9/2/2006. Cool Solutions for LDAP and AR System

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1 9/2/2006 Cool Solutions for LDAP and AR System

2 Introduction IT organizations often maintain systems containing data that can be useful in conjunction with BMC Remedy packaged applications Active Directories Novell edirectories SunONE Directory Server Open LDAP This data can be used for authentication, populating menus, filling in related data for users and assets, and many other purposes When that data is accessible through the LDAP protocol, it can be integrated into your BMC Remedy applications At the same time, corporate policies require tighter control over login processes and user account maintenance The goal of this session is to provide some innovative, or cool, solutions for leveraging this IT information 2

3 Session Overview Overview of LDAP Integration functionality Authenticating with LDAP Obtaining User Login Information AREA LDAP Login Methodology Configuring AREA LDAP Group Mapping Authentication Chaining AREA HUB Using AREA LDAP Scenarios Configuring ARDBC LDAP Vendor Forms ARDBC LDAP Configuration Form ARDBC LDAP Vendor Form Properties Using ARDBC LDAP Vendor Forms Populating Internal Forms from LDAP data 3

4 Functionality Overview AREA LDAP Validating passwords against an LDAP Server Cross-Reference-Blank-Password User Exists in User form with Blank Password All user information is stored within the AR System LDAP is only used to validate the password Authenticating a user that exists only in an LDAP Server Authenticate Unregistered Users User does not exist in User form All user information is obtained from LDAP 4

5 Functionality Overview ARDBC LDAP Directly querying external LDAP data via vendor forms Provides access to the LDAP Search URL to provide greater control BaseDN can be provided on-the-fly to allow greater flexibility Multiple types of objects and multiple hosts can be queried by creating separate vendor forms Joins are not allowed with Vendor forms Populating internal forms from LDAP data Use Push Fields action to update and create data in a regular form Escalations can be used to automate the push Server-side table looping can help make this more efficient Driving menus and picklists from external LDAP data 5

6 Authenticating With LDAP Obtaining User Login information ControlStruct Every API call includes: Login name Password Authentication string (optional) User Tool Login prompt Do Not Prompt for Login (registry) ARSSOInfo.dll (see Single Sign-On White Paper 7.0 ) Web Browser client Login.jsp Direct Access URL Authenticator customizations (see Single Sign-On White Paper 7.0 ) Next release will add support for SSO over WAM (BMC Web Access Manager) Variables passed to AREA $\USER$ login name of user or the value from fieldid 117 in user form $\DN$ distinguished name of login user $\AUTHSTRING$ the value that user typed into the Authentication String prompt or the value from fieldid 118 in user form 6

7 Authenticating With LDAP AREA LDAP Login Methodology The AREA LDAP plug-in performs the following steps to authenticate a user: 1. Bind to the AREA Host as the user defined in the Distinguished Name field 2. Perform a query using the Host Name, Port Number, User Base, and User Filter fields If a user is not found, return an invalid user error, otherwise continue. 3. Return the Distinguished Name of the user as well as all available attributes These attributes may be used to assign address, license information, etc. 4. Bind as the Distinguished Name found in step 3 with password passed from the AR Client If Bind fails, return error (ARERR [623] Authentication failed), otherwise continue 5. Perform a query using the Host Name, Port Number, Group Base, and Group Filter fields to return a list of groups the user belongs to 7

8 Configuring AREA LDAP AREA LDAP Configuration Form 8

9 Configuring AREA LDAP AREA LDAP Configuration Form Host Domain or Server name Multiple server names Space separated list» Size increased from 64 to 255 Provides Failover capability User Base Use $\AUTHSTRING$ to make this dynamic Example: set User Base to $\AUTHSTRING$o=bmc add fieldid 118 to User form and set it to a value of ou=support, during the LDAP login, a BaseDN of ou=support,o=bmc will be used Group Base 7.0 Now searches sub-folders. This adds a lot more flexibility to finding groups 9

