---
title: "SSO and SMTP Installation Guide"
slug: "sso-and-smtp-install-guide"
updated: 2024-10-17T14:12:05Z
published: 2024-10-17T14:12:05Z
canonical: "docs.revealdata.com/sso-and-smtp-install-guide"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# SSO and SMTP Installation Guide

# Introduction

This document contains the required information needed to set up the SMTP service for users to send emails from their own system and details on now to set up SSO.

## SMTP

The following details are required to set up SMTP:

- A user account to send notification mails from Reveal Hold
- SMTP Server address
- Port
- SSL flag enabled or not enabled
- From address and password

## SSO

The following details are required to set up SSO:

- SSO provider
- SSO Initiation method
- Protocol
- Metadata XML
- Certificates
- Metadata Fields

## SSO Details

| Item | Question | Responses | Comments |
| --- | --- | --- | --- |
| SSO Provider | ADFS, Okta, other? |  |  |
| SSO Initiation | SP or IDP? |  |  |
| Protocol | SAML 2.0 or OpenID? |  |  |
| Metadata | Is the metadata in XML format. Can it be shared? |  |  |
| Certificates | Will certificate be provided by Client or Reveal? |  |  |
| Metadata Fields | Required fields for Reveal include Email, First Name, Last Name, & Employee ID |  |  |