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LDAPAccountManager/lam/docs/manual-sources/chapter-selfService.xml

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2017-02-10 18:30:10 +00:00
<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE book PUBLIC "-//OASIS//DTD DocBook XML V4.5//EN"
"http://www.oasis-open.org/docbook/xml/4.5/docbookx.dtd">
<chapter id="a_selfService">
<title>Self service (LAM Pro)</title>
<section>
<title>Preparations</title>
<section id="openldapAcls">
<title>OpenLDAP ACLs</title>
<para>By default only a few administrative users have write access to
the LDAP database. Before your users may change their settings you
must allow them to change their LDAP data.</para>
<para>Hint: The ACLs below are not required if you decide to run all
operations as the LDAP bind user (option "Use for all
operations").</para>
<para>This can be done by adding ACLs to your slapd.conf or
slapd.d/cn=config/olcDatabase={1}bdb.ldif which look similar to
these:</para>
<para><emphasis role="bold">access to</emphasis></para>
<para><emphasis role="bold"> attrs=userPassword</emphasis></para>
<para><emphasis role="bold"> by self write</emphasis></para>
<para><emphasis role="bold"> by anonymous auth</emphasis></para>
<para><emphasis role="bold"> by * none</emphasis></para>
<literallayout>
</literallayout>
<para><emphasis role="bold">access to</emphasis></para>
<para><emphasis role="bold">
attrs=mail,sn,givenName,telephoneNumber,mobile,facsimileTelephoneNumber,street,postalAddress,postOfficeBox,postalCode,roomNumber,shadowLastChange,passwordSelfResetAnswer,passwordSelfResetQuestion,passwordSelfResetBackupMail</emphasis></para>
<para><emphasis role="bold"> by self write</emphasis></para>
<para><emphasis role="bold"> by * read</emphasis></para>
<para>If you do not want them to change all attributes then reduce the
list to fit your needs. Some modules may require additional LDAP
attributes. You can use the tree view to get the technical attribute
names e.g. by selecting an user account.</para>
<para>Usually, the slapd.conf file is located in /etc/ldap or
/etc/openldap.</para>
</section>
<section>
<title>Other LDAP servers</title>
<para>There exist many LDAP implementations. If you do not use
OpenLDAP you need to write your own ACLs. Please check the manual of
your LDAP server for instructions.</para>
</section>
</section>
<section>
<title>Creating a self service profile</title>
<para>A self service profile defines what input fields your users see
and some other general settings like the login caption.</para>
<para>When you go to the LAM configuration page you will see the self
service link at the bottom. This will lead you to the self service
configuration pages</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/conf1.png" />
</imageobject>
</mediaobject>
</screenshot>
<para>Now we need to create a new self service profile. Click on the
link to manage the self service profiles.</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/conf2.png" />
</imageobject>
</mediaobject>
</screenshot>
<para>Specify a name for the new profile and enter your master
configuration password (default is "lam") to save the profile.</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/conf3.png" />
</imageobject>
</mediaobject>
</screenshot>
<para>Now go back to the profile login and enter your master
configuration password to edit your new profile.</para>
</section>
<section>
<title>Edit your new profile</title>
<section id="selfServiceBasicSettings">
<title>General settings</title>
<para>On top of the page you see the link to the user login page. Copy
this link address and give it to your users.</para>
<para>Below the link you can specify several options.</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/conf4.png" />
</imageobject>
</mediaobject>
</screenshot>
<table border="0">
<title>General options</title>
<tgroup cols="2">
<tbody>
<row>
<entry>Server address</entry>
<entry>The address of your LDAP server. For LDAP+SSL use
"ldaps://myserver"</entry>
</row>
<row>
<entry>Activate TLS</entry>
<entry>Activates TLS encryption. Please note that this cannot
be combined with LDAP+SSL ("ldaps://").</entry>
</row>
<row>
<entry>LDAP suffix</entry>
<entry>The part of the LDAP tree where LAM should search for
users</entry>
</row>
<row>
<entry>LDAP search attribute</entry>
<entry>Here you can specify if your users can login with user
name + password, email + password or other attributes.</entry>
</row>
<row>
<entry>Follow referrals</entry>
<entry>By default LAM will not follow LDAP referrals. This is
ok for most installations. If you use LDAP referrals please
activate the referral option in advanced settings.</entry>
</row>
<row>
<entry>LDAP user + password</entry>
<entry>The DN and password which is used to search for users
in the LDAP database. It is sufficient if this DN has only
read rights. If you leave these fields empty LAM will try to
connect anonymously.</entry>
</row>
<row>
<entry>Use for all operations</entry>
<entry>By default LAM will use the credentials of the user
that logged in to self service for read/modify operations. If
you select this box then the connection user specified before
will be used instead. Please note that this can be a security
risk because the user requires write access to all users. You
need to make sure that your LAM server is well
protected.</entry>
</row>
<row>
<entry>Additional LDAP filter</entry>
<entry>Use this to enter an additional LDAP filter (e.g.
