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Authentication Modes

Microsoft Azure Active Directory is now Microsoft Entra ID

This topic describes the different Authentication Modes that are available when configuring Service Instances in the product. When you configure a Service Instance of a Service Type, the Authentication Mode setting determines what credentials the product will pass to the target system (during the initial "discovery" phase to discover the available Service Objects in the target system, as well as at runtime when SmartObjects communicate with the target system).

Not all Authentication Modes are supported for all Service Types. Refer to the Service Type documentation for the particular Service Type you wish to configure to see what known Authentication Mode restrictions may exist.
When a SmartObject is called by a workflow and the Service Instance is configured to use "Impersonate", "OAuth" or "SSO", the product will use the context of the Service Account to determine the credentials to pass to the target system. It is possible to override this behavior by specifying alternate credentials for the step of the workflow that executes the SmartObject method.

Impersonate

The Impersonate Authentication Mode “impersonates” the currently-connected user when the product interacts with the provider. Effectively, this “impersonation” mechanism passes-through the credentials of the user that is currently connected to the product, to the provider. This option is most often used when the provider implements user authorization and the data must be protected against unauthorized access. To use this option, the provider must support the same user authentication mechanism as the user credentials used to connect to the product. In other words, if user connect to the product using Active Directory credentials, the target system should also support Active Directory credentials.

If the Enforce Impersonation setting is NOT checked and the Authentication mode is Impersonate or OAuth, the product will attempt to connect to the target system using the impersonated user’s credentials, If this fails, the product will revert to the credentials of the Service Account and try to connect to the target system again. If you do not wish to allow this “fall-back” behavior, enable the Enforce Impersonation option.

Field	Expected value Type	Description
Security Provider	Selection Field	(not applicable for this authentication mode)
OAuth Resource Name	Selection Field	(not applicable for this authentication mode)
OAuth Resource Audience	Text	(not applicable for this authentication mode)
User Name	Text	(not applicable for this authentication mode)
Password	Text	(not applicable for this authentication mode)
Extra	Text	This field is used for additional authentication information and is usually specific to the Service Type being registered. Unless otherwise noted, this value is not required nor used. This field is used by the SQL Server service to add additional SQL connector string parameters. For example, when connecting to SQL Server using AlwaysOn Availability Groups, add MultiSubNetFailover=true, or to change the maxpoolsize, add maxPoolSize=2000.
Enforce Impersonation	Check Field	This is a Pass-through Authentication option and is only applicable for the Impersonate and OAuth Authentication Modes. If Enforce Impersonation is not checked and Pass-through Authentication fails for the impersonated user, the service will revert to the Service Account and retry the operation. If Enforce Impersonation is checked, the service will not revert to the Service Account if it fails with the impersonated user.

OAuth

The OAuth Authentication Mode is used to pass Claims-Based Authentication users’ identity to providers that support OAuth tokens. OAuth essentially allows the product to interact with a target system using the currently-connected user’s credentials, but without having to store the user's credentials.

In order to use the OAuth authentication mode, you must configure OAuth settings for the target system first. See the topic OAuth for more information on configuring OAuth. Once the OAuth resource is configured, you can select the OAuth authentication mode and then select the OAuth resource to use when connecting to the target system.

Field	Expected value Type	Description	Example
Security Provider	Selection Field	(not applicable for this authentication mode)
OAuth Resource Name	Selection Field	Select the OAuth Resource Name use for OAuth authentication. This setting is only applicable when using the OAuth Authentication Mode and refers to a pre-defined OAuth Resource. The Resource is defined using the Authentication section of the Management tools.
OAuth Resource Audience	Text	Enter the OAuth Resource Audience URI to use for OAuth Authentication. This setting is only applicable when using the OAuth Authentication Mode and refers to the URI used to access a realm.	https://graph.windows.net
User Name	Text	(not applicable for this authentication mode)
Password	Text	(not applicable for this authentication mode)
Extra	Text	(not applicable for this authentication mode)
Enforce Impersonation	Check Field	This is a Pass-through Authentication option and is only applicable for the Impersonate and OAuth Authentication Modes. If Enforce Impersonation is not checked and Pass-through Authentication fails for the impersonated user, the service will revert to the Service Account and retry the operation. If Enforce Impersonation is checked, the service will not revert to the Service Account if it fails with the impersonated user.

ServiceAccount

The ServiceAccount Authentication Mode uses the service account’s Windows credentials when interacting with the provider. This is the simplest option when Active Directory authentication is used by the provider and when any interaction with the provider can occur in the context of the same AD user account, regardless of the user that is currently connected to the product.

