This article outlines the process of configuring SAML and STS settings for the InsideView Sales custom package in SAP C /4 HANA Cloud. If you'd like to get a peek into the InsideView security authentication overview, read the article InsideView Security Authentication Overview.
The instructions in this article describe how to configure SAML settings for allowing SAP C /4 HANA Cloud to access the InsideView Insights application. Only an SAP account administrator can complete this configuration.
Configuring SAML Settings for InsideView
|1||Go to the InsideView screen||Search and open any company account inSAP C /4 HANA. If you have not logged in with your user credentials, you will be prompted with the following screen:
If this is your first attempt to access InsideView, or you forgot your password or intend to set a new password, click the I Need a Password button.
Note: InsideView supports Single Sign-On (SSO) using SAML with a view to providing the ability to log in just once across all the applications and operating systems you need to access. If you're a user, request your administrator to configure SSO. If you are an administrator and want to configure SSO as a one-time setup for your team, click the here link in the above figure to learn more about the procedure to set up SSO.
|2||Change Password||Enter the email ID to reset or receive your new password.
|3||Submit||Click Submit. You will receive a link in your inbox to set your password.
|4||Sign in||Log in with your administrator user credentials.|
|5||Go to the InsideView Admin page||InsideView by default will ask account admin users to log in to InsideView with their username and password unless Single Sign-On (SSO) is enabled for SAP C /4 HANA.
Once the User Access configuration is complete, if you have not configured SAML connection endpoints that allow InsideView Sales to communicate with SAP C /4 HANA, the following message appears.
Click the Here link to open the InsideView Admin page on a new window.
|6||Go to the Single Sign-On page||When you click the Here link on the screen above, the InsideView Sales Admin page appears. Click Add SAML.
Note: You must add the SAML details to the InsideView admin page under the Single Sign-On tab on the screen above.
|7||Create a new SAML connection||To create a new SAML connection for SAP C /4 HANA, enter the following SAML details:
|8||Verify the SAML||Once the SAML connection is created, the SAML name and endpoint are visible as illustrated.
The STS details can be configured either by an SAP C /4 HANA administrator or a user who has received the STS information from the administrator for their account.
|1||Sign in||Log into SAP C /4 HANA with your administrator user credentials.|
|2||Go to the InsideView Admin page||
Once the SAML configuration is complete, if you have not configured STS details that allow SAP C/4 HANA to sync account data from InsideView Insights, the following message appears.
Click Next to enter STS information to allow InsideView Insights to communicate with your SAP C/4 HANA instance.
|3||Enter STS details||
Note: It is mandatory for you to enter STS credentials. Only then you can use the Update CRM functionality. Otherwise, you cannot use this feature and its benefit of syncing the accurate data from InsideView into your SAP C/4 HANA.
Once you have added the STS login details, click Submit to sync account data as illustrated below:
Once the STS details are configured for users, they can use the Update CRM feature.