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Incam_SGD/kthelp/ktcore/EN/admin/authentication sources.html

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<html>
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<title>AUTHENTICATION SOURCES</title>
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<h2>ABOUT AUTHENTICATION SOURCES</h2>
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<h3>KnowledgeTree Default - Database Authentication</h3>
<p>
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).
</p>
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<h3>External Authentication Sources</h3>
<p>
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.
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<p>
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.
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<h2>HOW TO VIEW / ADD / EDIT / DELETE AN EXTERNAL AUTHENTICATION SOURCE</h2>
<p>
<ul>
<li>1. In DMS Administration, click 'Users and Groups'.</li>
<li>2. To open the Authentication configuration page, click 'Authentication'.</li>
<li>3. What do you want to do?</li>
</ul>
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<p>
<h3>VIEW EXISTING EXTERNAL AUTHENTICATION SOURCES</h3>
<li>a. External authentication source that have been added to your system are listed on the page.</li>
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<p>
<h3>ADD A NEW EXTERNAL AUTHENTICATION SOURCE </h3>
<ul>
<li>a. To open the 'Add an authentication source' page, click 'Add a new authentication source'.</li>
<li>b. Define a name for the authentication source. </li>
<li>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.</li>
<li>d. Click 'Add a new source'. </li>
<li>e. The authentication provider settings page opens, where you can edit the authentication provider settings.</li>
</ul>
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<p>
<h3>EDIT THE STANDARD CONFIGURATION FOR AN EXISTING AUTHENTICATION SOURCE (NAME AND PROVIDER)</h3>
<ul>
<li>a. On the Authentication page, view the list of existing authentication sources. </li>
<li>b. In the Edit column for the relevant listed authentication source, click the 'Edit' icon to open the 'Edit an authentication source' page. </li>
<li>c. Edit the authentication source name and/or the authentication provider.</li>
<li>d. Click 'Save'. </li>
</ul>
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<p>
<h3>EDIT AUTHENTICATION PROVIDER SETTINGS FOR AN EXISTING AUTHENTICATION SOURCE</h3>
<ul>
<li>a. On the Authentication page, view the list of existing authentication sources.</li>
<li>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. </li>
<li>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. </li>
<li>d. Click 'Save'. </li>
</ul>
</p>
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<p>
<h3>DELETE AN AUTHENTICATION SOURCE</h3>
<ul>
<li>a. On the Authentication page, view the list of existing authentication sources. </li>
<li>b. Click the Delete icon for the authentication source you want to remove.</li>
</ul>
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