SBM Configurator
performs all the necessary set up tasks in IIS or
SSO
to authenticate users against your Windows domain. However, if your IIS
settings are inadvertently or mistakenly changed, consult with your IIS
administrator and manually configure either IIS or
SSO
according to the steps in the following sections. Note that the steps differ
slightly depending on which session management option you select.
Windows Authentication (IIS) Manual Configuration Steps
This section describes how to manually configure
Windows Authentication when IIS is used to manage user
authentication (non-SSO).
You will configure the following settings on the machine that hosts
SBM Application Engine:
- Open Internet Information Services (IIS).
- On the
tmtrack application:
- Enable
Windows Authentication (IIS 7 and higher)
- Disable
Anonymous Authentication (IIS 7 and higher)
If you intend to use integrations,
such as SourceBridge, enable
Basic Authentication.
- On the
workcenter application:
- Enable
Windows Authentication (IIS 7 and higher)
- Disable
Anonymous Authentication (IIS 7 and higher)
Important: The
workcenter application authentication settings must match
the tmtrack application authentication settings.
- Enable only
Anonymous Authentication on the following applications:
- Default Web Site (or
Web Sites)
- gsoap application
- sbmconnector application
This ensures that the REST grid widget, PDF widget, and
Service Request Center
work properly. The REST Widget fails in FireFox browsers if
SBM uses
Windows Domain (NTCR) authentication. This issue does not
occur in Internet Explorer browsers.
Important: In a distributed installation, configure the
SBM
Tomcat service to use a Windows domain account (or create a local user on both
the Tomcat and IIS servers with the same password). This ensures that the PDF
widget has access to the tmtrack application.
- Stop and start IIS.
- Launch
SBM Configurator,
and then open the
Authentication tab.
- On the
General tab, set the following:
- Browser sessions –
SBM Session Cookies
- Browser authentication –
Windows Authentication
- Web services authentication –
Internal
SBM
Database
- On the
Windows Domain tab, enter the correct Windows
domain in the
Domain field. If a domain is not specified,
then the domain that the IIS server machine is installed on is used for user
validation.
Note: This domain is used by
SBM Application Engine
to verify the user's credentials with the domain controller when Windows
authentication materials do not accompany the authentication request (for
example, when
SBM Application Engine
receives a Web service request).
Basic authentication materials should accompany the call in
that case; therefore the proper domain is required. Be aware that user
passwords are sent in clear text unless secured through SSL in this scenario.
- Configure password restrictions for external users (if any) on the
External Passwords tab. For details, refer to
Password Restrictions.
- If you want users to access
SBM without
logging in to your network domain, type the name of an application in IIS with
anonymous authentication in the
Virtual Directory for external authentication field on the
Other Settings tab. For more information, refer
to
Other Settings.
- Click
Apply in
SBM Configurator.
Windows Authentication (SSO)
Manual Configuration Steps
This section describes how to manually configure
Windows Authentication when
SSO
is used to manage user authentication. You will configure all of the IIS
settings on the machine that hosts
SBM Application Engine
and the steps involving
SBM Configurator
on the server that hosts
SSO.
- Open Internet Information Services (IIS).
- On the
tmtrack application:
- Enable
Anonymous Authentication (IIS 7 and higher)
- Disable
Windows Authentication (IIS 7 and higher)
If you intend to use integrations,
such as SourceBridge, enable
Basic Authentication.
- Enable and disable the same authentication settings (except for
Basic Authentication, if you enabled it) on the following
directories:
This ensures that the REST grid widget, PDF widget, and
Service Request Center
work properly. The REST Widget fails in FireFox browsers if
SBM uses
Windows Domain (NTCR) authentication. This issue does not
occur in Internet Explorer browsers.
Important: In a distributed installation, configure the
SBM
Tomcat service to use a Windows domain account (or create a local user on both
the Tomcat and IIS servers with the same password). This ensures that the PDF
widget has access to the tmtrack application.
- Stop and start IIS.
- Launch
SBM Configurator,
and open the
Authentication tab.
- On the
General tab, set the following:
- Browser sessions –
Single Sign-On
- Browser authentication –
Windows Authentication
- Web services authentication –
Internal
SBM
Database
Select the
Enable Login Form check box if you want to
display a login page to users when user validation fails. Clear the check box
if you do not want the page to appear.
- Configure password restrictions for external users (if any) on the
External Passwords tab. For details, refer to
Password Restrictions.
- If you want users to access
SBM without
logging in to your network domain, type the name of an application in IIS with
anonymous authentication in the
Virtual Directory for external authentication field on the
Other Settings tab. For more information, refer
to
Other Settings.
- Click
Apply in
SBM Configurator.
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