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Prerequisite Tasks
These instructions assume that you have an in-house installation of Live Forms up and running or . Refer to Configuring LDAP(s) for Cloud tenants if you have signed up for an LDAP tenant on the cloud server.
Active Directory Directory Customers using LDAP must ensure ensure frevvo.TenantAdmin and frevvo.Designer groups are specified on your LDAP/AD server. The group names must be spelled as shown. Upper/lower case may be a factor for Open LDAP systems. .
- Tenant admin users must be assigned to the the frevvo.TenantAdmin group.
- Designer users must be assigned to the the frevvo.Designer group.
- Users with the frevvo.publishers role must be assigned to the frevvo.Publisher group.
- Users with the frevvo.ReadOnly role must be assigned to frevvo.ReadOnly group.
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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:
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- Login to as an administrator (user:admin and password:admin if you have not changed it)
- Click on Manage and then Manage Tenants
- 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
- Click on the
plus icon to add a new tenant.
- Configure the new tenant - Choose LDAP /Active Directory Security Manager.from the Security Manager Class drop down.
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Enter your LDAP Configuration Properties and Sample Configurations. 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 Oracle 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.
- If you are creating a new tenant:
- Enter a tenant id, a tenant name and description.
- The Max Concurrent Users is the maximum allowed by your license or less.
- Specify the LDAP User ID that will have the tenant admin permission.
- Click Submit. You will see your new tenant in the tenant list if the connection to your LDAP server is successful.
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The Ignore Case and Notify checkboxes are checked by default. It is recommended that you leave them checked. Refer to Mixed or Upper case User Names topic for an explanation of the Ignore Case option. The Notify checkbox determines whether the task notification emails setup in flows are sent or not. |
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 not correct
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| Property | Description | Active Directory Sample Configuration | OpenLDAP Sample Configuration |
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| Connection URL | ldap server url | In-house ldap://[your server]:[port, typically the default is 389 ] Cloud - SSL installed on your LDAP server ldaps://[your server]:[port, typically the default is 636] | In-house ldap://[your server]:[port, typically the default is 389] Cloud -SSL installed on your LDAP server ldaps://[your server]:[port, typically the default is 636] |
| 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. Ex: an entry of TEST\Administrator refers to the user Administrator in the TEST domain. | [user name] | cn=admin,dc=test,dc=frevvo,dc=com |
| Connection Password | Password for the Connection user. | [user password] | [user password] |
| Users Base | Searches for users will start from the ldap node specified by this property.I f the value is empty the searches will start from the root domain. | CN=Users,DC=test,DC=windows,DC=frevvo,DC=com | DC=test,DC=frevvo,DC=com |
| 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 | CN=Users,DC=test,DC=windows,DC=frevvo,DC=com | DC=test,DC=frevvo,DC=com |
| 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. | sAMAccountName | uid |
| 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. | sAMAccountName | entryDN |
| Notify checkbox | Notifications are emails sent by frevvo to workflows participants. If checked, notifications will be sent. | Check the Notifications checkbox | Check the Notifications checkbox |
| All Groups Filter | The expected value is an LDAP filter expression. The expression should return the groups that will have access to frevvo forms and workflows. | (objectClass=group) | ( | (objectClass=groupOfUniqueNames)(objectClass=organizationalRole)) |
| All Users Filter | The expected value is an LDAP filter expression. The expression should return the users that will have access to frevvo forms and work flows. | (objectClass=user) | (objectClass=person) |
| User Member Of | Attribute on a user object storing the groups the user is a member of. | memberOf | " " |
| Group Member | Attribute on a group object storing the users that are a member of this group. | member | uniqueMember |
| First Name | Name of the user ''first name'' attribute | givenName | cn |
| Last Name | Name of the user ''last name'' attribute. | sn | sn |
| 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. It can also be used in flow navigation using the subject.reports.to data available in . | manager | manager |
| Ignore Case checkbox | If checked, ignores the case stored in LDAP systems. This is primarily for the purpose of determining roles. | Check the Ignore Case checkbox | Check the Ignore Case checkbox |
| Custom | This is a a comma separated list of attribute names to be retrieved from the LDAP Server. | Ex: carLicense,employeeNumber | Ex: carLicense,employeeNumber |
| TLS | This enables simple authentication over TLS. If checked, a trusted certificate for the LDAP server is required. Refer to the secure the connection topic for details. | Check if you are using TLS to secure the connection. | Check if you are using TLS to secure the connection |
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In this case, the server and the Active Directory server are running on the same machinenetwork. The user is already authenticated to the windows network and points the browser to:
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In this case, the server and the Active Directory server are running on different machinesnetworks. The user is trying to hit the URL below 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 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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