Prerequisites

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

Integrating Live Forms with LDAP

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1. Stop .
2. In a text editor, open <frevvo-home>/tomcat/conf/Catalina/localhost/frevvo.xml.
3. You can edit the LDAP Configuration Properties. Alternatively, you can start off from one of the sample configurations and provide only the key information listed above.
   1. Active Directory Sample 
   2. Open LDAP Sample
4. Log into your LDAP Server and add a new group, frevvo.TenantAdmin (case sensitive)
   
5. Assign the frevvo.tenantadmin TenantAdmin group to one or more users for tenant admin privilege.
6. Start
7. Login to  as a  administrator (user:admin and password:admin if you have not changed it)
8. Click on Manage and then Manage Tenants
9. 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
10. Click on the plus sign (+) to add a new tenant.
11. Configure the new tenant:
    1. In the drop down Security Manager Class choose LDAP/Active Directory Security Manager. If your version does not have a drop down, enter the following in the in the text box: com.frevvo.security.ldap.LDAPSecurityManager.
    2. Give it a tenant id. For the sake of this document lets assume you call it MYLDAP. Provide the tenant name and description.
    3. The Max Concurrent Users is the maximum allowed by your license or less.
    4. Specify the LDAP User ID that will have the tenant admin permission. 
    5. Click Submit. You will see your new tenant in the tenant list.  

Check if the configuration is correct

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The basic deployment is IIS fronting  and the authentication is done against LDAP. For that to work you need:

1. Install Live Forms 
2. Configure Live Forms to work with IIS
3. Configure Windows Authentication 
   1. Configure Windows Authentication on IIS7 
   2. Configure Windows Authentication on IIS6 
4. In IIS, Make sure that Anonymous Authentication or Basic Authentication is NOT configured in the Web Application (Default Web) that will be used to proxy requests to . 
5. Go though the LDAP configurations described in the beginning of this document.

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Substitute LDAP tenant above with the tenant name you configured with the LDAP Security Manager. The server variable should be the ip address of the machine where Active Directory IIS is installed .

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 property com.frevvo.security.ldap.allUsersFilter in frevvo.xml.

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Substitute LDAP tenant above with the tenant name you configured with the LDAP Security Manager and the server variable with the ip address of the machine where Active Directory IIS is installed.

Since the user is not authenticated in the windows Network, he will be prompted by the browser for credentials. IIS will authenticate the user in the network and forward the request to . The user will be automatically redirected to his initial page without having to re-enter his credentials.

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Parameter name="frevvo.internal.baseurl" value="http:// <ip of the m/c where frevvo server is hosted>:<port>" override="false"/>

Upload and Video Control Behavior

If your system is configured for LDAP SSO, the upload and video controls exhibit the following behaviors:

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1. The "uploading...." snake image displays continuously when uploading an image to an upload control in a form, accessed from a space, on a mobile device

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1. .

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2. The video control will ask for credentials again in use/design mode if you are using the FireFox browser. In IE9, you will see the message: " The Web-page wants to run the following add-on: 'Windows Media Player' from 'Microsoft Corporation'. What's the risk?" Enter your

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1. credentials or run the add-on to proceed.

To workaround this issue, configure IIS so that it does not require re-authentication for every single request.

Live Forms login page authenticating against LDAP

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The first issue is cased by the user login 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, set the property com.frevvo.security.ldap.ignoreCase to true.

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. To force this configure 's web.xml parameter frevvo.login.userid.case. You can specify a value of either lower or upper.

<context-param>     
    <param-name>frevvo.login.userid.case</param-name>     
    <param-value>lower</param-value>     
    <description>Force all login user ids to upper or lower case</description> </context-param>

The second problem is in directing tasks to frevvo 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.

Image Removed

A user types a name (regardless of case) into the EmployeeMixedCase control. The hidden Employee control has a business rule that takes the value of the visible control and converts it to lowercase.

Employee.value = EmployeeMixedCase.value.toLowerCase(); 

The form or workflow routing can then use {Employee} rather than the control that may be mixed case.

