Forms Portal Setup

asked on April 18, 2014

We have a customer that has purchased Forms, 10 Participant Licenses, and a Forms Portal. For one use case, they would like every citizen in the city to be able to register for tee ball. To me, this means the Portal can be used in their DMZ... great. They would like another user case for every employee inside the city network to be able to submit a time sheet to a public form. They also have a process where they will have area hospitals fill out HIPPA protected information using the 10 participant licenses from the outside. Is there a way to set this up so that they can use the portal on the outside, yet lookup data from the inside of their network (for the hospitals) as well as cover their employees submitting forms? Would we have to have the server sit internally and use NAT to route the traffic (not very secure)?

They are on Rio, and setting up servers isn't a big deal to them.

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replied on April 22, 2014

It sounds like you have the right idea for the first use case: you'll want to set up a server with an instance of Forms (with Forms Portal) in the DMZ to accommodate all potential submitters who would like to register for tee ball.

For the final use case with the hospitals, this is more of an IT-related question. You could likely share the Forms instance in the DMZ that was discussed for the first use case, but instead of making the process available to the public, you'd leave it as private and make sure to set up rights for your authenticated participants. You'll also need to make sure you have a way to allow the database and Forms server to communicate. Your IT staff should be able to set it up such that the web server is the only machine that can be forwarded through the necessary port. You can find more information on the Firewall Configurations and ports in the help files! The specific port numbers are at the bottom of the linked page, but the entire page contains really useful information. Check it out!

I'm having trouble understanding the second use case you mentioned. When you say "every employee inside the city network", are all of these employees going to have Laserfiche credentials? I also don't understand what you mean by "submit a time sheet to a public form". I'd like to point out that unless there's something that I'm missing in regards to this use case, you should be able to have all the use cases satisfied by the one forms server in the DMZ. Each process is published individually and each process can be set up with certain security to make sure that only the appropriate users are able to reach the form. With a little more information here, I can hopefully provide some more help.

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replied on April 23, 2014 • Show version history

When you say "every employee inside the city network", are all of these employees going to have Laserfiche credentials?

They have around 100 named users, but would like every employee to have access to the form. Some managers would need access to approve forms.

I also don't understand what you mean by "submit a time sheet to a public form".

Just meant submit a form with possible file attachment.

I'd like to point out that unless there's something that I'm missing in regards to this use case, you should be able to have all the use cases satisfied by the one forms server in the DMZ. Each process is published individually and each process can be set up with certain security to make sure that only the appropriate users are able to reach the form. With a little more information here, I can hopefully provide some more help.

Along the lines of transferring the secure data... Is there a way to encrypt this data back and fourth?

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replied on April 23, 2014

It sounds like the internal employees' form might need to be hosted on an internal server as to prevent external access to the form. If you'd like to maintain the single server in the DMZ as the only Forms server, you might be ok putting a link on an internal site, but that would still leave the (slim) possibility of external submitters finding the form by guessing the URL.

Forms is capable of encrypting data via SSL, as seen here in the help files.

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APPROVED ANSWER

replied on April 24, 2014

You can setup two Forms servers(one in the DMZ and the other within an internal network) to use same database, see this help page fore more information: http://www.laserfiche.com/support/webhelp/laserficheforms/9.1/en-us/forms/#ConnectingMultipleFormsServersToTheDatabase.htm

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