DocBits- IDP for Infor ERP
HomeAppStatusAPI
🇩🇪 Deutsch
🇩🇪 Deutsch
  • Grundlagen und Überblick
    • DocBits
      • Hauptmerkmale von DocBits
    • Architektur
      • DocBits Infor On-Premise-Kunde
      • Zertifizierungen
    • Infor Infrastruktur
    • Release-Notizen
  • Endnutzer und Partner Bereich
    • Endbenutzer Abschnitt
      • Dashboard
        • Dashboard-Tools
        • Dokumentenzusammenführung
        • Dokumentenstatus
        • Dokumente filtern
        • Übersicht der hochgeladenen Dokumente
        • Aufgabenzähler
        • Validierte extrahierte Felder
        • Dokument-Flow
        • Best Practice
        • Tastenkombinationen
      • Aufgaben
      • Advance Shipment Dashboard
      • Dashboard für Bestellungen
      • Dashboard für Rechnungen
      • Shipment Order Dashboard
      • Benutzerkonfigurationsoptionen
      • AI-Tabelle
        • AI-Tabellen-Tags
      • Validierungsbildschirm
        • Unscharfe Daten
        • QR-Codes
        • Tastenkombinationen
      • Zweck und Verwendung
      • Bestellabgleich
        • Automatischer Bestelldatenabgleich
        • Lieferanten-Artikelnummern-Zuordnung
        • Tastenkombinationen
      • Buchhaltung für Kostenrechnungen und indirekte Verkäufe
      • Wie man Dokumente importiert
        • FTP
        • Manueller Import
        • Webhook
        • E-Mail
          • IMAP
          • OAuth Office365
      • Technischer Support in DocBits
        • Ticket erstellen
        • Hilfe-Symbole
      • Kurs
        • Einführung
        • Dashboard
        • Validierte Dokumente
        • AI-Tabelle
        • Master-Bestellabgleich mit DocBits
      • Unser Dokumenten-Prioritätssystem
      • Lieferantenportal
        • Lieferantenregistrierung
        • Lieferantenstatus
      • Ressourcen und Support
        • Benutzersupport
    • Partnerbereich
      • Rechnungsautomatisierungstests mit DocBits
  • Administration und Einrichtung
    • Einstellungen
      • Globale Einstellungen
        • Firmeninformationen
        • Gruppen, Benutzer und Berechtigungen
          • Benutzer
            • Benutzerdetails bearbeiten
            • Admin-Privilegien
          • Unterorganisationen
            • Wie man eine Unterorganisation erstellt
          • Gruppen und Berechtigungen
            • Zweck und Verwendung
            • Gruppen hinzufügen/bearbeiten
            • Berechtigungen aktivieren
            • Zugangskontrolle
            • Fehlerbehebung
        • Best Practices
        • Integration
          • API-Schlüssel
          • API-Aufrufe und Beispiele
          • API-Schlüsselverwaltung
          • Konfiguration von Single Sign-On (SSO)
          • Konfiguration des Identitätsdienstanbieters
          • Best Practices
          • Fehlerbehebung bei häufigen Problemen
        • Dokumenttypen
          • Layout Manager
            • Navigieren im Layout-Manager
          • Document Sub Types
          • Table Columns
          • Fields
            • Hinzufügen und Bearbeiten von Feldern
          • Model Training
          • Regex
          • Script
          • EDI
          • Weitere Einstellungen
            • Zweck und Verwendung
            • Best Practices
            • Fehlerbehebung
            • Erkennung von doppelten Dokumenten
            • Genehmigungsstempel
            • Lieferantenartikelnummernkarte - Administrationsdokumentation
            • Einstellungen zur Toleranz von Bestellungen / Zusätzliche Toleranz für Bestellungen
            • Bestellung deaktivieren Status
            • Auftragstabelle im Layout-Builder
            • Automatische Prüfung auf PO-Aktualisierungen
            • Berechnung des PO-Einzelpreises
            • Export nicht übereinstimmender PO-Zeilen
          • e-docs
            • e-SLOG 1.6 und 2.0
        • Email Notification
        • Custom Filters
        • Integration
          • API Calls and Examples
        • Dashboard
      • Dokumentenverarbeitung
        • Dokumentenablauf
        • Import
        • Regelmanager
        • Ocr Settings
        • Klassifizierung und Extraktion
          • Tabellenextraktion für Kostenelemente
          • Automatische Erfassung des Steuercodes
        • Master Data Lookup
        • List Of Values
        • Export
        • Module
          • Anmerkungsmodus
          • Approval Before Export
          • Doc Scan
          • Doc Script
          • IDM ACL Updater
          • Swiss QR Code
        • Entscheidungsbäume
      • Log Einstellungen
        • Aufgabenverwaltung
        • Daten Synchronization
      • API Lizenzen
      • Lieferanten Einstellungen
        • Generelle Lieferanten Einstellungen
        • Email Vorlagen editieren
        • Export Konfiguration für Lieferanten Portal M3
      • Cache Management
    • Workflow
      • When
        • Card description
        • Document Operator for Sub-Organizations
        • Document Type Operation
      • And
        • Assigned User Condition
        • Checkbox Field Condition
        • Checkbox
        • Combined Price of Quantity Difference
        • Compare two fields
        • Compare with Purchase Order
        • Confirmed Delivery Date
        • Docfield is
        • Document Field Comparison
        • Document Field
        • Document Status Condition List
        • Document Type Operation one of
        • In Order Confirmation Purchase Order
        • Single Assigned User Condition
        • Single Document Status Condition
        • Supplier on Invoice
        • Text in field
        • Unit Price Combined with Fields
      • Then
      • Workflow Description: Conditional Export Trigger
      • Workflow Documentation
      • Standard Workflow
        • Above Max Amount
        • Cost Invoice - Export
        • Less than Max Amount
        • Purchase Invoice - 2nd Approval Quantity Export
        • Purchase Invoice - 2nd Approval Quantity
        • Purchase Invoice - 2nd Approval Unit Price Export
        • Purchase Invoice - 2nd Approval Unit Price
      • Material Ordering and Processing Workflow
    • Setup
      • Document Types
        • EDI Data Transformation Process
        • Layout Builder
        • Origin Layouts
        • Regex Manager
      • Document Training
        • Training Header Fields
        • Training Line Fields/Table Training
          • Adding New Columns
          • Advanced Settings
          • Defining Tables and Columns
          • Grouping Function
          • Manual Row Selection
          • Mapping Columns
          • Save and Delete Rules
      • Testing
        • PO Matching
        • Auto Accounting
          • LN
          • M3
      • Lieferantenportal
      • WatchDog Installation
      • SSO Configuration
  • Infor Integration und Konfiguration
    • Importing Master Data
      • Field Mappings
      • LN
        • Auto Accounting
        • Suppliers and Purchase Orders
        • Tax Codes
      • M3
        • Auto Accounting
        • Suppliers and Purchase Orders
        • Tabellenextraktion für Kostenelemente
    • Exporting in DocBits
      • Export Module
    • Exporting to INFOR
      • Creating a BOD Mapping File
      • Erstellen einer IDM-Mapping-Datei
      • Creating an ION API Endpoint
      • Creating an ION API File
      • Export to M3 Mapping (API)
      • Exporting to IDM
      • M3
        • M3 Configuration
      • LN
        • Exportieren von Steuercodes nach LN
        • LN Configuration
  • erweiterte funktionen und werkzeuge
    • Scripting in DocBits
      • Calculating Total Charges Script for Docbits
      • Calculating Total Charges Script for Docbits
      • Delete lines with empty quantity and amount
      • Formatting Export Certificate Reference Numbers Script for Docbits
      • Funktionen
      • Generating Extended Invoice Numbers Script for Docbits
      • Generating Extended Invoice Numbers Script for Docbits
    • Postman for DocBits
    • Importieren von Lieferanten- und Bestelldaten in DocBits aus CSV-Dateien
Powered by GitBook
On this page
  • Prerequisites
  • Get access to the Cloud and check your access
  • Open User Management for adding new Service Provider
  • Access the SSO SERVICE PROVIDER SETTINGS in DocBits
  • Export the SAML METADATA.
  • Add New Application in INFOR Ming.le

