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.
To set up Security Assertion Markup Language (SAML), stick to the following process:we follow this process.
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The Client provides Provide Docupace with the name of the Identity Provider (IDP) for setting it up.
Docupace Professional Services (or Support) creates a ticket with:
|  Jira workflow |
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Docupace sets up the a SAML site for SAML and then sends the site URL to it. From the SAML site, where customer you can download the Service Provider (SP) Metadata.
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Customer providesProvide Docupace with the following information:
IdentifyIdentity Provider (IDP) Metadata.
Test user in the IDP for the SSO testing.
Note: If you need to set up your connection before providing the metadata, the default configuration for a site is
Audience or Audience Restriction: https://host/sitename (URL without the
_ui)AssertionConsumerService: https://host/sitename_ui/samlCallback?client_name=default
The client_name value may be different if setting up multiple SSO connections.
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Example:
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Docupace SRE Site Reliability Engineering (SRE) team at Docupace configures the SAML site with the Identity Provider (IDP) Metadata.
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Docupace Business Analyst (BA) creates a test user provided by linked to the Customer that matches one that you provided in Step 3.
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Tip: The test user must match the username in IDP. |
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Docupace informs the Customer you when the SAML setup is completed and then complete. Then, Docupace provides the URL for the Service Provider (SP) initiated by the Identity Provider (IDP).
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Customer tests You test the SAML integration using the Service Provider URL provided by Docupace.
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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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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 and Docupace SAML experts will test the integration in the real-time environment, which can troubleshoot the SAML configuration. As a result, experts will determine whether they need to involve professional servicesDocupace will contact your Identity Provider to troubleshoot it along side their technical experts to adjust the configuration as needed. |