Use your portal with LDAP or Active Directory and portal-tier authentication

You can secure access to your portal using Lightweight Directory Access Protocol (LDAP) or Windows Active Directory. When you use LDAP, logins are managed through your organization's LDAP server. When you use Windows Active Directory, logins are managed through Microsoft Windows Active Directory. Once you've updated your portal's identity store for either LDAP or Active Directory, you can then configure authentication at the portal tier.

Configure the portal to use HTTPS for all communication

First, configure the portal to use HTTPS for all communication.

1. Sign in to the portal website as an Administrator of your organization. The URL is in the format https://webadaptorhost.domain.com/webadaptorname/home.
2. On the Organization page, click Edit Settings > Security.
3. Check Allow access to the portal through HTTPS only.
4. Click Save to apply your changes.

Update your portal's identity store

Next, update your portal's identity store to use either LDAP or Active Directory users and groups.

Update your portal's identity store using LDAP

1. Sign in to the ArcGIS Portal Directory as an Administrator of your organization. The URL is in the format https://webadaptorhost.domain.com/webadaptorname/portaladmin.
2. Click Security > Config > Update Identity Store.
3. In the User store configuration (in JSON format) text box, paste your organization's LDAP user configuration information (in JSON format). Alternatively, you can update the following sample with user information specific to your organization.

   {
     "type": "LDAP",
     "properties": {
       "userPassword": "secret",
       "isPasswordEncrypted": "false",
       "user": "uid=admin,ou=system",
       "userFullnameAttribute": "cn",
       "ldapURLForUsers": "ldaps://bar2:10636/ou=users,ou=ags,dc=example,dc=com",
       "userEmailAttribute": "mail",
       "usernameAttribute": "uid",
       "caseSensitive": "false",
       "userSearchAttribute": "uid"
     }
   }

   In most cases, you'll only need to alter values for the user, userPassword and ldapURLForUsers parameters. The URL to your LDAP will need to be provided by your LDAP administrator.

   In the above example, the LDAP URL refers to users within a specific OU (ou=users). If users exist in multiple OUs, the LDAP URL can point to a higher level OU or even the root level if needed. In that case, the URL would instead look like this:

   "ldapURLForUsers": "ldaps://bar2:10636/dc=example,dc=com",

   The account you use for the user parameter needs permissions to look up the email address and user names of users in your organization. Although you type the password in clear text, it will be encrypted when you click Update Configuration (below).

   If your LDAP is configured to be case sensitive, set the caseSensitive parameter to true.

4. If you want to create groups in the portal that leverage the existing enterprise groups in your identity store, paste your organization's LDAP group configuration information (in JSON format) in the Group store configuration (in JSON format) text box as shown below. Alternatively, you can update the following sample with group information specific to your organization. If you only want to use portal's built-in groups, delete any information in the text box and skip this step.

   {
     "type": "LDAP",
     "properties": {
       "userPassword": "secret",
       "isPasswordEncrypted": "false",
       "user": "uid=admin,ou=system",
       "ldapURLForUsers": "ldaps://bar2:10636/ou=users,ou=ags,dc=example,dc=com",
       "ldapURLForRoles": "ldaps://bar2:10636/dc=example,dc=com",
       "usernameAttribute": "uid",
       "caseSensitive": "false",
       "userSearchAttribute": "uid",
       "memberAttributeInRoles": "member",
       "rolenameAttribute":"cn"
     }
   }

   In most cases, you'll only need to alter values for the user, userPassword and ldapURLForUsers parameters. The URL to your LDAP will need to be provided by your LDAP administrator.

   In the above example, the LDAP URL refers to users within a specific OU (ou=users). If users exist in multiple OUs, the LDAP URL can point to a higher level OU or even the root level if needed. In that case, the URL would instead look like this:

   "ldapURLForUsers": "ldaps://bar2:10636/dc=example,dc=com",

   The account you use for the user parameter needs permissions to look up the email address and user names of users in your organization. Although you type the password in clear text, it will be encrypted when you click Update Configuration (below).

