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IncorporatingLDAPDirectoryServices
ThischapterprovidesanoverviewLDAPdirectoryservicesanddiscusseshowto:
Configurethedirectory.
Cachethedirectoryschema.
Createtheauthenticationmap.
CreateUserProfilemaps.
Createrolemembershiprules.
Deletedirectoryconfigurations.
EnablesignonPeopleCodeforLDAPauthentication.
UsingLDAPoverSSL.
Note.ThischapterassumesyouhaveaworkingknowledgeofLDAPenableddirectoryservers.

UnderstandingthePeopleSoftLDAPSolution
PeopleSoftdeliversthreetechnologiesthatenableyouto:
AuthenticateagainstanLDAPV3compliantdirectoryserver.
ReuseyourexistingUserProfilesstoredwithinLDAP.
Thethreetechnologiesare:
DirectoryBusinessInterlink.TheDirectoryBusinessInterlinkexposestheLightweightDirectoryAccess
Protocol(LDAP)toPeopleCode.ThesystemusesitforallcommunicationwiththeLDAPserverprocess
runningonadirectoryserver.
UserProfileComponentInterface.TheUserProfileComponentInterfaceexposestheUserProfileComponent
toPeopleCode.ThesystemusesittoprogrammaticallymanagealocalcacheofUserProfiles.
SignonPeopleCode.SignonPeopleCodeisPeopleCodethatexecuteswhenausersignsontothesystem
similartotheloginscriptingofmostnetworksystems.SignonPeopleCodeusestheDirectoryBusiness
InterlinkandtheUserProfileComponentInterfacetoverifydirectorybasedcredentialsandprogrammatically
createalocalUserProfilescache.
ThecombinationofthesethreetechnologiesprovidesaflexiblewaytoconfigurePeopleSoftforintegrationwithyour
directoryserver.Nosetschemaisrequiredinthedirectory.Instead,youcanconfigureandextendtheSignon
PeopleCodetoworkwithanyschemaimplementedinyourdirectoryserver.
ThefollowingtopicsinvolvesettinguptheLDAPintegrationtechnologyonyoursite.Thesetasksassumethatthere
isalreadyanLDAPV3compliantdirectoryserviceinstalled,andthatyouareintendingtoimportLDAPgroupvalues
andapplythemtoPeopleSoftroles.
Note.WhenyouenableLDAPAuthenticationthepasswordcolumnonthePSOPRDEFNrecordisnolongerused.
Also,LDAPAuthenticationrequiresanapplicationserveritdoesnotworkfortwotiersignon.

ConfiguringtheDirectory
TheConfigureDirectorycomponentcontainsfourpagesthatyouuseforspecifyingconnectioninformationandtesting
directoryserverconnections.
ToenableyourPeopleSoftsystemtosuccessfullyconnecttoyourdirectoryserver,youmustentertheappropriate
connectioninformation.Thisincludestheservername(DNSorIPaddress)andthelisteningportnumber.Youalso
mustentertheUserDN(userdistinguishedname)andassociatedpassword.
ThePeopleSoftapplicationserverusestheUserDNandpasswordtoconnecttotheLDAPservertoretrieveuser
profileinformationaboutthespecificusersigningintothesystem.TheUserDNmustreflectauserwiththe
appropriateLDAPbrowserights.
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Inthissection,wediscusshowto:
SpecifynetworkinformationforLDAP.
SpecifyadditionalconnectDN's.
InstallselectedPeopleSoftspecificschemaextensions.
Testtheconnectivity.

PagesUsedtoConfiguretheDirectory
Page Name

Navigation

Usage

DirectorySetup

PeopleTools,Security,Directory,Configure
Directory,DirectorySetup

Specifythenetworkinformationofyour
LDAPdirectoryservers,suchassigninIDs
andpasswords.

AdditionalConnectDN's

PeopleTools,Directory,ConfigureDirectory,
AdditionalConnectDN's

SpecifyconnectDNsinadditiontothe
defaultconnectDNspecifiedonthe
DirectorySetuppage.

SchemaManagement

PeopleTools,Security,Directory,Configure
Directory,SchemaManagement

InstallselectedPeopleSoftspecificschema
extensionsintoyourdirectory.

TestConnectivity

PeopleTools,Security,Directory,Configure
Directory,TestConnectivity

Testthedistinguishednamesandsearch
criteriathatyouenteredontheprevious
pagesoftheConfigureDirectorycomponent
andviewtheresults.Thesystemteststhe
connectivitywhenyouaccessthispage.

SpecifyingNetworkInformationforLDAP
AccesstheDirectorySetuppage.

DirectorySetuppage

DirectoryID

Identifiesthedirectoryconnectionthatyouarecreating.ThedirectoryIDthatyou
entercanidentifyaspecificLDAPserveroracollectionofLDAPservers
dependingonhowmanyserversyouaddintheServerNamesection.

Description

Enteradescriptionofthedirectoryconnection.

DirectoryProduct

Selectyourdirectoryproductfromthelistofoptions.

DefaultConnectDN

EntertheDistinguishedNametousewhenconnectingtothedirectory.ThisDN
willbechosenbydefaultwhencreatingsubsequentmaps.ThedefaultDNcanbe
overriddenoneachmappingpage.

Password

Enterthepasswordassociatedwiththedirectorybasedaccountthatappearsinthe
DefaultConnectDNfield.

