MACROMEDIA | BREEZE-USING THE MACROMEDIA BREEZE MANAGER | Best Practices for Breeze Directory Service Integration

Best Practices for Breeze Directory Service Integration
Best Practices for Breeze
Directory Service Integration
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Acknowledgments
Project Management: Stephanie Gowin, Suzanne Smith,
Writing: Tom Wetzel
Editing: Geta Carlson
Production Management: Patrice O’Neill
Media Design and Production: Adam Barnett, John Francis, Mario Reynoso
First Edition: July 2005
Macromedia, Inc.
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Contents
Best Practice for Breeze Directory Service Integration . . . . . . . . . 5
Working with LDAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Importing users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Importing groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Selecting the directory node to be imported . . . . . . . . . . . . . . . . . . . . . 9
Importing sub-branches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Internal (nonimported) versus external (imported)
users and groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Working with branches in Directory Service . . . . . . . . . . . . . . . . . . . . 12
Managing passwords. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Automatic single sign-on . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Making manual changes in the Breeze configuration . . . . . . . . . . 15
NTLM authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
HTTP header-based authentication . . . . . . . . . . . . . . . . . . . . . . . . . 17
Other methods for managing passwords . . . . . . . . . . . . . . . . . . . . . . . 17
Notifying users to set their password . . . . . . . . . . . . . . . . . . . . . . . . 17
Setting the password to an LDAP attribute . . . . . . . . . . . . . . . . . . 18
Recommended practices for synchronization . . . . . . . . . . . . . . . . . . . . . 18
Scheduling synchronizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Verifying connections to the LDAP server . . . . . . . . . . . . . . . . . . . . . . 19
Log file format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Previewing the synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Questions about Breeze Directory Service Integration . . . . . . . . . . . . 22
3
4
Contents
Best Practice for Breeze
Directory Service Integration
Working with LDAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Managing passwords. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Recommended practices for synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Questions about Breeze Directory Service Integration . . . . . . . . . . . . . . . . . . . . . . . . 22
Macromedia Breeze Directory Service Integration (DSI) allows enterprise customers to
incorporate users and groups into Macromedia Breeze from existing directories using
Lightweight Directory Access Protocol (LDAP). LDAP is an Internet client-server protocol
used for lookup of user contact information from an LDAP-compliant directory server. DSI
supports the following directory servers:
■
Microsoft Active Directory (Windows 2003 server)
■
Sun One Directory Server 5.2
■
Open LDAP 2.2.23
■
Novel eDirectory 8.7.3
■
IBM Directory Server 5.1
DSI enables the Breeze server to connect as an LDAP client to an LDAP directory, import
users and groups, and ensure that information about these imported users and groups in the
Breeze database is kept in sync with the external LDAP directory.
With DSI, administrators can avoid having to manually add users to Breeze one by one. User
accounts are created automatically in Breeze through manual or scheduled synchronizations
with an organization’s directory service. The best solution is to combine DSI with a system for
authenticating userswhich allows automatic single sign-on for Breeze. A user who is logged on
to their desktop using their network user name and password can access Breeze services
directly, bypassing the Breeze login screen.
5
To perform a directory integration task, you must be defined as an administrator in your
Breeze profile. An administrator is defined in the Create Administrator screen of the
Application Management Console The administrator’s point of access for Breeze DSI is the
Directory Service Settings tab in the Application Management Console. Setting up and
initiating synchronization with an LDAP server is accomplished with the screens accessible
through this tab.
Working with LDAP
Users and groups in a directory are LDAP called entries. Each entry is a collection of attributes
that has a name, called a distinguished name (DN). The attribute values for user entries
consists of user information such as phone number, e-mail address, and photo. The DN
describes a path to the entry through a hierarchical tree structure.
The DN that refers to a particular entry in the LDAP directory is formed by taking the name
of the entry itself (called a relative distinguished name, RDN) and concatenating it with the
names of its ancestor entries in the tree structure. The way that the tree structure is organized
may reflect geographical locations or departmental boundaries within an organization. For
example, if Alicia Solis is a user in the QA department of Acme, Incorporated in France, the
DN for this user might be:
cn=Alicia Solis, ou=QA, c=France, dc=Acme, dc=com
The DN specifies the path through the tree to the user from the root. In the example above,
the root is specified by dc=com. Each of the attributes that make up an entry has a type and
one or more values. The values for an attribute depend on what type of attribute it is.
Mnemonic strings are used to specify types, such as ou for organizational unit or cn for
common name, as in the example above.
