This article outlines the process of configuring SAML and STS settings for InsideView Sales custom package in SAP Hybris Sales Cloud. If you'd like to get a peek into 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 Sales Cloud to access InsideView Sales 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 in SAP C4C. 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 I Need a Password button.
Note: InsideView supports Single Sign-On (SSO) using SAML with a view to providing the ability to login 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 C4C.
Once the User Access configuration is complete, if you have not configured SAML connection endpoints that allows InsideView Sales to communicate with SAP C4C, 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 in the screen above, the InsideView Sales Admin page appears. Click Add SAML.
Note: You must add the SAML details to InsideView admin page under the Single Sign-On tab in the screen above.
|7||Create a new SAML connection||To create a new SAML connection for SAP C4C, enter the following SAML details:
|8||Verify the SAML||Once the SAML connection is created, SAML name and endpoint is visible as illustrated.
The STS details can be configured either by an SAP C4C administrator or a user who has received the STS information from the administrator for their account.
|1||Sign in||Log into SAP C4C 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 allows SAP C4C to sync account data from InsideView Sales, the following message appears.
Click Next to enter STS information to allow InsideView Sales to communicate with your SAP C4C 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 it's benefit of syncing the accurate data from InsideView into your SAP C4C.
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.