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Mercury IT Governance Center™

Netegrity SiteMinder
Integration

Executive Summary
This document addresses how to integrate Mercury IT Governance Center™ release 6.0 and
Netegrity SiteMinder version 5.5 or 6.0. The integration allows Mercury IT Governance Center
users to be authenticated through SiteMinder during the logon process. SiteMinder single sign-on
is fully supported from both the standard and Workbench interfaces.
This document is intended for system administrators familiar with setting up and configuring
Netegrity SiteMinder and Mercury IT Governance Center.
Overview
Problem
Large enterprises often face the challenge of dealing with disparate authentication mechanisms
for the applications that support their information technology (IT) infrastructure and business
systems. Netegrity SiteMinder is an industry-leading product that addresses this challenge. It
makes these systems more secure and manageable by providing a platform for centrally managing
all applications. This results in a more scalable alternative to building proprietary user directories
and access control systems into each individual application. The centralized approach to security
management enables companies to reduce their administration cost and complexity.
SiteMinder also enables single sign-on mode to make application logon and logoff easy for large
user bases. This also simplifies application integration when navigating from one application to
another.

Solution
Mercury IT Governance Center can be configured to delegate user authentication to Netegrity
SiteMinder for both the standard (Web) and Workbench interfaces. This configuration supports
two authentication modes: mixed and Single Sign-on (SSO).

Mixed Mode
In this configuration, Mercury IT Governance users continue to log on using the Mercury IT
Governance Logon page. Within the Mercury IT Governance Server, the integrated SiteMinder
Authentication Module routes the login request to an existing SiteMinder Policy Server for
authentication. This mode is referred to as mixed because Mercury IT Governance Center can be
configured to use both SiteMinder and its own authentication simultaneously. In this case, each
Mercury IT Governance Center user account must specify which authentication mode is to be
used.

Single Sign-on Mode


In this configuration, Web requests are authenticated before being passed to Mercury IT
Governance Center, bypassing the Mercury IT Governance Center Logon page. To enable SSO
mode, the SiteMinder Web Agent must be plugged into any third-party Web server that Mercury
IT Governance Center supports, and be configured to communicate with a SiteMinder Policy
Server. The SiteMinder Web Agent intercepts Web requests and checks with the Policy Server to
ensure they are authenticated before passing them to Mercury IT Governance Center.

Netegrity SiteMinder Integration 2


Note that SiteMinder cannot be used to manage Mercury IT Governance Center application-level
authorization, such as controlling access to various screens and functions. This type of access is
controlled by the Mercury IT Governance Center security model, using security groups, access
grants, product licensing, and so forth. Therefore, user accounts must exist in both Mercury IT
Governance Center and the SiteMinder Policy Server, but their passwords do not have to be
maintained by Mercury IT Governance Center.

High-Level Architecture
Single Sign-on Mode
This configuration requires that Mercury IT Governance Center be integrated with an external
Web server that has both the SiteMinder Web Agent and Mercury IT Governance Web Server
Module installed. The Mercury IT Governance Center internal Web server does not support
SiteMinder SSO because Netegrity does not yet provide a compatible Web Agent or a suitable
API to create one.
The SiteMinder Web Agent is the single access point for all Web clients. The SiteMinder Web
Agent will intercept all incoming requests and ensure that they are authenticated before passing
them to the Mercury IT Governance Web Server Module. The requests will then proceed to the
Mercury IT Governance Server.
For Workbench clients, the SiteMinder Web Agent protects access to the Workbench Logon page.
Once the Logon page is reached, the user authentication information is passed to the Workbench
applet for automatic logon. Once launched, the applet communicates directly with the Mercury IT
Governance Server.

The Workbench does not support SSO mode when launched as an application (a
less frequent scenario typically leveraged on UNIX clients). However, if Mercury IT
Governance Center is launched as an application, it will still authenticate using
SiteMinder. See the Configuring the Workbench as a Java Application section in
Chapter 7 of the System Administration Guide and Reference.

Netegrity SiteMinder Integration 3


A system diagram of the SiteMinder integration in SSO mode is shown in Figure 1.