When using this authentication mode, any interaction with the provider will use the service account’s credentials. If the provider implements auditing, all audit entries will appear as the service account, not the user who may have been interacting with the data on a user interface. If the provider implements authorization or security, ensure that the service account has sufficient rights in the target system to perform the required operations.

Field	Expected value Type	Description
Security Provider	Selection Field	(not applicable for this authentication mode)
OAuth Resource Name	Selection Field	(not applicable for this authentication mode)
OAuth Resource Audience	Text	(not applicable for this authentication mode)
User Name	Text	(not applicable for this authentication mode)
Password	Text	(not applicable for this authentication mode)
Extra	Text	This field is used for additional authentication information and is usually specific to the Service Type being registered. Unless otherwise noted, this value is not required nor used.
Enforce Impersonation	Check Field	(not applicable for this authentication mode)

SSO (Single Sign-on)

The SSO Authentication Mode uses a Single Sign On credential caching mechanism to pass stored user credentials to a provider. This option is typically used when the provider uses a different authentication mechanism than the authentication mechanism used by the product, but you still need to pass the currently-connected user’s credentials through to the target system. You can think of SSO as a “mapping” that stores alternate credentials per user, and the product uses these stored alternate credentials to connect to the target system at runtime. Users will cache their credentials for the provider in the SSO store, and the product will then use these stored credentials to connect to the provider. Should the credentials not be found int he store or have expired, the user will be prompted to enter new credentials for the target system.

Field	Expected value Type	Description	Example
Security Provider	Selection Field	Select the Security Provider that will be used for mapping of Single Sign-On credentials. This setting is only applicable when using the SSO (Single Sign On) authentication mode and refers to the Security Provider that is used to map incoming user credentials to the outgoing credentials. Select the incoming credentials security provider.	Azure Active Directory/ K2 / SP
OAuth Resource Name	Selection Field	(not applicable for this authentication mode)
OAuth Resource Audience	Text	(not applicable for this authentication mode)
User Name	Text	This is required when using either Static or SSO authentication mode. If Static is selected, this field stores the username that will be used when registering and refreshing this ServiceInstance against the backend service. It is also the identity that will be passed to the backend service when SmartObjects based upon this ServiceInstance are executed. If SSO is selected, this field stores the username that will be used when registering this ServiceInstance. When SmartObjects based upon this ServiceInstance executed, the individual users cached credentials will passed to the backend service.
Password	Text	This is required when using either Static or SSO authentication mode. If Static is selected, this field stores the password that will be used when registering and refreshing this ServiceInstance against the backend service. It is also the password that will be passed to the backend service when SmartObjects based upon this ServiceInstance are executed. If SSO is selected, this field stores the password that will be used when registering this ServiceInstance. When SmartObjects based upon this ServiceInstance executed, the individual users cached credentials will passed to the backend service.
Extra	Text	This field is used for additional authentication information and is usually specific to the Service Type being registered. Unless otherwise noted, this value is not required nor used.
Enforce Impersonation	Check Field	(not applicable for this authentication mode)

Static

The Static Authentication Mode uses a static username and password combination to connect to the provider. This option is most often used when the provider does not support Active Directory authentication and when any interaction with the provider can occur as a specific user account.

Field	Applicable (Disabled if not)	Expected value Type	Description
Security Provider	No	Selection Field	(not applicable for this authentication mode)
OAuth Resource Name	No	Selection Field	(not applicable for this authentication mode)
OAuth Resource Audience	No	Text	(not applicable for this authentication mode)
User Name	Yes	Text	This is required when using either Static or SSO authentication mode. If Static is selected, this field stores the username that will be used when registering and refreshing this ServiceInstance against the backend service. It is also the identity that will be passed to the backend service when SmartObjects based upon this ServiceInstance are executed. If SSO is selected, this field stores the username that will be used when registering this ServiceInstance. When SmartObjects based upon this ServiceInstance executed, the individual users cached credentials will passed to the backend service.
Password	Yes	Text	This is required when using either Static or SSO authentication mode. If Static is selected, this field stores the password that will be used when registering and refreshing this ServiceInstance against the backend service. It is also the password that will be passed to the backend service when SmartObjects based upon this ServiceInstance are executed. If SSO is selected, this field stores the password that will be used when registering this ServiceInstance. When SmartObjects based upon this ServiceInstance executed, the individual users cached credentials will passed to the backend service.
Extra	Yes	Text	This field is used for additional authentication information and is usually specific to the Service Type being registered. Unless otherwise noted, this value is not required nor used.
Enforce Impersonation	No	Check Field	(not applicable for this authentication mode)