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Reference guides

Reference guides for Soffid products

Soffid
3

Upgrade Soffid3

Installation

Upgrade from version 2 These are the steps to upgrade your Soffid 2 deployment to Soffid 3: Stop Soffid 2 console Install and configure Soffid 3 IAM console. It will upgrade the database and perform any upgrading task.Have a look and the console log file ...

Soffid
3
Install
Upgrade

User management steps

BPM Editor

Define the user management steps

Soffid
3
Addon
BPM
Addon
Workflow

Permissions management steps

BPM Editor

Define the Process management steps

Soffid
3
Addon
BPM
Addon
Workflow

Account reservation steps

BPM Editor

Define the account reservation steps

Soffid
3
Addon
BPM
Addon
Workflow

Connectors Examples

Connectors

Soffid
3
Connectors
Examples

Examples

BPM Editor

Self service portal examples

Soffid
3
Addon
BPM
Addon
Workflow
Examples

SAML

Federation

Soffid
3
Addon
Federation
SAML

OpenID-Connect

Federation

Soffid
3
Addon
Federation
OpenId Connect

System architecture

Installation

Soffid Architecture Soffid 3 system is composed of up to five different components: IAM console  Sync server Repository PAM Jump server (optional) LDAP Directory server (optional) Enterprise SSO (optional) IAM Console Is the portal used by adm...

Soffid
3
Install
Architecture

Initialize database on your server

Installation Database initialization

The purpose of this tutorial is to show how to initialize a database required for Soffid IAM installation. Prerequisites First of all, you sould install a database required in the Soffid IAM installation. The supported databases are: MySQL MariaDB Post...

Soffid
3
Install
DataBase

⏰ Getting started

Installation

Soffid support  Windows or Linux (Ubuntu are the most used) To succesfully install Soffid IAM, please, choose your installatin and follow the next steps: Server Initialize database on your server Installing Soffid IAM on your own server Configure TLS fo...

Soffid
3
Install

Creating a multimaster MariaDB replica

Installation Database initialization

This topic will cover the process to create a two node Maria DB cluster. The cluster will be configured to allow Soffid console to use either database node, which in turn will replicate data changes to the other one. Node 1 action Node 2 acti...

Soffid
3
Install
DataBase

Configuring database cluster

Installation Database initialization

Once the database replica is setup, it's important to guarantee transactianality rules. To achive it, one database instance must be acting as the master and other as the slave. Using corosync and pacemaker, you can configure a floating IP address that will ma...

Soffid
3
Install
DataBase

My tasks

Soffid 3 Reference guide Self service portal

Description Displays the task in which the user is involved like a supervisor, manager, o person how has to approve or deny that tasks. My task provides information about the process, the task, the start and due date and the asigned user. By clicking a recor...

Soffid
3
Self-Service portal

ESSO Scripting Language

ESSO

Soffid
3
ESSO
Examples

My applications

Soffid 3 Reference guide Self service portal

Description My application is a part of a Soffid Self-service portal that allows end-users to start corporate applications and third party applications. Also,  the end-user can view and use the shared accounts available for the user defined on the Password va...

Soffid
3
Self-Service portal

My requests

Soffid 3 Reference guide Self service portal

Description Soffid provides a complete workflow engine that allows you to incorporate business processes or define new business processes as needed. End-users with the appropriate permissions will be able to request these processes. You can visit Self service...

Soffid
3
Self-Service portal

Process Search

Soffid 3 Reference guide Self service portal

Description A process is a series of actions, connected by transitions. An action could be either an automatic action or a manual task. Soffid console is concerned about task delegation and workflow management. Any user is able to create new processes or any...

Soffid
3
Self-Service portal

Accounts

Soffid 3 Reference guide Resources Management

Description An account is the way an user is presented on a target system.  There can be user accounts as well as system-purpose accounts. An account belongs to a system and that account can have specific permissions assigned to it. An account must have defi...

Soffid
3
Resources Management

Metadata

Soffid 3 Reference guide Global settings

Description The Metadata functionality allows expanding the Soffid objects, their attributes, and their data types. Also, it allows expanding custom objects. By default, there is a list of built-in objects, but it is possible to create new custom objects and...

Soffid
3
Global Settings

Group Type

Soffid 3 Reference guide Global settings

Description Companies are organized in different business units, departments or workgroups. In Soffid, they all are named as groups. These group can be categorized by a group type. Group types can be used in the definition of Holder Groups. Some roles can ...

Soffid
3
Global Settings

User Type

Soffid 3 Reference guide Global settings

Description User type is the way to categorize users and allows configuring different password policies. Those policies can be more or less restrictive depending on the user's risk. For instance, internal users (automatically created) are different from exter...

