo Confluence customers as it will not work in embedded scenarios.  If unchecked, the Default Security Manager will be used. 

• If you are not using Confluence, select a Security Manager Option from the following choices: 

  Section

  Column Image RemovedImage Added Column Frevvo Default Security Manager (FSM) -  is responsible for authentication/authorization and managing users/roles. This is the default option. Your tenant will be created with this security manager if no other choice is selected.  LDAP Active Directory Security Manager (LDAPSM) - The user is authenticated outside . Typically, SSO or  performs the authentication using LDAP directly. SAML Security Manager - This security manager allows the  exchange of authentication and authorization data between an identity provider of your choice (ex:Shiboleth) and a service provider (frevvo). SSO is supported. Although this security manager can be used on-premise it is primarily meant for cloud tenants who use LDAP but do not want to expose it over the internet. Azure SAML Security Manager - Allows the on-premises AD to be exposed to the cloud via synchronization with Azure AD. Uses the graph API to access users and groups from AD. SAML is used for authentication only, providing single sign on. DB Container Security Manager (DBCSM) - Authentication is the container's responsibility, but  provides a database interface to fetch users/roles for design time functionality from an external database.    LDAP Container Security Manager (LDAPCSM) - This is exactly the same as the DB Container Security Manager using LDAP/Active Directory instead of a database. Authentication is the container's responsibility.  Custom - (CSM) - Container managed security manager used when there is a requirement for a container to handle authentication.

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1. The Http Auth Credentials section is at the bottom of the Edit/Add tenant screens and is initially collapsed. Click the icon to expand it.
2. Enter the scheme from the dropdown. The admin may enter multiple credentials by clicking the icon. Each should be for a unique scheme/host/port/realm. The supported options are:

   1. Basic - a common HTTP Authentication protocol that  assumes that client credentials consist of a username and a password where the latter is a secret known only to you and the server

   2. NTLM - a Windows network authentication protocol that allows a client to prove its identity without sending a password to the server.

3. Scheme, host, user name and password are required.

4. Port is optional and may be left blank. Either blank or -1 equates to any port and the system will alter blank to be -1.

5. All fields are specified in plain text and not encoded in any way.

6. Domain is only generally used for NTLM.

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Configuring the SAML Security Manager

Creating/editing the SAML tenant is performed by the superuser (on-premise) or the tenant admin (cloud). Refer to the SAML Security Manager topic for the details.

Configuring the Azure SAML Security Manager

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Click the  button to see details about a field. Click Submit to save your changes. The message "Tenant updated successfully" will display.

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Edit Azure SAML Properties

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Changes to the HTTP Authentication Credentials can be made by expanding the section:

Edit the SharePoint Configuration

Make changes to the SharePoint Connector in this section.

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Email Address

The email address entered in this section is used as the from email address for email notifications and doc action emails for forms and workflows in the tenant.  If you want to setup the email address with a user friendly name, enter the text in the Display Name field. You can specify a different from email address for Document Action and Activity Document action emails by entering a valid email address in the from field in both wizards. The values in these fields overrides the address entered on the Edit Tenant screen.

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