Note.Thepasswordisstoredinencryptedforminthedatabasenoteven
individualswithadministrationaccesstothedatabasecanviewthepassword.

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ServerName

AddLDAPdirectoryserverstoaconnectionlist.Youcanaddmultipleserversfor
failoverpurposesusingtheplusbutton.Allserversyouaddmustparticipateinthe
samedirectoryservice.

LDAPServer

IdentifyaspecificLDAPserver.YoucanusetheDNSnameoryoucanuseIP
addressdottednotation.Forexample,eitherofthefollowingformatsisacceptable:
ldap12.yourcompany.comor192.201.185.90.

Port

EntertheportnumberonwhichtheLDAPserverisconfiguredtoreceivesearch
requests.ThestandardLDAPportis389.Ifyoudonotspecifythecorrectport,
PeopleSoftDirectoryInterfacecan'texchangedatawithyourLDAPserver.

SSLPort

IfyouareimplementingSecureSocketLayer(SSL),entertheSSLportonthe
LDAPserver.

SpecifyingAdditionalConnectDN's
AccesstheAdditionalConnectDN'spage.
Note.UnlessyouhaveinstalledthePeopleSoftDirectoryInterfaceyouwillnotseeanyavailableschemaextensions.

AdditionalConnectDN'spage

UserDN

AddanyDNsthatyouneedinadditiontothedefaultconnectDNthatyouentered
ontheDirectorySetuppage.ThedefaultuserIDismostlikelyanadministrative
ID.ThisenablesyoutosetupamoresecureuserIDforthescopeofthemapping.

Password

ForeachadditionalDNthatyouenter,addthecorrespondingpassword.

InstallingSelectedPeopleSoftSpecificSchemaExtensions
AccesstheSchemaManagementpage.
Note.UnlessyouhaveinstalledthePeopleSoftDirectoryInterfaceproductyoumaynothaveanyPeopleSoftschema
extensionsavailabletoyou.

SchemaManagementpage(1of3)

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SchemaManagementpage(2of3)

SchemaManagementpage(3of3)

Apply

Selectthischeckboxtoapplytheselectedschemaextensiontypetoyour
directory.

Type

Displaysthetypeofschemaextension:eitheranObjectClassoranAttribute
Type.

Name

Displaystheschemaextensionname.

ObjectIdentifier

Displaystheschemaextensionobjectidentifier.Thesequence1.3.6.1.4.1.2810.20
identifiestheobjectasaPeopleSoftobject.Thesecondtolastnumberiseithera1
ora2.A1indicatesanobjectclasstypeanda2indicatesanattributetype.The
lastnumberindicatesthesequenceinwhichtheextensionwascreated.

Revision

Displaysthenumberoftimesthattheschemaextensionwasrevised.

Details

ClicktodisplaydetailsabouttheselectedschemaextensionintheDetailsregion
atthebottomofthepage.

SelectAll

Clicktoselectalltheschemaextensionstoapplytoyourdirectory.

DeselectAll

Clicktodeselecteveryschemaextension.

Apply

Clicktoapplytheselectedschemaextensionstoyourdirectory.

Details
Whenyouclickaschemaextension'sDetailsbutton,thesystemdisplaysthedetailsofthatextension.Inadditionto
theobjectidentifierandname,youmayalsobeinterestedinthe"Superiors"detail,whichindicateswhichextensions
areabovethisoneonthehierarchy,ifany.Alsoofinterestisthe"Type"detail,whichindicateswhethertheschema
extensionisamandatory,optional,orauxiliaryextension.
SchemaCacheInformation
Forconvenience,youcanusetheSchemaCacheProcesslinktotransferyoutotheSchemaCachepagesothat
youcaninvoketheSchemaCacheprocess.TheLastUpdateDate/TimeandLastUpdateUserIDenableyouto
monitorthefrequencyofupdatesaswellasthelastadministratortoruntheprocess.

TestingtheConnectivity
AccesstheTestConnectivitypage.

TestConnectivitypage

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Thepagedisplaystheresults(PASSorFAIL)oftheconnectivitytest.Ifconnectivityfails,modifytheconnect
informationontheDirectorySetupandAdditionalConnectDN'spages.

CachingtheDirectorySchema
YouusetheCacheSchemapagetospecifyadirectoryserverandinvokeanApplicationEngineprogramdesignedto
createacacheinthePeopleSoftdatabaseofthedirectoryschema.ThisenablesyoutoselectnamesofObject
ClassesandAttributeTypeswhencreatingsecuritymaps.

PageUsedtoCachetheDirectorySchema
Page Name

Navigation

Usage

CacheSchema

PeopleTools,Security,Directory,Cache
DirectorySchema

Specifyadirectoryserverandinvokean
ApplicationEngineprogramdesignedto
createacacheinthePeopleSoftdatabaseof
thedirectoryschema.Thecacheofthe
LDAPschemaisusedtosimplifycreating
mapsforauthenticationanduserprofile
maintenance.

CreatingaCacheoftheDirectorySchema
AccesstheCacheSchemapage.

CacheSchemapage

DirectoryID

Searchforthenameofthedirectoryforwhichyouarecachingtheschema.

ServerName

SearchfortheProcessSchedulerserveronwhichtheCacheSchemaprocess
shouldrun.

