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- Login as the superuser admin. Enter admin@d as the userID and admin as the password (if you did not change it). Click Manage Tenants.
- Click
the the plus icon to add a new tenant.
- Fill in the fields with the information for your new tenant.
- Click the Submit button to save.
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- Select the timezone for your tenant from the dropdown. Escalation emails will display dates/times based on the selected timezone.
- Specify the working hours by entering a value in the Day Starts At and Day Ends At fields. The start and end hours are based on a 24 hr clock. Valid values are 0 - 23.
- Check the weekend days for your tenant.
- List the company holidays for the current year. You can specify holidays for future years as well.
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The specification of http credentials for in-house customers was previously supported globally and configured in the httpclient-auth.properties file. This method is no longer used. In-house customers using this file for HTTP authentication should read the Migration Considerations before upgrading to Live Forms v6.3.
To configure http security credentials at the tenant level, follow these steps:
- The Http Auth Credentials section is at the bottom of the Edit/Add tenant screens and is initially collapsed. Click the the
- Enter the scheme from the dropdown. The admin may enter multiple credentials by clicking the
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
NTLM - a Windows network authentication protocol that allows a client to prove its identity without sending a password to the server.
Scheme, host, user name and password are required.
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.
All fields are specified in plain text and not encoded in any way.
Domain is only generally used for NTLM.
Configuring the LDAP/Active Directory Security Manager
Creating/editing the LDAP tenant is performed by the superuser (on-premise) or the tenant admin (cloud). Refer to this documentation for configuration details and here for some troubleshooting tips.
Configuring the LDAP Container Security Manager
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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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- Default Security Manager → LDAP
- Default Security Manager → SAML
- Default Security Manager → Azure SAML
- LDAP → SAML
- LDAP → Azure SAML
- SAML → Azure SAML
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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Be aware that changing the Security Manager of your tenant is a ONE-WAY operation. Once completed, you CANNOT change it back to the original security manager. |
Edit LDAP Properties
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If you are editing a tenant using the LDAP/Active Directory Security Manager or the LDAP Container Security Manager configured LDAP properties will display. These properties can be modified using this screen.
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Edit SAML Properties
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If you are editing a tenant using the SAML Secuirty Manager, configured metadata and attribute mappings will display. These values can be modified using this screen.
Remember, if you check the Authentication Only checkbox, only the User Id field displays for mapping. |
Edit Azure SAML Properties
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If you are editing a tenant using the Azure SAML |
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Security Manager, configured metadata and attribute mappings will display. These values can be modified using this screen. |
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Authentication Only is checked so only the field for User Id mapping is displayed. |
Edit the Business Calendar
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Tenants configured with an LDAP or SAML Security Manager do not display the Anonymous Signup checkbox as this feature is not applicable for an LDAP or SAML tenant. |
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Tenant Setup
To setup your tenant, first login to your new tenant as the tenant admin. The tenant admin can add users to the tenant. You need to add at least one designer user in order to begin creating forms.
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