Secure LDAP Configuration

will be connecting to your LDAP server over the network. Here are two methods to secure the LDAP connection:

1. Simple authentication over SSL - To enable SSL use the ldaps scheme in your LDAP tenant configuration in place of ldap and use port 636.  This is supported by older LDAP products such as AD 2000. It is important that the hostname in the certificate matches the hostname in your ldaps url.

2. Simple or external SASL authentication over TLS (Transport Layer Security) - To enable this method check the TLS checkbox in your LDAP tenant configuration. TLS is used by the LDAP v3 standard in products such as AD 2003 and above. TLS uses the standard LDAP port 389.  

When using either of these two methods, the recommended approach is to use a CA signed certificate. If you do not have a CA signed certificate then you can use a self-signed certificate.

Self signed certificates are not supported for Live Forms Online. Although they are supported for

in-house, use of self-signed certificates is not recommended.

Finally you need to install your signed or self-signed certificate. You can import the certificate into a keystore that 

 can access and trust. Follow the instructions for your keystore. If 

 is installed in a tomcat server, the tomcat keystore can be used. Refer to this Apache Tomcat website for instructions .

External SASL and pooling are currently not supported. This is planned for a later release. 

Configuring LDAPs for your Cloud tenant

Once your 

Online cloud hosted tenant has been provisioned for production use, follow the steps below to configure your tenant to use the frevvo LDAP/Active Directory Security Manager to integrate with your company's AD server:

1. Confirm that your LDAP/AD server is running LDAPs with a third-party certification authority.

   1. It is likely your LDAP/AD server already has a CA certificate installed. But if not, this Microsoft KB article tells you how to do this: It is important that the hostname in the certificate matches the hostname in your ldaps url.

   2. Your LDAP/AD server must be running LDAPs with a third-party certification authority BEFORE performing Step 4.

2. Customers that use firewall white-listing must add the frevvo cloud outgoing server IP 54.86.85.105 (host outgoing.frevvo.com) to the list.

3. Email your frevvo Security Manager resource. The frevvo infrastructure team will white label your server and port using the information provided.

   1. Provide frevvo with one of the following:

      1. the IP Address or range of IP Addresses (in the case where your LDAP config is fault tolerant) of the machine(s) hosting your AD server.

      2. the DNS Name(s) of the machine(s) hosting your AD server.

      3. the public address(es) of the machine(s) hosting your AD server.w

4. STOP:

   1. Wait for a reply email from your frevvo Security Manager resource letting you know that the frevvo infrastructure team has completed the white listing of your IP(s) on port 636 (ssl) or port 389 (TLS) in our firewall and verified connectivity.

5. Once you receive this white listing confirmation email verify that you have completed:

   1. the Prerequisite Tasks listed below

   2. collected the information in the Key Information to Collect topic below

6. Go to https://app.frevvo.com

   1. Login as your tenant admin

   2. Click on the Edit tenant link

   3. Change the security manager to the LDAP Security Manager.

   4. Change the LDAP properties to your company's AD server following the instructions listed below

   5. Save your tenant AD configuration settings

   6. Verify that your tenant is now connected to your company AD server

Prerequisite Tasks

Active Directory Customers using LDAP must 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 frevvo.TenantAdmin group.

• Designer users must be assigned to the frevvo.Designer group.

• Contact the frevvo Customer Success team to schedule your Security Manager configuration.

• frevvo Best Practice recommends that you create a user account in your Active Directory that will house all of your deployed Production forms/flows. This user can be named anything i.e.frevvoProduction but it must be a member of the frevvo.Designer group

• If you want to preserve Applications/Forms/Flows developed in your trial/starter tenant to your desktop, perform these steps BEFORE changing the Security Manager. :

  1. Download the Applications/Forms/Flows that you want to preserve to your desktop as a backup. Do this for all

     user accounts that have Applications/Forms/flows that you want to keep.

  2. When the backup of all Applications/Forms/flows is completed, delete the user accounts in your Default Security Manager tenant.

• There are two additional roles in

  - frevvo.Publisher and frevvo.ReadOnly.  These roles are optional.

  • In order to give a user the frevvo.publishers role, create the  frevvo.Publisher  group in your AD and assign users to it. Refer to the Administrator Best Practices for an explanation of this role.

  • In order to give a user the frevvo.ReadOnly role, create the frevvo.ReadOnly group in your AD and assign users to it. Following frevvo Best Practice eliminates the need for this role.

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 Security Manager class.

Key Information to Collect

Before configuring the LDAP/Active Directory Security Manager, you will need the following information:

• 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.

• LDAP user and groups base filters

• LDAP all users and all groups filters

• LDAP the attribute names in your Active Directory for UserId Display, GroupId Display, User Member Of, Group Member, First Name, Last Name, Email and Manager (optional)

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

The connection to your LDAP server is configured at the tenant level.