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

2. Copyright 2007, Information Builders. Slide 2 WebFOCUS Authentication Agenda  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

3. Copyright 2007, Information Builders. Slide 3 WebFOCUS Authentication General 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)

4. Copyright 2007, Information Builders. Slide 4 WebFOCUS Authentication Authentication Checkpoints

5. Copyright 2007, Information Builders. Slide 5 WebFOCUS Authentication Security 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.

6. Copyright 2007, Information Builders. Slide 6 WebFOCUS Authentication Security 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  3 rd 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.

7. Copyright 2007, Information Builders. Slide 7 WebFOCUS Authentication Security 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

8. Copyright 2007, Information Builders. Slide 8 WebFOCUS Authentication Apply security options at WebFOCUS checkpoints  SecurityCheckpoints  Web Tier  Managed Reporting/Dashboard  WebFOCUS Client Administration Console  ReportCaster  Self-Service Applications  Reporting Server

9. Copyright 2007, Information Builders. Slide 9 WebFOCUS Authentication Web 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)

10. Copyright 2007, Information Builders. Slide 10 WebFOCUS Authentication Reporting Server Checkpoint Authentication Options on the Reporting Server:  PTH Internal, file-based authentication for HTTP connections TCP connections are not authenticated  OPSYSTCP/HTTP Connections are authenticated by the Operating system  DBMSTCP/HTTP Connections are authenticated by the Database Server  LDAPTCP/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

11. Copyright 2007, Information Builders. Slide 11 WebFOCUS Authentication Configuring 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

12. Copyright 2007, Information Builders. Slide 12 WebFOCUS Authentication Configuring 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)

13. Copyright 2007, Information Builders. Slide 13 WebFOCUS Authentication Configuring 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

14. Copyright 2007, Information Builders. Slide 14 WebFOCUS Authentication Configuring 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.

15. Copyright 2007, Information Builders. Slide 15 WebFOCUS Authentication Configuring 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

16. Copyright 2007, Information Builders. Slide 16 WebFOCUS Authentication Reporting 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

17. Copyright 2007, Information Builders. Slide 17 WebFOCUS Authentication Reporting 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

18. Copyright 2007, Information Builders. Slide 18 WebFOCUS Authentication Authenticate 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

19. Copyright 2007, Information Builders. Slide 19 WebFOCUS Authentication Authenticate 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

20. Copyright 2007, Information Builders. Slide 20 WebFOCUS Authentication Netegrity 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

21. Copyright 2007, Information Builders. Slide 21 WebFOCUS Authentication Netegrity 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

22. Copyright 2007, Information Builders. Slide 22 WebFOCUS Authentication Conclusion  We wish to extend our thanks to Jeff Rustandi and Jim Thorstad for their contributions to this presentation.