CacheSchemaNow

ClickthisbuttontocachetheLDAPschemadatatotableswithinthePeopleSoft
database.Typically,youusethisoptionduringinitialsetupandanytimethatthe
schemahaschanged.

ProcessMonitor

Afterinvokingtheprocess,youcanmonitortheprogressbyclickingthislink.

CreatingtheAuthenticationMap
UsetheAuthenticationpageonlyifyouareimplementingdirectoryauthenticationasopposedtostoringauthentication
informationinthePeopleSoftdatabase.YoucreateamappingtothedirectorythatthePeopleSoftsystemreliesonfor
authenticatingusers.

PageUsedtoCreatetheAuthenticationMap
Page Name

Navigation

Usage

Authentication

PeopleTools,Security,Directory,
AuthenticationMap

Createamappingtothedirectorythatthe
PeopleSoftsystemreliesonfor
authenticatingusers.

CreatingtheAuthenticationMap
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AccesstheAuthenticationpage.

Authenticationpage

Status

ActivateanauthenticationmappingbyselectingActive.Todisablean
authenticationmapping,selectInactive.
Note.OnlyoneauthenticationmapshouldbeActiveatanytime.

DirectoryInformation
DirectoryID

SelectthedirectoryIDofthedirectorythatyouintendtouseforauthentication.

AnonymousBind

Ifalldirectorydatarequiredforauthenticationanduserprofilemaintenanceis
visibletoananonymousconnection,thenAnonymousBindcanbechecked.

UseSecureSocketLayer

SelectthisoptionifyouareimplementingaSecureSocketLayer(SSL)between
PeopleSoftandthedirectoryserver.
Ifyoudonotspecifyaportnumber,thesystemtriesthedefaultLDAPSport.

ConnectDN

ThisvalueisthedefaultconnectDNthatyouspecifiedontheDirectorySetup
page.ToselectoneoftheDNsspecifiedontheAdditionalConnectDN'spage,
clickthesearchbutton.
Note.IfAnonymousBindischecked,theConnectDNwillbeignored.

ListofServers
SeqNum(sequencenumber)

Settheorderthatthesystemshouldaccessthelistofserversforauthentication

LDAPServer

SelectthenameoftheLDAPserver.Usetheplusbuttontoenteradditional
servers.

UserSearchInformation
SearchBase

Entertherootofthedirectoryinformationtreeunderwhichthesystemshould
searchforuserinformation.

SearchScope

Selectthesearchscopeforthissearch.Availablevaluesare:

Base:N/AYoushouldnotuseBaseontheauthenticationmap.

One:Thequerysearchesonlytheentriesoneleveldownfromtheentryinthe
SearchBasefield.

Sub:ThequerysearchestheentiresubtreebeneaththeSearchBaseentry.

SearchAttribute

WhenausersignsonusingLDAPAuthenticationthesystemsearchesthe
directorytofindtheiruserentry.TheSearchAttributeisusedtoconstructthe
LDAPsearchfilterusedinfindingtheperson'suserentry.ThevalueontheSearch
Attributewillbeenteredbytheuserwhentheysignon.

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SearchFilter

DisplaystheLDAPsearchfilterthatthesystemusestosearchthedirectoryfor
equalentries.

CreatingUserProfileMaps
Note.YoumustsupplyuserpropertiestoSignonPeopleCodeonlyifyouintendtoauthenticateuserswithyourLDAP
directory.
Evenifyouaregoingtoauthenticateuserswiththedirectoryserver,aPeopleSoftUserProfileisstillrequired.You
canuseaUserProfileMaptoautomaticallycreatePeopleSoftUserProfilesforusersastheysignon.Thevaluesfor
thePeopleSoftUserProfilearefoundintheLDAPdirectory.SomepropertiesarerequiredwhencreatingaPeopleSoft
UserProfile,thesepropertiesappearontheMandatoryUserPropertiespage.Otherpropertiesareoptional,andthese
appearontheOptionalUserPropertiespage.
TheuserprofilemappingenablesyoutomanageyourusercacheinthePeopleSoftdatabase.Everyuserofthe
systemrequiresarowinthePeopleToolssecuritytable,PSOPRDEFN,andthepropertiesthatyouspecifyinthe
MandatoryandOptionalUserPropertiespagesarethecolumnsinPSOPRDEFNthatthesystempopulateswithuser
values.
ThispageenablesyoutotakeadvantageofLDAPinformation.PeopleSoftretrievestheLDAPinformationandcreates
alocalcacheindatabasetables.PeopleSoftapplicationsusethiscacheratherthanusingLDAPeachtimethata
transactionrequiresuserinformation.ThismeansthatafterausersignsontothesystemandtheSignonPeopleCode
executes,thereisarowforthatuserintheuserdefinitiontable.
YoudonotneedtomaintainthelocalcacheofuserinformationSignonPeopleCodemaintainsthisrowautomatically.
Anychangesmadeinthedirectoryserverarereproducedinthelocalcache.
Inthissection,wediscusshowto:
Specifythemandatoryattributesneededforsignon.
Specifyoptionaluserproperties.

PagesUsedtoCreateUserProfileMaps
Page Name

Navigation

Usage

MandatoryUserProperties

PeopleTools,Security,Directory,User
ProfileMap,MandatoryUserProperties

Specifytheattributesrequiredforsignon.
Youcanselecttohavethesystemretrieve
thesemandatoryvaluesfromthedirectory
server,oryoucanenterdefaultvalues.

