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Original file line number Diff line number Diff line change
Expand Up @@ -23,8 +23,8 @@ Log on to Gateway and run through the setup wizard:
Password: `Adm1n1strat0r`
1. On a newly installed system, you will be presented with a Setup Wizard at this point, which will guide you through some basic configuration steps:
* [Account Details]
* [LDAP Connection]
* [LDAP Authorisation]
* [Authentication]
* [Authorisation]
1. Follow the steps in the setup wizard to configure the relevant areas:

### Account Details
Expand All @@ -36,8 +36,9 @@ Log on to Gateway and run through the setup wizard:
1. Change the Administrator password to a unique, secret password and click `Next Step`:
{{< figure class="centre" src="/images/Gateway Setup3.png" title="Change Password Screen" >}}

### LDAP Connection
### Authentication

1. Select the LDAP tab.
1. Enter the details of your Active Directory server and provide a Username and Password for a user with read access to it:

A connection to an Active Directory server must be established in order to assign authorisation rights to users.
Expand All @@ -49,9 +50,9 @@ Log on to Gateway and run through the setup wizard:
1. To reduce the scope of any Active Directory searches, add one or more base DNs (Distinguished Names). For each base DN click `Add` and enter the full LDAP path e.g `CN=group, OU=organisational unit, DC=domain, DC=com`. These will be used as the roots of any Active Directory searches performed. For more information about distinguished names see <https://msdn.microsoft.com/en-us/library/aa366101(v=vs.85).aspx>.
1. Click `Test Connection` to validate the connection and the user credentials entered and click `Next Step`.

{{< figure class="centre" src="/images/Gateway Setup4.png" title="LDAP Connection Screen" >}}
{{< figure class="centre" src="/images/Gateway Setup4.png" title="Authentication Screen" >}}

### LDAP Authorisation
### Authorisation

1. If the authorisation grid fails to load first time round, click `Retry`.
1. Assign access permissions to Active Directory groups:
Expand All @@ -67,7 +68,7 @@ Log on to Gateway and run through the setup wizard:
1. Expand the groups or OUs, or search for the group or OU, to be assigned one or more roles.
1. Check the relevant roles for each group. Checking a parent group will cascade the setting to all child groups.

{{< figure class="centre" src="/images/Gateway Setup5.png" title="LDAP Authorisation Screen" >}}
{{< figure class="centre" src="/images/Gateway Setup5.png" title="Authorisation Screen" >}}

1. Click `Complete Setup` to commit the changes.
1. To test the permissions, log out as Administrator and then log in as a user with `Studio` permissions.
Expand All @@ -78,7 +79,7 @@ Log on to Gateway and run through the setup wizard:

[Account Details]: {{< ref "#account-details" >}}
[Gateway Installation]: {{< url path="Cortex.GettingStarted.OnPremise.InstallInnovationOnly.MultipleServerWithHA.GatewayInstallationNew" >}}
[LDAP Authorisation]: {{< ref "#ldap-authorisation" >}}
[LDAP Connection]: {{< ref "#ldap-connection" >}}
[Authorisation]: {{< ref "#authorisation" >}}
[Authentication]: {{< ref "#authentication" >}}
[supported web browser]: {{< url path="Cortex.GettingStarted.OnPremise.InstallInnovationOnly.MultipleServerWithHA.WebBrowserRequirementsNew" >}}
[Post-Installation]: {{< url path="Cortex.GettingStarted.OnPremise.InstallInnovationOnly.MultipleServerWithHA.PostInstallation" >}}
Original file line number Diff line number Diff line change
Expand Up @@ -23,8 +23,8 @@ Log on to Gateway and run through the setup wizard:
Password: `Adm1n1strat0r`
1. On a newly installed system, you will be presented with a Setup Wizard at this point, which will guide you through some basic configuration steps:
* [Account Details]
* [LDAP Connection]
* [LDAP Authorisation]
* [Authentication]
* [Authorisation]
1. Follow the steps in the setup wizard to configure the relevant areas:

### Account Details
Expand All @@ -36,8 +36,9 @@ Log on to Gateway and run through the setup wizard:
1. Change the Administrator password to a unique, secret password and click `Next Step`:
{{< figure class="centre" src="/images/Gateway Setup3.png" title="Change Password Screen" >}}

### LDAP Connection
### Authentication

1. Select the LDAP tab.
1. Enter the details of your Active Directory server and provide a Username and Password for a user with read access to it:

A connection to an Active Directory server must be established in order to assign authorisation rights to users.
Expand All @@ -49,9 +50,9 @@ Log on to Gateway and run through the setup wizard:
1. To reduce the scope of any Active Directory searches, add one or more base DNs (Distinguished Names). For each base DN click `Add` and enter the full LDAP path e.g `CN=group, OU=organisational unit, DC=domain, DC=com`. These will be used as the roots of any Active Directory searches performed. For more information about distinguished names see <https://msdn.microsoft.com/en-us/library/aa366101(v=vs.85).aspx>.
1. Click `Test Connection` to validate the connection and the user credentials entered and click `Next Step`.

{{< figure class="centre" src="/images/Gateway Setup4.png" title="LDAP Connection Screen" >}}
{{< figure class="centre" src="/images/Gateway Setup4.png" title="Authentication Screen" >}}

### LDAP Authorisation
### Authorisation

1. If the authorisation grid fails to load first time round, click `Retry`.
1. Assign access permissions to Active Directory groups:
Expand All @@ -67,7 +68,7 @@ Log on to Gateway and run through the setup wizard:
1. Expand the groups or OUs, or search for the group or OU, to be assigned one or more roles.
1. Check the relevant roles for each group. Checking a parent group will cascade the setting to all child groups.

{{< figure class="centre" src="/images/Gateway Setup5.png" title="LDAP Authorisation Screen" >}}
{{< figure class="centre" src="/images/Gateway Setup5.png" title="Authorisation Screen" >}}

1. Click `Complete Setup` to commit the changes.
1. To test the permissions, log out as Administrator and then log in as a user with `Studio` permissions.
Expand All @@ -77,8 +78,8 @@ Log on to Gateway and run through the setup wizard:
1. [Post-Installation][]

[Account Details]: {{< ref "#account-details" >}}
[LDAP Authorisation]: {{< ref "#ldap-authorisation" >}}
[LDAP Connection]: {{< ref "#ldap-connection" >}}
[Authorisation]: {{< ref "#authorisation" >}}
[Authentication]: {{< ref "#authentication" >}}
[Install Web Application Server]: {{< url path="Cortex.GettingStarted.OnPremise.InstallInnovationOnly.SingleServerWithoutHA.InstallWebApplicationServerNew" >}}
[supported web browser]: {{< url path="Cortex.GettingStarted.OnPremise.InstallInnovationOnly.SingleServerWithoutHA.WebBrowserRequirementsNew" >}}
[Post-Installation]: {{< url path="Cortex.GettingStarted.OnPremise.InstallInnovationOnly.SingleServerWithoutHA.PostInstallation" >}}
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