Perceptive TransForm E-Forms Manager Authentication Autofill

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1 Perceptive TransForm E-Forms Manager Authentication Autofill Getting Started Guide Perceptive TransForm Version: 8.x Written by: Product Documentation, R&D Date: April 2014

2 2014 Perceptive Software. All rights reserved Perceptive Software is a trademark of Lexmark International Technology S.A., registered in the U.S. and other countries. All other brands and product names mentioned in this document are trademarks or registered trademarks of their respective owners. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or any other media embodiments now known or hereafter to become known without the prior written permission of Lexmark.

3 Table of Contents Overview... 4 Configure authentication providers... 4 LDAP and Active Directory... 4 Database provider settings... 6 E-Forms Manager authentication provider attributes... 6 Configure Published Form view or download settings... 7 Configure remote command autofill settings... 8 Page 3 of 9

4 Overview Authentication Autofill is a feature of E-Forms Manager that populates a user s information into a form once the user is authenticated. You use E-Forms Manager to configure the user information that populates the form fields and to specify which form fields the system populates. There are two areas of E-Forms Manager where you can use Authentication Autofill. Published Form view or download Remote command autofill To configure Authentication Autofill, complete the following procedures. 1. Configure authentication providers. 2. Optional. Configure Published Form view or download settings. 3. Optional. Configure remote command autofill settings. Configure authentication providers To specify which user attributes are available to populate form fields, you must configure the authentication providers to retrieve those attributes during the authentication process. LDAP and Active Directory The Lightweight Directory Access Protocol (LDAP) and Active Directory Authentication Provider setup wizards allow you to specify user attributes. The user attributes property is a list of attributes that the system retrieves from LDAP or Active Directory when the user is authenticated. You can specify multiple attributes by separating the attributes with a comma. The system always retrieves the following attributes regardless of the user attributes specified in the provider s configuration. Attribute Name Attribute Description Example uid User s ID jdoe cn User s full name Jane Doe givenname User s first name Jane sn User s last name or surname Doe mail User s address jane.doe@acme.com Page 4 of 9

5 Page 5 of 9

6 Database provider settings To retrieve additional user attributes for a user authenticated with a Database Authentication provider, complete the following step. Add the columns that correspond to the user attributes to the provider s SQL Query. For example, to retrieve a user s employee ID and department, add the corresponding columns to the SQL Query field. E-Forms Manager authentication provider attributes The E-Forms Manager authentication provider authenticates users based on the end users that are configured in E-Forms Manager. To specify additional user attributes and corresponding values, you must modify each end user to add the attributes. The End User setup wizard allows you to specify user attributes and corresponding values. Use the following format to enter the attributes. attribute name=attribute value. For example, employeeid=1 Enter each attribute on a separate line. The following attributes are available for all end users authenticated with the E-Forms Manager provider. Attribute Name Attribute Description Example firstname User s first name Jane lastname User s last name Doe middleinitial User s middle initial (if available) S fullname User s full name Last name, first name, middle initial Doe, Jane S Page 6 of 9

7 Attribute Name Attribute Description Example User s address jane.doe@acme.com userid User s userid jadoe Configure Published Form view or download settings To configure the form version to require authentication for download, complete the following steps. 1. Select Require Client Authentication and select an Authentication Scheme to use for the authentication. 2. Click Save Changes. After you configure the form version to require authentication for download, complete the following steps. 1. Click the Configure Autofill link next to the Require Client Authentication checkbox. This link only appears if the Require Client Authentication is selected and you save the changes. 2. Enter the name of the user attributes that you want to use to populate the form fields. Notes You can specify multiple user attributes for a form field by separating the attributes with a comma. Page 7 of 9

8 The attribute names you need to specify are those that are configured for the authentication providers in the selected authentication scheme. For example, if the selected authentication scheme only contains an Active Directory provider and that provider has employeenumber and departmentnumber listed as User Attributes, then you would use the names employeenumber and departmentnumber. 3. To disable the Authentication Autofill for a form version, clear the Enabled checkbox. 4. Click the Save Changes button. 5. Test the form by downloading and viewing the form using the published URL and entering a valid user name and password when prompted. Ensure that the system populates the configured user s information into the appropriate fields. Note To publish, download, and view the form version, you must use the published URL. Configure remote command autofill settings To configure the remote command autofill settings, complete the following steps. 1. Create a new Autofill Handler or edit an existing Autofill Handler. 2. In the first step of the Autofill Handler s setup wizard, select the Require Client Authentication checkbox. Note Authentication Autofill is only available for Remote Command Autofills with an Autofill Type of Direct to Form or Listbox Field. 3. Select the Autofill User Information checkbox. Page 8 of 9

9 4. Click the Next button. 5. Enter the name of the user attributes you want to use to populate the form fields. You can specify multiple user attributes for a form field by separating the attributes with a comma. The attribute names that should be specified are those that are configured for the authentication providers in the selected authentication scheme. For example, if the selected authentication scheme only contains an Active Directory provider and that provider has employeenumber and departmentnumber listed as User Attributes, then you would use the names employeenumber and departmentnumber. 6. Save the Autofill Handler. 7. Test the autofill operation and enter a valid user name and password when prompted. Ensure the system populates the configured user s information into the appropriate fields. Page 9 of 9

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