Figure 1. SiteMinder integration architecture for SSO mode

Mixed Mode
In this configurations, users log on directly to Mercury IT Governance Center, and the integrated
SiteMinder Authentication Module passes logon information to the SiteMinder Policy Server for
authentication.
To use mixed mode, the integrated SiteMinder Authentication Module must be properly
configured. An external Web server can be used, but is not required.
For Workbench clients, once the Logon page is reached, the user authentication information is
passed to the SiteMinder Policy Server for verification. Once validated, the information is passed
to the Workbench applet for automatic logon. Once launched, the applet communicates directly
with the Mercury IT Governance Server.
A system diagram of the SiteMinder integration in mixed mode is shown in Figure 2. The
integration architecture with the optional Web server is shown in Figure 3.

Netegrity SiteMinder Integration 4


Figure 2. SiteMinder integration architecture for mixed mode

Figure 3. SiteMinder integration architecture for mixed mode with optional Web server

Netegrity SiteMinder Integration 5


Requirements
Software Requirements
A fully integrated system consists of the following software. Mercury-specific configuration
information is detailed in the following section.
z Mercury IT Governance Center release 6.0
(for both SSO and mixed modes)
For installation information, see the System Administration Guide and Reference. Ensure that
Mercury IT Governance Center is operating normally before it is configured for integration
with SiteMinder.
z Netegrity SiteMinder version 5.5 or version 6.0
(for both SSO and mixed modes)
Refer to the Netegrity SiteMinder documentation for installation information. Ensure that
SiteMinder is operating normally before it is configured for integration with Mercury IT
Governance Center.
z External Web server with the following additional software
(for SSO mode)
Refer to the System Requirements and Compatibility Matrix guide for the complete list of
supported Web servers.
„ Mercury IT Governance Web Server Module
For installation information, see the Configuring an External Web Server section of the
System Administration Guide and Reference.
„ SiteMinder Web Agent
Refer to the Netegrity SiteMinder documentation for installation information and install
the SiteMinder Web Agent on the same Web server as the Mercury IT Governance Web
Server Module.
z External Web server with the following additional software
(optional for mixed mode)
Refer to the System Requirements and Compatibility Matrix guide for the complete list of
supported Web servers.
„ Mercury IT Governance Web Server Module
For installation information, see the Configuring an External Web Server section of the
System Administration Guide and Reference.

Netegrity SiteMinder Integration 6


Detailed Configuration
The SiteMinder integration process includes the following steps. Refer to the associated sections
for details on each topic.
z Step One: Configure Mercury IT Governance Center
z Step Two: Configure Mercury IT Governance Center Users
z Step Three: Configure Netegrity SiteMinder Policy Server
z Step Four: Restart SiteMinder
z Step Five: Restart Mercury IT Governance Center

In the following steps, these placeholders are used:


z <ITG_HOME> represents the installation path for Mercury IT Governance Center
z <server.domain.port> represents the base URL for the Mercury IT
Governance Server

Step One: Configure Mercury IT Governance Center


To configure Mercury IT Governance Center to integrate with SiteMinder, complete the
following steps:

1. Before customizing Mercury IT Governance Center for use with SiteMinder, verify that the
installation is functioning properly.

2. Install the SiteMinder Java Agent API on the Mercury IT Governance Server.

z For Windows
Copy the smjavaagentapi.jar file to the
<ITG_HOME>\server\kintana\deploy\itg.war\WEB-INF\lib folder.
z For UNIX
Copy the smjavaagentapi.jar file to the
<ITG_HOME>/server/kintana/deploy/itg.war/WEB-INF/lib directory.
This JAR file is available on the SiteMinder Developer SDK CD. The Mercury IT
Governance Server will automatically include the JAR file in its CLASSPATH upon
server startup.

Netegrity SiteMinder Integration 7


3. Install the SiteMinder Agent native code.

z For Windows
Copy the smjavaagent.dll file to the <ITG_HOME>\integration\siteminder folder.
If you with to place the smjavaagent.dll file in a different folder, ensure that the folder
is included in the PATH system environment variable.
z For UNIX
Copy the libsmjavaagent API library file to the
<ITG_HOME>/integration/siteminder directory.

If you with to place the libsmjavaagent file in a different directory, ensure that the
directory is included in the LD_LIBRARY_PATH environment variable.

