## ABOUT AUTHENTICATION SOURCES

### KnowledgeTree Default - Database Authentication

By default, KnowledgeTree's inbuilt authentication method stores information about users and groups in the KnowledgeTree database, and retrieves this information to control access to the KnowledgeTree document management system (DMS).

### External Authentication Sources

If you want to maintain your own predefined user and group information to control access to KnowledgeTree, you can add users from a preconfigured external authentication source.

When using external authentication sources, you need to add the authentication source, then, when adding your users to KnowledgeTree, select your preferred authentication source. When a user from your preferred authentication source first logs in to KnowledgeTree, their user credentials are automatically imported into KnowledgeTree.

## HOW TO VIEW / ADD / EDIT / DELETE AN EXTERNAL AUTHENTICATION SOURCE

- 1. In DMS Administration, click 'Users and Groups'.
- 2. To open the Authentication configuration page, click 'Authentication'.
- 3. What do you want to do?

### VIEW EXISTING EXTERNAL AUTHENTICATION SOURCES

- a. External authentication source that have been added to your system are listed on the page.

### ADD A NEW EXTERNAL AUTHENTICATION SOURCE

- a. To open the 'Add an authentication source' page, click 'Add a new authentication source'.
- b. Define a name for the authentication source.
- c. Select an authentication provider - by default, the pick list contains the standard options (LDAP, and Active Directory). To add more authentication providers, check the KnowledgeTree community forums at www.knowledgetree.com for developer information.
- d. Click 'Add a new source'.
- e. The authentication provider settings page opens, where you can edit the authentication provider settings.

### EDIT THE STANDARD CONFIGURATION FOR AN EXISTING AUTHENTICATION SOURCE (NAME AND PROVIDER)

- a. On the Authentication page, view the list of existing authentication sources.
- b. In the Edit column for the relevant listed authentication source, click the 'Edit' icon to open the 'Edit an authentication source' page.
- c. Edit the authentication source name and/or the authentication provider.
- d. Click 'Save'.

### EDIT AUTHENTICATION PROVIDER SETTINGS FOR AN EXISTING AUTHENTICATION SOURCE

- a. On the Authentication page, view the list of existing authentication sources.
- b. In the 'Edit Provider Information' column for the relevant listed authentication source, click the 'Edit' icon to open the 'Edit an authentication source' page.
- c. Add or edit the following settings: server name, port, whether to use Transaction Layer Security, base DN, search user, search password, search attributes, object classes.
- d. Click 'Save'.

### DELETE AN AUTHENTICATION SOURCE

- a. On the Authentication page, view the list of existing authentication sources.
- b. Click the Delete icon for the authentication source you want to remove.