Setting up single-login access to Admin UI and Cleo Portal

You can configure your system to allow users to log in one time to access both the Web Admin UI and the Cleo Portal UI.

Note: This section applies to the Cleo Harmony and Cleo VLTrader applications only.
Before you begin, you must have a secure port configured for your Local Listener (see Configuring a Local Listener for HTTP), a resource path for Cleo Portal set (see Local Listener Web Browser Service), and admin users available and enabled on your system (see Cleo VLNavigator User Tab.)

Once your system is properly configured, admin users can log in to Cleo Portal via HTTPs, enabling the drop-down menu used to toggle between User mode (Cleo Portal) and Admin mode (Cleo Harmony or Cleo VLTrader).

  1. Set up a VLNav connector host.
    1. Go to Hosts > Templates.
    2. Open the Generic folder, right-click the Generic VLNav template, and select Clone and Activate.
      The VLNav host is added to the Active tab.
    3. Enter a name for your new VLNav connector in the Host Alias field.
    4. Click Apply to save your work.
  2. Create a new Users host.
    1. If you do not already have an active Users host, go to the Templates tab, open the Generic folder, right-click the Generic Users template, and select Clone and Activate.
      The Users host is added to the Active tab.
    2. Right-click the Users host and select New User Mailbox.
      The New User Mailbox dialog box appears.
    3. Specify an alias for your mailbox and click OK to dismiss the dialog box and display the Login tab.
    4. On the Login tab, select Connector Host from the Authentication > Type field.
    5. Enter a value in the Authentication > Authenticator field.
      This value should be in the format scheme:alias, where the scheme is VLNav and the alias is host you created above.
    6. Optionally, click List Users to view a list of admin users who belong to this group.
    7. Click Apply.
  3. Log in to Cleo Portal as one of the users you just configured.
    In the upper-right corner of the page, there is a pull-down menu you can use to toggle between User mode (Cleo Portal) and Admin mode (Cleo Harmony or Cleo VLTrader).
    Note: If you disable all protocols in the Users Privileges tab, an admin that logs into Cleo Portal is immediately redirected to the Web Admin UI and the toggle is not available.
For information about using SAML with Cleo Portal users, see SAML configuration.