SAML

Set up SAML

Okta

Follow this guide to configure a new SAML SSO application. You must create this connection first in order to generate details needed to set up the connection in the Recover Software. You will need to navigate back to this application to complete the final setup.

SAML Options

In order to successfuly configure SAML Options, you will need to provide the specific details from your IdP

NameRequiredSource
Connection NameYesArbitrary - Name this connection something relevant to your configuration
Sign-In URLYesIdP
Log in Button Display NameNoArbitrary - this will present as the login button for your users
Log In Button Favicon URLNoArbitrary - This must be a public URL for the custom login button
MappingsNo

IdP

This can support custom configurations

Signing CertificateYesIdP

Configure SAML (UI)

Once you have created your new connection in Okta, you can navigate to the Recover Software's Admin Settings

  1. Select Security > Authentication in the Admin Settings Menu
  1. Click Single Sign-On (SSO)

  1. Choose the SAML Option
  2. Click Configure

Once your configuration is complete you should see the confirmation and the SSO type configured

Complete the IDP configuration

  1. Navigate to the Admin Settings

  2. Select Security > Authentication

  3. Locate the Single Sign-On Option and click Manage

  4. Details will be presented to you that are required to complete the setup in your IdP

Azure

Follow this guide to configure a new SAML SSO application in Azure Active Directory. You must create this connection first in order to generate the details needed to set up the connection in the Recover Software. You will need to navigate back to this application to complete the final setup.

SAML Options

In order to successfully configure SAML Options, you will need to provide the specific details from your IdP

NameRequiredSource
Connection NameYesArbitrary - Name this connection something relevant to your configuration
Sign-In URLYesIdP (Azure AD) — found in the Set up section (Login URL)
Log in Button Display NameNoArbitrary - this will present as the login button for your users
Log In Button Favicon URLNoArbitrary - This must be a public URL for the custom login button
MappingsNoIdP - This can support custom configurations
Signing CertificateYesIdP (Azure AD) — found in SAML Signing Certificate section (Base64)

Configure SAML (UI)

Once you have created your new application in Azure AD, you can navigate to the Recover Software's Admin Settings

  1. Select Security > Authentication in the Admin Settings Menu
  2. Click Single Sign-On (SSO)
  3. Choose the SAML Option
  4. Click Configure

Once your configuration is complete you should see the confirmation and the SSO type configured.

Complete the IDP configuration

  1. Navigate to the Admin Settings
  2. Select Security > Authentication
  3. Locate the Single Sign-On Option and click Manage
  4. Details will be presented to you that are required to complete the setup in your IdP

API

These settings can be configured directly in the API Here

Logging in with your new connection

Once your have successfully configured your new connection, you will see the new option presented in your organization's sign in page. Use the new connection to sign in, rather than entering a username/password.

Removing a connection

You can remove a connection by navigating to the Admin Settings Security > Authentication page again and choose to Remove the connection.

Troubleshooting

The Recover Software provides a tool to view audit logs that can help you troubleshoot your connection.

  1. Navigate to the Admin Settings
  2. Choose Security
  3. Choose Authentication

This will provide a lens into authentication events from your IdP and can be a useful tool in diagnosing configuration issues.

API

These settings can be configured directly in the API Here

Logging in with your new connection

Once your have successfully configured your new connection, you will see the new option presented in your organizations sign in page. Use the new connection to sign in, rather than entering a username/password.


Removing a connection

You can remove a connection by navigating to the Admin Settings Security > Authentication page again and choose to Remove the connection.


Troubleshooting

The Recover Software provides a tool to view audit logs that can help you troubleshoot your connection.

  1. Navigate to the Admin Settings
  2. Choose Security
  3. Choose Authentication

This will provide a lens into authentication events from your IdPand can be a useful tool in diagnosing configuration issues.


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