Configuring Laserfiche Server authentication
- Open the User Authentication tab.
- Select the Use Laserfiche Server authentication option, because you will be using the Laserfiche Server instead of the Laserfiche Directory Server.
- Under Laserfiche Server, enter the name of your Laserfiche Server.
- To configure the Forms Server to secure network communications when connecting to Laserfiche, select the Use TLS connection checkbox.
- In the Repository field, enter the name of the repository the Forms Server will use for its list of named users. Click the down arrow on the field to choose from a list of available repositories.
- Type the credentials that you want Laserfiche Forms to use to access the Laserfiche Server. Please note the following:
- The account must be a named user with the Manage Trustees privilege for the specified repository.
- The first time you sign into Laserfiche Forms, you will need to use this account as it will be the only user with the System Administrator role. Once you sign in, you can go to the System Security page to give security roles to other users.
- This account will be used by Forms the first time it logs in to the server. When Laserfiche Forms successfully connects to the Laserfiche Server, it will activate the special FormsUser$ account, which it will use when connecting to the Laserfiche Server in the future. Once this occurs, Forms will no longer use the account you specified to connect to the Laserfiche Server.
Allowing domain users to sign in to Laserfiche Forms
Laserfiche Forms uses Laserfiche authentication, meaning that each user that logs in to Laserfiche Forms must have a named user license associated with their user name. In order for users to be able to sign in using their domain credentials, those accounts must be associated with a named user license for the repository that Laserfiche Forms is connected to. Once you have associated domain accounts with named user licenses, those users will be able to sign in to Laserfiche Forms.
For Laserfiche Forms to know the display name or email for these domain users, Forms must get this information from the Active Directory server. To allow Laserfiche Forms to email these domain users, or to allow those users to sign in without entering their domain, additional configuration is required on the Forms Configuration page.
Additional domain user configuration
- Open the Laserfiche Forms Configuration page to the Forms Server tab.
- Fill in the Active Directory domain controller field to allow Forms to access Active Directory to find the email address and display name associated with each domain user. Enter the domain controller (DC) name for the Active Directory server. For example, if your Active Directory domain controller name is "LASERFICHE," you would enter LASERFICHE in this field. If this field is left blank, Forms will use the domain where the server is located.
- To allow domain users to sign in without specifying a domain with their user names, enter the domain name in the Windows domain field. For example, if the domain is "Laserfiche," you would enter Laserfiche.
Finding your Active Directory domain controller
- On a machine within the domain, click Start, All Programs, Accessories, and then click Command Prompt. (If you are using Windows 8, click Command Prompt under Windows System on the Apps screen.)
- Type nltest /dsgetdc:domain, replacing domain with the Active Directory domain name, and press ENTER.
- The domain controller name will be shown next to DC. This is the name you'll use in the Active Directory domain controller field. The preceding "\\" is not part of the name.
Note: If Forms uses Active Directory for its users, you will need to update the Active Directory domain controller field after upgrading to Forms 11.