OptionalUserProperties

PeopleTools,Security,Directory,User
ProfileMap,OptionalUserProperties

Specifyoptionaluserpropertiestoretrieve
fromthedirectory.

SpecifyingtheMandatoryUserProperties
AccesstheMandatoryUserPropertiespage.

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MandatoryUserPropertiespage

AuthenticationMap

Selecttheauthenticationmaptoassociatewiththisuserprofilemapping.
Theserversandconnectioninformationaretakenfromtheauthentication
map.

Status

Displaysthestatusoftheselecteduserprofilemap.
Note.OnlyoneUserProfilemapshouldbeActiveatanytime.

DirectoryID

DisplaysthedirectoryIDassociatedwiththeauthenticationmapping.

UserIDAttribute

ThevalueontheUserIDAttributewillbeusedtopopulatetheOPRID
(userID)fieldonPSOPRDEFN.

IDType

IDType

SimilartoSymbolicID,enterthisvalueonthispage.ThisisthedefaultID
typefornewusers,suchasEmployeeID,CustomerID,andsoon.

IDTypeAttribute

SpecifiestheLDAPattributeinthedirectorythatholdstheselectedID
value.Forinstance,theIDvaluemightbeEmployeeID.SomeIDTypes
requireadditionaldatawhencreatingaprofileofthattype.LDAPUser
ProfileManagementcanretrievethatdatafromtheLDAPdirectoryifitis
available.

DefaultRole

UseDefaultRole

Selectthisoptionifyouwanttousethedefaultrole.Ifyouenablethis
option,theDefaultRoleeditboxbecomesavailableforentrywhilethe
RoleAttributeeditboxbecomesunavailableforentry.Youeitherspecifya
DefaultRoleorspecifyanLDAPattributeontheuserentrythatholdsthe
validnameofaPeopleSoftRole.

DefaultRole

Enterthenameofadefaultroletobeassignedtonewusers.Thisvalue
appliestousersthefirsttimethattheysignonandhavenothadanyroles
dynamicallyassignedtothem.Typically,thisrolehasonlybasicaccess
authorizations,suchasforonlytheselfservicepages.Usersshouldget
mostoftheirpermissionsthroughdynamicallyassignedroles.

RoleAttribute

Insteadofspecifyingonlyasingledefaultroleforeachandeveryuser,
youcanentertheLDAPattributethatholdsthenameaPeopleSoftRole
tobeassignedtotheuser.

Language

UseDefaultLanguageCode

Selectifyoudonotmaintainlanguagecodesinthedirectory.

LanguageCode

Ifthedefaultlanguagecodeisnotstoredinthedirectory,thenselecta
defaultvaluefromthedropdownlistbox.

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LangCDAttribute(languagecode
default)

ThenameoftheLDAPattributecontainingavalidlanguagecode.The
valueretrievedfromtheattributemustbeavalidPeopleSoftlanguage
code.

SpecifyingtheOptionalUserProperties
AccesstheUserPropertiespage.
UserProfileProperty

Selecttheuserprofilepropertyyouwanttoaddtothelocalcache.These
propertiesaredescribedinthefollowingtable.

UseConstantValue

Tosupplyacontestantvalueforeachuser,selectthisoption.

AttributeName

AddthenameoftheattributeasitisrepresentedinyourLDAPschema.

ConstantValue

AppearsonlyifyouhaveselectedUseConstantValue.

AlwaysUpdate

Selectthisoptionifyoualwayswantthesystemtoupdatethelocalusercacheto
reflectthedatastoredinthedirectoryservereverytimetheusersignson.If
AlwaysUpdateisnotcheckedthedatawillbetakenfromthedirectoryonlywhen
theprofileisfirstcreated.

ThefollowingliststheoptionaluserpropertiesthatyoucanselectfromtheUserProfilePropertysearchbutton.
CurrencyCode

Iftheuserdealswithinternationalpricessetthecurrencycodetoreflectthenative
orbasecurrencysothatvaluesappearinthecurrencywithwhichtheuseris
familiar.

EmailAddress

Selectifauserispartofyourworkflowsystemoryouhaveothersystemsthat
generateemailsforusers.

MultiLanguageEnabled

SelectiftheuserissetuptousePeopleSoftwithmultiplelanguages.

NavigatorHomePage

ThehomepageisassociatedwithPeopleSoftWorkflow(NavigatorHomepage).

PrimaryPermissionList

PeopleSoftdetermineswhichdatapermissionstograntauserbyexaminingthe
PrimaryPermissionListandRowSecurityPermissionList.Whichoneisused
variesbyapplicationanddataentity(Employee,Customer,Vendor,BusinessUnit,
andsoon).ConsultyourPeopleSoftapplicationdocumentationformoredetail.

ProcessProfilePermission
List

Theprocessprofilecontainsthepermissionsthatauserrequiresforrunningbatch
processesthroughPeopleSoftProcessScheduler.Forexample,theprocessprofile
authorizesuserstoviewoutput,updaterunlocations,restartprocesses,andsoon.
Onlytheprocessprofilecomesfromthispermissionlist,notthelistprocess
groups.

RowSecurityPermissionList SeeexplanationforPrimaryPermissionList.
SymbolicID

IftheSymbolicIDisrequiredfortheuser,selectthisoption.

UserDescription

Typically,thenameoftheuser,suchasanemployeenameoravendorname.

