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How to switch user authentication from SAML to LDAP

Owned by Afjal Ansari
Last updated: Apr 07, 2022 by Jatin Lala
2 min read

This article helps you understand what happens if you have an active SAML authentication setup and you're looking to change your user’s authentication to LDAP on your QMetry instance.

Alongside the default QMetry authentication (always on), either LDAP or SAML (one) can be an active authentication method. Once LDAP is configured, the SAML configuration needs to be deactivated.

  • Users that were configured with SAML authentication type, will be able to authenticate automatically with LDAP if their Username, First Name, Last Name, and Email details under QMetry > Customization > Users section match exactly with their details on the LDAP server after LDAP has been configured.

  • In case, their details do not match with those on the LDAP/AD server, their users need to be re-created in QMetry.

    • Those users will need to be deactivated in QMetry after making sure that their email IDs are updated to a dummy email to ensure the existing email does not conflict with their new user creation.

    • Upon their attempt to log in with their LDAP credentials - their new users will be automatically created in QMetry (since their existing details in QMetry will not match with the LDAP server).

Steps to switch to LDAP authentication

  1. Ensure the user’s Username, First Name, Last Name, and Email details in QMetry match exactly with those on the LDAP server.

  2. Go to Integration > LDAP/SAML > SAML > set Active - No.

  3. Go to Integration > LDAP/SAML > LDAP, configure all the details, and set Active - Yes (after testing with a sample user to authenticate on the same page).

  4. Pick one of the users from Customization > Users > Edit > change Authentication Type to LDAP, and ask the user to log in with the LDAP credentials directly on the login page (not to use login with SAML link).

  5. Ensure everything is working as expected for that one user, and update the Authentication Type (step 4) for the rest of the users.

You can also refer to the help guide on https://qmetrysupport.atlassian.net/wiki/spaces/QPro/pages/195264627 for more details.

 

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