MicroStrategy ONE
Signing in to Remedyforce by Scanning a QR Code
Remedyforce® users can log in using their smartphones to scan a QR code displayed on the computer screen. After you integrate the web application with MicroStrategy Identity, the Remedyforce login page displays a QR code.
The following steps contain only the information required to configure or use Remedyforce with MicroStrategy Identity. See your third-party Remedyforce documentation for the latest information.
The steps below assume that you have Salesforce Enterprise edition with administration privileges and have registered your Salesforce site with MicroStrategy Identity. For steps, see Registering Your Salesforce Site with MicroStrategy Identity.
You have Remedyforce Help Desk Agent.
To display a custom image on the Remedyforce log in page, you must create the image to display. Supported image formats are .png
, .jpeg
, and .jpg
file types.
To Register your Remedyforce Site with MicroStrategy Identity
- Log into MicroStrategy Identity Manager.
- Click Logical Gateways.
- Under Web Application Login, click More, then click Remedyforce.
- You can change the image that is displayed on your Remedyforce login page. Next to the image preview, click Import An Icon. Select an image to display, then click Open.
- In the Enter Display Name field, enter a name to display on your Remedyforce login page. The name can be up to 30 characters long.
- If the users in your Identity Network are added from Microsoft Active Directory, you can enable users to sign in to Remedyforce by typing their Active Directory user name and password, rather than scanning a QR code. For example, if not all users in your network have access to a smartphone, you can enable users to sign in with their user name and password. To do this, select the Enable user name and password as login option check box.
- Download the MicroStrategy Identity provider metadata file. The metadata includes a configuration
.xml
file that Remedyforce uses to automatically configure the settings for connecting to MicroStrategy Identity. The metadata also contains the Identity security certificate for your Remedyforce site. Note the location on your computer where the metadat.xml
file is saved. - Note the value provided for Identity Provider Logout URL.
- In a new browser window or tab, log in to your Remedyforce account.
- From the Remedyforce Setup page, open Security Controls, then open Single Sign-On Settings.
- Enable SAML.
- Create a new SAML single sign-on setting from a metadata file. Upload the MicroStrategy Identity provider metadata
.xml
file that you downloaded from MicroStrategy Identity Manager. The Identity metadata populates many of the fields. Provide values for the following fields: - Name: Enter a name for your Identity single sign-on configuration. This name is displayed on your Remedyforce login page.
- API Name: Enter an API name.
- Identity Provider Logout URL: By default, users are directed to a Remedyforce web page when they log out of Remedyforce. If you want users to be directed to a MicroStrategy Identity logout page instead, enter the value for Identity Provider Logout URL provided in MicroStrategy Identity Manager.
- Save your settings.
- From Remedyforce, download the metadata for the SAML single sign-on setting that you just created. The metadata includes a configuration
.xml
file that Identity uses to automatically configure the settings for connecting to Remedyforce. Note the location on your computer where this file is saved. - In MicroStrategy Identity Manager, click Upload Metadata. Navigate to and select the Remedyforce configuration
.xml
file that you downloaded, then click Open. - Click Next.
- In the Remedyforce Setup page, open Domain Management, then open My Domain. Edit your Authentication Configuration to add the Identity authentication service to your Remedyforce login page. If you want to remove the username and password fields from your login page, clear the Login Page check box.
- In MicroStrategy Identity Manager, click Done.
Related Topics
Signing in to Salesforce by Scanning a QR Code
Signing in to MicroStrategy Identity-Enabled Web Applications from a Centralized Website