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Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June 2008

Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

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Page 1: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 1

WebFOCUS Authentication

Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User

ConferenceJune 2008

Page 2: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 2

WebFOCUS AuthenticationAgenda

We are going to learn more about WebFOCUS Authentication: General Overview – What is Authentication? Where are the WebFOCUS authentication checkpoints?

Web Tier Reporting Server

What are the Authentication options? Configuring Authentication options at security checkpoints What are some of the considerations in architecting a

secured WebFOCUS environment? A look at some common customer scenarios

Conclusion

Page 3: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 3

WebFOCUS AuthenticationGeneral Overview – What is Authentication?

Authentication Process of confirming a user’s identity and whether he/she is

allowed to access the service or application Involves identity retrieval process

Via Prompt (Browser Prompt, HTML Forms, etc) Or via Secured Token (NTLM, Kerberos Token, Cookie, etc)

Involves identity validation User Id and Password Validation Token Validation (NTLM Processing, SPNEGO, etc) Cookie Validation (SiteMinder Single Sign-On/SSO Cookie,

Managed Reporting Cookie, etc)

Page 4: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 4

WebFOCUS AuthenticationAuthentication Checkpoints

Developer Studio

Reporting ServerWeb-tier

Server Console

Server Console (pass-thru servlet)

WF Admin Console

Dashboard/Managed Reporting

Self-Service

ReportCaster

`

Page 5: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 5

WebFOCUS AuthenticationSecurity Options

Internal Authentication Credentials are validated and stored internally in a proprietary

repository. External Authentication

Active Directory LDAP RDBMS Reporting Server Custom (Such as custom API, Web Services, etc)

Trusted Authentication Credentials are not validated User ID is provided securely by external service (Web Server,

Operating System, etc). External service (e.g SiteMinder) will pass to WebFOCUS

either REMOTE_USER or an HTTP Header with the authenticated user id.

Page 6: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 6

WebFOCUS AuthenticationSecurity Options – Trusted Authentication

“Authentication” process occurs at the Web Server level. Common Web Server Authentication Scheme

Anonymous Authentication (No authentication) Basic Web Authentication Integrated Windows Authentication (IWA/NTLM) Kerberos 3rd Party Single Sign-On Applications

Example: SiteMinder, Oblix, RSA ClearTrust Common Characteristics

Use of Encrypted Cookie to maintain Single Sign-On session management

Ability to pass authentication header (REMOTE_USER) or custom headers/cookie.

Page 7: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 7

WebFOCUS AuthenticationSecurity Options – External

Why would we want “External” Security? To provide better control To centralize identity management in a common system To provide better auditing/reporting capabilities

Why would we want “Trusted” Security? To avoid repeated credentials prompting Single Sign-On

Page 8: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 8

WebFOCUS AuthenticationApply security options at WebFOCUS checkpoints SecurityCheckpoints

Web Tier Managed Reporting/Dashboard WebFOCUS Client Administration Console ReportCaster Self-Service Applications

Reporting Server

Page 9: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 9

WebFOCUS AuthenticationWeb Tier checkpoints In the context of Internal, Trusted and External Authentication: Managed Reporting/Dashboard

Internal (User credentials verified against proprietary repository) External (User authenticated by LDAP, AD, WFRS,etc) Trusted ( User authenticated by Web Server)

WebFOCUS Client Administration Console None (Console is unprotected) External (Reporting Server) Trusted ( User authenticated by Web Server)

ReportCaster Internal ( User id and password stored in ReportCaster repository) External (User authenticated by Managed Reporting) Trusted ( User authenticated by Web Server)

Self-Service Applications Trusted ( User authenticated by Web Server) External (Reporting Server)

Page 10: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 10

WebFOCUS AuthenticationReporting Server CheckpointAuthentication Options on the Reporting Server: PTH Internal, file-based authentication for HTTP

connections

TCP connections are not authenticated OPSYS TCP/HTTP Connections are authenticated by the

Operating system DBMS TCP/HTTP Connections are authenticated by the

Database Server LDAP TCP/HTTP Connections are authenticated by LDAP

Server or Active Directory.

New Trust Extension Setting, trust_ext=y Supported on all server platforms, including Windows Does not support impersonation Server secured with LDAP requires user be found Not supported with Server security DBMS

Page 11: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 11

WebFOCUS AuthenticationConfiguring WebFOCUS security options Let’s go through the steps on how to configure these security

checkpoints. Then we will move on to applying the security options to some common customer scenarios.