10 Configuring AREA LDAP BMC Remedy Administrator Tool Group Mapping Allows 2 separate lists of Groups to be used together IT no longer has to spend extra time accommodating the AR System Group names Many LDAP groups can map to a single AR System group Not vice versa Ignore Excess Groups Exact match of list no longer required Leading Search is used LDAP group Administrators will equate to AR System group Adminstrator Note: Active Directories: Primary Group is stored separately and not returned 10

11 Configuring AREA LDAP Authentication Chaining Allows Administrator to specify order of authentication when using Internal (ARS) and External (AREA) accounts Also provides a method of using OS authentication in conjunction with AREA Users that reside internally but authenticate externally will be allowed to use internal user information such as Licenses, Groups, address, etc. 11

12 Configuring AREA LDAP AREA HUB Automatically configured by the AREA LDAP Configuration workflow Allows multiple LDAP Servers to be authenticated against First successful login wins Eliminates some of the need to chase referrals 12

13 Using AREA LDAP User AR System Server AR System Database Login Scenario #1 Simplest case User logs into the AR System server with an Account that resides in the User form 13

14 Using AREA LDAP User AR System Server AR System Database LDAP Database Login Scenario #2 AREA is used with Cross-Reference Blank-Passwords to validate the user User account exists in the User form with a blank password 14

15 Using AREA LDAP User AR System Server AR System Database LDAP Database Login Scenario #3 AREA is used Authenticate-Unregistered-Users to authenticate and identify the user from an LDAP database User does not exist in the User form 15

16 Using AREA LDAP User AR System Server AR System Database LDAP Database 1 LDAP Database 2 LDAP Database 3 Login Scenario #4 Using AREA HUB, user accounts can exist in multiple LDAP databases User may or may not exist in the User form 16

17 Using AREA LDAP User 1 AR System Database User 2 Windows Domain Controller LDAP Database 1 LDAP Database 2 User 2 Login Scenario #5 Some users exist as an OS account, others are LDAP users 17

18 Using AREA LDAP User AR System Server AR System Database Login alias: Bob (fieldid 117) LDAP Database Login Scenario #6 User exists in LDAP but with different login name than what he uses in AR System 18

19 Using AREA LDAP User ARSSOInfo.dll AR System Server AR System Database Login name: User1 Password: abc LDAP Database Login Scenario #7 User Login information is obtained automatically through the new ARSSOInfo.dll AREA logs user into the LDAP Server 19

20 Using AREA LDAP Note on RSA SecureID Support: Each unique combination of Login name, password, authentication string constitutes a distinct user in the AR System server s internal user list When using SecureID systems, the password may change every 60 seconds If user does not cleanly logout, such as when exiting the Web Tool, user is still on the active list in AR Server If user logs in again with a different password, due to SecureID, this will be considered a new distinct user and will create an additional entry in AR Server This may cause an addition license token to be consumed Solution: AR System 7.0 will consider the new user to be the original user if the Login Name, Authentication String, and Group List is the same and only the Password is different 20

21 Configuring ARDBC LDAP Vendor Forms ARDBC LDAP Configuration Form Host (same features as AREA) Directory Page Size (no. of records) Performance Tuning Large Datasets, such as Discovery, benefit from setting this accurately LDAP Date/Time formats are configurable Generalized Time, AD Generalized Time, UTC Time 21

22 Configuring ARDBC LDAP Vendor Forms Base DN for Discovery Discovery is much more thorough and time consuming Reduce the scope to specific portions of the LDAP tree ARDBC Plugin Cache Vendor form query results will be cached on AR Server Speeds up commonly used queries, such as menus and picklists 22

23 Configuring ARDBC LDAP Vendor Forms Example: Base DN for Discovery ou=support,ou=americas,o=largecompany o=largecompany ou=apac ou=americas ou=emea ou=r&d ou=sales ou=support ou=qa Ou=sales ou=support ou=sales Cn=users Cn=groups Cn=computers 23

24 Configuring ARDBC LDAP Vendor Forms Vendor Form Wizard New Load button allows user defined table and refreshes tables and columns New button to define the RequestID field 24

25 Configuring ARDBC LDAP Vendor Forms Form Properties Provides a mechanism to hardcode: Hostname BaseDN Search Range Filter 25

