If your organization uses PingOne to manage employee access to tools and services, you can utilize PingOne’s "Provisioning" feature to automatically provide your users with access to DocuWare via SCIM. This guide will walk you through the steps to configure both DocuWare and PingOne to set up provisioning for your organization.
Configuring DocuWare:
Go to DocuWare Configurations > General > User Provisioning.
In the User Provisioning plugin, activate the option Enable User Provisioning.
In the dropdown Identity Provider select Ping.
In the dropdown Application Registration select previously created app registration or click the Create Application Registration button.
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Write the Application Name:
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From the just created app registration copy the values of
Application (Client) ID
Client secret
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Click Done button.
Copy the URLs:
SCIM BASE URL
Oauth Token Request
Click Save.
Configuring PingOne
1. Create an account from here https://www.pingidentity.com/ and start your free trial
2. If you don’t have an environment, select Create new environment and Return to Environments Page, then go to step 3. If you already have an environment, navigate to home screen, select your environment and go to step 7.
3. Click on the + button to add an environment
4. Select Customer Solution and click Next
5. Click Next
6. Enter environment name, leave the default values in the rest of the fields and click Finish
7. In the environment select Integrations → Provisioning
8. Click on the button + to create a new connection
9. Select Identity Store as connection type
10. Select SCIM Outbound and select Next
11. Enter a name for the connection and click Next
12. Select Client credentials authentication:
1. in OAuth Client ID paste the Client ID copied from 5.a in section Configuring DocuWare
2. in OAuth Client Secret paste the Client Secret copied from 5.b in section Configuring DocuWare
3. in SCIM BASE URL paste the value copied from 11.a
4. in OAuth Token Request paste the value copied from 11.b
13. Make the configurations on the screenshot and click Save
14. Enable the created connection through the toggle button
15. Select the tab Rules
16. Click on the + button to create a new rule
17. Enter a name for the rule and click on Create Rule
18. Select Target and add the connection as target
19. Click on Save
20. Select User Filter and click on the edit button
21. For attribute select Population Name, Operator - Equals, Value - Default. Then click on the button Save.
22. Select Attribute Mapping and then click on the edit button
23. Adjust the mappings as follows -
Required mappings:
- Username → userName
- Email Address → workEmail
- User ID → externalId
- Enabled → active
Optional mappings:
- Family Name → familyName
- Given Name → givenName
Then click Save.
24. Enable the rule through the toggle button
25. Provisioning configurations are all set and you can continue with using it!
Provisioning users
1. Navigate to Directory > Users and click on the button + to add a new user
2. Enter the user’s data, for Population select Default and click on the button Save. Then the user will be provisioned in DocuWare. You can provision existing users when you move them to the Default population.