"(objectClass=passwordSelfReset)") to reduce the number of
accounts who may use self service.</entry>
</row>
<row>
<entry>HTTP authentication</entry>
<entry>You can enable HTTP authentication for your users. This
way the web server is responsible to authenticate your users.
LAM will use the given user name + password for the LDAP
login. To setup HTTP authentication in Apache please see this
<ulink
url="http://httpd.apache.org/docs/2.2/howto/auth.html">link</ulink>.</entry>
</row>
<row>
<entry>Login attribute label</entry>
<entry>This is the description for the LDAP search attribute.
Set it to something which your users are familiar
with.</entry>
</row>
<row>
<entry>Password field label</entry>
<entry>This text is placed as label for the password field on
the login page. LAM will use "Password" if you do not enter
any text.</entry>
</row>
<row>
<entry>Login caption</entry>
<entry>This text is displayed at the login page. You can input
HTML, too.</entry>
</row>
<row>
<entry>Main page caption</entry>
<entry>This text is displayed at self service main page where
your users change their data. You can input HTML, too.</entry>
</row>
<row>
<entry>Page header</entry>
<entry>This HTML code will be placed on top of all self
service pages. E.g. you can use this to place your custom
logo. Any HTML code is permitted.</entry>
</row>
<row>
<entry>Additional CSS links</entry>
<entry>Here you can specify additional CSS links to change the
layout of the self service pages. This is useful to adapt them
to your corporate design. Please enter one link per
line.</entry>
</row>
</tbody>
</tgroup>
</table>
<para></para>
<section>
<title>2-factor authentication</title>
<para>LAM supports 2-factor authentication for your users. This
means the user will not only authenticate by user+password but also
with e.g. a token generated by a mobile device. This adds more
security because the token is generated on a physically separated
device (typically mobile phone).</para>
<para>The token is validated by a second application. LAM currently
supports:</para>
<itemizedlist>
<listitem>
<para><ulink
url="https://www.privacyidea.org/">privacyIdea</ulink></para>
</listitem>
</itemizedlist>
<para>By default LAM will enforce to use a token and reject users
that did not setup one. You can set this check to optional. But if a
user has setup a token then this will always be required.</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/conf7.png" />
</imageobject>
</mediaobject>
</screenshot>
<para>After logging in with user + password LAM will ask for the 2nd
factor. If the user has setup multiple factors then he can choose
one of them.</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/conf8.png" />
</imageobject>
</mediaobject>
</screenshot>
</section>
</section>
<section>
<title>Page layout</title>
<para>Here you can specify what input fields your users can see. It is
also possible to group several input fields.</para>
<para>Please use the arrow signs to change the order of the
fields/groups.</para>
<para>You may also set some fields as read-only for your users. This
can be done by clicking on the lock symbol. Read-only fields can be
used to show your users additional data on the self service page that
must not be changed by themselves (e.g. first/last name).</para>
<para>Sometimes, you may want to set a custom label for an input
field. Click on the edit icon to set your own label text (Personal:
Department is relabeled as "Business unit" here).</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/conf5.png" />
</imageobject>
</mediaobject>
</screenshot>
<para><emphasis role="bold">Possible input fields</emphasis></para>
<para>This is a list of input fields you may add to the self service
page.</para>
<table>
<title>Self service fields</title>
<tgroup cols="3">
<tbody>
<row>
<entry align="center"><emphasis role="bold">Account
type</emphasis></entry>
<entry align="center"><emphasis
role="bold">Option</emphasis></entry>
<entry align="center"><emphasis
role="bold">Description</emphasis></entry>
</row>
<row>