Managed Reporting/Dashboard Login to WebFOCUS Client Administration Console From Configuration/MR Security Settings General

From here can set MR Authentication to Internal, External or Trusted

Page 12: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 12

WebFOCUS AuthenticationConfiguring WebFOCUS security options WebFOCUS Client Administration Console

Login to WebFOCUS Client Administration Console From Configuration/Startup Parameters Modify IBIWFC_AUTHENTICATION

Options Include No authentication Trusted (Web/REMOTE_USER and

WEBHDR/HTTP Header) Reporting Server (EDA and EDA:edanode)

Page 13: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 13

WebFOCUS AuthenticationConfiguring WebFOCUS security options ReportCaster

Open ReportCaster Configuration File General Tab/Security

Authentication Plug-In set to: “None” means “use Id/Pwd from BOTUPROF” “Trusted MR Sign-on” means connect with

owner Id only Caster Remote Authenticated is optional SSO

setting No means sign-on with Id/Pwd Yes means use Id in REMOTE_USER HTTP Header allows you to specify header for

SSO

Page 14: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 14

WebFOCUS AuthenticationConfiguring WebFOCUS security options Reporting Server

Web Console/Workspace/Access Control Security Mode drop-down list

OPSYS OFF PTH DBMS LDAP

Now let’s see how we can out these options together to architect WebFOCUS secured environments.

Page 15: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 15

WebFOCUS AuthenticationConfiguring WebFOCUS security options Reporting Server When do we use the different Reporting Server options?

ON/LDAP/RDBMS Preferred due to added security level by requiring an

authentication prior to connection to the service LDAP and RDBMS offer more flexibility in terms of the

authentication providers PTH/OFF/Explicit Connection ID

Useful when connection can be “trusted” into the Reporting Server tier due an “authentication” occurring up-front at the web or application tier (such as MR SIGNON)

Console is still protected under PTH mode Password is not available beyond the Web Tier Customer does not want to maintain OS level accounts for

every user

Page 16: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 16

WebFOCUS AuthenticationReporting Server Impersonation Scenario 1 Enables fine-grained access control and auditing at the file

system and relational database Requires Reporting Server Security = OPSYS Requires RC Authentication Plug-in = MR Trusted Sign-on

Tip: This is always a requirement whenever MR Authentication is External or Trusted

Recommendation A – Kerberos SSO (7.6.1) MR Authentication = Trusted / REMOTE_USER WF Console Authentication = WEB RC Caster Remote Authenticated = YES Server Connection Security = KERBEROS

Page 17: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 17

WebFOCUS AuthenticationReporting Server Impersonation Recommendation B – MR Sign-on Page

MR Authentication = External / WFRS WF Console Authentication = EDA Server Connection Security = Default

Recommendation C – Basic Web Authentication (7.6.1) Web Server Security = Basic Web Authentication MR Authentication = Trusted / REMOTE_USER WF Console Authentication = WEB RC Caster Remote Authenticated = YES Server Connection Security = HTTP Basic

If SSO vendor solution preferred for Web-tier, then Reporting Server will require secondary Id/Pwd prompt

Page 18: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 18

WebFOCUS AuthenticationAuthenticate to Sun One LDAP Server Recommendation A - MR / WFRS

MR Authentication = External / WFRS WF Console Authentication = EDA Server Security = LDAP Server Connection Security = Default ReportCaster Data Server Settings: Run Id=User

Drawback If LDAP passwords expire periodically, user passwords stored

in ReportCaster repository will become stale, potentially resulting in failed schedule execution

Workaround Set trust_ext=y option on Server (7.6.1) ReportCaster Data Server Settings: Run Id=User,

Shared=Yes, Trusted=Passthrough

Page 19: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 19

WebFOCUS AuthenticationAuthenticate to Sun One LDAP Server Alternative B - MR / LDAP

MR Authentication = LDAP Server Security = LDAP, trust_ext=y (7.6.1) WF Console Authentication = EDA Server Connection Security = Trusted: IBIMR_user (7.6.1) ReportCaster Data Server Settings: Run Id=User,

Shared=Yes, Trusted=Passthrough

Page 20: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 20

WebFOCUS AuthenticationNetegrity SiteMinder SSO Consider SiteMinder Authenticates to Active Directory MR Authentication = Trusted

Trusted to HTTP Header (e.g., sm_user) or Trusted to REMOTE_USER

Server Connection Security = Trusted Trusted to HTTP Header

IBIWFC_authentication WEB or WEBHDR

Caster Remote Authenticated Yes (uses REMOTE_USER)

ReportCaster Settings: Run Id=User, Trusted=Yes HTTP Header

ReportCaster Settings: Run Id=User, Trusted=Passthrough, Shared=Yes

Page 21: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 21

WebFOCUS AuthenticationNetegrity SiteMinder SSO Alternative B - MR / LDAP

MR Authentication = LDAP Server Security = LDAP, trust_ext=y (7.6.1) WF Console Authentication = EDA Server Connection Security = Trusted: IBIMR_user (7.6.1) ReportCaster Data Server Settings: Run Id=User,

Shared=Yes, Trusted=Passthrough

Page 22: Copyright 2007, Information Builders. Slide 1 WebFOCUS Authentication Mark Nesson, Vashti Ragoonath Information Builders Summit 2008 User Conference June

Copyright 2007, Information Builders. Slide 22

WebFOCUS AuthenticationConclusion We wish to extend our thanks to Jeff Rustandi and Jim Thorstad

for their contributions to this presentation.