Integrating Siebel with LDAP/SSO

In this Document

APPLIES TO:

Siebel CRM - Version 7.8 [19038] to 8.2.2.1 SIA[23012][Release V7 to V8]
Information in this document applies to anyplatform.

PURPOSE

This article describes the integration of SSOwith the Siebel e-business platform. Siebel is a Web-based suite that combinescustomer relationship management, partner relationship management, and employeerelationship management applications.

SCOPE

NOTE: This solution can be implemented with any3rd Party SSO system with the following prerequisites:

The 3rd Party SSO system should be able to send the user identity in an HTTPHeader Variable.

Siebel Web Single Sign On configuration is configured for the Siebel WebEngine.

Siebel Security Adapter (LDAP/ ADSI) Profile is used for authentication.

SSO solutions using static trust token in the HTTP header.

DETAILS

Siebel Components

This integration involves the following Siebelcomponents.

Siebel Gateway Name Server: The name serverprovides persistent backing of Siebel server configuration information,including definitions and assignments of component groups and componentoperational parameters as well as Siebel server connectivity.

Siebel Database Server: The Siebel databaseserver contains the data used by Siebel clients.

Siebel Server and Siebel Web Server Extension:The Siebel Server along with the Siebel Web Server Extensions supports SiebelEnterprise Web Applications.

Integration Architecture

The preferred method of Web single sign-on withSiebel is achieved by passing a header variable populated with an attributevalue that is stored in the LDAP directory. The SSO solution used permitspassing the appropriate HTTP header variable to Siebel. SSO solution interceptsthe user‘s HTTP request and checks for a session cookie. If the cookie does notexist or it has expired, the user is challenged for credentials. Theimplemented SSO solution verifies the credentials, and if the user isauthenticated, the SSO solution redirects the user to the requested resourceand passes the required header variable to the Siebel application. The Siebelapplication initiates a session which is kept at the Siebel Web Engine.

Figure 1: SSO Integration with Siebel. Illustratesa scenario where the user authenticates to a SSO-protected resource and isgranted access to a Siebel application.

l

Process overview: Authentication with theintegration

1. 1.         A user attempts to access content or an application on     a server.
2. 2.         SSO intercepts the request.
3. 3.         To determine if the resource is protected, SSO checks     for a security policy.

The security policy consists of anauthentication scheme, authorization rules, and allowed operations based onauthentication and authorization success or failure.

1. 4.         If the resource is protected, SSO checks for the user‘s     session cookie.

If a valid session exists, SSO passes the headervariable to the Siebel server. If a valid session does not exist, SSO promptsthe user for credentials.

1. 5.         If the credentials are successfully validated, SSO     executes the actions that are defined in the security policy and sets an     HTTP header variable that maps to the Siebel user ID.
2. 6.         SSO redirects the user to the requested Siebel     resource.
3. 7.         The Siebel application recognizes the SSO header     variable, authenticates the user, and initiates a session.

The header variable is stored in the Siebel WebEngine. The user can now access any resource that is protected by SSO, forexample, a Siebel Web application, without being prompted for credentials.

If the user is not authorized, the user isdenied access and redirected to another URL as determined by the organization‘sadministrator.

Preparing Your Environment

Complete the following steps to prepare yourenvironment for the integration.

Task overview: Prepare your environment for OMand LDAP integration

Configure the out-of-box LDAP Security Adapterprofile to talk to the LDAP server for authentication. Refer to Siebel SecurityGuide > Security Adapter Authentication > Process of Implementing LDAP orADSI Security Adapter Authenticationhttp://download.oracle.com/docs/cd/E14004_01/books/Secur/Secur_SecAdaptAuth21.html#wp1598728

Configure the Web Single Sign On for the SiebelApplication OM. Refer to Siebel Security Guide > Web Single Sign-OnAuthentication > Process of Implementing Web Single Sign-On

http://download.oracle.com/docs/cd/E14004_01/books/Secur/Secur_SSOAuth6.html#wp1003258

Task overview: Prepare your web environment forintegration

1. 1.         Install a supported directory server according to     vendor instructions.
2. 2.         Install a supported Web server supported both by Siebel     CRM and the SSO solution
3. 3.         Configure the Web browser to allow cookies according to     vendor instructions.
4. 4.         Proceed to the next section.

Setting up Siebel for integration with SSO

The following procedures describe how to set upSiebel for this integration.