<entry morerows=""><inlinemediaobject>
<imageobject>
<imagedata fileref="images/schema_asterisk.png" />
</imageobject>
</inlinemediaobject> Asterisk (voicemail)</entry>
<entry>Sync Asterisk password with Unix password</entry>
<entry>This is a hidden field. It will update the Asterisk
password each time the Unix password is changed.</entry>
</row>
<row>
<entry><inlinemediaobject>
<imageobject>
<imagedata fileref="images/schema_heimdal.png" />
</imageobject>
</inlinemediaobject> Kerberos</entry>
<entry>Sync Kerberos password with Unix password</entry>
<entry>This is a hidden field. It will update the Kerberos
password each time the Unix password is changed.</entry>
</row>
<row>
<entry morerows="1"><inlinemediaobject>
<imageobject>
<imagedata fileref="images/schema_kolab.png" />
</imageobject>
</inlinemediaobject> Kolab</entry>
<entry>Delegates</entry>
<entry>Allows to manage delegate permissions</entry>
</row>
<row>
<entry>Invitation policy</entry>
<entry>Invitation policy management</entry>
</row>
<row>
<entry><inlinemediaobject>
<imageobject>
<imagedata fileref="images/schema_ssh.png" />
</imageobject>
</inlinemediaobject> Password policy</entry>
<entry>Last password change</entry>
<entry>read-only</entry>
</row>
<row>
<entry morerows="2"><inlinemediaobject>
<imageobject>
<imagedata fileref="images/schema_ssh.png" />
</imageobject>
</inlinemediaobject> Password self reset</entry>
<entry>Question</entry>
<entry>Security question selection</entry>
</row>
<row>
<entry>Answer</entry>
<entry>Security answer</entry>
</row>
<row>
<entry>Backup email</entry>
<entry>(External) backup email address that has no relation to
user password.</entry>
</row>
<row>
<entry morerows="26"><inlinemediaobject>
<imageobject>
<imagedata fileref="images/schema_user.png" />
</imageobject>
</inlinemediaobject> Personal</entry>
<entry>Business category</entry>
<entry></entry>
</row>
<row>
<entry>Car license</entry>
<entry></entry>
</row>
<row>
<entry>Department</entry>
<entry></entry>
</row>
<row>
<entry>Description</entry>
<entry></entry>
</row>
<row>
<entry>Email address</entry>
<entry></entry>
</row>
<row>
<entry>Fax number</entry>
<entry></entry>
</row>
<row>
<entry>First name</entry>
<entry></entry>
</row>
<row>
<entry>Home telephone number</entry>
<entry></entry>
</row>
<row>
<entry>Initials</entry>
<entry></entry>
</row>
<row>
<entry>Job title</entry>
<entry></entry>
</row>
<row>
<entry>Last name</entry>
<entry></entry>
</row>
<row>
<entry>Location</entry>
<entry></entry>
</row>
<row>
<entry>Mobile number</entry>
<entry></entry>
</row>
<row>
<entry>Office name</entry>
<entry></entry>
</row>
<row>
<entry>Organisational unit</entry>
<entry></entry>
</row>
<row>
<entry>Photo</entry>
<entry>Shows the user photo if set. The user may also remove
the photo or upload a new one.</entry>
</row>
<row>
<entry>Postal address</entry>
<entry></entry>
</row>
<row>
<entry>Postal code</entry>
<entry></entry>
</row>
<row>
<entry>Post office box</entry>
<entry></entry>
</row>
<row>
<entry>Registered address</entry>
<entry></entry>
</row>
<row>
<entry>Room number</entry>
<entry></entry>
</row>
<row>
<entry>State</entry>
<entry></entry>
</row>
<row>
<entry>Street</entry>
<entry></entry>
</row>
<row>
<entry>Telephone number</entry>
<entry></entry>
</row>
<row>
<entry>User certificates</entry>
<entry>Upload of user certificates in PEM or DER
format</entry>
</row>
<row>
<entry>User name</entry>
<entry></entry>
</row>
<row>
<entry>Web site</entry>
<entry></entry>
</row>
<row>
<entry morerows="4"><inlinemediaobject>
<imageobject>
<imagedata fileref="images/schema_samba.png" />
</imageobject>
</inlinemediaobject> Samba 3</entry>
<entry>Password</entry>
<entry>Input field to set a new NT/LM password. The attribute
"sambaPwdLastSet" is updated if it existed before.</entry>
</row>
<row>
<entry>Sync Samba LM password with Unix password</entry>
<entry>This is a hidden field. It will update the Samba LM
password each time the Unix password is changed.</entry>
</row>
<row>
<entry>Sync Samba NT password with Unix password</entry>
