Step by step guide for Salesforce as IdP Configuration

Step 1: Setup Salesforce as Identity Provider

Log into Salesforce and go to Setup.
From the left pane, select IdentityIdentity Provider.
In the service provider section click on the Service Providers are now created via Connected Apps. Click here.
Enter Connected App Name, API Name and Contact Email.

Under Web App Settings, check the Enable SAML checkbox and enter the following values:

Entity ID	SP-EntityID / Issuer from Service Provider Info Tab
ACS URL	ACS (AssertionConsumerService) URL from Service Provider Info Tab
Subject Type	Username
Name ID Format	urn:oasis:names:tc:SAML:2.0:nameid-format:persistent

Now from the left pane, under Administration Setup, select Manage Apps » Connected Apps. Click on the App you just created.
Under Manage Profiles, Select the profiles you want to give access to log in through this app.
Under SAML Login Information, click on Download Metadata.
Open the downloaded file in some browser like chrome, firefox, IE and Search for "ds:X509Certificate" tab and copy the entire string under this tag. The string would be like this: "MII...."
Keep this certificate value handy for next steps.

Step 2: Setup Confluence as Service Provider

Now we will go through the steps to setup Confluence as a Service Provider using miniOrange add-on:

Confluence Flow Driven Setup (quick setup)

Flow Driven Setup

Step 1: Quick Setup

Select your IdP from the list and click on download. You will get redirect to Step by Step setup guide for SSO configuration. You can skip this setup too.
If you are unable to find your IdP in the list then please contact us.

Step 2: SP Info

This section contains Service Provider endpoints. Note down the following information. This is required for creating an application in IdP.

Step 3: Configure IdP

IdP can be configured using one of these methods.

By using Metadata URL:

Enter IdP Name, select URL option, enter metadata URL and click on import.

By using Metadata File :

Enter IdP Name, select File option, upload your IdP metadata file and click on import.

Using XML/Text :

Enter IdP Name, select XML/Text option, insert IdP metadata in the given text field and click on import.

Manual Configuration :

Enter following endpoints manually.

a. IDP Name

b. IDP Entity ID

c. Single Sign On URL

d. Single Logout URL

e. X.509 Certificate

Step 4: User Profile

Enter username attribute name & email address attribute name from IDP. If you are not sure about it then keep it as it is.

Step 5: Finish

It has few instructions for further plugin configurations like configuring user attributes. eg. name, groups etc

Configure Single Identity Provider (IdPs)

Configure Identity Provider

Step 1. Adding IDP settings in add-on

If you skip Quick setup, then you can configure your IdP using one of these 3 methods.

By Metadata URL:

Click on Import from Metadata in Configure IDP tab.
Select IDP: Import From Metadata URL .
Enter your metadata URL.
If your IDP changes certificates at intervals, you can select Refresh metadata periodically. Select 5 minutes for the best results.
Click Import.

By uploading Metadata XML file:

Click on Import from Metadata in Configure IDP tab.
Select IDP: Import from Metadata File.
Upload metadata file.
Click Import.

Manual Configuration:

Go to Configure IDP tab and enter the following details.

IDP Name

IDP Entity ID

Single Sign On URL

Single Logout URL

X.509 Certificate

Configure Multiple Identity Providers (IdPs)

Configure Multiple Identity Providers

Step 1: Add New IdP

Click on Add New IdP button given in the right topmost corner. You can configure IdP using one of these 3 methods.

Step 2: List of IdPs

Once the IdP endpoints are configured successfully, you will get to see list of all the IdPs.
You can edit Metadata endpoints using Edit option.
Click on Test to check your IdP response. It shows Test successful with set of attributes you configured in your IdP. You can perform Single Sign-On once the test is successful.
You can remove IdP from the list using Delete option.

Step 3: Single Sign On

Select your IdP from the list. It will redirect you to selected IdP login page.

Step 4 : Domain Mapping

Enable Domain mapping using Use Domain Mapping option.
Enter IdP domain name.

Note: For this feature you have to configure domain name for each and every IDP from the list.

Step 5: Single Sign On using Domain mapping

Enter user email address. It will check your domain name with the configured domain if it match then it will redirect you to the respective Identity Provider Login page.

Step 3: Setting up Confluence user profile attributes

Matching a User

a. Finding correct attributes

Go to Configure IDP tab. Scroll down and click on Test Configuration.
You will see all the values returned by your IDP to Confluence in a table. If you don’t see value for First Name, Last Name, Email or Username, make the required settings in your IDP to return this information.
Once you see all the values in Test Configuration, keep the window open and go to User Profile tab.

b. Setting profile attributes

In this tab, fill the values by matching the name of the attribute. For instance, if the Attribute Name in the Test Configuration window is NameID, enter NameID against Username
Setting up both Username and Email is required if you want to let users register. If you want existing users to only login, configure the attribute using which you will match user in Confluence.

c. Matching a User

When user logs into Confluence, one of the user’s data/attribute coming in from the IDP is used to search the user in Confluence. This is used to detect the user in Confluence and login the user to the same account.

Go to User Profile tab
Select Username or Email for Login/Search Confluence user account by
Enter the attribute name from IDP which corresponds to Username or Email using Finding Correct Attributes

Step 4: Assigning groups to users

a. Finding Group Attribute

Just like we found Attribute Name for User Profile attributes, we find group attribute.
Go to Configure IDP tab. Scroll down and click on Test Configuration.
You will see all the values returned by your IDP to Confluence in a table. If you don’t see value with groups, make the required settings in your IDP to return group names.
Once you see all the values in Test Configuration, keep the window open and go to User Groups tab.
Enter the Attribute Name of group against Group Attribute
At the bottom of the page, all groups in Confluence are shown. You can map groups in IDP which correspond to Confluence groups. For example, if you want all users in dev-ops and dev groups in IDP to be added to crucible-users, you will need to enter dev-ops;dev against crucible-users
If you want user mapping to work for only limited groups in Confluence, check the option Update User Groups

b. Setting default group

Select the users’ Default Group in the tab User Groups. If no group is mapped, users are added by default to this group.
You can enable default groups for all users or only new users using the option Enable Default Groups for.

Step 5: SSO Settings

Sign In Settings

a. Sign In Settings

Set button text for button on login page using Login Button Text
Set redirect URL after login using Relay State. Keep this empty for coming back to the same page user started from
Enable Auto-redirect to IDP if you want to allow users to login only using IDP. Enable backdoor for emergency

b. Sign Out Settings

Enter a custom logout URL to redirect your users to a pre-defined logout page
Set a custom logout template to show custom logout page to users on logout

c. SSO Error Settings

Set error template to redirect users to a custom error page instead of login page. Use this if you have Auto-redirect to IDP enabled.

d. Advanced Settings

You can extend Confluence default session timeout using these steps. By default it is set to 60 mins.

Setup Guide for Salesforce As IdP and Jira as SP