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 has a plugable security framework and offers a variety of built-in Security Managers.  The Security Managers supported by are listed below:

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  • frevvo Default Security Manager -  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. If you use the Default Security Manager, a tenant admin can create users and roles directly in your  tenant.
  • LDAP Active Directory Security Manager - The user is authenticated outside  using LDAP directly. This Security Manager by itself does not provide SSO. For Live Forms In-house customers using Microsoft IIS, SSO is available.

    Note

      When using the  LDAP Security Manager, groups are the equivalent of Live Forms roles.

  • SAML Security Manager - This security manager allows the exchange of authentication and authorization data between an identity provider of your choice (ex:Shiboleth, Okta, ADFS, etc...) 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 - This security manager uses SAML in Authentication Only mode and the Active Directory available in the Microsoft Cloud solution, Azure. Azure AD can integrate with Microsoft AD providing a simple and secure way to access identity managment in the frevvo cloud.
  • Delegating Security Manager - this is the Security Manger needed for Confluence integration.

    Note

    When using the Delegating Security Manager, groups are the equivalent of Live Forms roles.

  • DB Container Security Manager - 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 - This is exactly the same as the DB Container Security Manager but LDAP instead of DB. Authentication is the container's responsibility. 
  • Custom - Container managed security manager used when there is a requirement for a container to handle authentication.

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 LDAP

SAML

Azure

Cloud or on-premiseBoth - Some organizations do not want to expose LDAP to the internet so they choose on-premise. Read how LDAPs in the cloud is secure.Both - Primarily used for cloud tenants who do not want to expose their LDAP directly to the internetBoth - provides a simple and secure way to access identity management (azure AD) in the cloud

Are Users/Roles automatically synchronized with your Live Forms tenant(s) ?

Yes - Manual user/role sync (via frevvo csv upload for example) is not required. The frevvo server automatically gets users & roles from LDAP.

No - if “auth only” mode selected - Manual or automated csv uploads required on a regular basis


Partial sync if discovery mode ( “auth only” off). User details and user’s roles are automatically discovered each time the user logs into the tenant. Thus the tenant can get out of sync with your IDP therefore manual or automated csv uploads on a regular basis are still recommended.

Yes - Manual user/role sync (via frevvo csv upload for example) is not required. The frevvo server automatically gets users & roles from Azure AD.
Single Sign On

Cloud - not available

YesYes
Authentication Only Mode ChoiceNo - You must change your IDP (LDAP in this case) to have roles you need in your frevvo workflow if they do not already exist. All user information is maintained in LDAPYesYes
Authentication Only = YesNot Supported

SAML handles authentication only - roles/users managed & maintained via the tenant Users/Roles UI.

Changes made via the tenant Users/Roles UI do not get overridden when user logs in/out.

You may choose this mode if:

  • You do not want to add  roles to your LDAP.
  • LDAP has many roles that have no relevance to your workflow.
  • Find the SAML mapping for the other required attributes complex. For some IDPs, retrieving the manager user id and role names may require writing custom rules.

Con - (1) All user information (email address) must be managed by the frevvo tenant admin. This can get out of sync with your IDP.

Pro - You can add roles for frevvo workflow without having to edit your IDP

Users and roles are defined in Azure AD.

 

Authentication Only = No

This is the only mode allowed in this SM and this property does not even exist to change it.

Groups needed for these user types in your IDP:

  • All Users that will have access to Live Forms must be members of the frevvo.user group.
  • Designer users must be members of the frevvo.user and frevvo.Designer groups
  • Tenant Admins must be members of the frevvo.User and frevvo.TenantAdmin groups

Users are discovered immediately the first time the tenant connects to the IDP and are automatically and always kept in sync without any manual intervention.

Groups needed for these user types in your IDP:

  • All Users that will have access to Live Forms must be members of the frevvo.user group.
  • Designer users must be members of the frevvo.user and frevvo.Designer groups
  • Tenant Admins must be members of the frevvo.User and frevvo.TenantAdmin groups

Users discovered when they log in.

Changes made via the the tenant Users/Roles UI are overwritten if user logs out then in again.

Users and roles are defined in Azure AD.

 

If your company uses LDAP as your IDP, do you need to install additional software to use this frevvo Security Manager?NoYes -  (Either install one of the SAML 2.0 Implementations such as ADFS or use a cloud provider such as Okta, and configure it to talk to your LDAP server)Yes (You must purchase Azure AD in the cloud)
Can I embed frevvo forms/flows into my website with this Security Manager?Yes

Yes - if the visibility of the form is set to Public.

Yes - if the visibility of the form is set to Public in Tenant and the user is already authenticated to SAML

No - if the visibility of the form is set to Public in Tenant and the user is NOT already authenticated to SAML. This is because frevvo must direct the user to the IDP login screen and the browser will not allow loading the IDP login page in frevvo's form iframe.

Yes - if the visibility of the form is set to Public.

Yes - if the visibility of the form is set to Public in Tenant and the user is already authenticated to Azure SAML.

No - if the visibility of the form is set to Public in Tenant and the user is NOT already authenticated to Azure SAML. This is because frevvo must direct the user to the IDP login screen and the browser will not allow loading the IDP login page in frevvo's form iframe.

What does frevvo support?Microsoft AD, Open LDAPShibboleth, ADFS, Okta, Centrify, Google and any other software that implements the SAML 2.0 protocolThere is no other implementation of Azure AD then Azure AD
What does frevvo certify?Microsoft ADnoneAzure AD
Do you need your own Configuration Specialist for your IDPYesYesYes

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