Review of the four methods for login/authentication and troubleshooting steps for each method.
The Basics
Community has four login methods:
- Application login
- Windows login
- Third party passthrough
- Single sign on (SSO)
Application Login
Application Login is the default login method for Community and is the most popular option.
The login page uses a username & password combination that is stored in the Community3 Database.
How is it interfaced?
0 – Digit in Authentication Mode in the “t_almanac_params” table
- User IDs are located in the “login_id” field in t_agent table
- Can use either a text login ID or a text email address
- Verifies the login ID against the t_agent table, resolves the password, and serves the agent profile
How do we troubleshoot?
- Username and Password used with Application Login works with Community Android/IOS Apps (if licensed).
- Password resets can be done by those with accounts at the same privilege level or above.
- Recommended password reset process:
- Navigate to the agent profile
- Click “Generate password”
- Copy & paste the password into the “Confirm password” field
- Click “Save”
- Verify the new credentials by logging in
- Send the new credentials to the user
Windows Active Directory Login
- Windows Active Directory Login (or “Windows Login”), is a method most popular with On-Prem customers.
- 1 – Authentication Mode
- Instead of the request being processed by Community, a login request is passed through the Active Directory server for the agents' Windows profile and is then matched in the t_agent table.
- Logins use a specific format:
- Domain\User
- Community\jturner
- Domain\User
- The User ID needs to match in the login_id field in the t_agent table.
How do we Troubleshoot?
- Check the login ID and Agent Profile.
- User credentials can be found by using “whoami” command in the command prompt of the client PC.
- Check Agent Profile Employment
- Make sure the agent is “Active” and not “Inactive”
- If confirmed that it’s the same login, check for leading or trailing spaces.
- If that does not work, Send a request to the customer for a meeting, cc Community Support.
- The meeting should involve the support agent, support supervisor, Community Support, and Community Systems Engineer.
Third Party Passthrough
- Community is wrapped and served inside another web page.
- Most common occurrence is Five9/CSI with their Virtual Observer Suite.
- Five9 manages the user accounts and passwords.
- 2 - Authentication Mode
- Authentication is handled by Five9/CSI profiles
- Matches the User ID in Virtual Observer and Community to serve the Agent Profile
- Community is wrapped in the Virtual Observer window
- Community is inaccessible through the normal /communityweb/ extension
- It uses the extension /VirtualObserver/vo.voml?
How do we Troubleshoot?
- Check URL extensions if you can’t access a site.
- Try changing the URL from /communityweb/ to /virtualobserver/vo.voml? to see if the page will resolve.
- Confirm that there is a Virtual Observer Profile for the specific agent (e.g., tcotharin).
- Confirm that there is a Community Profile for the specific agent (e.g., tcotharin).
- Confirm that the User ID is the same between the two profiles.
- When all accounts match in Virtual Observer and Community you will see a profile served like this:
- If that does not work, send a request to the customer for a meeting, cc Community Support.
- The meeting should involve the support agent, support supervisor, Community Support, and Community Systems Engineer.
Single Sign-on
SSO Login allows for one login and passthrough for all programs.
Authentication is handled by an SSO provider like Azure (Microsoft), Okta, OneLogin, or JumpCloud.
When a site uses SSO login, the webpage will redirect from the homepage to the SSO login page.
- We are not provided with an SSO account by the customer.
- The site uses an attribute that is determined by the customer.
- Most common practice is to use email address for the attribute.
How do we Troubleshoot?
- Community does not pull down accounts from SSO providers.
- Create Agent accounts in Community first and then setup in the SSO.
- Populate the user login entry in the Agent profile with the unique attribute.
- E.g., username@communitywfm.com
- Confirm that it matches the email address in the SSO profile.
[/SAML/consumer.aspx] SAML consumer called at 4/29/2022 2:42:39 PM.
[/SAML/consumer.aspx] Attempting to read Community's SAML configuration...
[/SAML/consumer.aspx] Community's SAML configuration was successfully read.
[/SAML/consumer.aspx] HTTP POST binding detected.
[/SAML/consumer.aspx] POST data successfully read. (Length: 7103)
[/SAML/consumer.aspx] SAMLResponse was successfully read. (Length: 7012)
[/SAML/consumer.aspx] Decode was successful.
[/SAML/consumer.aspx] Creating Response object...
[/SAML/consumer.aspx] Response object created.
[/SAML/consumer.aspx] StatusCode evaluation...<PASS>
[/SAML/consumer.aspx] IssueInstant evaluation...<PASS>
[/SAML/consumer.aspx] Reading Community username from attribute http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress...
[/SAML/consumer.aspx] Username = reyesl@nsmg.com
[/SAML/consumer.aspx] X.509 Certificate evaluation...<PASS>
[/SAML/consumer.aspx] Issuer evaluation...<PASS>
[/SAML/consumer.aspx] Authentication failed...user 'reyesl@nsmg.com' was not found in Community.
Using this login we find:
- Ask: Is the issue with all agents or only some agents?
- If all agents: suggests a problem with the SSO settings and configuration.
- Contact customer’s SSO engineers to diagnosis the issue.
- If only some agents: suggests a problem with the individual agent profiles.
- If all agents: suggests a problem with the SSO settings and configuration.
- If that does not work, send a request to the customer for a meeting, cc Community Support.
- The meeting should involve the support agent, customer’s SSO engineer, affected customer agent, & Community Systems Engineer.