Was this helpful?

Edit on GitHub
Export as PDF
  1. Administration und Einrichtung
  2. Setup

SSO Configuration

PreviousWatchDog InstallationNextImporting Master Data

Last updated 1 year ago

Was this helpful?

Prerequisites

Required Information
Description

Login Details to Cloud

Credentials are mandatory for accessing the Infor Cloud environment. The user should have the roles "Infor-SystemAdministrator" and "UserAdmin".

Config Admin Details (DocBits)

You should have received an email from FellowPro AG with the login details for the DocBits SSO Settings page. You will need a login and password.

Certificate

You can download the certificate in DocBits under SSO Service Provider Settings

Get access to the Cloud and check your access

URL starts with https://mingle-portal.eu1.inforcloudsuite.com/<TENANT_NAME> followed by your personal extension

Choose the option Cloud Identities and use your login details

After login you will have access to the Infor Cloud. In this case we enter this page, but on the burger menu you will find access to all applications.

Open User Management for adding new Service Provider

On the right hand side of the bar menu, you will find the user menu and there you can access the user management

Then you need to select in the left hand side menu the option Security Administration and Service Provider.

You will see this window with the Service Providers.

Now click on the “+” sign and add our DocBits as Service Provider.

Access the SSO SERVICE PROVIDER SETTINGS in DocBits

  • Log in on URL https://app.docbits.com/ with the login details you received from us.

  • Go to SETTINGS (on top bar) and select INTEGRATION, under SSO Service Provider Settings you will find all the information you need for the following steps.

  • Download the certificate

Filling the Service Provider with the help of SSO Service Provider Settings in DocBits

Field
Value

Application Type

DEFAULT_SAML

Display Name

DocBits

Entity ID

See Entity ID under SSO SERVICE SETTINGS

SSO Endpoint

Copy the SSO URL from SSO SERVICE SETTINGS and paste it in the SSO Endpoint field.

Signing Certificate

Upload the appropriate .cer file you have downloaded in step 3c) from SSO SERVICE SETTINGS

Name ID Format and Mapping

email address

  • When you have filled out everything remember to save it with the disk icon above Application Type

  • Enter the service provider DocBits again.

  • Click on view the Identity Provider Information underneath.

Export the SAML METADATA.

File looks like this: ServiceProviderSAMLMetadata_10_20_2021.xml

Import the SAML METADATA in the SSO Settings.

Go to IDENTITY SERVICE PROVIDER SETTINGS, which is located under INTEGRATIONS in SETTINGS. Enter your Tenant ID (e.g. FELLOWPRO_DEV) and underneath that line you see the Upload file and the IMPORT Button, where you need to upload the previously exported SAML METADATA file.

  • Click on IMPORT and then choose the METADATA file that you have already downloaded from the SSO SERVICE PROVIDER SETTINGS

  • Click on CONFIGURE

Add New Application in INFOR Ming.le

Go to Admin settings

Click on ADD APPLICATION in the top right corner

Fill out all fields like on the following image but with your own SSO Url, don’t forget to choose an icon and click on SAVE.

Final Step

  • Log out of DocBits.

  • Go back to the burger menu in Infor and select the icon you just created.

  • And you will be taken to the Dashboard of DocBits.