Soffid
3
Global Settings

Agents

Soffid 3 Reference guide Integration Engine

Description Soffid agents are the tool that allows the connection between the Soffid console and the target systems. To establish the connection with target systems, Soffid provides a large number of connectors that will be able to set up into the Soffid cons...

Soffid
3
Integration Engine

Smart engine settings

Soffid 3 Reference guide Integration Engine

Description The administrator users can decide the engine mechanism for the synchronization task, i.e. when the tasks are created and send to external systems. Standard attributes Task engine mode:  allows you to select the synchronization mode. There are...

Soffid
3
Integration Engine

Soffid Objects

Soffid 3 Reference guide Integration Engine

You can consult the list of Soffid attributes: User Object Account Object Group Object Role Object Grant Object Maillist Object Membership Object dispatcherService Authoritative change object User object A user objects are maps that hold the...

Soffid
3
Integration Engine

⏰ Getting started

Addons Getting started

Introduction Soffid provides a collection of add-ons that can be installed to add functionalities to the Soffid Console. There are several Addons available to be installed to add functionalities to the Soffid Console. These add-ons can be found at: http://ww...

Soffid
3
Addon
All
Install

AWS Connector

Connectors AWS Connector

Introduction Description AWS Connector allows to manage the Amazon AWS IAM (Identity and Access Management) Managed Systems This connector is specific for integration with the Amazon AWS IAM (Identity and Access Management) through the CLI AWS IAM For mor...

Soffid
3
Connectors
AWS

Soffid BPM Editor

BPM Editor

Soffid BPM Editor

Soffid
3
Addon
BPM
Addon
Workflow

ESSO Configuring Rules for Single Sign On

ESSO

Soffid
3
ESSO
SSO

Addons

Soffid
3
Addon
All

PAM Monitoring

Monitoring and reporting

Soffid
3
PAM

PAM

Privileged Account Management

Soffid
3
PAM

Installation

Intallation guides

Soffid
3
Install

Connectors

Synchronization Server Connectors

Soffid
3
Connectors
Windows
Connectors
CSV
Connectors
SCIM
Connectors
SAP
Connectors
JSON REST WS
Connectors
Google Apps
Connectors
Oracle
Connectors
LDAP
Connectors
Shell

BPM Editor

Soffid
3
Addon
BPM
Addon
Workflow

SCIM

System for Cross-domain Identity Management

Soffid
3
Addon
SCIM

ESSO

Enterprise Single Sign On solution

Soffid
3
ESSO
Single Sign on
SSO

Addons Getting started

Getting started

Soffid
3
Addon
All

Federation

Web SSO

Soffid
3
Addon
Federation

Recertification

Recertification

Soffid
3
Addon
Recertification

Soffid LDAP

Soffid LDAP

Soffid
3
Addon
Soffid LDAP

PAM Getting started

PAM Getting started

Soffid
3
PAM

PAM Install & config

PAM Jump Server installation and configuration

Soffid
3
PAM

PAM Implementation guide

PAM Implementation guide

Soffid
3
PAM
PAM Implementation

ESSO Manual

ESSO

Soffid
3
ESSO

Web Single Sign-on for legacy apps

Web Single Sign-on for legacy apps

Soffid
3
Addon
WSSO Legacy app

Backup configure & restore

Soffid
3
Addon
Backup

FAQ

Frequently Asked Questions about Soffid

Soffid
3
IAM
IAM Console
PAM
FAQ

Global settings

Soffid 3 Reference guide

Soffid
3
Global Settings

Database initialization

Installation

How to install and initialize database

Soffid
3
Install
DataBase

Installing Soffid on your server

Installation

Guide to show the installation process os Soffid IAM on your server

Soffid
3
Install

JSON REST Web Services Connector

Connectors

Soffid
3
Connectors
JSON REST WS

LDAP Connector

Connectors

Soffid
3
Connectors
LDAP

Windows Connector

Connectors

Soffid
3
Connectors
Windows
Connectors
Active directory

Process types

BPM Editor

Templates definition of process types

Soffid
3
Addon
BPM
Addon
Workflow

SCIM full examples

SCIM

Soffid
3
Addon
SCIM
Examples

Resource data model & schema

SCIM

The data model of the Soffid objects is mapped to JSON objects to enable the data transport between client and server.

Soffid
3
Addon
SCIM

⏰ Getting started

Connectors

Introduction Soffid provides the connectors needed to provision accounts on the most widely used systems. To set up this connection it is necessary a specific connector addon that you must install and configure in the Soffid console. First of all, yo must do...

Soffid
3
Connectors
Windows
Connectors
CSV
Connectors
Oracle
Connectors
Shell
Connectors
LDAP
Connectors
Google Apps
Connectors
JSON REST WS