This documentation is for Live Forms 9.1. v9.1 is a Cloud Only release. Not for you? Earlier documentation is available too.

COVID-19 Response Info: At frevvo, our top priorities have always been employees and customers. We have taken several steps to promote the well-being of our people, to minimize services disruptions, and to help where we can. Visit our website for updates.

Security Managers

Owned by Former user (Deleted)

Last updated: Dec 02, 2019 by Megan Ellis

6 min read

About

has a plugable security framework and offers a variety of built-in Security Managers. If you use the Default Security Manager, a tenant admin can create users and roles directly in your tenants. See the Manage Users and the Manage Roles for instructions on creating users and roles. Note that with LDAP Security Manager and Delegating Security Manager, groups are the equivalent of roles.

also supports two types of LDAP Security Managers that pull users and groups from your external Active Directory or Open LDAP system; a Delegating Security Manager when you are integrating with Confluence ; a SAML Security manager that allows enterprises to take advantage of Internet Single sign On and custom security managers that lets you integrate with a security manager that you build yourself.

frevvo Security Managers are an Add on feature with additional costs.
frevvo only supports/certifies Security Managers when is running in the Apache Tomcat container. Refer to our Supported Platforms for the list of Application Servers supported/certified by frevvo.

Live Forms Security Managers

Working with LDAP

SAML Security Manager

Azure SAML Security Manager

Which Security Manager do I choose?

Changing the Security Manager for your Tenant

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.
SAML Security Manager - This security manager allows the exchange of authentication and authorization data between an identity provider of your choice (ex:Shiboleth) 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.
/wiki/spaces/frevvo91/pages/901492728 - The user is authenticated outside . Typically, SSO or performs the authentication using LDAP directly.
Azure SAML Security Manager - This security manager uses SAML in Authentication Only mode and the Active Directory available in the Microsoft Cloud solution, Azure. Integration with the Azure API enables queries. On-premise AD services can be exposed via Azure providing a clean way to integrate with the frevvo cloud.
Delegating Security Manager - this is the Security Manger needed for Confluence integration.
Custom - Container managed security manager used when there is a requirement for a container to handle authentication.

Which Security Manager do I choose?

Many frevvo customers use the Default Security Manager. All tenants are initially created with this Security Manager. It is the simplest security manager because it does not require integration with an external IDP. Users/roles are managed by the tenant admin.

offers additional Security Managers, implemented to industry standards, that may be more compatible with your environment. You must have the expertise for setting up your security infrastructure in such a way that whatever choice you make (cloud, ldap, saml, azure) is in fact secure and in compliance with any/all of your auditing requirements.

Selecting a Security Manager for your tenant is a very important decision. The table helps you make the choice.

	LDAP	SAML	Azure
Cloud or on-premise	Both - 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 internet	Both - provides a simple and secure way to access identity management (azure AD) in the cloud
Are Users/Roles automatically synchronizied 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 - Users/Roles must be created in your tenant manually. The CSV upload is a good way to do this. 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 In-house - Must configure IIS using the IIS to Tomcat Connector	Yes	Yes
Authentication Only Mode Choice	No - 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 LDAP	Yes	Yes
Authentication Only = Yes	Not 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. You cannot pull custom attributes from your AD into your forms/workflows in this mode. 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: Designer users must be members of the frevvo.Designer group Tenant Admins must be members of the frevvo.TenantAdmin group 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?	No	Yes - (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/workflows 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 LDAP	Shibboleth, ADFS, Okta, Centrify, Google and any other software that implements the SAML 2.0 protocol	There is no other implementation of Azure AD then Azure AD
What does frevvo certify?	Microsoft AD	none	Azure AD
Do you need your own Configuration Specialist for your IDP	Yes	Yes	Yes

Changing the Security Manager for your Tenant

trial tenants are configured with the default security manager. Once you have purchased a license for your tenant the original security manager can be changed. This allows you to keep the submissions and the name of your existing tenant.

Tenants using the Default Security Manager can be migrated to:

Default Security Manager → LDAP
Default Security Manager → SAML
Default Security Manager → Azure SAML

Tenants using the LDAP Security Manager can migrate to:

LDAP → SAML
LDAP → Azure SAML

Cloud customers, planning to switch the Security Manager of your tenant from the default to the LDAP, SAML or Azure SAML Security Managers or a tenant using the SAML security manager on a trial basis should contact sales@frevvo.com to initiate the process.

If you are planning on changing the Security Manager from the Default Security Manager to LDAP(s), SAML or Azure SAML, and you want to preserve Projects/Forms/Workflows developed in your trial/starter frevvo tenant, here's what we recommend:

Make sure the users created in the Default Security Manager tenant have the same user names as the users in your Active Directory or IDP.
Download the Projects/Forms/Workflows that you want to preserve to your desktop as a backup BEFORE changing the Security Manager.

customers should be aware that changing the Security Manager of your tenant is a ONE-WAY operation. Once you click the Change button, you cannot revert back to the original security manager.