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Note: Please get acquainted with this instruction to successfully set up SAML for Docupace. Proceed on the next steps if you have all the preferred professional services mentioned below. Otherwise, request the professional services to create a Change Request (CR) for the aspects of this configuration that are custom to the custom configuration on your specific requirements.

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Rw ui steps macro
Rw step

The Client provides Docupace with name of Identity Provider (IDP) for setting it up.

Rw step

Docupace Professional Services (or Support) creates a ticket with:

  1. Ticket Type: “ Task.”

  2. Ticket Description: “ Configure SAML for X site.”
    For more information, view the JIRA Workflow for this ticket type.

Jira workflow

Jira workflow

Rw step

Docupace sets up the a site for SAML and then sends the site URL to the SAML site. From the SAML site, where customer the Customer can download the Service Provider (SP) Metadata.

Rw step

The Customer provides:

  1. Identify Provider (IDP) Metadata.

  2. Test user for the SSO testing.

Rw step

Docupace SRE Site Reliability Engineering (SRE) team in Docupace configures the SAML site with the Identity Provider (IDP) Metadata.

Rw step

Docupace Business Analyst (BA) creates a test user provided by that the Customer that matches provides.

Tip

Tip: Test user must match the username in IDP.

Rw step

Docupace informs the Customer when the SAML setup is completed and then complete. Then, Docupace provides the URL for Service Provider (SP) initiated by Identity Provider (IDP).

Rw step

Customer tests the SAML integration using the Service Provider URL provided by Docupace.

Tip

Tip: Testing

of

the SAML integration confirms that the configuration at both ends has been completed successfully for both Service Provider and Identity Provider initiated by SSO.

Infonote

ImportantTroubleshooting: If the test testing fails after accomplishing all the preferred actions, schedule a meeting between Docupace and the Customer's Identity Prover’s experts. During that meeting, the Customer’s experts Customer and Docupace SAML experts will test the integration in the real-time environment , which that can troubleshoot the SAML configuration. As a result, experts will determine whether they need to involve professional services or not.