1. 1.         Install the following Siebel components, as described     in the Siebel documentation:
   1. a.          Siebel Gateway Server
   2. b.          Siebel Server
   3. c.          Siebel Database Server
   4. d.          Siebel Web Server Extension
2. 2.         Verify that Siebel Industry Applications and Web Server     Extension are working properly.
3. 3.         Ensure that the Siebel client and the Siebel server are     able to communicate with each other through TCP/IP, as described in the     Siebel documentation.
4. 4.         Add at least three users to LDAP:

n       Test

n       The SiebelAnonymous User

n       The SiebelApplication User

In addition to your regular users, Siebel usestwo user accounts from the directory: Anonymous User and Application User. Youalso need to create an attribute in regular user accounts for storing theSiebel database user information. See the information on creating users in thedirectory in the Security Guide for Siebel Industry Applications for details.

1. 5.         Add user records in the Siebel database that correspond     to the registered users.

You need a record in the Siebel database thatcorresponds to the test user that you created in the LDAP directory. You alsomust confirm that the seed data record exists for the Anonymous User for yourSiebel customer or partner application. This database record must match theAnonymous User that you created in the LDAP directory. See the information onadding user records in the Siebel Database in the Security Guide for SiebelIndustry Applications for details.

Table 1:“eapps.cfg parameters” describes the parameters to set for the eapps.cfg file.This file contains configuration details for the Siebel Web Server Extensioncomponent. It is located in the \BIN directory where the Siebel Web ServerExtension is installed (for example, C:\siebel81\SWEApp). You can add theseparameters to the [Default] section or to the Siebel-specific application, forexample, [/esales_enu].

Oracle recommends that you add these parametersto the specific Siebel Industry application section.

To encrypt eapps.cfg parameters, follow thesteps as per: Siebel Security Guide > Changing or Adding Passwords >Managing Encrypted Passwords in the eapps.cfg File

http://docs.oracle.com/cd/B40099_02/books/Secur/Secur_ChangePwd11.html#wp1053529

Table 1 eapps.cfg parameters

The following is an example of a configuredeapps.cfg file:

[/esales_enu]

SingleSignOn     = TRUE

TrustToken       =HELLO

UserSpec        = SSO_SIEBEL_USER

UserSpecSource   = Header

ConnectString    =siebel.TCPIP.None.None://sdchs24n336:3320/siebel/eSalesObjMgr_enu

StartCommand     =SWECmd=GotoView&SWEView=Home+Page+View+(eSales)

WebPublicRootDir = c:\19213\eappweb\public\enu

WebUpdatePassword = tieeKaYLjfUBgdi+g==

Table 2: Siebel ApplicationParameter File for the Web Server Extension describes the parametersthat you specify in the Siebel Application Parameter File (for example,siebel.cfg).

Siebel User ID Attribute: The Siebel User ID attribute for theadapter-defined user name. Corresponds to the SiebelUsernameAttributeTypeparameter.

Siebel Username Attribute. The Siebel user ID attribute used by thedirectory. An example entry for an LDAP directory is uid. An example entry forActive Directory is sAMAccountName (maximum length 20 characters). If yourdirectory uses a different attribute for the Siebel user ID, then enter thatattribute instead. Corresponds to the UsernameAttributeType parameter.

To set the Siebel Server ConfigurationParameters

1. 1.          Log in to a Siebel employee application, such as     Siebel Call Center, and make one of the following choices from the     application-level menu:

n       To setenterprise level parameters, choose View, select Site Map, then select ServerAdministration and then select Enterprise Configuration.

n       To set serverlevel parameters, choose View, select Site Map, then select ServerAdministration and then select Servers.

n       To setcomponent level parameters, choose View, select Site Map, then select ServerAdministration and then select Components.

If you are setting parameters at the server orcomponent level:

n       To setenterprise-level parameters, click the Enterprise Parameters view tab.

n       To setserver-level parameters, click the Server Parameters view tab.

n       To setcomponent-level parameters, click the Component Parameters view tab.

Because application-level parameters overrideenterprise level settings, Oracle recommends that you set the Siebel parametersfor SSO integration at the application level.

The following screen shot illustrates settingSiebel Server configuration parameters:

1. 2.         Select a parameter record, edit the Current Value field,     and then click Save.
2. 3.         Restart the Siebel Server to allow the changes to take     effect.

Setting up SSO for Integration with Siebel

Setting up SSO for integration with Siebelinvolves the following steps.