UserIDAlias

Insomecases,theuserIDisanaliasintheformofanemailaddress.Ifso,select
thisoption.

CreatingRoleMembershipRules
UsetheRolePolicypagetodefinetherulesthatarereadbyDynamicRoleRulePeopleCodeandpopulate
PeopleSoftroleswithmembers.TherulesreturntheDNsof"people"directoryentries,whichsupplythesystemwith
theuserIDsspecifiedontheuserprofilemapping.

PageUsedtoCreateRoleMembershipRules
Page Name

Navigation

Usage

RolePolicy

PeopleTools,Security,Directory,Role
MembershipRules

DefinetherulesthatarereadbyDynamic
RoleRulePeopleCodeandpopulate
PeopleSoftroleswithmembers.

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DefiningtheRoleMembershipRules
AccesstheRolePolicypage.

RolePolicypage

RuleName

Thedirectorysearchnamethatyouenteredonthesearchpage.

Description

Enterashortdescriptionoftherule.

UserProfileMap

Selecttheuserprofilemaptoassociatewiththerule.

DirectoryID

Displaysthedirectoryassociatedwiththeuserprofilemapthatyouselect.

AssigntoRole

ClickthislinktoautomaticallystarttheDynamicMemberspageintheRoles
componentoftheSecuritymenu.Onthatpage,selectDirectoryRuleEnabledand
specifytheserveronwhichtoexecutetherule.

DirectorySearchParameters
SearchBase

Entertheentry(or"container")atwhichtobeginthesearch.

SearchScope

Selectthesearchscopeforthissearchfromthefollowingoptions:

Base:ThequerysearchesonlythevalueintheSearchBasefield.

One:Thequerysearchesonlytheentriesoneleveldownfromthevalueinthe
SearchBasefield.

Sub:ThequerysearchesthevalueintheSearchBasefieldandallentriesbeneath
it.

BuildFilter
()

Parenthesesoneithersideofthefilterexpressionselectthecheckboxesbelow
theparenthesestogroupexpressions.

Attribute

Selecttheattributethatthesystemwillfilter.

Operation

Assignanoperatortoyourrulesuchas<,<=,<>,=,>,or>=.

Value

Enterthevaluetoassigntotheattributethatyouspecified.

And/Or

Toaddanotherlinetoyourrule,selectANDorORdependingonyourrulelogic.
SelectENDtosignifytheendofthesearch.SelectNONEifyouaren'tusingthis
kindoffilter.

RefreshSearchFilter

AfteryoumakechangesusingtheBuildFilteroptions,clickthisbuttontoupdate
theSearchFiltereditboxtoreflectthechanges.

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ClearSearchFilter

ClickthisbuttontodeleteallvaluesfromtheSearchFiltereditboxandtheBuild
Filterselections.

SearchFilter

ThefilterthatthesystemappliestothesearchfortheDNofthedefinedcontainer.
Thisvaluetypicallydisplaysthedirectoryobjectclassofthecontainerintheform
"objectclass=GroupOfUniqueNames",forexample.Thisindicateswhattypeof
containertosearch.ToretrievethecorrectcontainerDNs,thesystemaddsthe
nameofthecontainertothesearchfilteratruntime.

SearchAttributes
DirectoryAttribute

Selecttheattributethatidentifiestheusertoaddtothismembership.

Note.Technically,therolemembershipcaninvolvemorethandirectorygroup.Youcandeterminerolemembership
usinganyarbitraryLDAPsearchcriteria,suchasconditionsotherthanjustgroupmembership.Forexample,you
couldassigneveryonewhoselastnamestartswithStoarole.

DeletingDirectoryConfigurations
Usethispagetodeletetheentiredirectoryconfigurationorjustpartsofit.

PageUsedtoDeleteDirectoryConfigurations
Page Name

Navigation

Usage

DeleteDirectory

PeopleTools,Security,Directory,Delete
DirectoryConfiguration

Deletetheentiredirectoryconfigurationor
justpartsofit.

DeletingtheDirectoryConfiguration
AccesstheDeleteDirectorypage.

DeleteDirectorypage

DeleteAssociatedMaps

Deletestheauthenticationanduserprofilemapsfromtheconfiguration.

DeleteAssociatedSearches

Deletesanysearchesrelatedtothedirectoryconfiguration.

DeleteAssociatedRoleRules Deletesanyrolerulesyouhavespecifiedforaconfiguration.
DeleteAssociatedEntryRules ThisappliestothePeopleSoftDirectoryInterfaceproductonly.
DeleteDirectoryConfiguration Afteryouhavemadetheappropriatechoices,clickthisbuttontoperformthedelete
process.Ifyouclickthisbuttonwithnothingselected,thesystemdeletesonlythe
DirectoryIDandleavesalloftheotherconfigurationinformationintact.