Importing users
When importing user entries from an LDAP server, the administrator uses the User Profile
Mapping screen to map Breeze user profile fields to the equivalent attribute in the LDAP
entries. The following example shows a mapping of an LDAP user entry to a Breeze user
profile:
Login: sAMAccountName
First Name: givenName
Last Name: sn
Email: userPrincipalName
Network Login: sAMAccountName
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Best Practice for Breeze Directory Service Integration
The required fields are: Login, First Name, Last Name, and Email. If you have defined any
custom fields (Breeze Administration > Users and Groups > Customize User Profile), these
fields are added to the User Profile Mapping screen. in the example above Network Login is a
custom field.
Working with LDAP
7
Importing groups
To map LDAP group entry attributes to Breeze group profiles, the administrator creates a
mapping on the Group Profile Mapping screen. The following shows an example of a
mapping between LDAP group entry attributes and a Breeze group profile:
Name: cn
Membership: member
Name and membership are the two required fields for Breeze group profiles. Breeze group
profiles do not support custom fields, unlike the Breeze user profifles.
8
Best Practice for Breeze Directory Service Integration
Selecting the directory node to be imported
When importing users and groups from an LDAP directory into Breeze, you specify a path to
a section of the LDAP tree by using the DN. This specifies the scope of the search of the
LDAP directory for selection of entries. You can restrict the selection of entries within that
part of the tree by using a filter to specify a condition that an entry must satisfy to be selected.
For example, if the filter specifies
(objectClass=organizationalPerson)
then only entries that have the attribute organizataionalPerson are selected for import.
The example below shows the User Branch editor which you use to specify the user branch
DN.
The attribute objectClass must be present in every entry in a LDAP directory. This
attribute defines the rules and required attributes for that entry.
Working with LDAP
9
There are two ways of relating group and user entries in LDAP directories. A directory may be
configured with the user groups under the same node in an LDAP branch. In that case, the
user and group settings for importing entries contain the same branch DN. This means you
must use a filter to select only the users when importing users and a filter to select only groups
when importing groups.
The second type of LDAP tree structure puts users and groups under different branches in the
tree. In this case, when you import the users you use a branch DN that selects the user branch.
When you import groups, you use a branch DN that selects the groups branch.
Separate administration screens for selecting users and groups to be imported from the LDAP
server are provided in the Breeze Directory Service Settings tab. For example, administrators
use the Group Branch editor, shown below, to select groups for import:
10
Best Practice for Breeze Directory Service Integration
Importing sub-branches
Let us suppose that you have set the Branch DN on the User Profile Mapping screen to
import all the users in a certain branch of the directory tree. In that case, there may be subbranches below that level in the tree structure. For example, you may set the branch to import
all employees in the sales department by setting the branch DN, as follows:
ou=Sales, dc=Acme, dc=com
But this branch of the tree may have the employees of sales offices in sub-branches. In that
case, DSI will import the users from the sub-branches below that level in the tree if you set the
Subtree Search parameter to true.
Internal (nonimported) versus external (imported)
users and groups
You may want to have some users or groups within Breeze that are not imported from the
external LDAP server. For this reason, the Breeze database makes a distinction between
internal and external Breeze users and groups. Users or groups that have been created directly
in Breeze and not imported from an LDAP directory using DSIare internal. Any user or group
that has been imported into the Breeze database using Directory Service is external.
To ensure that imported groups are kept in sync with the external LDAP directory, the
membership of external groups can be changed only through DSI. Internal Breeze users and
groups cannot be added to external groups. However, external users and groups can be added
to internal groups in Breeze. For example, if you want to add all the users in the Singapore
office to a Breeze Presentation user group, they can be assigned to the internal Breeze group
even if it has other users that have not been imported through DSI.
If the value of the login or name of an imported user or group entry matches the Breeze login
for an existing internal Breeze user or group, Breeze DSI will change that user or group from
internal to external and log a warning to the scynchronization log.
Working with LDAP
11
Working with branches in Directory Service
When importing users and groups from an LDAP-compliant directory into the Breeze
directory, you may want to import only the users of a particular group within your
organization. To do this, you need to know where the entries for that group are located within
the directory tree structure. This depends on the particular topology or tree structure in the
directory you are importing from. LDAP allows a number of different possible arrangements.
One possible arrangement is shown below.
Root
Customers
Employees
Engineering
Marketing
U.S.