<entry>This is a hidden field. It will update the Samba NT
password each time the Unix password is changed.</entry>
</row>
<row>
<entry>Update attribute "sambaPwdLastSet" on password
change</entry>
<entry>Updates the password timestamp when password is
synchronized with Unix.</entry>
</row>
<row>
<entry>Last password change (read-only)</entry>
<entry>Displays the date and time of the user's last password
change.</entry>
</row>
<row>
<entry><inlinemediaobject>
<imageobject>
<imagedata fileref="images/schema_ssh.png" />
</imageobject>
</inlinemediaobject> Shadow</entry>
<entry>Last password change (read-only)</entry>
<entry>Displays the date and time of the user's last password
change (Unix).</entry>
</row>
<row>
<entry morerows="8"><inlinemediaobject>
<imageobject>
<imagedata fileref="images/schema_samba.png" />
</imageobject>
</inlinemediaobject> Windows</entry>
<entry>Password</entry>
<entry>Change the user's password</entry>
</row>
<row>
<entry>Location</entry>
<entry></entry>
</row>
<row>
<entry>Office name</entry>
<entry></entry>
</row>
<row>
<entry>Postal code</entry>
<entry></entry>
</row>
<row>
<entry>Post office box</entry>
<entry></entry>
</row>
<row>
<entry>State</entry>
<entry></entry>
</row>
<row>
<entry>Street</entry>
<entry></entry>
</row>
<row>
<entry>Telephone number</entry>
<entry></entry>
</row>
<row>
<entry>Web site</entry>
<entry></entry>
</row>
<row>
<entry morerows="3"><inlinemediaobject>
<imageobject>
<imagedata fileref="images/schema_unix.png" />
</imageobject>
</inlinemediaobject> Unix</entry>
<entry>Common name</entry>
<entry></entry>
</row>
<row>
<entry>Login shell</entry>
<entry></entry>
</row>
<row>
<entry>Password</entry>
<entry>This is also the source for several password
synchronization options.</entry>
</row>
<row>
<entry>Sync Unix password with Windows password</entry>
<entry>This is a hidden field. It will update the Unix
password each time the Windows password is changed.</entry>
</row>
<row>
<entry morerows="1"><inlinemediaobject>
<imageobject>
<imagedata fileref="images/schema_zarafa.png" />
</imageobject>
</inlinemediaobject> Zarafa</entry>
<entry>"Send as" privileges</entry>
<entry>Define user who may send mails as this user</entry>
</row>
<row>
<entry>Email aliases</entry>
<entry>Email aliases</entry>
</row>
<row>
<entry morerows="3"><inlinemediaobject>
<imageobject>
<imagedata fileref="images/schema_pykota.png" />
</imageobject>
</inlinemediaobject> PyKota</entry>
<entry>Balance (read-only)</entry>
<entry>Current balance for printing</entry>
</row>
<row>
<entry>Total paid (read-only)</entry>
<entry>Total money paid</entry>
</row>
<row>
<entry>Payment history</entry>
<entry>History of user payments</entry>
</row>
<row>
<entry>Job history</entry>
<entry>History of printed jobs</entry>
</row>
</tbody>
</tgroup>
</table>
</section>
<section>
<title>Module settings</title>
<para>This allows to configure some module specific options (e.g.
custom scripts or password hash type).</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/conf6.png" />
</imageobject>
</mediaobject>
</screenshot>
</section>
<section>
<title>Samba 3</title>
<para>LAM Pro can check the password history and minimum age for Samba
3 password changes. In this case please provide the LDAP suffix where
your Samba 3 domain(s) are stored.</para>
<para>If you leave the field empty then no history and age checks will
be done.</para>
<para>Password history: depending on your LDAP server you might need
ascending or descending order. Just switch the setting if the password
history is not correctly updated.</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/selfServiceSambaDomains.png" />
</imageobject>
</mediaobject>
</screenshot>
</section>
<section id="PasswordSelfReset">
<title>Password self reset</title>
<para><emphasis role="bold">Schema installation</emphasis></para>
<para>Please install the LDAP schema as described <link
linkend="a_passwordSelfResetSchema">here</link>.</para>
<para><emphasis role="bold">Settings</emphasis></para>
<para>You can allow your users to reset their passwords themselves.