WorkingwiththeWorkflowAddressBook
UsetheAddressBookpageforconfiguringLDAPaddresslookupsforusewithadhocnotificationsinPeopleSoft
Workflow.Thispagecontainsthecontrolsneededtoretrievethenecessaryaddressesfromthedirectory.Thispage
onlyappliesifyoustoreuserinformationinadirectory.
Note.Eachofthesecontrolsisdiscussedelsewhereinthischapter.
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SeeAlso
PeopleToolsPeopleBooks:PeopleSoftWorkflow,"AddingEventsandRoutings"

EnablingSignonPeopleCodeforLDAPAuthentication
LDAPAuthenticationrunsasSignonPeopleCodethatmustbeenabledandconfiguredtoexecutewithproper
permissions.
To enable Signon PeopleCode:

1. SelectPeopleTools,Security,SecurityObjects,SignonPeopleCode.
2. OntheSignonPeopleCodepage,clicktheInvoke Asoptionthatappliestoyourconfiguration.
DoyouwanttouseadefaultuserID,ordoyouwanttheSignonPeopleCodetobeinvokedbywhoeverthe
userIDisthathappenstobesigningonthesystem?Eitherway,thevaluefortheUserIDandthepassword
mustbeavalidPeopleSoftUserIDandpassword.ForLDAPauthentication,youneedtouse"InvokeAs"
becausetheusersigningin(mostlikely)won'texistinthelocalsystem,untilSignonPeopleCoderunsand
updatesthelocalcacheofuserprofiles.
Note.TheUserIDenteredwhetheritisInvokeasusersigninginoradefaultusermustbeabletoaccess
theUserProfileComponentinapermissionlist.

3. LocatetherowfortheLDAP_AuthenticationfunctionontheRecordFUNCLIB_LDAP.
4. SelecttheEnabledcheckbox(ifitisnotalreadyselectedautomaticallybythesystem).
5. EnsurethattheExec Auth Fail checkboxisselected.
ThisreferstoifPeopleSoftauthorizationfails,thenexecutetheSignonPeopleCode.PeopleSoftauthorization
alwaysfailsifyouareusingLDAPauthentication.

6. ClickSaveatthebottomofthepage.
7. Rebootanyapplicationserversrunningagainstthelocaldatabase.
Note.IfyouintendtousetheUserProfileMap,youalsoneedtoenableLDAP_PROFILESYNCH.Thesameoptions
apply.

UsingLDAPoverSSL(LDAPS)
YoucanusetheLDAPBusinessInterlinktoestablishasecureLDAPconnectionbetweentheapplicationserverand
theLDAPserver.TheLDAPBusinessInterlinkusesNetscape'scertificatedatabase,cert7.db.Youcanobtaina
cert7.dbusingthePKCSUtilitiesdistributedbyNetscape.RefertoNetscape'sdocumentationformoreinformationon
obtainingandusingthePKCSUtilities.
ToestablishthesecureconnectionbetweenthePeopleSoftApplicationServerandtheLDAPserveryouwillneedthe
following:
Cert7.dbcertificatedatabasefromNetscape.
AServerCertificatefortheLDAPserver.
TheTrustedRootCertificatefromtheCertificateAuthoritythatissuestheServerCertificate.
To enable LDAP authentication over SSL:

1. FollowthedocumentationforyourdirectoryservertoaddtheServerCertificatetoyourdirectoryserver.
2. UsingNetscape'sPKCSUtilitiesaddtheCertificateAuthoritiesTrustedRootCertificatetothecert7.dbcertificate
database.
3. Placethecert7.dbfileinthe%PeopleTools%\bin\serverdirectoryoftheapplicationserver.
4. SelectPeopleTools,Security,Directory,ConfigureDirectory,DirectorySetuppageandmakesuretheSSLPortfield
reflectsthecorrectLDAPSportforyourdirectoryserver.
5. SelectPeopleTools,Security,Directory,AuthenticationMappageandchecktheUseSecureSocketsLayercheckbox.
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6. InApplicationDesigner,openthefollowingBusinessInterlinks,selecttheSettingstab,andchangetheSSLsettingto
YES.
LDAP_SEARCH
LDAP_BIND

SettingupSSLontheDirectory(Examples)
IfyourequireSSLbetweenyourLDAPdirectoryserverandyourPeopleSoftsystem,thefollowingtopicsprovide
sampleproceduresfordoingso.
Note.Theproceduresoutlinedinthissectionareprovidedassamples.Theymaynotnecessarilyapplytoall
situations.

UnderstandingSSLandtheDirectory
SecureSocketsLayerProtocolisaprotocoldevelopedbyNetscapethatdefinesaninterfacefordataencryption
betweennetworknodes.ToestablishanSSLencryptedconnectionthenodesmustcompletetheSSLhandshake.
ThesimplifiedstepsoftheSSLhandshakeappearbelow:
Clientsendsrequesttoconnect
Serverrespondstoconnectrequestandsendssignedcertificate
ClientverifiescertificatesignerisinitsacceptableCertificateAuthority(CA)list.
Clientgeneratessessionkeytobeusedforencryptionandsendsittotheserverencryptedwiththeserver's
publickey(fromcertificatereceivedinstep2.)
Serverusesprivatekeytodecryptclientgeneratedsessionkey.
EstablishinganSSLconnectionrequirestwocertificatesonecontainingthepublickeyoftheserver(Server
Certificate/PublicKeyCertificate)andanothertoverifytheCertificateAuthoritythatissuedtheServercertificate
(TrustedRootCertificate).TheserverneedstobeconfiguredtoissuetheServerCertificatewhenaclientrequestsan
SSLconnectionandtheclientneedstobeconfiguredwiththeTrustedRootCertificateoftheCertificateAuthoritythat
issuedtheServerCertificate.
Thenatureofthoseconfigurationsdependsonboththeprotocolbeingusedandtheclientandserverplatforms.In
mostcasesyoureplaceHTTPwithLDAP.SSLisalowerlevelprotocolthantheapplicationprotocol,suchas
HTTPorLDAP.SSLworksthesameregardlessoftheapplicationprotocol.
Note.EstablishingSSLconnectionswithLDAP(LDAPS)isnotrelatedtowebservercertificatesorcertificatesused
withPeopleSoftIntegration.

