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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

  1. Workflow for this ticket type.

Rw step

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

Rw step

Customer provides:

  1. Identify Provider (IDP) Metadata.

  2. Test user for the SSO testing.

Rw step

Docupace SRE configures the SAML site with the Identity Provider (IDP) Metadata.

Rw step

Docupace Business Analyst creates a test user provided by the Customer that matches the username in IDP.

Rw step

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

Rw step

Customer tests the SAML integration using Service Provider URL provided by Docupace. This testing Testing of SAML integration confirms that the configuration at both ends has been completed successfully for both Service Provider and Identity Provider initiated by SSO.

Info

Important: If the test 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 and Docupace SAML experts will test the integration in the real-time environment. Testing in the real-time environment , which can troubleshoot the SAML configuration. As a result, experts will determine whether they need to involve professional services.

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