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Integration: SAML Setup

In this article, you'll find the necessary steps to set up the SAML integration with Traact:

Step 1: Create a New Enterprise Application

1. Navigate to Azure Portal: Go to Azure Portal.

 

 

2. Create Application:

- Select Create your own application.

 

 

- Name the application (e.g., "Traact SAML") and click Create.

3. Assign Users and Groups: You can assign users and groups now or choose to do it later.

 

Step 2: Set Up Single Sign-On (SSO)

1. Start SSO Setup: Navigate to the SSO setup section within the Azure portal.

 

2. Select SAML: Choose SAML as the single sign-on method.

 

3. Upload Metadata File:

- Select Upload metadata file.

 

- Choose the metadata file provided by Traact and click Add.

 

4. Save Configuration: Save the SSO configuration.

 

Step 3: Obtain Federation Metadata XML

1. Download Federation Metadata:

- Scroll down to Step 3 of the SAML setup page.

 

- Download the Federation Metadata XML file.

2. Send Metadata to Traact: Email the downloaded Federation Metadata XML file to Traact's support team.


Need Help?
If you have any questions or need assistance with a request, please contact your Customer Success Manager or reach out to the Traact Support team.