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FileMaker Server + Open Directory

FileMaker Server can be set up to authenticate against Active Directory and Open Directory. For those already using a Microsoft Server as a domain controller, setup is little more than flipping a switch, while those on Mac-only networks have to do a little more.

FileMaker Server and Open Directory can be integrated on either a single machine or across multiple machines. If you are following FileMaker Server best practices, Open
Directory and FileMaker Server should be installed on separate machines. The directions for either deployment are the same, except for on the single-machine deployment do all the steps on a single machine.

Note: This tutorial assumes a two-machine deployment.

Caveats

Setup may require an advanced understanding of networking and domain name configuration.

FileMaker Server must be installed on a Mac as Windows-based PCs are not able to bind to an Open Directory domain. Windows clients will still be able to authenticate, as authentication is processed through FileMaker Server.

Each FileMaker database must have a local account with [Full Access], as an Open Directory user with [Full Access] will not be able change security settings.

Requirements
Sections
  1. Mac OS X Server
  2. Open Directory Configuration
  3. FileMaker Server Configuration
  4. FileMaker Pro Database Configuration
  5. Troubleshooting

Section 1: Mac OS X Server 1

OpenDirectory Server is required and you must have a static IP and a resolvable hostname. FileMaker Server is optional.

Step-by-Step
    1. Install Mountain Lion and update to the latest version.Screenshot 1.1 - Mac OS X Server - Setup Server
    2. If you are going to be using this machine as an Open Directory server, you will need to assign it a static IP and make sure it is using a reachable domain name.
    3. Install OS X Server
      • Purchase and download Mac OS X Server from the Mac App Store.
      • Open your Applications folder and double-click Server to begin setup.
      • On the second page of the Server setup wizard (“Accessing your Server”), you will be given three options. If the server is not going to be accessible from outside the local network, choose “Local Network” (1)
      • Step through Server setup wizard: On the section “Connecting to your Server”, make sure the “Network Address” (1) is set to a static IP and “Host Name” (2) is set to the domain that resolves to the static IP you configured.

 

1.2 - Mac OS X Server - Network Type

1.3 - Mac OS X Server - Host Name

Section 2: Open Directory Configuration

Static IP and Resolvable DNS Name are required for configuration.

Step-by-Step
    1. Open the “Server” application.Screenshot 2.1 - Open Directory Setup - Select Open Directory
    2. Choose “Open Directory” under “Services” section.
    3. Start the Open Directory setup wizard by clicking on the OFF/ON toggle.
    4. Choose “Create a New Open Directory Domain” and click Next.
    5. Enter the information for the Directory Administrator account, then click Next. If you get an error regarding the hostname being invalid, you need to make sure the Open
      Directory server has a resolvable domain name. You may need to check the PTR (reverse
      lookup) record to make sure it is configured correctly. (See troubleshooting section)
    6. Enter the organization name and the email address of the server administrator, click
      next.
    7. Click on “Set Up” to configure and enable Open Directory.2.2 - Open Directory Setup - Hostname Invalid
    8. Setup SSL Certificate (1), make sure that “Secure services using:” is set to your SSL

certificate and not “Custom configuration”.

 

2.3 - Mac OS X Server - Setup SSL

Open Directory Users & Groups

Now that you have a working Open Directory server, you will need to set up users and groups to use for authentication.

Tip

For more control over Users & Groups, you can download Workgroup Manager directly from Apple.

Groups

  1. Click on “Groups” (1) under “ACCOUNTS” and then choose “Local Network Groups” from the drop down menu (2).
  2. Click on the plus (+) button to create groups to control access to FileMaker databases.
    2.4 - Open Directory Setup - Groups

Users

    1. Click on “Users” (1) under “ACCOUNTS” and then choose “Local Network Users” from the drop down menu (2).
    2. Click on the plus (+) button to create a user, enter the user’s information and click “Done”.