Configure frevvo.internal.baseurl in frevvo.xml for LDAP SSO

This parameter is needed in frevvo.xml for various activities like accessing ACL page , publishing templates , resetting tasks etc. Let's say you have a browser signed in via SSO to machine m1 (port 80).  IIS is running on m1 (port 80) redirecting /frevvo/web to frevvo running on m2:8082.   Browser submits form to m1, IIS redirects to m2:8082.  The doc action is a frevvo:// URI which gets resolved to h ttp://m1/frevvo/...  POSTs to this URI  but m1 rejects the POST since it is not authenticated.

To avoid situations such as these,  set frevvo.internal.baseurl to the actual host:port of the  server. Follow these steps:

1. edit <frevvo-home>/tomcat/conf/cstalina/localhost/frevvo.xml
2. Add the parameter shown below with your information: Save the changes to the file.

Parameter name="frevvo.internal.baseurl" value="http://<ip of the m/c where frevvo server is hosted>:<port>" override="false"/>

be recognized as a designer or as a tenant admin by . To solve this, set the property com.frevvo.security.ldap.ignoreCase to true.

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. To force this configure 's web.xml parameter frevvo.login.userid.case by adding the <context-param> lines you see below. You can specify a value of either lower or upper.

<context-param>     
    <param-name>frevvo.login.userid.case</param-name>     
    <param-value>lower</param-value>     
    <description>Force all login user ids to upper or lower case</description> 
</context-param>

The second problem is in directing tasks to frevvo 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.

Image Added

A user types a name (regardless of case) into the EmployeeMixedCase control. The hidden Employee control has a business rule that takes the value of the visible control and converts it to lowercase.

Employee.value = EmployeeMixedCase.value.toLowerCase(); 

The form or workflow routing can then use {Employee} rather than the control that may be mixed case.

Admin Search for a task locked by a user does not show all LDAP users

Although the user list from the LDAP appears correct, the user does not appear in the admin search for a task locked by a user.

1.  Verify that your LDAP configuration  is correct.
   
2. Check if the MaxPageSize property is set in Active Directory.  Look for "MaxPageSize" on this Microsoft Support Page for reference. The default value is 1000.
   

Active Directory Sample Configuration

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<Parameter name="com.frevvo.security.ldap.connection.url" value="ldap://[your server]:[port, typically the default is 389 ]" override="false"/>  
<Parameter name="com.frevvo.security.ldap.connection.name" value="cn=admin,dc=test,dc=frevvo,dc=com" override="false"/> 
<Parameter name="com.frevvo.security.ldap.connection.password" value="[user password]" override="false"/> 
<Parameter name="com.frevvo.security.ldap.usersBase" value="DC=test,DC=frevvo,DC=com" override="false"/>  
<Parameter name="com.frevvo.security.ldap.groupsBase" value="DC=test,DC=frevvo,DC=com" override="false"/> 
<Parameter name="com.frevvo.security.ldap.userIdDisplayAttribute" value="uid" override="false"/> 
<Parameter name="com.frevvo.security.ldap.groupIdDislayAttribute" value="entryDN" override="false"/> 
<Parameter name="com.frevvo.security.ldap.notifications" value="true" override="false"/>  
<Parameter name="com.frevvo.security.ldap.allGroupsFilter" value="(|(objectClass=groupOfUniqueNames)(objectClass=organizationalRole))" override="false"/> 
<Parameter name="com.frevvo.security.ldap.allUsersFilter" value="(objectClass=person)" override="false"/>        
<Parameter name="com.frevvo.security.ldap.distinguishedNameAttribute" value="entryDN" override="false"/>    
<Parameter name="com.frevvo.security.ldap.groupMemberAttribute" value="uniqueMember" override="false"/> 
<Parameter name="com.frevvo.security.ldap.userMemberOfAttribute" value="" override="false"/>    
<Parameter name="com.frevvo.security.ldap.firstNameAttribute" value="cn" override="false"/> 
<Parameter name="com.frevvo.security.ldap.lastNameAttribute" value="sn" override="false"/> 
<Parameter name="com.frevvo.security.ldap.emailAttribute" value="mail" override="false"/>  

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LDAP Configuration Properties

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