1. Install     all needed componets for the SSO solution as described by vendor.
2. Synchronize     the time on all servers where Siebel and the SSO solution.  Each     Siebel application has its own document directory. You can either protect     each application individually or protect the higher-level directory under     which the applications reside.
3. Configure     SSO to map a SSO Header variable uid to the Siebel uid
4. Remove     default no-cache HTTP pragmas that SSO sets as a default..
5. 5.       Note:     The Header variable set in the  SSO policy should be equal to the     value of the UserSpec parameter in the eapps.cfg file.

In the following example, the uid is mapped tothe SSO_SIEBEL_USER HTTP header variable as follows:

Type: HeaderVar

Name: SSO_SIEBEL_USER

Attribute: uid

1. Allow     Access to users by selectinfg SSO/Siebel users to whom you want to grant     access to the resources that are protected by the policy domain.

Testing Integration between SSO and Siebel

After configuring the integration of SSO withSiebel, you should test for successful SSO authentication and single sign-onwith Siebel.

The following is a test for single sign-onbetween a non-Siebel, SSO-protected Web page and Siebel Web Server Extension.

To test single sign-on

1. 1.         Create an SSO domain to protect a Siebel Industry     application (for example, eMarketing) and require basic LDAP     authentication for it.
2. 2.         Open a Web browser and enter the URL for the Web     server‘s main page (http://hostname).

The main page is displayed. User authenticationshould not be required.

1. 3.         Access the Siebel Industry application URL for the Web     server from the same browser used in step 2.

Basic authentication should be required.

1. 4.         Access the Siebel Industry application URL for the Web     server from the same browser used in step 2.

Access to the Siebel Industry application shouldbe allowed. The user should not be challenged for credentials.

1. 5.         Close the browser and open a new browser session.     Access the Siebel Industry application URL for the Web server.

Basic authentication should be required. Afterthe user enters credentials, the Siebel Industry application should bedisplayed.

1. 6.         Access the demo document directory URL for the Web     server from the same browser user in step 5.

The following is a test of the SSO sessiontimeout.

To test SSO session timeout

1. 1.         Configure the SSO session timeout to be five (5)     minutes and restart the Web servers.
2. 2.         Open a Web browser and the Web server‘s main page     (http://hostname).

The main page is displayed. User authenticationshould not be required.

1. 3.         Access the Siebel Industry Application URL for the web     server from the same browser used in step 2.

Basic authentication should be required. Afterthe user enters credentials, the Siebel Industry application should bedisplayed.

1. 4.         Leave the browser window open and idle for more than     five minutes.
2. 5.         Refresh the browser window using the Refresh button.

Basic authentication should be required. Afterthe user enters credentials, the Siebel Industry Application should bedisplayed.

1. 6.         Repeat step 2 to step 4 for the implemented web server.

Notes on Integrating in a Multi-Domain ActiveDirectory Environment

There are considerations when configuring thisintegration in a multi-domain Active Directory environment. When the Siebelapplication is protected, it obtains the SAMAccountname from the HTTP headervariable SSO_SIEBEL_USER. However, the Siebel security adapter performs alookup in Active Directory to verify the account. In a forest, it is best toperform the query against a single domain controller with a query against port3268. This is the port that is used for the global catalog.

See the section on configuring LDAP and ADSIsecurity adapters in the Siebel Security Guide on the Siebel Bookshelf fordetails.

Task overview: Configuration in a multi-domainActive Directory environment

1. 1.         Enable Siebel to use Active Directory for     authentication, configuring the authentication to start at the root of the     forest.
2. 2.         Configure the Siebel part of the Active Directory     search with the global catalog port number as part of the ldap query.

Add the port number to the hostname in theconfiguration information, as follows:

hostname.domainname.com:3268

Configuring Session Logout

You can configure an expiration period for asession by setting a session timeout value in both Siebel and many SSOsolutions. The timeout values should be the same for both applications. If youconfigure a timeout value for Siebel that is shorter than the one you configurefor SSO, users can re-establish their Siebel session after it times out withoutproviding login credentials.

The rest of this section discusses the followingtopics:

• Configuring     the Siebel Timeout
• Configuring     the  SSO Session Timeout
• Configuring     the Siebel Logout Behavior.

Configuring the Siebel Timeout

The following procedure describes configuringthe timeout. For users to be asked to re-authenticate after the timeout limitis reached, you must also configure the same timeout value in SSO.

To configure the Siebel timeout

1. 1.         Open the eapps.cfg file.

It is located in the \BIN directory where theSiebel Web Server Extension is installed (for example, C:\siebel81\SWEApp).