26 Configuring ARDBC LDAP Vendor Forms Base DN field Provides a method of searching multiple Base DNs without creating multiple Vendor forms Value can be provided through workflow 26

27 Configuring ARDBC LDAP Vendor Forms Example: Base DN field Selectively search specific portions of the database o=largecompany ou=apac ou=americas ou=emea ou=r&d ou=sales ou=support ou=qa Ou=sales ou=support ou=sales Cn=users Cn=groups Cn=computers 27

28 Configuring ARDBC LDAP Vendor Forms Example: Base DN field 28

29 Using ARDBC LDAP Vendor Forms Populating Internal Forms from LDAP data BMC Remedy packaged applications require that user information be stored internally Use an Escalation to import LDAP data Provides a simple method of bringing LDAP data into the AR System application Escalation Runs on Vendor form Data is Pushed to a regular form Documented in Tips and Tricks article, Using a Vendor Form to Update the SHR:People Form 29

30 Using ARDBC LDAP Vendor Forms Populating Internal Forms from LDAP data Using Server-Side Table Loop Filter Uses Escalation to schedule the import Accesses only the LDAP data that has not already been imported Using an Escalation provides no dynamic method of querying only data created or modified since a specific date/time Components: Underlying Vendor form to access LDAP data Regular form with table field to cursor through LDAP data on Vendor form Destination form that will be repository for imported LDAP data Filter to push data from Vendor form to destination form Filter Guide used to cursor through the table field Filter to call the Guide Escalation to trigger the Filter on schedule 30

31 Using ARDBC LDAP Vendor Forms Using Server-Side Table Loop Filter (continued) Steps: 1. Identify the destination form and the fields that will be required a. SHR:People is a common form used for this purpose b. Fields to be populated include: Full Name, First Name, Last Name, Login Name, 2. Create a vendor form that will be used to access the LDAP data a. Map all the attributes that will be necessary to provide data into the desired fields b. Map an attribute that Contains the create of Modify timestamp of the LDAP record 31

32 Using ARDBC LDAP Vendor Forms Using Server-Side Table Loop Filter (continued) 3. Create a regular form with a table field that will be looped Add a field, Last Run, that will store the timestamp of the last import This will be used in the table field qualification Run? will be used by the escalation to trigger the filter to fire on Modify Create one, and only one, record is this form so that the Escalation triggers the table loop just once 32

33 Using ARDBC LDAP Vendor Forms Using Server-Side Table Loop Filter (continued) 4. Create a filter that will perform the Push Fields to the destination form (SHR:People) a. It will be triggered by a Filter Guide and will run against the Regular form with the Table field b. Set Run If qualification to Run? = Yes 5. Create a Filter Guide that will loop through the table and calls the filter from step 4 6. Create a Filter that will call the Filter Guide, a. Set the Last Run field with the current timestamp b. Set Run? to No 7. Create an Escalation that will run on the one record in the regular form a. Set the Run? field to Yes so that the Filter qualification is met and the process is started To manually update users, just modify the Last Run field in the regular form To schedule the process, just set the appropriate time in the Escalation 33

34 Using ARDBC LDAP Vendor Forms Example regular form 34

35 Conclusion BMC provides robust and highly functional LDAP integrations into the AR System By understanding these features, BMC Remedy administrators can leverage information already maintained in the IT department The more you use LDAP Vendor forms, the more opportunities will arise to use them even further The more you integrate LDAP into your authentication processes, the less work you will have to maintain user accounts 35

36 Related Documentation Integrating BMC Remedy Action Request System with Single Sign-On (SSO) Search for Version 7.0 White Papers BMC Remedy Action Request System Integrating with Plug-ins and Third-Party Products Search for Version 7.0 Manuals Using a Vendor Form to Update the SHR:People Form Configuring LDAP Plug-ins for SSL Handling Failover with AR System LDAP Plug-in Using AR System 's AREA LDAP Functionality to Assign Groups Developing AR System Plug-Ins Filter API, AREA, ARDBC Using Active Directories with ARDBC LDAP Using AR System's LDAP Functionality to Communicate with Active Directories 36

37 Q&A Time for Question and Answers 37

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