SSO Setup

 

Introduction

The single most important security safeguard for those tasks is the authentication of the user's identity. That is, the service provider must ensure that the person who's performing those tasks is the authorized user, not an imposter. That's where user IDs and passwords come into play as credentials to prove identity and as a prerequisite for authorized access to applications.

 

Within an enterprise, Single Sign-On (SSO) for all its applications in one login pass makes logistical and economic sense. Better yet, you can go a step further: implement federated identity and extend SSO across enterprises, thus reaping even more convenience and time savings for both organizations and users alike.  Both perpetual and SaaS users can now be automatically logged into SmartSolve© when they log into their network domain by configuring the SmartSolve© single sign-on feature. It can be activated for any users from the User Management Console. Configuration of the database, web.config file, IIS and SmartSolve© are required to enable this feature.  

 

Please see the SmartSolve Installation Guide for instructions on how to configure the database prior to setting up SSO from the User Management Console below.

 

User Rights

The following rights must be assigned to a user to manage or view SSO:

 

Rights

Description

APX_MANAGE

Allows the administrator to setup SSO.

 

APX_VIEW

Allows the user to access and view the SSO setup.

 

 

Please see Rights Groups to assign Rights Groups to users.

 

Global vs. Local

SSO Setup for actors can be setup from any organization and will apply to that actor for every organization to which they have access. You can manage SSO Setup for this actor from any organization after the actor has been added. For example, if you need to edit or delete the SSO Setup for the actor you can do so from the User Management Console in any organization.

 

How to Add SSO Setup

Please see your SmartSolve© Installation Guide for instructions on how to configure the WebConfig file to enable the single sign-on feature.

1.   Log into any organization.

2.   From the SmartSolve© tabs select Admin. Select SSO Setup from User Management.

The Single Sign-on Setup window displays.

3.   Select Action > Add from the main menu (or right click).

4.   Enter the information needed in the following fields:

Field

Instructions

Actor Code

Zoom from the Actor Code field to select single or multiple actors who need the SSO enabled.

 

Enable SSO

Check the Enable SSO check box to turn on the SSO for the selected Actor(s).

 

Domain

Enter the user’s network domain which activates the single sign on option for this actor in SmartSolve©.

 

Language

Select the language to be used when the actor logs into SmartSolve©.  Please see Working with Translations for more information about how to add more Translations to your SmartSolve© application.

 

Time Zone

Select the Time Zone which the system will default to when this actor logs into SmartSolve©. Please see Organizational Setup for more information about configuring Time Zones.

 

5.   Once all information is entered click the Save button.

SSO has now been setup for all actors identified. The actor will now be automatically logged into SmartSolve© under the specified language and time zone next time they log into their domain.

 

Managing SSO Setup Data

SSO setup can be edited, deleted and managed accordingly by an administrator.

 

How to Edit SSO Setup

1.   Log into any organization.

2.   From the SmartSolve© tabs select Admin. Select SSO Setup from User Management.

The SSO Setup list appears to the right of the console.

3.   Select the check box of the actor to edit then select Action > Edit  from the main menu (or right click).

4.   Edit any information for your SSO Setup.

5.   Click the Save button.

      All changes should now display.

 

How to Delete SSO Setup

1.   Log into any organization.

2.   From the SmartSolve© tabs select Admin. Select SSO Setup from User Management.

The SSO Setup list appears to the right of the console.

3.   Select the check box of the actor to delete then select Action > Delete from the main menu (or right click).

4.   Click the Save button.

      The SSO Setup has now been removed from the system.