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External users

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Presentation on working with External Users in Connections v5 including how to configure that feature and some sample screenshots. Given first at Icon UK in London Sept 2014

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External users

  1. 1. Bringing External Users Into Your Connections 5 World Gabriella Davis! Technical Director! The Turtle Partnership September 2014
  2. 2. 01 Let’s talk about me for a minute ✤ Admin of all things and especially quite complicated things where the fun is! ✤ Working with security , healthchecks, single sign on, design and deployment of Domino, ST, Connections and things that they talk to! ✤ Stubborn and relentless problem solver! ✤ Lives in London about half of the time
  3. 3. What’s This All About?
  4. 4. How Does It Work - The Brief Version
  5. 5. What Can An External Person Do? ✤ Be a full member of a Community that allows external users! ✤ Share Files with others as well as Download files shared with you ! ✤ See Activity Streams that they are invited into! ✤ Edit Their Profile! ✤ View business cards of anyone who has shared content with them
  6. 6. What Can’t An External Person Do? ✤ See Any Public Content! ✤ Create a community! ✤ Follow people! ✤ See or search the company directory! ✤ Use type-ahead to find people! ✤ See recommended content or people! ✤ Access the Profiles menu! ✤ Access other user profiles! ✤ See @Mentions for them
  7. 7. ✤ An existing Community can’t become a Community that allows external users! ✤ Once created as either internal or allowing external user access - a Community cannot be changed! ✤ Only internal users with a specific role can invite and share with external users! ✤ Communites with external users must be restricted
  8. 8. In general an external user is limited to participating in a restricted community they are invited into This isn’t a bad thing
  9. 9. Let’s set things up or … here comes the technical bit
  10. 10. 01 Internal vs External User Directories ✤ Who am I talking to? Who am I sharing with?! ✤ There needs to be a simple way of identifying internal vs external users! ✤ We need to tell Connections how to identify an internal and external user! ✤ There are three ways to do this! ✤ They all involve using TDI scripts
  11. 11. A Quick Catch Up On TDI ✤ To enable external users, the Profile DB must be used as a Directory! ✤ TDISOL found in the Connections install directory! ✤ Updated on Fix Central! ✤ Files we change for External users! ✤ profiles_tdi.properties! ✤ map_dbrepos_from_source.properties! ✤ sync_all_dns
  12. 12. Separate LDAP Branch or Server ✤ In map_dbrepos_from_source.properties! ✤ mode={func_mode_visitor_branch}! ✤ displayName={func_decorate_displayName_if_visitor}! ✤ displayNameLdapAttr=cn! ✤ decorateVisitorDisplayName= - External User! ✤ In profiles_tdi.properties! ! ! ✤ source_ldap_url_visitor_confirm! ✤ source_ldap_search_base_visitor_confirm*! ✤ source_ldap_search_filter_visitor_confirm
  13. 13. Separate LDAP Branch or Server ✤ In map_dbrepos_from_source.properties! ✤ mode={func_mode_visitor_branch}! ✤ displayName={func_decorate_displayName_if_visitor}! ✤ displayNameLdapAttr=cn! ✤ decorateVisitorDisplayName= - External User! ✤ In profiles_tdi.properties! ! ! ✤ source_ldap_url_visitor_confirm! ✤ source_ldap_search_base_visitor_confirm! ✤ source_ldap_search_filter_visitor_confirm
  14. 14. Separate LDAP Steps ✤ Ensure the External directory is also configured as a Federated Repository in WAS! ✤ otherwise your external users can’t authenticate! ✤ source_ldap_search_base_visitor_confirm must not be empty! ✤ In mapdb_repos_from_source add sync_source_url_enforce=true so TDI doesn’t remove one directory’s entries
  15. 15. LDAP Attribute ✤ This is a bit easier but needs careful managing! ✤ In mapdb_repos_from_source assign an LDAP attribute so that mode=“external”! ✤ displayName={func_decorate_displayName_if_visitor}! ✤ displayNameLdapAttr=cn! ✤ decorateVisitorDisplayName= - External User
  16. 16. LDAP Attribute As A Function ✤ Instead of mapping an LDAP attribute containing “external” to the mode= entry you can use a javascript function! ✤ The function must compute to the word ‘external’ for external users! ✤ It must be placed in profiles_functions.js file
  17. 17. Whatever Method You Choose ! sync_all_dns.bat when done .. on failure check the logs ibmdi.log and SyncUpdates.log
  18. 18. Exployee-Extended Role ✤ Not all internal users / employees can invite external users - they must have the special Connections role! ✤ “Employee-Extended! ✤ The only way to get this role is to be assigned it via wsadmin
  19. 19. Assigning Roles ✤ From /profiles/dmgr01/bin directory! ✤ wsadmin.bat/sh -lang jython -username <wasadmin> -password <password>! ✤ execfile(“profilesAdmin.py”)! ✤ ProfilesService.setRole(“gabriella@turtlepartnership.c om, EMPLOYEE_EXTENDED)
  20. 20. Securing the Perimeter
  21. 21. Directory Decisions ✤ How will external users register! ✤ Who will have rights to invite external users! ✤ Password quality
  22. 22. Anonymous Access ✤ Disable Anonymous access for all applications! ✤ Edit each application’s “security role to user group mapping” ! ✤ Ensure “reader” is not set to “Everyone”
  23. 23. Public Files ✤ External users can’t see public files! ✤ or can they?! ✤ If you use a caching proxy then the public cache will contain information external users shouldn’t see! ✤ Disable public caching in LotusConnections-config.mxl using <genericProperty name="publicCacheEnabled">false</ genericProperty>
  24. 24. Working with Libraries ✤ With CCM installed the URL /dm can provide access to any public Libraries! ✤ External users shouldn’t see public ANYTHING! ✤ Ensure the /dm URL is blocked from public interfaces
  25. 25. Desktop Plugin ✤ When using Connections, the interface constantly warns you if you are going to share with internal users! ✤ The desktop plugin doesn’t do that! ✤ This quote from the documentation says it all! ✤ “In addition, some operations might result in unexpected errors” !
  26. 26. Internal and External (Visitor) Views or.. Spot What’s Missing
  27. 27. Internal - Homepage
  28. 28. Visitor Homepage
  29. 29. Internal Community Page
  30. 30. Visitor Community Page
  31. 31. Internal - My Profile
  32. 32. Visitor My Profile
  33. 33. ✤ As A Visitor…! ✤ You can add tags but not see existing tag lists! ✤ You can view partial business cards but not full profiles! ✤ You can search for content but that only finds things that are shared with you! ✤ You can share files but only with the Communities you are part of, not with people directly
  34. 34. ✤ All of this is good - it keeps your environment secure! ✤ It protects your users from accidentally sharing something unintended! ✤ It doesn’t give up any information the external user doesn’t already know! ! ! ✤ Some things are a bit buggy but hopefully being fixed
  35. 35. 01 Questions? ✤ Gab Davis - Technical Director! ✤ The Turtle Partnership! ✤ gabriella@turtlepartnership.com! ✤ GabriellaDavis on Skype! ✤ gabturtle on twitter

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