Web Portal Authentification Modes

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Introduction

There are several authentication modes to access the Octopus Web Portal. The default authentication mode is "Username; Password" (Mode 2)". If you wish to use a different authentication mode, please submit your request via the the Web Portal https://servicedesk.octopus-itsm.com/web/ using the "Customization request" form. 

The default authentication mode (Mode 2) requires the following:

  • the user must have been created/imported in Octopus
  • the user must have a valid email address to receive the password generated by the system (he may change it later)
  • a username must be indicated in the Windows Username field of the user's profile



Note that if you have already deployed your Web Portal with the "Username; Password" (Mode 2) or "Employee ID; Password" authentication mode, each user of the Web Portal will have to register again to the service. 

The different authentication modes are described in the sections below.

"Mixed Identification ; No Password" (Mode 1)

When using the mixed mode, the user connects either by entering his username or his first and last name. In a case where two users would have the same name, the phone extension would be required. No password will be required. 

"Username; Password" (Mode 2)

The User must connect using his username and password. The first time he connects to the Web portal, the user will need to subscribe using the Register to this service link. Once his username is confirmed, the system will send the user an email containing a password that can be modified in the Web profile. If the user forgets his password, he can click on the Forgot your password? link and the system will send him a new password by email. 

We can change the Username label from the Web Portal page. Contact us if you require this change. 

"Query String" (Mode 4)

For hosted clients , this authentication mode allows users to be automatically identified as if using Windows authentication, but from a query string. This link can be added to the Intranet. The system will automatically pass the windows username of the user connecting to the Web portal. If the user exists in Octopus, he will be redirected in the Web portal without any intervention.

"Employee Number; No password" (Mode 8)

The user must connect by entering his employee number. No password is required.
The employee ID must exist in the Octopus user file. 

"Username; No password" (Mode 16)

The user must connect by entering his username. No password is required. 

"First name, Last name, and Phone extension; No password" (Mode 32)

The user must connect by entering his first name, last name and phone extension, if two users have the same name. No password is required. 

"Windows Authentication" (Mode 64)

NOTE: This authentication mode is only available to customers with a local installation.

While using Windows authentication, the Octopus system automatically sends the username of the person connecting to the Octopus Web address. Then, if the user exists in AD, he will access the Web Portal without having to enter his username or password.

  • Generic Account or Shared Account
    • In many environments there are stations, like the nurse's station, that get shared between users. The workstations are connected to the network with a generic or shared account.
    • To allow users who work on a shared workstation to access the Web portal with their Windows username and password, use the "Shared account" option from the Users Module.

To find out how to configure this option, see the Shared account section of the User Management.

"Encoded Query String" (Mode 128 or 256)

For hosted clients, the system can encode, from a command line, the username of the user connecting to the Web portal. If the user exists in Octopus, he will be connected to the Web Portal without any intervention.

This authentication mode will require development time from the customer. For more information, do not hesitate to contact us.

For more details on this type of connection.

"Username; Novell Password" (Mode 512)

NOTE: This authentication mode is only available to customers with a local installation.

This mode allows for username and password validation for users from the Novell eDirectory.

"Employee Number; Password" (Mode 1024)

The user must connect by entering his employee number and a password. The employee ID must exist in the Octopus user file. 

The first time he connects to the Web portal, the user will need to subscribe using the Register to this service link. Once his username is confirmed, the system will send the user an email containing a password that can be modified in the Web profile. If the user forgets his password, he can click on the Forgot your password? link and the system will send him a new password by email. 

 

"ADFS unique authentication" (Mode 2048)

NOTE: This authentication mode is only available to customers with a hosted installation.

Octopus can connect to your centralized authentication system (Single Sign-On) to facilitate the application access.
The unique authentication works with :

1- Web portal destined to users 
2- The application destined to assignees / WebTech

* It is possible to activate this mode for both the web portal and Webtech assignees.

For additional information, please see  http://wiki.octopus-itsm.com/en/articles/unique-authentication-ADFS

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