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 Configuration > Integrations > App Registration.
In the App Registration plugin, select New app registration.
In the Create Application Registration pop-up, choose Web application and Continue.
In the app registration:
Enter a name
As Grant type select Client Credentials.
Confirm with Save.
Copy the Application (Client) ID and Client Secret.
Go to DocuWare Configuration > General > User Provisioning.
Activate the option Enable User Provisioning.
In the dropdown Identity Provider select Ping.
In the dropdown Application Registration select the app registration you have created in the plugin App Registrations before (Ping SCIM Integration) and Save.
Copy the URLS:
SCIM BASE URL
Oauth Token Request
Configuring PingOne
Create an account from Identity Security for the Digital Enterprise and start your free trial.
If you don’t have an environment, select Create new environment and Return to Environments Page. After this, proceed with step 3.
If you already have an environment, navigate to home screen, select your environment and go to step 7.Click on the “+” button to add an environment.
Select Customer Solution and click Next.
Click Next.
Enter environment name, leave the default values in the rest of the fields and click Finish.
In the environment select Integrations > Provisioning.
Click on the button + to create a new connection.
Select Identity Store as connection type
Select SCIM Outbound and select Next.
Enter a name for the connection and click Next.
Select Client credentials authentication:
in OAuth Client ID paste the Client ID copied from 4.a in section Configuring DocuWare
in OAuth Client Secret paste the Client Secret copied from 4.b in section Configuring DocuWare
in SCIM BASE URL paste the value copied from 10.a
in OAuth Token Request paste the value copied from 10.b
Enter the connections settings you see on screenshot below:
13. Enable the created connection through the toggle button.
Select the tab Rules
Click on the + button to create a new rule
Enter a name for the rule and click on Create Rule.
Select Target and add the connection as target
Click Save.
Select User Filter and click on the Edit button
For attribute select Population Name, Operator - Equals, Value - Default. Then Save.
Select Attribute Mapping and then click on the edit button
Delete all of the mappings except the required mapping Username to userName and the optional Email Address to workEmail. Click Save.
Enable the rule through the toggle button.
Provisioning configurations are all set and you can continue with using it!
Provisioning users
Navigate to Directory > Users and click on the button “+” to add a new user.
Enter the user’s data, for Population select Default and click Save. Then the user will be provisioned in DocuWare. You can provision existing users when you move them to the Default population.