This will reduce your administrative costs for cases where users
forget their passwords.</para>
<para>To enable this feature please activate the checkbox "Enable
password self reset link".</para>
<para><emphasis role="bold">Hint:</emphasis> Plese note that LAM Pro
uses security questions by default. Activate confirmation mails and
then deactivate security questions if you want to use only email
validation.</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/passwordSelfReset1.png" />
</imageobject>
</mediaobject>
</screenshot>
<para>You can now configure the minimum answer length for password
reset answers. This is checked when you allow you users to specify
their answers via the self service. Additionally, you can specify the
text of the password reset link (default: "Forgot password?"). The
link is displayed below the password field on the self service login
page.</para>
<para>Next, please enter the DN and password of an LDAP entry that is
allowed to reset the passwords. This entry needs write access to the
attributes shadowLastChange, pwdAccountLockedTime and userPassword. It
also needs read access to uid, mail, passwordSelfResetQuestion and
passwordSelfResetAnswer. Please note that LAM Pro saves the password
on your server file system. Therefore, it is required to protect your
server against unauthorised access.</para>
<para>Please also specify the list of password reset questions that
the user can choose.</para>
<para>Please note that self service and LAM admin interface are
separated functionalities. You need to specify the list of possible
security questions in both self service profile(s) and server
profile(s).</para>
<literallayout> </literallayout>
<para>You can inform your users via mail about their password change.
The mail can include the new password by using the special wildcard
"@@newPassword@@". Additionally, you may want to insert other
wildcards that are replaced by the corresponding LDAP attributes. E.g.
"@@uid@@" will be replaced by the user name. Please see <link
linkend="mailEOL">email format option</link> in case of broken mails.
See <link linkend="mailSetup">here</link> for setting up your SMTP
server.</para>
<literallayout> </literallayout>
<para>LAM Pro can send your users an email with a confirmation link to
validate their email address. Of course, this should only be used if
the email account is independent from the user password (e.g. at
external provider) or you use the backup email address feature. The
mail body must include the confirmation link by using the special
wildcard "@@resetLink@@". Additionally, you may want to insert other
wildcards that are replaced by the corresponding LDAP attributes. E.g.
"@@uid@@" will be replaced by the user name.</para>
<para>There is also an option to skip the security question at all if
email verification is enabled. In this case the password can be reset
directly after clicking on the confirmation link. Please handle with
care since anybody with access to the user's mail account can reset
the password.</para>
<para><emphasis role="bold">Troubleshooting:</emphasis></para>
<para>1. You get messages like "Unable to find user account."</para>
<para>This can have multiple reasons:</para>
<itemizedlist>
<listitem>
<para>security questions enabled but no security question and/or
answer set for this user</para>
</listitem>
<listitem>
<para>user name + email combination does not exist</para>
</listitem>
<listitem>
<para>no connection to LDAP server</para>
</listitem>
</itemizedlist>
<para>Turn on logging in LAM's main configuration settings. The exact
reason is logged on notice level.</para>
<para>2. You do not see security question and answer fields when
logged into self service.</para>
<para>Probably, the user does not have the object class
"passwordSelfReset" set. You can do this in admin interface. If you
have multiple users to change then use the <link
linkend="toolMultiEdit">Multi Edit Tool</link> to add the object
class.</para>
<para><emphasis role="bold">New fields for self service
page</emphasis></para>
<para>There are special fields that you may put on the self service
page for your users. These fields allow them to change the reset
questions and its answers. It is also possible to set a backup email
address to reset passwords with an external email address.</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/passwordSelfReset2.png" />
</imageobject>
</mediaobject>
</screenshot>
<para>This is an example how can be presented to your users on the
self service page:</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/passwordSelfReset3.png" />
</imageobject>
</mediaobject>
</screenshot>
