The Client provides Docupace with name of Identity Provider (IDP). Docupace Professional Services (or Support) creates a ticket with: Ticket Type: Task. Ticket Description: Configure SAML for “X” site.
For more information, view the JIRA workflow for this ticket type.
|  Jira workflow |
Docupace sets up a site for SAML and then sends the site URL to the SAML site. From the SAML site, the Customer can download the Service Provider (SP) Metadata. The Customer provides: Identify Provider (IDP) Metadata. Test user for the SSO testing.
Site Reliability Engineering (SRE) team in Docupace configures the SAML site with the Identity Provider (IDP) Metadata. Docupace Business Analyst (BA) creates a test user that the Customer provides. | Tip |
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Tip: Test user must match the username in IDP. |
Docupace informs the Customer when the SAML setup is complete. Then, Docupace provides the URL for Service Provider (SP) initiated by Identity Provider (IDP). Customer tests the SAML integration using the Service Provider URL provided by Docupace. | Tip |
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Tip: Testing the SAML integration confirms that the configuration at both ends has been completed successfully for both Service Provider and Identity Provider initiated by SSO. |
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