The following information describes how to configure SAML SSO in the Identity Provider (IdP) of your choice. These are general instructions, and should be used in conjunction with your IdP documentation.

Configure SSO in your IdP

  1. In your IdP, create a connection (or connector) for iManage. For detailed instructions, see your IdP documentation.

  2. Depending on your IdP, select one of the following options to copy or download information from iManage Control Center.

    1. Copy the information from iManage Control Center and paste it into your IdP configuration.

      Figure: Copy option to copy information from iManage Control Center

    2. Your IdP may also support the import of this information from an XML file.

    3. To download a file with this information from iManage Control Center,  browse to Network & Security > Single Sign-On (SSO), then select Download XML in the Service Provider Settings section.

    4. Figure: Download XML option in iManage Control Center

  3. Import the XML file, or configure the following information into your IdP. For detailed instructions, see your IdP documentation.

    NOTE:

    If you import the settings from an XML file, these settings should automatically be populated in your IdP configuration. Confirm the information is correct.

  • Assertion Customer Service (ACS) URL: Enter the SAML consumer URL from iManage Control Center.
    For example: https://<domain>/auth/api/v1/customers/1/saml/login/callback
  • Entity ID: Enter the SAML service provider metadata URL from iManage Control Center.
    For example: https://<domain>/auth/api/v1/customers/1/saml/metadata
  • Attribute Statements:
    • Name: http://schemas.xmlsoap.org/ws/2005/05/identity/claims/name
    • Value: Select the format which matches the User ID values in iManage. This allows the IdP to match its users with those in iManage.
  • After you've configured your IdP, download the Federation XML metadata file from your IdP as described in your IdP documentation, and then continue to Enable SAML SSO.