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Software Processes

por Hend Khalid

Technology management

por Alejandra Rodriguez Vargas

BookMark

por clinzen software

Datatrans-inc.com

por DataTrans Solutions Inc

SSO(SAML) Integration

Back-end Setup

Event Level

Create Event>>Add Categories and Sub-categories>>Add fees to the category and sub-categories>>Enable 'Pre-load via SSO'>>Click on 'Manage SSO' button

Go to Advance Settings tab>>Integrations

Click on SAML Settings

Verify the mapping gets mapped proper i.e. Mapping between 1. Welcome page mapping 2. Attendee info page mapping 3. Category mapping 4. Sub-category mapping

Sub-category Mapping

Verify etouches user can select a SAML Attribute to map to sub-category then map the subcategory configured for the event

During registration, the Subcategory must match those that are setup within etouches for that event

If the subcategory options do not match or fail to pass through, the registration form will display an error of: You do not have permission to register for this event. Please contact the event organizer if you feel you have received this message in error. */contactinfo/*

Category Mapping

Verify etouches user can select a SAML Attribute to map to category, then map the selected SAML Attribute to the category configured for the event

Verify during registration, the Category must match those that are setup within etouches for that event

If the category options do not match or fail to pass through, the registration form will display an error of: You do not have permission to register for this event. Please contact the event organizer if you feel you have received this message in error. */contactinfo/*

Note : you can create a new error message to the eReg Event Level Language & Wording tab to allow it to be updated by the etouches user and translated.

Account Level

Settings>>Account Settings>>Integrations

Enable SSO and SAML

Click on 'Account Details' tab >> SAML Settings

Paste the downloaded XML file >> Click on Save and Stay>> Verify the IDP Metadata is entered proper

Verify the OKTA app URL is displaying proper or not when clicking Fetch/Update the metadata button

Verify the URL gets logged in to OKTA Website and redirects to the same page of the SAML integration of etouches

Verify the backend mapping gets mapped proper i.e. Username : Email

Login to OKTA URL

Click on 'Admin' button

Click on 'Add Application'

Click on 'Create New App'

Select the “SAML 2.0” option and then click on 'Create' button

Enter App name and click on Next

Enter valid SSO URL i.e.

Enter valid SP Entity id i.e.

“Attribute Statements” section, add three attribute statements: “FirstName” set to “user.firstName” “LastName” set to “user.lastName” “Email” set to “user.email”

Click on 'Next'

Enable 'I'm software vendor. I'd like to integrate my app with Okta

Click on Finish button

Go to Assignment tab>>Assign to People or Group

Go to Sign On tab>>Click on Identity Provider metadata

The xml file should get downloaded

Follow the 'Back-end' Setup for using xml file in eTouches

Note: If you are testing for different env then the SSO and Entity ID url will change accordingly(QA,Stage,Prod-iso and Prod)

Main topic

Front End(Public site,Admin,Direct Link and Event URL)

Verify by performing Public, Admin, directlink registrations where the mapped email address should auto-populate and should be grayed out.

Verify on the basis of the mapped category/sub-category, the registeration record page should display proper mapped category / sub-category

Verify the scenario's mentioned for "Category mapping and Sub-category mapping"

OKTA Setup

“Attribute Statements” section, add three attribute statements: “role" set to "user.role" “Email” set to “user.email”

Follow the same steps to the left(OKTA setup) till the Attribute Statements section