What is needed
The claim types that can be configured for use within TechSmith Relay are the following:
- Email (required)
- User ID (required and must be globally unique in your IdP)
- First Name
- Last Name
- Display Name (recommended)
The claim types can vary, depending on what system you are using. These types might be xmlsoap schema, a defined name, or a urn:oid format. The most important part about the type is that you are defining in TechSmith's system the same format that is being sent from the IdP.
After setting up your Identity Provider, you need to configure your TechSmith instance to authenticate using SAML2. To do this you will need to create a basic TechSmith ID (if you don't already have one) and login to https://myaccount.techsmith.com
Set up process
Before moving forward TechSmith must provide your IDP administrator access.
Through a conversation with your customer success rep, you will be granted access to your organization's setup of your Identification provider. When this is done, you will see an Admin link at the top of the page at https://myaccount.techsmith.com
Click the Add Provider button. Choose SAML 2 from the dropdown list. You'll use your SAML endpoint as the SSO URL, and the login endpoint you created as the Sign In Endpoint URL. The signing certificate will be of the certificate installed IdP instance.
Following the saving of data in this page you will be presented with the following information from TechSmith:
- Provider Name
- Assertion Consumer URL
Test the Integration
We typically like to get on a short call with your team to test the integration. This is usually a short call where you attempt to login to the application and confirm that the application recognizes your user successfully logs in. If there are any issues we will be able to check logs and work with you to help address any problems.