Europe
A common technique is to use the organization’s Internet domain as the root for the tree
structure. A company might then use dc=com to specify the root element in the tree. A DN
that specifies the Singapore sales office for Acme, Inc. might then be: ou=Singapore,
ou=Marketing, ou=Employess, dc=Acme, dc=com. In this example, ou is an abbreviation
for organizational unit, and dc is an abbreviation for domain component. In the Breeze
Directory Service tab, there are separate screens for specifying the branch DN for import of
users and import of groups.
12
Best Practice for Breeze Directory Service Integration
The User Branch editor, shown below, is used to select the users for import. The Marketing
node from the above example is selected in this screen.
When you map Breeze user profiles to LDAP fields, the Add Branch DN button on the User
Profile Mapping screen enables you to specify a branch DN to select the users to be imported
to the Breeze directory. When you map a Breeze group profile on the Group Profile Mapping
screen, there is also an Add Branch DN button that allows you to select a branch DN for the
import of groups to the Breeze directory.
Not all LDAP directories have a single root. You can handle this by defining separate branches
to be imported.
Working with LDAP
13
Managing passwords
When Breeze imports user information using DSI, this does not provide Breeze with access to
the user’s network password. In theory, an organization could use an LDAP field to store the
user password in the directory. But storing user passwords in clear text would be a major
security breach. Because Breeze DSI does not obtain the network password for users, some
other method for managing passwords for users imported into the Breeze directory from
external LDAP servers is needed. Several methods for doing this are discussed below.
Automatic single sign-on
The recommended method for managing Breeze user passwords and authentication with DSI
is to use it with automatic single sign-on. Automatic single sign-on is a mechanism that allows
a user who is logged in to gain access to Breeze and resources for which they have permission
without being prompted each time for their login and password.
Two methods for implementing automatic single sign-on are supported for Breeze:
■
Windows NT LAN Manager (NTLM) authentication
■
HTTP header-based authentication
14
Best Practice for Breeze Directory Service Integration
If you plan on using either of these methods for single sign-on authentication, you will want
set the authentication policy for DSI to Do Nothing in the DSI Policy Settings screen, as
shown below.
Making manual changes in the Breeze configuration
Implementing either NTLM or HTTP header-based authentication requires that you make
manual changes in the Breeze custom.ini file. It is recommended that this be done only by an
experienced Breeze administrator with guidance from Breeze technical support.
Managing passwords
15
To set Breeze configuration variables manually for authentication integration:
1.
Stop all Breeze services.
2.
Enter the new parameters and values (as described in the following sections).
3.
Save the modified file as custom.ini.
4.
Restart all Breeze services.
5.
Verify that the Breeze services are functioning successfully.
NTLM authentication
NTLM is a challenge/response protocol that enables a client to prove its identity without
providing a password. An application queries an authentication server for the user’s
credentials. The NTLM routine is transparent to the user. To implement NTLM for Breeze,
you will need to add the following parameters to the Breeze custom.ini file:
NTLM_DOMAIN=domain
NTLM_SERVER=NTLM_server_IP_address
where domain is the name of the domain, such as acme.com, and NTLM_server_IP_address
is the IP address of the NTLM authentication server. The numeric IP address must be used
with NTLM_SERVER; the host name won’t work.
Breeze and Microsoft NTLM use different login policies for authenticating users. These
policies must be made consistent before a user can employ single sign-on to access Breeze. By
default, Breeze employs the user’s e-mail address (alfred_smith@acme.com) and password as
the primary login to authenticate the user. But you can configure Breeze to use an external
login, such as a user name and password for authentication.
The Breeze login and password policy is configured in Breeze Manager (Administration > Edit
Login and Password Policies). In the Login Policy section you can specify whether to use the
user’s e-mail login as the default login to Breeze. Select No if you want Breeze to accept a user
name as the authentication vehicle. This configuration makes the Breeze password policy
consistent with the NTLM password policy.
In order for users to make use of single sign-on with NTLM authentication, they must be
using Internet Explorer. Other web browsers do not support NTLM authentication.
16
Best Practice for Breeze Directory Service Integration
HTTP header-based authentication
HTTP header-based authentication uses extra fields in the header of an HTTP request for
authentication of the user. In this scenario, Breeze login requests are routed to a proxy server
positioned between the client and the Breeze Server. The proxy server performs the role of the
authentication server. The proxy server takes the original HTTP request from the client and
augments it with an extra HTTP header field with the user ID. The Breeze server uses this
information to identify the user. if the user passes this authentication test, the Breeze server
creates a valid session and allows the user to begin using the system
To implement HTTP header-based authentication for Breeze, changes must be made to two
Breeze configuration files.
