📄 authentication sources.html.svn-base
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<html><head> <title>AUTHENTICATION SOURCES</title></head><body><h2>ABOUT AUTHENTICATION SOURCES</h2><br /><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><br /><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. </p><br /><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. </p><br /><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></p><br /><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></p><br /><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></p><br /><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></p><br /><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><br /><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></p></body></html>⌨️ 快捷键说明
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