<para><emphasis role="bold">Password reset link</emphasis></para>
<para>After activating the password self reset feature there will be a
new link on the self service login page. The text can be configured as
described above (default: "Forgot password?").</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/passwordSelfReset4.png" />
</imageobject>
</mediaobject>
</screenshot>
<para>When a user clicks on the link then he will be asked for
identification with his user name and email address.</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/passwordSelfReset5.png" />
</imageobject>
</mediaobject>
</screenshot>
<para>LAM Pro will use this information to find the correct LDAP entry
of this user. It then displays the user's security questions and input
fields for his new password. If the answer is correct then the new
password will be set. Additionally, pwdAccountLockedTime will be
removed and shadowLastChange updated to the current time if
existing.</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/passwordSelfReset6.png" />
</imageobject>
</mediaobject>
</screenshot>
</section>
<section>
<title>User self registration</title>
<para>With LAM Pro your users can create their own accounts if you
like. LAM Pro will display an additional link on the self service
login page that allows you users to create a new account including
email validation (see <link linkend="mailSetup">here</link> for
setting up your SMTP server).</para>
<para>You enable this feature in your self service profile. Just
activate the checkbox "Enable self registration link".</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/accountRegistration1.png" />
</imageobject>
</mediaobject>
</screenshot>
<para><emphasis role="bold">Options:</emphasis></para>
<para><emphasis>Link text:</emphasis> This is the label for the link
to the self registration. If empty "Register new account" will be
used.</para>
<para><emphasis>Admin DN and password:</emphasis> Please enter the
LDAP DN and its password that should be used to create new users. This
DN also needs to be able to do LDAP searches by uid in the self
service part of your LDAP tree.</para>
<para><emphasis>Object classes:</emphasis> This is a list of object
classes that are used to build the new user accounts. Please enter one
object class in each line. If you use LAM Pro password self reset
feature then do not forget to add "passwordSelfReset" here.</para>
<para><emphasis>Attributes:</emphasis> This is a list of additional
attributes that the user can enter. Please note that user name,
password and email address are mandatory anyway and need not be
specified.</para>
<para>Each line represents one LDAP attribute. The settings are
separated by "::". The first setting specifies the field type. The
second setting is the LDAP attribute name. Depending on the field type
you can enter additional options:</para>
<table>
<title></title>
<tgroup cols="6">
<tbody>
<row>
<entry><emphasis role="bold">Description</emphasis></entry>
<entry><emphasis role="bold">Type</emphasis></entry>
<entry><emphasis role="bold">Attribute name</emphasis></entry>
<entry><emphasis role="bold">First option</emphasis></entry>
<entry><emphasis role="bold">Second option</emphasis></entry>
<entry><emphasis role="bold">Third option</emphasis></entry>
</row>
<row>
<entry>An optional input field that is displayed on the
registration page.</entry>
<entry>optional</entry>
<entry>e.g. "givenName"</entry>
<entry>Label that is displayed on page</entry>
<entry>optional regular expression for validation (e.g.
"/^[0-9a-zA-Z]+$/")</entry>
<entry>validation message if value does not match validation
expression</entry>
</row>
<row>
<entry>A required input field that is displayed on the
registration page. Self registration cannot be done if such a
field is left empty by the user.</entry>
<entry>required</entry>
<entry>e.g. "sn"</entry>
<entry>Label that is displayed on page</entry>
<entry>optional regular expression for validation (e.g.
"/^[0-9a-zA-Z]+$/")</entry>
<entry>validation message if value does not match validation
expression</entry>
</row>
<row>
<entry>Constant attribute value, not visible for the user. Can
be used to set some initial values or data that must not be
edited by the user.</entry>
<entry>constant</entry>
<entry>e.g. "homeDirectory"</entry>
<entry>attribute value, supports wirldcards to insert other
attribute values (e.g. "@@uid@@")</entry>
<entry></entry>
<entry></entry>
</row>
<row>
<entry>Auto-numbering for attributes such as uidNumber. Will
do a search for attribute values in the given range and use
highest value + 1.</entry>
<entry>autorange</entry>
<entry>e.g. uidNumber</entry>
<entry>LDAP search base, e.g.
