Admin Settings screen

Enabled Authentications

Function:

Shows you the active authentication types in your AgilePoint NX environment.

You can enable more than one account of the same third-party service, such as Office 365 or Salesforce.

Accepted Values:

• Primary - Shows the main authentication types on your AgilePoint NX environment.
• Make Primary - Makes the selected authentication primary for your AgilePoint NX environment.

Available Authentications

Function:

Shows the authentication types your AgilePoint NX environment can use.

The authentication types can change based on your AgilePoint NX configuration.

Accepted Values:

This authentication type is available in AgilePoint NX OnDemand:

• AgilePoint ID - Enables native AgilePoint authentication.

These authentication types are available in AgilePoint NX OnDemand AgilePoint NX PrivateCloud or AgilePoint NX OnPremises:

• Salesforce - Enables Salesforce account authentication.
• Windows Azure Active Directory - Enables Windows Azure Active Directory account authentication.
• Office 365 SharePoint Online - Enables SharePoint for Office 365 account authentication.
• Google - Enables Google account authentication.

These authentication types are available in AgilePoint NX PrivateCloud or AgilePoint NX OnPremises only:

• ADFS
• Okta
• IdentityServer
• CA SiteMinder
• PingFederate

For more information, refer to Authentication.

Limitations:

Okta, IdentityServer, and CA SiteMinder authentication are available in this release:

• AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 1 or higher

PingFederate authentication is available in these releases:

• AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 2 or higher

Auto Signup - Auto sync user profile on successful login

Function:

Synchronizes users in your AgilePoint NX environment with a third-party service, such as Windows Azure Active Directory, Salesforce, or Google.

Synchronization is a one-way process. Data flows from the external service to the AgilePoint user database. Users you add to AgilePoint are not added to the third-party service.

Function of this Screen:

• Yes - synchronizes the users with your AgilePoint NX environment.
• No - Does not synchronize the users with your AgilePoint NX environment.

Auto Signup - Sync user e-mail IDs

Function:

Synchronizes users e-mail ID in your AgilePoint NX environment with a third-party service, such as Windows Azure Active Directory, Salesforce, or Google.

Synchronization is a one-way process. Data flows from the external service to the AgilePoint user database. The users e-mail ID you add to AgilePoint are not added to the third-party service.

Function of this Screen:

• Yes - synchronizes the users e-mail ID with your AgilePoint NX environment.
• No - Does not synchronize the users e-mail ID with your AgilePoint NX environment.

Add Users - Single User

Function:

Creates a user in AgilePoint NX.

Opens this Screen:

Create New User screen

Add Users - Bulk Upload

Function:

Creates more than one user for AgilePoint NX.

Opens this Screen:

Bulk Upload screen