4. Edit the SiteMinder configuration file and ensure that the settings match the SiteMinder setup.

z For Windows
The file can be found at <ITG_HOME>\integration\siteminder\siteminder.conf.
z For UNIX
The file can be found at <ITG_HOME>/integration/siteminder/siteminder.conf.
The following is a copy of the default siteminder.conf file provided by Mercury IT
Governance Center. Pay special attention to the value for SM_AGENT_NAME. If any SiteMinder
settings are modified, this file must also be updated to reflect the changes.
# siteminder.conf

###################
# Global Settings #
###################

# The shared secret as defined in SiteMinder (case sensitive).


# The value can be optionally encrypted using
# ITG_HOME/bin/kEncrypt.sh
SM_SHARED_SECRET=12345

# Connection settings. Please refer to SiteMinder documentation for


# appropriate settings.
SM_CONNECTION_MIN=1
SM_CONNECTION_MAX=1
SM_CONNECTION_STEP=1
SM_CONNECTION_TIMEOUT=5

######################################
# Primary SiteMinder Server Settings #
######################################

# The hostname of the primary SiteMinder policy server.

Netegrity SiteMinder Integration 8


SM_POLICY_SERVER=172.18.0.159
SM_AGENT_NAME=porsche

# Standard SiteMinder Ports


SM_AUTHORIZATION_PORT=44443
SM_AUTHENTICATION_PORT=44442
SM_ACCOUNTING_PORT=44441
SM_PROTECTED_URL=/itg/

# Optional Secondary SiteMinder Server Settings


# Create one @secondary block for each additional
# secondary server. The connection settings
# may be specified if desired. Otherwise, the global
# values will be used.

# @ secondary
# SM_POLICY_SERVER=
# SM_AUTHORIZATION_PORT=
# SM_AUTHENTICATION_PORT=
# SM_ACCOUNTING_PORT=

# @ secondary
# SM_POLICY_SERVER=
# SM_AUTHORIZATION_PORT=
# SM_AUTHENTICATION_PORT=
# SM_ACCOUNTING_PORT=

5. (Optional, although highly recommended) Create a backup copy of the Mercury IT


Governance Center server.conf file.

6. For mixed mode:

a. In the server.conf file, modify the authentication mode as shown below. This allows
selection of SiteMinder or ITG authentication for the Mercury IT Governance Center
users.
com.kintana.core.server.AUTHENTICATION_MODE=ITG,SiteMinder

b. Comment out the following setting in the server.conf file:


com.kintana.core.server.SINGLE_SIGN_ON_PLUGIN=com.kintana.sc.security.au
th.SiteMinderSingleSignOn

c. Stop, then restart the Mercury IT Governance Server.

d. Using the User Workbench, change the users’ Authentication Mode to SiteMinder.

You may want to have a few accounts set to use ITG Authentication Mode. This
would permit access to Mercury IT Governance Center in the event that the
SiteMinder Policy Server is unavailable.

Netegrity SiteMinder Integration 9


7. For SSO mode:

a. In the server.conf file, modify the authentication mode as shown below. This allows
exclusive SiteMinder authentication for the Mercury IT Governance Center users.
com.kintana.core.server.AUTHENTICATION_MODE=SiteMinder

b. In the server.conf file, specify use of SSO as shown below:


com.kintana.core.server.SINGLE_SIGN_ON_PLUGIN=com.kintana.sc.security.au
th.SiteMinderSingleSignOn

c. Stop, then restart the Mercury IT Governance Server.

When both the SiteMinder Web Agent and Mercury IT Governance Web Server
Module are installed on the external Web server, the SiteMinder Web Agent always
takes precedence for requests in the form of /itg/*.

Step Two: Configure Mercury IT Governance Center Users


To configure Mercury IT Governance Center users to authenticate using SiteMinder, complete the
following steps:

1. Ensure that the usernames for Mercury IT Governance Center users match those used by
SiteMinder.

2. Ensure that Mercury IT Governance Center users have been set up to use SiteMinder
authentication.

In SSO mode, users will be locked out of Mercury IT Governance Center if their
authentication is set to anything other than SiteMinder.
If that situation arises, revert to the server.conf file created in step 5 on page 9.
Then make the necessary changes to the user accounts before resetting the
authentication mode in the server.conf file.

Netegrity SiteMinder Integration 10


Step Three: Configure Netegrity SiteMinder Policy Server
Before configuring SiteMinder for use with Mercury IT Governance Center, ensure that the
Policy Server is working correctly and the User Directory to be used for Mercury IT Governance
Center authentication is properly configured. The SiteMinder Test Tool is useful for verifying that
the installation is functioning properly.
Configuring SiteMinder for Mercury IT Governance Center is the same as configuring any other
type of protected resource in SiteMinder. Use the SiteMinder Policy Server User Interface to
update the SiteMinder configuration entities as necessary. For both mixed and SSO mode, the
following standard SiteMinder configurations should exist: Host Configuration Object, User
Directory, Policy Domain, and Policy.

