Documentation Center

Configuring custom IdPs in an upgraded Access Management

After upgrading Access Management, check that your identity providers are properly configured. In particular, ensure that any custom identity providers are configured for the features you intend to use in the upgraded Tridion Docs environment.

About this task

If you plan on enabling the Metrics feature of Organize Space, the identity provider in the upgraded Access Management must be configured to give access to the Tridion Docs Metrics API.

  • If you are using the Tridion Docs Identity Provider that comes with Access Management, the upgrade process automatically updates IdP's services and roles to enable access as a user. No further action should be necessary.
  • If you are using a custom identity provider (IdP), follow this procedure to update the IdP's services and roles.

Procedure

  1. In your Tridion Docs environment, open Access Management.
  2. Go to the Identity providers tab.
  3. Open the identity provider and select Edit.
  4. In the Access settings section, be sure the Global claim is selected in the list of the claims.
  5. In the Services and roles list, locate the section for the Tridion Docs Metrics API and select the User role.
  6. Select Save.