Agent Performance Management - Setting Up SSO on your own

[yogananda]

Hello everyone,

The purpose of this article is to demonstrate and explain how to setup SAML 2.0 Single Sign on for Agent Performance Management(Producer Pro). This will enable for Administrators to have the option of setting up Single Sign On on their own.

Let's configure Single Sign On on your own:

Log as Admin account, and navigate to the Admin Console

 

In the left sidebar, click Administrator --> Security. Security Settings page displays. From here you can review and change the most common settings.

In the left of the window, click Identity Provider Search, then in the section, click + to begin.

Select Name Id format from drop down (depends on your AD)

Entity ID: Enter your Domain name, including “https.”

Update Logout URL

Create a Attribute

Create a Attribute Name as NameID

Create a Entity Name as User

Assign the attribute created from above to UserId(Drag and Drop)

Upload Idp.xml

Click as per the order as shown below

Note: Be sure you have an userId which is matching in AD for testing the SSO login flow before enabling this setting. If you do not test that your SSO credentials are working correctly, you could be locked out of your account.

Troubleshooting Resources

Online & Browser Tools:

➢ Allows you to validate a SAML Response for Chrome (see example in next slide, FF uses SAML Tracer) – https://www.samltool.com/validate_response.php

➢ Allows you to debug your SAML based implementation (see example in next slide, it is a way to validate if all of the related entries are valid) –
https://chrome.google.com/webstore/detail/saml-message-decoder/mpabchoaimgbdbbjjieoaeiibojelbhm?hl=e...

➢ https://www.base64decode.org/  – Decode from Base64 format.

 

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