SettingupSSLforNovelNDS
ThisdocdiscusseshowtoconfiguretheLDAPbusinessinterlinktoestablishSSLencryptedLDAPconnections.The
LDAPbusinessinterlinkusesacertificatedatabasethatresidesonthefilesystemofthePeopleSoftApplication
Server.Thecertificatedatabaseisafilecalledcert7.dbandneedstoresideinthefilesystemoftheapplication
server.Thecert7.dbcertificatedatabaseneedstocontaintheTrustedRootcertificateoftheCertificateAuthoritythat
issuedtheServerCertificateoftheLDAPserver.
SettinguptheCertificate
Toobtainacert7.dbyoumustdownloadNetscapeNavigator4.7.Oncethisisdownloadedandinstalled,youwillneed
tolaunchNetscapeNavigatoranditwillpromptyoutocreateauserprofile.Createauserprofilewiththenameof
PeopleSoft.Thiswillcreateafilestructureinappearsasfollows:
Netscape\Users\PeopleSoft.
UnderthePeopleSoftdirectoryfindcert7.db.
WithNetscapeNavigatoropen,gototheSecuritybuttonatthetop.ThisopenstheSecurityInformationpage.Select
CertificatesandSigners.Thisshowsthevalidcertificatesinthedatabase.Youcandeleteallofthem.Oncetheyare
deleted,clickOKandcloseNetscapeNavigator.
OnceyouhavetheCA'scertificateimportedintothecert7.dbcertificatedatabaseyouarereadytoconfigurethe
LDAPbusinessinterlinkforSSL.Therearetworelevantsettingsonalltransactionsofthebusinessinterlink
UseSSLsetting.
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SSL_DBlocationsetting.
AswithallbusinessinterlinkinputsthesecanbesetusingeitherApplicationDesignerorPeopleCode
UsingApplicationDesigner:
OpenanexistinginstanceoftheLDAPbusinessinterlink,orcreateanewinstance.
Selectthesettingstab.

SettingstabinApplicationDesigner

Note.ThisexampleusestheSearchtransaction,butthesameprincipleappliestoalltransactions.
SettheSSLparametertoYES.
SettheSSL_DBparametertothenameofyourcertificatedatabase(cert7.dbbydefault).
SavetheInterlink
UsingPeopleCode:
WhenyougeneratetheinterlinkPeopleCodebydraggingthedefinitionintothePeopleCodeeditorthefollowingcode
iscreated.
/*===>
ThisisadynamicallygeneratedPeopleCodetemplatetobeusedonlyasahelper
totheapplicationdeveloper.
Youneedtoreplaceallreferencesto'<*>'ORdefaultvalueswithreferencesto
PeopleCodevariablesand/oraRec.Fields.*/
/*===>Declareandinstantiate:*/
LocalInterlink&LDAP_SEARCH_1
LocalBIDocs&inDoc
LocalBIDocs&outDoc
Localboolean&RSLT
Localnumber&EXECRSLT
&LDAP_SEARCH_1=GetInterlink(INTERLINK.LDAP_SEARCH)
/*===>Youcanusethefollowingassignmentstosettheconfigurationparameters.
*/
&LDAP_SEARCH_1.SSL="NO"
&LDAP_SEARCH_1.SSL_DB="cert7.db"
&LDAP_SEARCH_1.URL="file://psio_dir.dll"
&LDAP_SEARCH_1.BIDocValidating="Off"
.....

Youmustchangethe.SSLand.SSL_DBsettingstoindicatethatSSLshouldbeusedandspecifythenameofyour
certificatedatabasefile.Forexample
&LDAP_SEARCH_1.SSL="YES"
&LDAP_SEARCH_1.SSL_DB="cert7.db"

ConfiguringyourLDAPServerforSSL
ThissectiondescribshowtoconfigureNDSeDirectoryV8.5forLDAPSusingtheOrganizationalCAbuiltintoNDS's
PKIservices.
ExporttheSelfSignedTrustedRootCertificatefromtheCertificateAuthority.
StartConsole1andnavigatetotheOrganizationalCAobjectintheSecuritycontainer.
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OrganizationalCA

OpenthePropertiesdialog,gototheCertificatestab,andchooseSelfSignedCertificatefromthemenu.
ClicktheExportbutton
OntheExportaCertificatedialogboxchoosebinaryDERformat,designateafilenameandlocation,andclick
Export.
Renamethisfiletoa.X509fileformat
CreateaServerCertificatetobeusedbyLDAP
InConsole1navigatetothecontainerthatholdstheServerObjectfortheLDAPServer.

Navigatingtotheserverobject

Rightclickonthecontainerentry(suchasConfig)andchooseNewObject.ScrolldownandfindNDSPKI:Key
MaterialinthelistandclickOK.
IntheCreateServerCertificatedialogboxmakesuretheservernameisthenameofthedirectoryserver
runningtheLDAPservice.Also,givethenewcertificateameaningfulname,andchoosetheStandardcreation
method,andclickNext.