Additional Configuration for SSO Mode Only


For SSO mode, the following additional SiteMinder entities should be configured:
z A realm and associated rules for Mercury IT Governance Center
z Agent and Agent Conf Object

1. Configure a realm for Mercury IT Governance Center, and add two rules as shown in Figure 4
below. This figure shows a SiteMinder Policy Domain configured for two different realms
(for two different instances of Mercury IT Governance Center).
Note that the resource being protected must be /itg/*.

Figure 4. SiteMinder policy domain

Netegrity SiteMinder Integration 11


2. To enable SSO, the Cookie Domain and Cookie Provider URL must be defined in the Agent
Conf Object for the SiteMinder Web Agent that will authenticate Mercury IT Governance
Center Web requests. Cookies are used to track session and idle timeouts. The following
figure shows an example agent configuration object for an agent named porsche_itg,
integrated with Microsoft IIS on a host named porsche.myCompany.com.

For the CookieProvider, there are different syntaxes for different Web servers.
z For Microsoft IIS, Sun ONE, and Sun Java System:
http://<server.domain:port>/siteminderagent/SmMakeCookie.ccc

z For Apache:
http://<server.domain:port>/SmMakeCookie.ccc

Netegrity SiteMinder Integration 12


3. Although no specialized responses are required, it is important to understand that Mercury IT
Governance Center reads the information SiteMinder automatically injects into the HTTP
Request header.
Mercury IT Governance Center relies on the following user attributes:
z SM_USER
For an authenticated user, this is the user distinguished name (DN) as disambiguated by
SiteMinder. For an unauthenticated user, this is the user ID as specified by the user in the
logon attempt.
z SM_SERVERSESSIONID
This is the session ID of a user who has already authenticated, or the session ID that is
going to be assigned to the user upon successful authentication.
z SM_SERVERSESSIONSPEC
This is the user’s session ticket.
The following example shows the configuration for a timeout response.

Netegrity SiteMinder Integration 13


4. All other SiteMinder entities have no corresponding Mercury IT Governance Center settings.

Consult the SiteMinder documentation for configuration details for those entities.

Step Four: Restart SiteMinder


After making changes to SiteMinder’s Policy Server (using the SiteMinder Policy Server User
Interface), the Policy Server must be restarted. See the SiteMinder Policy Server Operations
Guide for more details.

Step Five: Restart Mercury IT Governance Center


After configuring Mercury IT Governance Center and SiteMinder as previously described, the
Mercury IT Governance Server must be restarted for the parameter changes to take affect. Restart
the Mercury IT Governance Server and log on. In SSO mode, SiteMinder should now be
controlling access to Mercury IT Governance Center and users should be logging on from a
SiteMinder authentication page. In mixed mode, users log onto Mercury IT Governance Center
and SiteMinder authentication is then performed.

Additional Notes
Logoff
If a user logs off Mercury IT Governance Center by using the Sign Out button, the SiteMinder
session is terminated. If the user attempts to access another SiteMinder-enabled application or
Mercury IT Governance Center again, the user is be prompted for username and password
information.

Disabled server.conf Parameters


The following server.conf parameters are ignored when SiteMinder is controlling access to
Mercury IT Governance Center.
z LOGON_TRIES_INTERVAL
z MAX_LOGON_TRIES

Netegrity SiteMinder Integration 14


This manual, and the accompanying software and other documentation, is protected by U.S. and
international copyright laws, and may be used only in accordance with the accompanying license
agreement. Features of the software, and of other products and services of Mercury Interactive
Corporation, may be covered by one or more of the following patents: United States: 5,511,185;
5,657,438; 5,701,139; 5,870,559; 5,958,008; 5,974,572; 6,137,782; 6,138,157; 6,144,962;
6,205,122; 6,237,006; 6,341,310; 6,360,332, 6,449,739; 6,470,383; 6,477,483; 6,549,944;
6,560,564; 6,564,342; 6,587,969; 6,631,408; 6,631,411; 6,633,912; 6,694,288; 6,738,813;
6,738,933; 6,754,701; 6,792,460 and 6,810,494. Australia: 763468 and 762554. Other patents
pending. All rights reserved.
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updated 03.31.05

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