2.5 - Open Directory Setup - Users

  1. Now right-click the newly created user, and select “Edit User…”
  2. You can assign groups to a user by click in the plus “+” button (1), and then begin typing in the blank Groups line to get the option to browse (2), which will open the Groups floating window. To add groups to the user, just drag the group name into the user Groups list.

 

Section 3: FileMaker Server Configuration

Bind to Open Directory

These steps only apply if the FileMaker and Open Directory servers are on separate machines.

Step-by-Step
  1. Open System Preferences, and select “Users & Groups”.
  2. Click on “Login Options” (1), then click on the lock (2), and enter an administrator’s credentials.
    3.1 - FileMaker Server - System Preferences
  3. Click on “Join…” (1), then click on the Server drop-down (2). You should see your Open Directory server in the list, if you do not, enter the fully qualified domain (FQDN). Press enter to bind to the directory server.3.2 - FileMaker Server - Bind to Directory

Configure FileMaker Server

    1. Open the FileMaker Server Admin Console
    2. Click on “Database Server” (1), choose “Security” (2), change “Client Authentication” to “FileMaker and external server accounts” (3), then click Save (4)

3.3 - FileMaker Server - Admin Console - Security

Optional FileMaker Server Configuration

Open Directory authentication may also be used to configure access to the FileMaker Server Admin Console. Click on “Administrator Groups” (1) click Add (2). Configure the group.

Step-by-Step
  1. Click on “Administrator Groups” (1)
  2. Click Add (2)
  3. Enter “Group Name” (3)
  4. Enter “Group Password” (4) (required, but unused)
  5. Check “Use external group” (5)
  6. Enter Open Directory Group (6) to use for authentication.
  7. Click “Test External Group” (7)
  8. Click “Select Folder” (8) and choose a folder, if you would like to limit access to a specific folder.
  9. Click “Edit Privileges” (9), if you would allow privileges beyond the default: View Databases, Send Messages and Disconnect Clients.
  10. Click Save (10)

3.4 - FileMaker Server - Admin Console - Admin Groups

Open Directory authentication may also be used to provide full access to the admin console.

  1. Click on “General Setting” (1)
  2. Check “Use external group” (2)
  3. Enter Open Directory Group (3) to use for authentication.
  4. Click “Test External Group” (4)
  5. Click Save (5)

Section 4: FileMaker Pro Database Configuration

To use Open Directory for authentication, the database must be hosted on a FileMaker Server configured for Open Directory.

Step-by-Step

Complete the following steps for each FileMaker Pro database you want to authenticate through OpenDirectory.

  1. Open database.4.2 - FileMaker Pro Database - Add Group
  2. Go to the menu File > Manage > Security
  3. Add Open Directory Group Account
    • Click “New…” (1)
    • Select “External Server” from the “Account is authenticated via” menu (2).
    • For “Group Name” (3), enter the Open Directory Group you would like to use for authentication.
    • Select a “Privilege Set” (4)
    • Click OK (5)

Authentication Order

4.3 - FileMaker Pro Database - Authentication Order

The order matters! If a user has a FileMaker account and an OpenDirectory account, using the same username, the first account/group that accepts the provided username and password will be the one used.

  • Legacy local user “localUser” (1) [Full Access]
  • New OD Group “ODUserGroup” (2) [Edit Only]
  • “localUser” logs in with his old local password and is given [Full Access] even though he is in the group “ODUserGroup” and was expected to have [Edit Only] access.

Section 5: Troubleshooting

What to do if you are getting an “invalid hostname” error, or are unable to connect to the Open Directory server using SSL.

  • Run the following command from Terminal to check your configuration: sudo
    changeip -checkhostname
    . The most common issue is that the domain lookup and
    reverse lookup (PTR record) do not match, you should contact your network administrator or
    internet provider.**
  • If you are unable to login with OpenDirectory Credentials: On the FileMaker server, unbind and rebind to the OpenDirectory server in System Preferences – Users & Groups – Login Options.
  • 1. Recommended: Install Mac OS X Server on all the machines used, though it is optional for the FileMaker Server machine.
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