1. 2.         Modify the value for the Set SessionTimeout parameter.
2. 3.         Restart the Web server.

Configuring the SSO Session Timeout

The following procedure describes configuringthe timeout.  Follow your SSO  vendor’s procedure for setting sessiontimeouts.

• Change     the value of the Maximum user session time (seconds) field.  This     value should be the same as the one that you set for the Siebel     application.
• Change     the value of the Idle session time (seconds) field.  This value     should be the same as the one that you set for the Siebel application.

Configuring the Siebel Logout Behavior

In a Web single sign-on deployment, the userauthentication and user management features are the responsibility of SSO. Thefollowing features in Siebel are not available in a Web single sign-onenvironment:

n       Userself-registration

n       Delegatedadministration

n       Login andlogout

n       Change password

You configure logout functionality for Siebelusers by modifying the Siebel Logout link and redirecting the users to the SSOsolution logout page. By doing this, the user is logged out of SSO and byextension from Siebel.

The following procedures describe configuringSiebel to point to the default SSO logout.html page. To ensure that logging outof Siebel is also recognized by SSO, the page that logs users out of Siebelmust contain SSO logout functionality.

The following procedures describe configuringthe logout behavior.

To prepare for configuration

1. 1.         Create a text file that contains the HTML required to     redirect the user to the SSO logout page.

The following is a URL example:

<ahref=http://coreidserver.us.orcacle.com/access/oblix/lang/en-us/logout.html>

The following is a Javascript example:

<html>

<head>

<scriptlanguage=”Javascript”>

<!--//

window.location.href=http://coreidserver.us.oracle.com/access/oblix/lang/en-us/logout.html;

//-->

</script>

</head>

</html>

1. 2.         Copy the file as follows:

$siebelroot/siebsrvr\WEBTEMPL\name.swt

Where name is the name of the file that youcreated in the previous step, for example, coreidlogout.swt.

1. 3.         Stop the Siebel server process.
2. 4.         Start Siebel Tools.

To create a new project

1. 1.         In the Object Explorer window, click Project.
2. 2.         Select Edit.
3. 3.         Select New Record.
4. 4.         Enter the name of the file that contains the     redirection information as the name for the new record.

Do not include the ".swt" extension.In the previous procedure, this name was coreidlogout.

1. 5.         Select Locked.

To create a Web template

1. 1.         In the Object Explorer window, click Web Template.
2. 2.         Add a new record.

Use the name of the file with the redirectioninformation. Do not include the ".swt" extension.

In a previous procedure, an example name ofcoreidlogout was provided.

1. 3.         Enter the Project parameter.

As the name of this parameter, use the name ofthe file with the redirection information. Do not include the ".swt"extension.

In a previous procedure, an example name ofcoreidlogout was provided.

1. 4.         Specify Web Page Template for the Type parameter.

To create a Web template file

1. 1.         Expand the Web Template tree.
2. 2.         Click Web Template File.
3. 3.         Add a record that is named using the name of the file     with the redirection information.

Do not include the ".swt" extension.In a previous procedure, an example name of coreidlogout was provided.

1. 4.         Enter the name of the file with the redirection     information, including the ".swt" extension, as the Filename     parameter.

To create a Web page for logout

1. 1.         In the Object Explorer window, click Web Page.
2. 2.         Add a record that is named using the name of the file     with the redirection information.

Do not include the ".swt" extension.In a previous procedure, an example name of coreidlogout was provided.

1. 3.         Enter the name of the file with the redirection     information as the Project parameter.

Do not include the ".swt" extension.In a previous procedure, an example name of coreidlogout was provided.

1. 4.         Select the name of the file with the redirection     information as the Web Template parameter.

In a previous procedure, an example name ofcoreidlogout was provided.

To complete logout configuration

1. 1.         To lock the application project for each project where     you want to modify the logout behavior, in the Object Explorer window,     click Project.
2. 2.         Locate the appropriate project.
3. 3.         Select Locked.
4. 4.         In the Application window, select the Siebel module to     be configured.

Each module must be configured separately.

1. 5.         Scroll to the right and locate the Logoff     Acknowledgement Web Page parameter.

Make a note of this value before changing it.

1. 6.         Select the name of the file with the redirection     information.

In a previous procedure, an example name ofcoreidlogout was provided.

1. 7.         Compile the changes.
2. 8.         Restart the Siebel Server and the Web server.

My Oracle Support resources:

OAM and Siebel Integration:1509338.1

Integrating Siebel with LDAP/SSO