1.
Access the Breeze server and open the following file:
Breeze_Install_Dir\appserv\conf\WEB-INF\web.xml
Change the following section to enable it by removing the commenting-out code:
<!-<filter-mapping>
<filter-name>HeaderAUthenticationFilter</filter-name>
<url-pattern>/*</url-pattern>
</filter-mapping>
-->
1.
Add an entry to the Breeze custom.ini file as follows:
HTTP_AUTH_HEADER=header_field_name
where header_field_name is the extra HTTP field used for authentication. For example:
HTTP_AUTH_HEADER=X-User-Id
The value of this field must be the user login that already exists in Breeze.
Other methods for managing passwords
If you select not to use automatic single sign-on, there are two other methods available for
managing passwords with DSI. Under both of these scenarios, users will need to enter their
Breeze login and password.
Notifying users to set their password
In this scenario, users who are added to Breeze through DSI are automatically sent an e-mail
with a link to set their password. This option can be selected on the Policy Settings screen
under the Directory Service Settings tab.
Managing passwords
17
Setting the password to an LDAP attribute
Under this scenario, DSI would set the initial password of imported users to the value of an
attribute in the directory entry for that user. For example, if the LDAP directory contains the
employee ID number as a field, you could set the initial password for users to their employee
ID number. After users log in using this initial password, they can change their passwords.
Recommended practices for
synchronization
An administrator can initiate two different kinds of synchronization of Breeze with the
external LDAP directory:
■
A manual synchronization that immediately synchronizes the Breeze directory with the
organization’s LDAP directory.
■
Scheduled synchronization that takes place at defined intervals.
Some directory servers have limits on the number of entries that can be imported with a single
query. If you cannot remove this limit or do not want to remove the limit due to directory
server performance issues, you can work around the limit by separately synchronizing to the
various branches that make up the directory tree for your organization. Paging—packaging
multiple queries into one request—is not supported by Breeze DSI. Another solution for
limits on directory request size for the Active Directory is to increase the page size. But this
might have an adverse impact on directory server performance.
Macromedia recommends the following practices for synchronization.
Scheduling synchronizations
An initial synchronization of the Breeze directory with the external LDAP directory might
consume significant resources if you are importing a large number of users and groups. If this
is the case, Macromedia recommends that you do the initial synchronization at an off-peak
time, such as late at night. You may also want to do the initial synchronization manually.
You could do all of the subsequent synchronizations manually also, but the recommended
practice is to use scheduled synchronizations to ensure that Breeze has an up-to-date picture
of the users and groups imported from the organization’s LDAP directory service. You use the
Schedule Settings screen (shown below) to set this up.
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Best Practice for Breeze Directory Service Integration
If you anticipate relatively few changes of LDAP server entries between scheduled
synchronizations, you may not need to worry about the timing of the scheduled
synchronization. But if a significant number of changes are possible—perhaps because of the
large scope of the organization that is being synchronized—you may also want to schedule the
synchronizations at an off-peak time in order to minimize impact on users.
When a synchronization takes place, Breeze DSI only imports those entries in its scope of
search that have changed in the content of at least one of its fields, when compared to the
existing entry in the Breeze directory.
Verifying connections to the LDAP server
The Connection Settings screen in the Breeze console asks you for information needed to
connect to the LDAP server (such as the server’s URL). Before you attempt to do an initial
synchronization, importing users and groups into the Breeze server database, Macromedia
recommends that you verify the parameters you are using for connection to the LDAP server.
Open-source LDAP browsers are available to carry out this task. For example, LDAP Editor/
Browser can be downloaded from the following site: www-unix.mcs.anl.gov/~gawor/ldap/
Recommended practices for synchronization
19
Log file format
The synchronization logs store values in a comma-separated format. In the tables below
principal refers to user and group entries. The following values are included in the log entries:
Field
Description
Date
Formatted date/time value, with time to the millisecond.
The format is yyyyMMdd’T’HHmmss.SSS.
Principal ID
Breeze login or group name.
Principal type
A single character, U for user, G for group.
Event
The action taken or condition encountered.
Detail
Detailed information about the event.
The following table describes the different kinds of events that can appear in the
synchronization log files:
Event
Description
Detail
add
The principal was added to Abbreviated XML packet describes the
Breeze.
updated fields. A series of
<fieldname>value</fieldname>. The
parent node and non-updated fields are
omitted. For example: <firstname>Joe</last-name>
update
The principal exists as an
external user in Breeze,
and some fields were
updated.
update-members
The principal exists as an
external group in Breeze,
and principals were added
to or removed from
membership in the group.
