Configuring › How to Configure CA Workflow › Set Up Automatic Login (External Authentication)

Set Up Automatic Login (External Authentication)

To automate the login process for CA Workflow Worklist tasks when working with change orders, requests, incidents, problems, and issues, you can set up automatic login. When you use automatic login, you will not have to enter a userID and password when you click a Worklist link. Automatic login uses your Windows operating system domain credentials to log in to the Worklist.

Note: For automatic login to work correctly, the user does not have to be included in the Workflow Administrators, Workflow Process Initiators, or Workflow SuperUser groups in CA EEM. These groups provide different access levels to users logged in to the Workflow Design Environment.

To set up automatic login for Worklist tasks (Windows only)

1. Install and configure CA Workflow.
2. Configure Worklist and Workflow Manager for automatic login.
3. Configure CA EEM to reference an external directory (for example, Microsoft Active Directory) to authenticate users. For information, see your CA EEM documentation.

   Note: A user must have a CA EEM user record, as well as a matching valid CA SDM contact record for the same user account, to access the Worklist and for Automatic Login to work correctly. For an item to appear in the Worklist, and to take advantage of the Workflow Administrators, Workflow Process Initiators, and Workflow SuperUser groups in CA EEM, a valid CA EEM user record is needed.

4. Log in to CA SDM.
5. Click the Administration tab.
6. In the tree on the left, click Options Manager, CA Workflow.

   The Options List appears.

7. Verify that the user name in cawf_username and password in cawf_password is a valid user on the domain set up in CA EEM. If not, use CA EEM to add the user to the domain.

   Important! In the Options Manager, the values in cawf_username and cawf_password are set based on the values specified for the privileged user name and privileged user password when configuring CA SDM after the installation. If the privileged user specified during the CA SDM configuration is not available when CA EEM is configured to reference the external directory, automatic login will not work. In this situation, use CA EEM to add the user to the domain, or change the information in cawf_username and cawf_password to include a valid domain user set up in CA EEM.

8. Log in to CA SDM and create a change order, request, incident, problem, or issue with the appropriate category.

   Note: Make sure the category is configured to use CA Workflow and has a CA Workflow definition attached to it before creating the change order, request, incident, problem, or issue.

   You will now be able to click a link in the Worklist and log in without being asked for a userID and password.

More information:

Configure Workflow Design Environment for Automatic Login