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. Create a tenant with the LDAP/Active Directory Security Manager class.
2. Once you have your tenant successfully connecting with your LDAP server, review the available options regarding the authentication process.

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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Assign the frevvo.TenantAdmin group to one or more users to give them the privileges of a tenant admin. 

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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

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

• 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.

Create a tenant with the LDAP/Active Directory Security Manager class

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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. 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 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. You will have to set the ‘java.naming.referral’ property to value ‘ignore’ in the Name/Value table of your Edit Tenant pageFor 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. 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
title Click 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 URL ldap 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 Password Password for the user defined in com.frevvo.security.ldap.connection.name. Users Base Searches 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 Base Searches 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 checkbox Notifications 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 Of Attribute on a user object storing the groups the user is a member of. Group Member Attribute on a group object storing the users that are a member of this group. First Name Name of the user ''first name'' attribute Last Name Name 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 Manager Attribute 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 checkbox If checked,  ignores the case stored in LDAP systems, primarily for the purpose of determining roles. Custom This is a a comma separated list of attribute names to be retrieved from the LDAP Server. TLS This enables simple authentication over TLS. If checked, a trusted certificate for the LDAP server is required. Sample Configurations

Sample Configurations

cn=admin,dc=test,dc=frevvo,dc=com

Options for Authentication

Once you have your tenant successfully connecting with your LDAP server, there are two options available regarding the authentication process.

• Options 1: Users can login using the login page and will delegate authentication back to the LDAP/Active Directory server. See the example below. There is nothing more to do if you choose this option.
• Options 2: You can implement Single Sign On with IIS. See the details below.

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This is the case where the user will authenticate through the 's login page but delegate authentication to LDAP. Lets assume that your tenant named 'LDAP' was successfully configured to connect to your LDAP server and there is a user 'john' in your LDAP server. You can now login directly via 's login page:

 

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Please also refer to the force auth property for forms and flows. Force auth lets you override SSO for an individual form or flow.

Once all is configured and running it is possible to test these scenarios:

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The user will automatically authenticate to . It is crucial that the LDAP user is known to , in other words, the user should be one of the entries retrieved by the LDAP expression configured in the All Users Filter on the LDAP configuration screen.

Signing in from outside the network

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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 IgnoreSetting 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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LDAP administrators can configure to ignore or follow referrals by entering the LDAP property name and value in the table provided on the Add Tenant (on-premise) or Edit Tenant (cloud) screens.

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