Abbreviated XML packet that describes
the added and removed members. The
parent node is omitted:
<add>ID list</add>
<remove>ID list</remove>
The ID list is a series of <id>principal
ID</id> packets where principal ID is
an ID that would be listed in the Principal
ID column, such as a user login or group
name. If there are no members of an ID
list, the parent node is output as <add/>
or <remove/>.
delete
20
The principal was deleted
from Breeze.
Best Practice for Breeze Directory Service Integration
Event
Description
Detail
up-to-date
The principal exists as an
external principal in Breeze
and is already
synchronized with the
external directory. No
changes were made.
A user or group created in Breeze is
considered an internal principal. A user
or group created by the synchronization
process is considered an external
principal.
make-external
The principal exists as an
internal principal in Breeze
and was converted to an
external principal.
This event permits the synchronization
to modify or delete the principal and is
usually followed by another event that
does one or the other. This event is
logged in the warning log.
warning
Some other warning-level
event occurred.
Warning message.
error
An error occurred.
Java exception message.
Previewing the synchronization
Before you try to import users and groups in an initial synchronization, it is also
recommended that you first preview the synchronization. A preview is a kind of dry run to
test the mappings you are using, and to ensure that there are no errors. In a preview, errors are
logged but no actual import of users and groups takes place. The log file that is generated can
help you to diagnose any problems in the synchronization. You can access the synchronization
logs through the Synchronization Logs screen, shown below.
Recommended practices for synchronization
21
Logs consist of events with one line per event. The synchronization produces at least one
event for each principal (user or group) processed. If any warnings or errors are generated
during a preview synchronization, a second warning log listing all the warnings and errors is
also generated. The administrator can use these log files to diagnose problems in the
synchronization before attempting to actually synchronize the Breeze directory with the
external LDAP directory.
Questions about Breeze Directory
Service Integration
■
What happens in Breeze when I delete a user in the LDAP directory?
The action that Breeze takes depends on the deletion policy that you have selected for
DSI. You can choose to have DSI delete external users in Breeze if they have been deleted
from the source LDAP server. In that case, the user is deleted in Breeze if a
synchronization discovers that the user has been deleted from the LDAP directory. If you
disable this DSI feature on the Deletion Policy screen, a user deleted in the LDAP server is
not automatically deleted from the Breeze database on the next synchronization.
■
Can I have a combination of users imported from an LDAP directory and users
manually created in Breeze?
Yes. Both internal and external users can coexist in the Breeze directory.
■
Can I integrate my corporate directory with my Application Server Provider (ASP)
Breeze implementation?
No. Under the ASP implementation of Breeze, Macromedia is the host for the Breeze
services. DSI is not supported in that implementation.
■
Is there a way to populate particular Breeze groups from a particular LDAP directory
group?
Once users and groups from the LDAP group have been imported into Breeze, you can
assign them to Breeze groups manually.
■
How many directory users can I import into the Breeze database?
The number of external Breeze users is limited only by the capacity of your database. In
tests, more than 100,000 user entries have been successfully synchronized with a Breeze
directory using DSI. However, if you are trying to import a very large number of users
(thousands of users), you may want to do this in stages, performing separate
synchronizations for the various directory branches.
22
Best Practice for Breeze Directory Service Integration
■
What if there is a make a mistake when importing thousands of users and I want to start
over again. Can I easily remove the external users and remove them?
If you have the deletion policy set to true, the unwanted users and groups will be
automatically deleted when you do another synchronization. Another solution would be
to sync Breeze with another LDAP server that doesn’t have the users and groups you want
to delete, and do this with the deletion policy set to true.
■
Which fields from the directory can I map to Breeze profiles? Can I automatically
populate Customized User Profile fields on the Breeze server?
Yes. The User Profile Mapping screen in DSI lets you specify customized fields that you
want to map to particular LDAP entry attributes.
■
Is directory information automatically encrypted over the network when it is transferred
from the LDAP server?
No. LDAPS is not currently supported for DSI.
■
What if someone already has an account in Breeze that matches the LDAP directory
account? Will that user loose all their Breeze-specific content, such as links to meetings?
No. The existing Breeze data is not overwritten. The user is changed from an internal to
external user.
Questions about Breeze Directory Service Integration
23
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Best Practice for Breeze Directory Service Integration
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