Consolidation to Multi-Auth

It is now possible to configure a single smartforms site with multiple authentication providers. In the past if you required multiple authentication methods for your SmartForms sites you needed to create a copy of your SmartForms site for each authentication method. This document describes the steps necessary to consolidate these multiple sites into a single site that uses multi-auth.

Should I consolidate?

Before you make the decision to consolidate your SmartForms sites to a single site, review the Introduction to Multi-Auth document to understand if a single Multi-Auth enabled site meets your needs. In some cases it may be desirable to continue having multiple sites rather than consolidate to a single site. If you prefer having separate sites, please refer to the Upgrading Secondary Runtime Sites topic.

Configuration

High Level Steps

These high-level steps are provided for those familiar with upgrading smartforms and configuring Multi-Auth. For a detailed guide, see the Detailed Steps topic below.

  1. Upgrade your primary SmartForms site to the latest version.
  2. Configure your primary SmartForms site with each desired Authentication mode.
  3. Confirm that your Multi-Auth configuration is working.
  4. Remove the old secondary SmartForms sites.

Detailed Steps

The smartforms installer will upgrade your primary SmartForms site, both design-time and runtime. Any SmartForms sites that were copied in order to facilitate different authentication modes will not be upgraded by installer. Only those sites that were created through a smartforms installation will be upgraded.

Once the upgrade of the primary SmartForms site has been completed, configure the site for Multi-Auth.

The following topic describes in detail how to configure your SmartForms site for various authentication modes.

Complete the configuration before continuing on to Step 3.

Before removing the copied SmartForms sites that you created to support additional authentication providers, ensure that the Multi-Auth configuration on your primary SmartForms site is able to properly authenticate users from each of your configured authentication modes.

To ensure that the users are authenticating correctly it can be helpful to configure a Multi-Auth test form that upon initialize transfers the current user context to a data label.

Once you are satisfied that the Multi-Auth functionality on the primary site is working properly you can remove the old copied SmartForms sites from IIS and the file system.