   If your LDAP is configured to be case sensitive, set the caseSensitive parameter to true.

5. Click Update Configuration to save your changes.

Update your portal's identity store using Active Directory

1. Sign in to the ArcGIS Portal Directory as an Administrator of your organization. The URL is in the format https://webadaptorhost.domain.com/webadaptorname/portaladmin.
2. Click Security > Config > Update Identity Store.
3. In the User store configuration (in JSON format) text box, paste your organization's Windows Active Directory user configuration information (in JSON format). Alternatively, you can update the following sample with user information specific to your organization.

   {
     "type": "WINDOWS",
     "properties": {
       "userPassword": "secret",
       "isPasswordEncrypted": "false",
       "user": "mydomain\\winaccount",
       "userFullnameAttribute": "cn",
       "userEmailAttribute": "mail",
       "caseSensitive": "false"
     }
   }

   In most cases, you'll only need to alter values for the userPassword and user parameters. Although you type the password in clear text, it will be encrypted when you click Update Configuration (below). The account you specify for the user parameter only needs permissions to look up the email address and full name of Windows accounts on the network. If possible, specify an account whose password does not expire.

   In the rare case where your Windows Active Directory is configured to be case sensitive, set the caseSensitive parameter to true.

4. If you want to create groups in the portal that leverage the existing enterprise groups in your identity store, paste your organization's Windows Active Directory group configuration information (in JSON format) in the Group store configuration (in JSON format) text box as shown below. Alternatively, you can update the following sample with group information specific to your organization. If you only want to use portal's built-in groups, delete any information in the text box and skip this step.

   {
     "type": "WINDOWS",
     "properties": {
       "isPasswordEncrypted": "false",
       "userPassword": "secret",
       "user": "mydomain\\winaccount"
     }
   }

   In most cases, you'll only need to alter values for the userPassword and user parameters. Although you type the password in clear text, it will be encrypted when you click Update Configuration (below). The account you specify for the user parameter only needs permissions to look up the names of Windows groups on the network. If possible, specify an account whose password does not expire.

5. Click Update Configuration to save your changes.

Optionally configure additional identity store parameters

There are additional identity store configuration parameters that can be modified using the ArcGIS Portal Directory administration API. These parameters include options such as restricting whether groups are refreshed automatically when an enterprise user signs into the portal, setting the membership refresh interval, and defining whether to check for multiple user name formats. See Update Identity Store for details.

Configure portal-tier authentication

Once you've configured the portal with your Active Directory or LDAP identity store, you'll need to enable anonymous access through the web adaptor in IIS or your Java application server. When a user accesses the portal sign-in page, they will be able to log in using either enterprise credentials or built-in credentials. Enterprise users will be required to enter their account credentials each time they log in to the portal; automatic or single-sign on will not be available. This type of authentication also allows anonymous users access to maps or other portal resources that are shared with everyone.

Verify you can access the portal using credentials

1. Open the portal website. The URL is in the format: https://webadaptorhost.domain.com/webadaptorname/home.
2. Sign in using your enterprise account credentials (example syntax below).

When using portal-tier authentication, members in your enterprise will log in using the following syntax:

• If using the portal with your Active Directory, the syntax can be domain\username or username@domain. Regardless of how the member logs in, the username always displays as username@domain in the portal website.
• If using the portal with LDAP, the syntax is always username. The portal website also displays the account in this format.

Add enterprise accounts to your portal

By default, enterprise users can access the portal website. However, they can only view items that have been shared with everyone in the organization. This is because the enterprise accounts have not been added to the portal and granted access privileges.

Add accounts to your portal using one of the following methods:

• Portal for ArcGIS website (one at a time, in bulk from a CSV file, or from existing enterprise groups)
• Python script
• Command line utility
• Automatically

It's recommended you designate at least one enterprise account as an Administrator of your portal. You can do this by choosing the Administrator role when adding the account. When you have an alternate portal administrator account, you can assign the initial administrator account to the User role or delete the account. See About the initial administrator account for more information.

Once the accounts have been added, users will be able to sign in to the organization and access content.