Configure SAML Authentication Automatically via the User Interface

Required User Role: Administrator

You can use this method to configure most types of SAML authentication via the Director user interface. If you encounter issues with this method (for example, when configuring Microsoft ADFS), try the module method described in Configure SAML Authentication via the SimpleSAML Module.

For more information about SAML authentication and SAML authentication options, see SAML Authentication.

Before you begin:

  • Save your identity provider SAML metadata file to a directory on your local computer.

To automatically configure SAML authentication for Director users:

  1. Log in to Director via the user interface.

  2. In the top navigation bar, click System > Configuration.

    The Configuration page appears.

  3. Click the SAML button.

    The SAML Configuration page appears.

  4. In the General section, confirm the SAML toggle is enabled.

    If you want to disable SAML authentication for Director users, click the toggle.

  5. In the Source drop-down box, select Import.

    The page updates to display additional options.

  6. In the Type drop-down box, select SAML 2.0 (e.g., Okta, OneLogin, etc.) or Shibboleth 1.3.
  7. Click Choose File and browse to the SAML metadata file from your identity provider.

    Note: The metadata file must match the Type you selected. If Director rejects the file, contact your identity provider for assistance.

  8. Click Submit. Director saves your configuration.

What to do next: