Set up the instance for ADFS

After you set up ADFS 2.0 or 3.0, set up the instance and SAML 2.0 settings to work with ADFS.

Before you begin

Role required: admin

Procedure

  1. If not already active, contact Technical Support to activate the SAML 2.0 Single Sign-On plugin.
  2. Configure SAML 2.0, but when you install the IdP certificate, attach the PEM certificate you created when you Set up ADFS for SAML.
  3. Click Save.
  4. Verify that the Issue and Subject fields have values and that there are no errors. If an error occurs, open the saved PEM formatted certificate in Notepad and copy and paste the certificate into the PEM Certificate field.
  5. Verify that the SAML2SingleSignon_update1 installation exit is active.
  6. Continue the SAML 2.0 configuration.
    Note: When a certificate is updated on the ADFS server, you also need to upload an updated certificate to the instance.