File: README.txt

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zope-ldapuserfolder 2.2-2
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README for the Zope LDAPUserFolder Product

  This product is a replacement for a Zope user folder. It 
  does not store its own user objects but builds them on the 
  fly after authenticating a user against the LDAP database.


  **How to upgrade**

    Upgrading entails not only unpacking the new code, you
    should also delete and recreate all LDAPUserFolder
    instances in your Zope installation to prevent errors.


  **Custom login page**

    Cookie support has been removed for version 2.0 of the LDAPUserFolder.
    If you want cookie authentication I recommend installing the 
    CookieCrumbler product alongside the LDAPUserFolder to handle all
    your cookie needs.


  **Limited non-ASCII character support**

    If your version of python is unicode-enabled (versions after
    1.6) the product will now let you use the full Latin-1
    character set within LDAP attribute values and handle them
    correctly.

    The exception to this rule is the Distinguished Name (DN) of
    a record and all its elements. This means the attribute you
    chose as RDN-attribute (cn or uid) must contain only ASCII-
    characters, as well as all other attributes that are contained
    in the DN, such as ou or o or dc etc.

    **Note**: The UTF-8 encoding will not work with OpenLDAP 1.x


  **Why does the LDAPUserFolder not show all my LDAP groups?**

    According to feedback received from people who use Netscape
    directory products the way a new group is instantiated allows
    empty groups to exist in the system. However, according to 
    the canonical definition for group records groups must always
    have a group member attribute.
    The LDAPUserFolder looks up group records by looking for group 
    member entries. If a group record has no members then it will
    be skipped. As said above, this only seems to affect Netscape
    directory servers.
    To work around this (Netscape) phenomenon add one or more 
    members to the group in question using the tools that came with
    the directory server. It should appear in the LDAPUserFolder
    after that.


  **Why is my site dog-slow all of a sudden?**

    If you run the following configuration...
    
      o python-ldap2.0.0pre1-4

      o LDAP server and Zope on the same machine

    you might run into unexpected slowdowns. This is due to a bug in
    python-ldap. Consult the following URL for help::

      http://www.geocrawler.com/archives/3/1568/2002/6/0/9027164/


  **Note about multi-valued attributes**

    While the record management in the Zope Management Interface 
    allows handling of multi-valued attributes user objects themselves
    will not contain the full number of these attributes. I made the
    design decision to only only expose the first value for any
    multi-valued attribute because having user attributes that are
    sequences is unprecedented and carries the risk of breaking a 
    lot of unrelated code that works with the user object. There is 
    also no canonical way of encoding such a sequence like it is being
    done in the LDAPUserFolder ZMI views (it is being turned into a 
    semicolon-separated string), so even doing it that way would be
    unexpected for code outside of the LDAPUserFolder itself.


  **Why use LDAP to store user records?**

    LDAP as a source of Zope user records is an excellent 
    choice in many cases, like...

    o You already have an existing LDAP setup that might store
      company employee data and you do not want to duplicate 
      any data into a Zope user folder

    o You want to make the same user database available to 
      other applications like mail, address book clients,
      operating system authenticators (PAM-LDAP) or other 
      network services that allow authentication against
      LDAP

    o You have several Zope installations that need to share
      user records or a ZEO setup

    o You want to be able to store more than just user name
      and password in your Zope user folder

    o You want to manipulate user data outside of Zope

    ... the list continues.


  **Requirements**

    In order for this product to run you will need to provide the 
    following items:

    * a working LDAP server (see http://www.openldap.org/)

    * the python-ldap module (see http://python-ldap.sourceforge.net/)


  **Tested Platforms**

    This version of the LDAPUserFolder has been written on and for 
    Zope 2.4.0 and up. I am not going to support earlier versions of
    Zope with my product. I have run the LDAPUserFolder successfully
    on...

      - Zope 2.4-series
      - Zope 2.5-series
      - Zope 2.6-series

    For the Zope 2.3 series you might want to look at a different set
    of products, namely the LDAPLoginAdapter and the LDAPUserManager. 
    These products are not officially supported anymore but they were
    written on and for the Zope 2.3.x series. You can find more
    information at: http://www.dataflake.org/old_stuff

    If you are looking for a similar solution for a pre-2.3.0-site 
    see http://sourceforge.net/projects/zldapadapter/ for the 
    LDAPAdapter. The LDAPAdapter, written by Ross Lazarus and Soren Roug,
    formed the basis for the LDAPUserFolder.

    This product is platform-independent except for its reliance on 
    the python-ldap module. If you cannot compile or find a python-
    ldap module suitable for your platform the LDAPUserFolder 
    will not work.


  **The LDAP Schema**

    Your LDAP server should contain records that can be used as user 
    records. Any object types like person, organizationalPerson, 
    or inetOrgPerson and any derivatives thereof should work. After a
    small code change records of type posixAccount should work
    correctly as well.
    The LDAPUserFolder expects your user records to have at least the 
    following attributes, most of which are required for the 
    abovementioned object classes, anyway:

    * cn (Canonical Name)

    * userPassword (the password field)

    * objectClass

    * whatever attribute you choose as the username attribute

    * typcial person-related attributes like sn (last name), 
      givenName (first name), uid or mail (email address) will make 
      working with the LDAPUserFolder nicer

    Zope users have certain roles associated with them, these roles
    determine what permissions the user have. In LDAPUserFolder-speak, 
    roles are embodied in Groups.

    Group records can be of any object type that accepts multiple 
    attributes of type "uniqueMember" and that has a "cn" attribute.
    One such type is "groupOfUniqueNames". The cn describes the 
    group / role name while the uniqueMember attributes point back 
    to all those user records that are part of this group.

    For examples of valid group- and user-records for LDAP please
    see the file SAMPLE_RECORDS.txt in this distribution. It has 
    samples for a user- and a group record in LDIF format.

    It is outside of the scope of this documentation to describe the 
    different object classes and attributes in detail, please see 
    LDAP documentation for a better treatment.


  **Things to watch out for**

    Since a user folder is one of these items that can lock users out 
    of your site if they break I suggest testing the settings in some 
    inconspicuous location before replacing a site's main acl_users folder 
    with a LDAPUserFolder.

    As a last resort you will always be able to log in and make changes 
    as the superuser (or in newer Zope releases called "emergency user") 
    who, as an added bonus, can delete and create user folders. This is 
    a breach of the standard "the superuser cannot create / own anything" 
    policy, but can save your skin in so many ways.