ou=people,dc=company,dc=com</entry>
<entry>Minimum value, e.g. 1000</entry>
<entry>Maximum value, e.g. 2000</entry>
</row>
</tbody>
</tgroup>
</table>
<para>For a syntax description of validation expressions see <ulink
url="http://perldoc.perl.org/perlre.html">here</ulink>. Validation is
optional, you can leave these options blank.</para>
<para><emphasis role="bold">Example:</emphasis></para>
<para>optional::givenName::First name::/^[[:alnum:] ]+$/u::Please
enter a valid first name.</para>
<para>required::sn::Last name::/^[[:alnum:] ]+$/u::Please enter a
valid last name.</para>
<para>constant::homeDirectory::/home/@@uid@@</para>
<para>autorange::uidNumber::ou=people,dc=company,dc=com::10000::20000</para>
<para>If you use the object class "inetOrgPerson" and do not provide
the "cn" attribute then LAM will set it to the user name value.</para>
<literallayout>
</literallayout>
<para>Please note that only simple input boxes are supported for
account registration. The user may log in to self service when his
account was created to manage all his attributes.</para>
<literallayout>
</literallayout>
<para><emphasis role="bold">Captcha support</emphasis></para>
<para>LAM Pro can optionally display a captcha to verify that
registrations are not from robots. The supported captcha provider is
Google reCAPTCHA. You will need the site and secret key for your
domain. They can be retrieved from here: <ulink
url="https://www.google.com/recaptcha">https://www.google.com/recaptcha</ulink></para>
<para>Please note that your web server must be able to access
"https://www.google.com/recaptcha/api/siteverify" to verify the
captchas. Captchas will be displayed automatically when site+secret
key are filled.</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/accountRegistration4.png" />
</imageobject>
</mediaobject>
</screenshot>
<literallayout>
</literallayout>
<para><emphasis role="bold">User view:</emphasis></para>
<para>The user can register by clicking on a link on the self service
login page:</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/accountRegistration2.png" />
</imageobject>
</mediaobject>
</screenshot>
<para>Here he can insert the data that you specified in the self
service profile:</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/accountRegistration3.png" />
</imageobject>
</mediaobject>
</screenshot>
<para>LAM will then send him an email with a validation link that is
valid for 24 hours. When he clicks on this link then the account will
be created in the self service user suffix. The DN will look like
this: <emphasis>uid=&lt;user name&gt;,...</emphasis></para>
<para>Please see <link linkend="mailEOL">email format option</link> in
case of broken mails.</para>
</section>
<section>
<title>Custom fields (LAM Pro)</title>
<para>This module allows you to manage LDAP attributes that are not
covered by the other LAM modules (e.g. if you use custom LDAP
schemas). You can fully define how your input fields look like:</para>
<itemizedlist>
<listitem>
<para>Label</para>
</listitem>
<listitem>
<para>LDAP attribute name</para>
</listitem>
<listitem>
<para>Unique name for field</para>
</listitem>
<listitem>
<para>Help text</para>
</listitem>
<listitem>
<para>Read-only display</para>
</listitem>
<listitem>
<para>Field type: text, password, text area, checkbox, radio
buttons, select list, file upload</para>
</listitem>
<listitem>
<para>Validation via regular expression</para>
</listitem>
<listitem>
<para>Error message if validation fails</para>
</listitem>
</itemizedlist>
<para>To create custom fields for the Self Service please edit your
Self Service profile and switch to tab "Module settings". Here you can
add a new field. Simply fill the fields and press on "Add".</para>
<para>Please note that the field name cannot be changed later. It is
the unique ID for this field.</para>
<para>After you created your fields please press on "Sync fields with
page layout". Now you can switch to tab "Page layout" and add your new
fields like any other standard field.</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/customFields1.png" />
</imageobject>
</mediaobject>
</screenshot>
<para>Examples for fields and their representation in Self
Service:</para>
<para><emphasis role="bold">Text field:</emphasis></para>
<para>Text fields allow to specify a <link
linkend="customFields_validation_expressions">validation
expression</link> and error message.</para>
<para>You can also enable auto-completion. In this case LAM will
search all accounts for the given attribute and provide
auto-completion hints when the user edits this field. This should only
be used if there is a limited number of different values for this
attribute.</para>
<para>In case your field is a date value you can show a calendar for
easy editing.</para>
<para>Example calendar formats:</para>
<itemizedlist>
<listitem>
<para>dd.mm.yy: 31.12.2016</para>
</listitem>
<listitem>
<para>yy-mm-dd: 2016-12-31</para>
</listitem>
<listitem>
<para>d M, y: 31 Dec, 16</para>
</listitem>
<listitem>
<para>d MM, y: 31 December, 2016</para>
</listitem>
</itemizedlist>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/customFields2.png" />
</imageobject>
</mediaobject>
</screenshot>
<para>Presentation in Self Service:</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/customFields3.png" />
</imageobject>
</mediaobject>
</screenshot>
<para><emphasis role="bold">Password field:</emphasis></para>
