SSO and SMTP Installation Guide
  • 31 Jul 2024
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SSO and SMTP Installation Guide

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Article summary

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 Vertical?

Metadata Fields

Required fields for Vertical include Email, First Name, Last Name, & Employee ID


ESC

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