Creatingcertificate

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ReviewtheinformationinthenextdialogandclickFinish.Youshouldnowhaveacertificatethatcontainsthe
publickeyfortheserverrunningtheLDAPservicestoredinyourdirectoryasanobject

SSLcertificate

IndicatetotheLDAPservicewhatporttouseforSSLconnectionsandtoissuethecertificatewhenaclient
requestsaconnectiononthatport.
FindtheobjectrepresentingyourLDAPServeritwillbeinthesamecontaineryoujustcreatedthe
certificateinanditwillbenamed"LDAPServer<hostname>NDS."
OpenthepropertiesdialogontheLDAPServerobjectandselecttheSSLConfigurationtab.

SSLConfigurationtab

EntertheportnumberyouwanttouseforLDAPS,andintheSSLCertificatefield,clickthebrowsebuttonto
selectthecertificateyoujustcreated.Donotcheck"EnableandRequireMutualAuthentication"unlessyou
haveconfiguredthisoption(whichisoutsidethescopeofthisdiscussion).
Note.UnderyourNovellInstallDirectorythereshouldbeafilecalledX509.REG.Thepathshouldbesimilarto
install_directory\CERTSERV\MISC\X509.REG.Takethisfileandmoveittothemachinethatyouhaveinstalled
Netscapeon.FromthemachinethatusesNetscape,runtheX509.REGfilebydoubleclickingonit.Thisupdates
yourregistrysothatNetscapecanimportthecertificate.
Importthecertificate.
LaunchNetscape,andselectFile,Open,andenterthefilelocationofthe.X509certificatethatyou
exportedfromNDS.
Netscapewilltakeyouthroughthecertificateimportprocess.Followalongwiththewizarduntilfinished.
Toconfirmproperinstallyouclickonthesecuritytab(thelock)andopenthesecurityadministratorfor
Netscape.ClickontheCertificatesSignerslinkandthiswilltakeyoutoallvalidcertificatesinthe
database.Youshouldnowseethecertificateyouimported.
Movethecert7.dbtotheappservfolder.
Aftercompletingtheprevioustasks,thesystemshouldrunningLDAPSwithNDS.
Note.YouareresponsibleforreceibingcertificatesfromaCertificateAuthority,suchasEntrust.NetorVerisign.
Note.Ifyoutrytotestthiswiththebusinessinterlinktester,theerrorcode89isoftenreported.Thisdoesnotmean
thatLDAPSisnotworking.TotestyoucanrunatraceonthedirectorytoseetheSSLhandshakeoccurring.Youcan
alsoturnoffport389andseeifauthenticationstillworks.Ifitdoes,thenthisindicatesSSLisworking.

SettingupSSLforNetscape(iPlanet)
To set up SSL on Netscape:

1. MakesureyourdirectoryisdefinedinthePeopleTools,Security,Directorycomponent.
2. ModifytheSignonPeopleCodepage.
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SelectPeopleTools,Security,SecurityObjects,SignonPeopleCode.
Checkthe"Invokeas"radiobutton.
EntertheUserIDandPasswordofauserwhohaspermissiontoruntheSignonPeopleCode.The
Passwordwillnotbevisibleoncethepageissaved.
Checkthe"Enabled"boxtoenabletheSignonPeopleCode
EntertheSignonPeopleCodelocationasshowninthedefaultvalues.
Checkthe"ExecAuthFail"box
ThisisbecauseSignonPeopleCodeistriggeredwhenauthenticationfailsagainstthePeopleSoft
authentication.
Savethepage.
Note.MakesurethattheUserIDenteredabovehaspermissiontoruntheComponentInterface
USER_PROFILE.

3. ModifytheLDAP_BINDandLDAP_SEARCHbusinessinterlinkdefinitions.
OpenApplicationDesigner.
OpentheLDAP_BINDdefinition.
SelecttheInputtab.
EntertheServernameandPortfortheLDAPserver.
Theotherparametersarenotrequiredforthisprocedure.
SelecttheSettingstab.
ChooseYESfromtheSSLdropdownlist.
EnterthenameoftheCertificatedatabaseinSSL_DBeditbox(usuallycert7.dbforNetscapeiPlanet).
ClickSetDefaulttosavethedefaultsettings
SaveandClosethedefinition

4. Considerthefollowingitems:
TheapplicationserverbindsasaclienttotheLDAPserveraspartoftheauthentication,soitisonly
necessarytohaveaccesstotheRootCertificates.TheLDAPadministratoratyoursiteshouldhave
alreadyinstalledaserver(Node)CertificateontheLDAPServer.
Thecert7.dbfilecanbetransferredtotheapplicationserverinbinarymodeandinstalledinthesame
directoryasPSAPPSERV.CFGandPSTUXCFGoftheapplicationserverdomain.
UsingacopyoftheLDAPserver'scert7.dbisnotasecurityrisk,astheNodeCertificatesare
encryptedstringsbasedonthehostnameandothersitespecificparameters.Theapplicationserver
accessestheRootCertificates,whicharegenerallyavailableatnochargefromtheCertificateAuthority.

5. Reboottheapplicationserverdomain.

Security

http://notes02.ntc.edu/servunits/isit/PS8_peoplebooks/eng/psbooks/tsec/book.htm

Copyright19882002PeopleSoft,Inc.AllRightsReserved.

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