Salesforce Connector 24.4
IDOL Salesforce Connector Help

# Configure IDOL Server

NOTE: Mapped Security for Salesforce requires IDOL Server 12.10 or later.

This section describes the configuration changes that are required in IDOL Server to enable mapped security for documents that originate from Salesforce. For more information about configuring mapped security in IDOL Server, refer to the IDOL Document Security Administration Guide.

## Content Component

The first requirement is to add a field processing rule so that the IDOL Content component can determine whether a document is protected by Salesforce security. Field processing rules are configured in the `[FieldProcessing]` section of the Content component configuration file.

The following example instructs the Content component to search for a field named `SECURITYTYPE` and check for the value `SALESFORCE`. You should have configured your Salesforce Connector to add this field to every document (see Retrieve and Index Access Control Lists).

    [FieldProcessing]
    ...
    29=DetectSalesforceSecurity

    [DetectSalesforceSecurity]
    Property=SecuritySalesforce
    PropertyFieldCSVs=*/SECURITYTYPE
    PropertyMatch=SALESFORCE

    [SecuritySalesforce]
    SecurityType=Salesforce_V4

After the Content component has determined that a document is protected by Salesforce security, it must process the ACL that the Salesforce Connector has added to the document in the `AUTONOMYMETADATA` field.

To process ACLs added to documents by the Salesforce Connector, configure custom mapped security (`Type=AUTONOMY_SECURITY_V4_GENERIC_MAPPED`). Document security is configured in the `[Security]` section of the Content component configuration file.

    [Security]
    ...
    6=Salesforce_V4

    [Salesforce_V4]
    SecurityCode=6
    Library=./modules/mapped_security
    Type=AUTONOMY_SECURITY_V4_GENERIC_MAPPED
    ReferenceField=*/AUTONOMYMETADATA
    //Logging=TRUE
    //DebugDecrypt=TRUE
    SecurityACLFormat=U:<U=SLEC+>:G:<G=SLEC+>
    SecurityACLCheck=U=[U]?P:-,G=[G]?P:F
    IndexHashedACLs=TRUE
    ACLTruth=FAFAAAAA

IMPORTANT: Ensure that the `SecurityACLFormat` and `SecurityACLCheck` parameters are set exactly as shown in the example above.

## Community Component

The final requirement is to configure user security so that when a user logs on to a front-end application, IDOL Server can return a security token that includes their Salesforce group memberships. User security is configured in the `[Security]` section of the Community component configuration file.

Add a new section for Salesforce, similar to the following example:

    [Security]
    7=Salesforce

    [Salesforce]
    DocumentSecurity=TRUE
    GroupServerHost=localhost
    GroupServerPort=3057
    GroupServerRepository=Salesforce
    SecurityFieldCSVs=username
    DocumentSecurityType=Salesforce_V4
    CaseSensitiveUserNames=FALSE
    CaseSensitiveGroupNames=FALSE

The `GroupServerHost` and `GroupServerPort` parameters should specify the host name or IP address, and ACI port, of your OmniGroupServer. The `GroupServerRepository` parameter should specify the name of the repository that you created when you configured OGS (see Retrieve Security Group Information).

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Version 24.4 | Last updated September 2024

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Product: IDOL Salesforce Connector 24.4

Topic Title: Configure IDOL Server