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What happens when you switch to Windows Integrated Authentication?

Answer

For End Users...

End users will no longer have to remember a separate password for VersionOne. Their login credentials will be the same as the windows domain. Depending on the browser they are using and how it is configured, they may not have to enter any login information in order to access the VersionOne.

If you switch from VersionOne authentication to Windows Integrated Authentication, all configuration changes users have made to their profile will be lost. This includes grid customization, my filters, report filter settings, and notification urls.

For Administrators...

Administrators still have to create or update a member in VersionOne for each Windows user that will access the system. They will not need to specify a password when creating users. When the domain account for a user is inactivated, that user will be locked out of VersionOne.

How to Switch to Windows Integrated Authentication

Switching to Windows Integrated Authentication is a two-step process.

  • Step 1. Upgrade VersionOne to Use Windows Integrated Authentication

  • Step 2. Update member usernames

If you are not performing regular backups of VersionOne, backup your database before performing these steps.

Step 1. Upgrade VersionOne to Use Windows Integrated Authentication

First, upgrade the application to use that type of security using setup.

  1. Rerun Setup for the currently installed version of VersionOne.

  2. Select "Upgrade", and then select the instance of VersionOne that you'd like to upgrade.

  3. Click Next at the Template selection page.

  4. On the Security selection page, select Windows Integrated.

  5. Select the domain account that will become the "admin" user.

  6. Select the correct database, and then click Next to perform the upgrade.

For more detailed upgrade instructions, refer to the Installation instructions.

Step 2. Update Member Usernames

NexThen update the member usernames so they match their domain login.

  1. Navigate toAdministration > Members > Members.

  2. Customize the grid to make the username column editable.

  3. Update each username field so it matches the value required for domain authentication. E.g. "mydomain\mydomainuser"

How do I switch back to VersionOne Authentication?

If you switch to Windows Integrated Authentication and decide that you don't like it, you can switch back by following the same procedure. During upgrade, you need to select VersionOne on the Security selection page. After the upgrade, the usernames will still be the text that was entered into VersionOne, e.g. "mydomain\myusername". The password will be blank if the member was created while in Windows Integrated Authentication mode. If the user was created in VersionOne mode, the password will be whatever value the user had set before moving to Windows Integrated Authentication.