Manage Tenants

The superuser for

in-house customers can add new tenants to your

server using the Manage Tenants page.

Click
to add a new tenant.
Click
to display the Manage Tenant page. You use the links on this page to edit the tenant information and manage the tenant's roles, users, form and control categories, and production forms.
Click
to edit the tenant information. This link displays the same page as the Edit Tenant link on the Manage Tenant page.
Click
to make a copy of the tenant.
Click
to remove the tenant from the server.

You cannot remove or copy the d (Default tenant).

Add Tenant

The superuser for in-house customers can use the Tenant page to add a new

tenant . We recommend using lower case for the tenant name as the tenant name becomes part of your user's login names which are case sensitive.

To display the Tenant page,

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 plus icon to add a new tenant.
Fill in the fields with the information for your new tenant.
Click the Submit button to save.

Here is a brief explanation of the fields:

Are you creating a tenant for Confluence? - Check this if you are planning on integrating
with Confluence. If checked, the Security Manager Class field displays the Delegating Security Manager. This is the Security Manager needed for Confluence. If unchecked, the Default Security Manager will be used.
If you are not using Confluence, select a Security Manager Option from the following choices:

Tenant ID - Enter the tenant Id in this field - The tenant id can contain characters, numbers, dot(.), hyphen (-) and the underscore. It cannot start with a number. A common practice is to use your domain name for the tenant id.
Tenant Name - Enter the name of the new tenant.
Tenant Description - Enter a description for the new tenant.
Max Concurrent Users - Leave this field blank if you do not want to set a maximum number of concurrent users. Concurrent Users are users that are logged into
simultaneously.
Admin User Id - This is the tenant admin id. It can contain characters, numbers and the underscore. It cannot start with a number. The maximum length is 16 characters.
Admin User Password - This is the tenant admin password. Notice the text will appear as bullets as you type.
Reenter the Admin User Password - Reenter the tenant admin password.
will display an error message, "Invalid Value" if what you type in this field does not match the contents of the Admin User Password field.

Set Up the Business Calendar for your tenant

The superuser or tenant admin can set up the Business Calendar for your tenant.

will then use the calendar information when calculating an escalation deadline for workflow steps and to determine the date/time for notification/reassign emails if they are configured. A tenant can only have one Business Calendar.

In the Business Calendar section of the Add/Edit Tenant screen:

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.

The Business Calendar makes it very simple to configure workflow escalations based on a 5 - day work week. Once the calendar is set up, simply check the Business Calendar checkbox on the escalation condition in your workflow.

It is no longer necessary to use a rule to Calculate a Date based on a five day work week.

Configure HTTP Authorization Credentials

Live forms offers a user interface to specify credentials to external secure web services that are accessed by the forms/flows in your tenant. For example, if you have a rule that connects to a web service or a Form/Doc action that posts to a web service that is not publicly accessible, credentials can be configured for the services in each of your tenants.

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 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
icon to expand it.
Enter the scheme from the dropdown. The admin may enter multiple credentials by clicking the
icon. Each should be for a unique scheme/host/port/realm. The supported options are:
1. 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
2. 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

There are some configuration items that must be performed before creating a tenant using the LDAPContainer Security Manager. Once the prerequisites have been completed, adding a tenant that uses the LDAP Container Security Manager is exactly the same as configuring a tenant using the LDAP/Active Directory Security Manager. Please follow the steps listed here.

Refer to the Configuring the LDAP Container Security Manager topic for the instructions.