Determine user with LDAP, but without creating PF users?

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This topic contains 8 replies, has 0 voices, and was last updated by  pmeidinger 7 years, 5 months ago.

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  • #796

    pmeidinger
    Participant

    Is it possible to determine what user opened a form via LDAP, but without creating the users individually in the Account Settings → Users area of the dashboard? I know I can create an LDAP connection, but how do I determine who the user is without any input from them?

    #5803

    If you use our Single Sign On module authenticated users can be logged in. You would then be able to know who is using a form.

    SSO information: http://www.perfectforms.com/Documentation/manual/html/?admin_using_single_sign_on.htm

    Workflow software, Process software, Procedure software

    #5806

    pmeidinger
    Participant

    We have SSO set up, but from what I understand in the documentation, you have to create each user in PerfectForms and enable SSO for them. Is that the only way?

    We currently have dozens of users (and counting) and I’d rather not have to maintain them all in PF. I was hoping that, since they log into our network via LDAP, that PF could somehow determine their user name.

    Is there a way to mass create users in PF, like with some kind of import file?

    #5807

    You can synchronize with your LDAP to create Limited user licenses for all or some of the people in LDAP: http://www.perfectforms.com/Documentation/manual/html/?fg_synchronizing_users__user_grou.htm

    Workflow software, Process software, Procedure software

    #5808

    pmeidinger
    Participant

    Ah, that is helpful. Thank you, Dennis.

    I’m still missing something here because I can’t seem to get this whole SSO thing to work. Here’s what our Settings looks like: http://i.imgur.com/QdylP.png

    Here’s my test user setup: http://i.imgur.com/XsoQT.png

    I then went to our gateway URL and tried to log in with the email from the user setup above and my domain password (is that right?), but it said my email and password were not recognized.

    What am I missing?

    #5809
    #5810

    pmeidinger
    Participant

    Thanks, Dennis, I’ve been reading that page over and over this afternoon.

    Part of the problem is that PF wants me to log in to the gateway with an email address and password. The documentation on that page states, “You should log in here as you normally would.” Limited Users don’t have passwords, so how are they supposed to log in? Or does SSO not apply to Limited Users?

    #5813

    To access a form through an SSO link the form looks to the browser for authentication, not the PerfectForms application. If the user is not already authenticated they will be asked for their domain Username and Pass. When you synch and assign limited user licenses make sure that the users contain the Domain Username.

    Workflow software, Process software, Procedure software

    #5814

    pmeidinger
    Participant

    Ah, that makes sense now. Thank you, Dennis.

    I made a test form that set text inputs to the “User – Domain User” and “Gateway – HTTP USER” but was getting nothing when I tested the form. I just realzed that I needed to check the “Use Single Sign-On Gateway” box in order for the form to get that data.

    Thanks for all of your help, Dennis, I appreciate it!

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