<para>You can also manage custom password fields. LAM Pro will display
two fields where the user must enter the same password. You can hash
the password if needed.</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/customFields4.png" />
</imageobject>
</mediaobject>
</screenshot>
<para>Presentation in Self Service:</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/customFields5.png" />
</imageobject>
</mediaobject>
</screenshot>
<para><emphasis role="bold">Text area:</emphasis></para>
<para>This adds a multi-line field. The options are similar to text
fields. Additionally, you can set the size with the number of columns
and rows.</para>
<para>Please note that the <link
linkend="customFields_validation_expressions">validation
expression</link> should be set to multi-line. This is done by adding
"m" at the end.</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/customFields6.png" />
</imageobject>
</mediaobject>
</screenshot>
<para>Presentation in Self Service:</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/customFields7.png" />
</imageobject>
</mediaobject>
</screenshot>
<para><emphasis role="bold">Checkbox:</emphasis></para>
<para>Sometimes you may want to allow only yes/no values for your LDAP
attributes. This can be represented by a checkbox. You can specify the
values for checked and unchecked. The default value is set if the LDAP
attribute has no value.</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/customFields8.png" />
</imageobject>
</mediaobject>
</screenshot>
<para>Presentation in Self Service:</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/customFields9.png" />
</imageobject>
</mediaobject>
</screenshot>
<para><emphasis role="bold">Radio buttons:</emphasis></para>
<para>This displays a list of radio buttons where the user can select
one value.</para>
<para>You can specify a mapping of LDAP attribute values and their
display (label) on the Self Service page. To add more mapping fields
please press "Add more mapping fields".</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/customFields10.png" />
</imageobject>
</mediaobject>
</screenshot>
<para>Presentation in Self Service:</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/customFields11.png" />
</imageobject>
</mediaobject>
</screenshot>
<para><emphasis role="bold">Select list:</emphasis></para>
<para>Select lists allow the user to select a value in a large list of
options. The definition of the possible values and their display is
similar to radio buttons.</para>
<para>You can also allow multiple values.</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/customFields12.png" />
</imageobject>
</mediaobject>
</screenshot>
<para>Presentation in Self Service:</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/customFields13.png" />
</imageobject>
</mediaobject>
</screenshot>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/customFields18.png" />
</imageobject>
</mediaobject>
</screenshot>
<para id="customFields_validation_expressions"><emphasis
role="bold">Validation expressions:</emphasis></para>
<para>The validation expressions follow the standard of <ulink
url="http://perldoc.perl.org/perlre.html">Perl regular
expressions</ulink>. They start and end with a "/". The beginning of a
line is specified by "^" and the end by "$".</para>
<para>Examples:</para>
<para>/^[a-z0-9]+$/ allows small letters and numbers. The value must
not be empty ("+").</para>
<para>/^[a-z0-9]+$/i allows small and capital letters ("i" at the end
means ignore case) and numbers. The value must not be empty
("+").</para>
<para>Special characters that must be escaped with "\": "\", ".", "(",
")"</para>
<para>E.g. /^[a-z0-9\.]$/i</para>
<literallayout>
</literallayout>
<para><emphasis role="bold">File upload:</emphasis></para>
<para>This is used for binary data. You can restrict uploaded data to
a given file extension and set the maximum file size.</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/customFields23.png" />
</imageobject>
</mediaobject>
</screenshot>
<para>Presentation:</para>
<para>The uploaded data may also be downloaded via LAM.</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/customFields24.png" />
</imageobject>
</mediaobject>
</screenshot>
</section>
</section>
<section>
<title>Adapt the self service to your corporate design</title>
<para>LAM Pro allows you to integrate customs CSS style definitions and
design the header of all self service pages. This way you can integrate
you own logo and use your company's colors.</para>
<section>
<title>Custom header</title>
<para>The default LAM Pro header includes a logo and a horizontal
line. You can enter any HTML code here. It will be included in the
self services pages after the body tag.</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/configPageHeader.png" />
</imageobject>
</mediaobject>
</screenshot>
</section>
<section>
<title>CSS files</title>
<para>Usually, companies have regulations about their corporate design
and use common CSS files. This assures a common appearance of all
intranet pages (e.g. colors and fonts). To include additional CSS
files just use the following setting for this task. The additional CSS
links will be added after LAM Pro's default CSS link. This way you can
overwrite LAM Pro's style.</para>
<screenshot>
<mediaobject>
<imageobject>
<imagedata fileref="images/configCSS.png" />
</imageobject>
</mediaobject>
</screenshot>
</section>
</section>
</chapter>