How to Configure SAML 2.0 for IPfolio - Inventors

Contents

• Supported Features
• Configuration Steps
• Notes

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Supported Features

The Okta/IPfolio V7 SAML integration currently supports the following features:

• IdP-initiated SSO
• JIT (Just In Time) Provisioning

For more information on the listed features, visit the Okta Glossary.

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Configuration Steps

1. Contact the IPfolio Support team and request that they enable SAML 2.0 for your account.

2. Attach the following IDP Metadata URL to your request:

   Sign into the Okta Admin dashboard to generate this value.

3. The IPfolio Support team will process your request and provide you with Login URL, Entity ID, Portal ID, Organization ID values.

4. In Okta, select the Sign On tab for the IPfolio app, then click Edit.

   • Enter the Login URL, Entity ID, Portal ID, Organization ID values into the corresponding fields.

   • Click Save:

   

5. Done!

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Notes

The following SAML attributes are supported:

Name	Value
portal_id	Comes from Portal ID field (step 4)
organization_id	Comes from Organization ID field (step 4)
siteurl	Comes from Entity ID field (step 4)
User.FirstName	user.firstName
User.LastName	user.lastName
User.Email	user.email
User.FederationIdentifier	user.userName