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Tim Pragnell
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Update documents and screen shots for new external authentication and authorisation screens
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content/en/docs/2025.9/getting-started/on-premise/install-innovation-only/multiple-server-with-ha/installation/setup-gateway.md

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@@ -23,8 +23,8 @@ Log on to Gateway and run through the setup wizard:
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Password: `Adm1n1strat0r`
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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:
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* [Account Details]
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* [LDAP Connection]
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* [LDAP Authorisation]
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* [Authentication]
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* [Authorisation]
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1. Follow the steps in the setup wizard to configure the relevant areas:
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### Account Details
@@ -36,8 +36,9 @@ Log on to Gateway and run through the setup wizard:
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1. Change the Administrator password to a unique, secret password and click `Next Step`:
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{{< figure class="centre" src="/images/Gateway Setup3.png" title="Change Password Screen" >}}
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### LDAP Connection
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### Authentication
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1. Select the LDAP tab.
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1. Enter the details of your Active Directory server and provide a Username and Password for a user with read access to it:
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A connection to an Active Directory server must be established in order to assign authorisation rights to users.
@@ -49,9 +50,9 @@ Log on to Gateway and run through the setup wizard:
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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>.
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1. Click `Test Connection` to validate the connection and the user credentials entered and click `Next Step`.
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{{< figure class="centre" src="/images/Gateway Setup4.png" title="LDAP Connection Screen" >}}
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{{< figure class="centre" src="/images/Gateway Setup4.png" title="Authentication Screen" >}}
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### LDAP Authorisation
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### Authorisation
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1. If the authorisation grid fails to load first time round, click `Retry`.
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1. Assign access permissions to Active Directory groups:
@@ -67,7 +68,7 @@ Log on to Gateway and run through the setup wizard:
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1. Expand the groups or OUs, or search for the group or OU, to be assigned one or more roles.
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1. Check the relevant roles for each group. Checking a parent group will cascade the setting to all child groups.
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{{< figure class="centre" src="/images/Gateway Setup5.png" title="LDAP Authorisation Screen" >}}
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{{< figure class="centre" src="/images/Gateway Setup5.png" title="Authorisation Screen" >}}
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1. Click `Complete Setup` to commit the changes.
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1. To test the permissions, log out as Administrator and then log in as a user with `Studio` permissions.
@@ -78,7 +79,7 @@ Log on to Gateway and run through the setup wizard:
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[Account Details]: {{< ref "#account-details" >}}
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[Gateway Installation]: {{< url path="Cortex.GettingStarted.OnPremise.InstallInnovationOnly.MultipleServerWithHA.GatewayInstallationNew" >}}
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[LDAP Authorisation]: {{< ref "#ldap-authorisation" >}}
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[LDAP Connection]: {{< ref "#ldap-connection" >}}
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[Authorisation]: {{< ref "#authorisation" >}}
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[Authentication]: {{< ref "#authentication" >}}
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[supported web browser]: {{< url path="Cortex.GettingStarted.OnPremise.InstallInnovationOnly.MultipleServerWithHA.WebBrowserRequirementsNew" >}}
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[Post-Installation]: {{< url path="Cortex.GettingStarted.OnPremise.InstallInnovationOnly.MultipleServerWithHA.PostInstallation" >}}

content/en/docs/2025.9/getting-started/on-premise/install-innovation-only/single-server-without-ha/installation/setup-gateway.md

Lines changed: 9 additions & 8 deletions
Original file line numberDiff line numberDiff line change
@@ -23,8 +23,8 @@ Log on to Gateway and run through the setup wizard:
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Password: `Adm1n1strat0r`
2424
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:
2525
* [Account Details]
26-
* [LDAP Connection]
27-
* [LDAP Authorisation]
26+
* [Authentication]
27+
* [Authorisation]
2828
1. Follow the steps in the setup wizard to configure the relevant areas:
2929

3030
### Account Details
@@ -36,8 +36,9 @@ Log on to Gateway and run through the setup wizard:
3636
1. Change the Administrator password to a unique, secret password and click `Next Step`:
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{{< figure class="centre" src="/images/Gateway Setup3.png" title="Change Password Screen" >}}
3838

39-
### LDAP Connection
39+
### Authentication
4040

41+
1. Select the LDAP tab.
4142
1. Enter the details of your Active Directory server and provide a Username and Password for a user with read access to it:
4243

4344
A connection to an Active Directory server must be established in order to assign authorisation rights to users.
@@ -49,9 +50,9 @@ Log on to Gateway and run through the setup wizard:
4950
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>.
5051
1. Click `Test Connection` to validate the connection and the user credentials entered and click `Next Step`.
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{{< figure class="centre" src="/images/Gateway Setup4.png" title="LDAP Connection Screen" >}}
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{{< figure class="centre" src="/images/Gateway Setup4.png" title="Authentication Screen" >}}
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54-
### LDAP Authorisation
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### Authorisation
5556

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1. If the authorisation grid fails to load first time round, click `Retry`.
5758
1. Assign access permissions to Active Directory groups:
@@ -67,7 +68,7 @@ Log on to Gateway and run through the setup wizard:
6768
1. Expand the groups or OUs, or search for the group or OU, to be assigned one or more roles.
6869
1. Check the relevant roles for each group. Checking a parent group will cascade the setting to all child groups.
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{{< figure class="centre" src="/images/Gateway Setup5.png" title="LDAP Authorisation Screen" >}}
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{{< figure class="centre" src="/images/Gateway Setup5.png" title="Authorisation Screen" >}}
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1. Click `Complete Setup` to commit the changes.
7374
1. To test the permissions, log out as Administrator and then log in as a user with `Studio` permissions.
@@ -77,8 +78,8 @@ Log on to Gateway and run through the setup wizard:
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1. [Post-Installation][]
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[Account Details]: {{< ref "#account-details" >}}
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[LDAP Authorisation]: {{< ref "#ldap-authorisation" >}}
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[LDAP Connection]: {{< ref "#ldap-connection" >}}
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[Authorisation]: {{< ref "#authorisation" >}}
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[Authentication]: {{< ref "#authentication" >}}
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[Install Web Application Server]: {{< url path="Cortex.GettingStarted.OnPremise.InstallInnovationOnly.SingleServerWithoutHA.InstallWebApplicationServerNew" >}}
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[supported web browser]: {{< url path="Cortex.GettingStarted.OnPremise.InstallInnovationOnly.SingleServerWithoutHA.WebBrowserRequirementsNew" >}}
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[Post-Installation]: {{< url path="Cortex.GettingStarted.OnPremise.InstallInnovationOnly.SingleServerWithoutHA.PostInstallation" >}}
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