How Do I Change the Authentication Credentials for the AgilePoint NX Portal in the Server Configuration Files?

To change the credentials for your authentication provider for NX Portal, do the procedure in this topic.

Good to Know

  • You may need to complete this procedure in these conditions:
    • Your credentials expire with your authentication provider.
    • You change the primary authentication provider for NX Portal — for example, if you change from Salesforce authentication to SharePoint authentication.

How to Start

  1. In a text editor, open the file (NX Portal installation folder) C:\Program Files\AgilePoint\AgilePointWebApplication\AgilePointPortal \web.config.

Procedure

  1. In the file web.config, in the <appSettings> node, add or change the keys that are necessary for your authentication provider.

    Refer to the sections in this topic for the configuration information for each authentication provider.

  2. If you want to add or change the authentication providers that you use for the Portal, change the value of the ActiveAuthProviders key as necessary.
    Field Name Definition

    ActiveAuthProviders
    Function:
    Specifies your authentication provider for NX Portal.
    Accepted Values:
    One or more authentication provider name, separated by semicolons (;)
    • ActiveDirectory - Specifies Active Directory authentication where the Active Directory runs in an on-premises environment.
    • HostedActiveDirectory - Specifies Active Directory authentication where the Active Directory runs in a hosted (private cloud) environment.
    • GooglePlus - Specifies Google authentication.
    • Salesforce - Specifies Salesforce authentication.
    • WAAD - Specifies authentication with Microsoft Windows Azure Active Directory, Office 365, or SharePoint for Office 365.
    • ADFS - Specifies ADFS authentication.
    • Okta - Specifies Okta authentication.
    • IdentityServer - Specifies IdentityServers authentication.
    • SiteMinder - Specifies SiteMinder authentication.
    • PingFederate - Specifies PingFederate authentication.
    • AgilePointID - Specifies AgilePoint NX authentication.

      This value is not supported in AgilePoint NX OnPremises.

    Default Value:

    <add key="ActiveAuthProviders" value="ActiveDirectory" />

    Example:
    An appSettings key in the following format:

    <add key="ActiveAuthProviders" value="AgilePointID;WAAD;ActiveDirectory;Salesforce;GooglePlus;ADFS;Okta;OIDC;SiteMinder" />
  3. Save the file.
  4. Restart the Windows service for the AgilePoint Server instance.

WAAD / O365 / SharePoint for O365

These settings specify the credentials for Windows Azure Active Directory, Office 365 or SharePoint for Office 365.

Fields

Field Name Definition

ClientID
Function:
Specifies the Microsoft application ID of the app you created or added in Windows Azure Active Directory.
Accepted Values:
An appSettings key in the following format:

<add key="ida:ClientID" value="[application ID from Windows Azure Active Directory]" />

Default Value:

<add key="ida:ClientID" value="" />

Example:
An appSettings key in the following format:

<add key="ida:ClientID" value="3f6v1555-6r9f-4124-995s-g61901550hk6" />

Password
Function:
Specifies your client secret ID of the app you made or added in Windows Azure Active Directory.
Accepted Values:
An appSettings key in the following format:

<add key="ida:Password" value="[client secret ID from Windows Azure Active Directory]" />

Default Value:

<add key="ida:Password" value="" />

Example:
An appSettings key in the following format:

<add key="ida:Password" value="DGR39B8NL29beem2itbxmJ5wDTVFRugHwektpoPChc0=" />

WCFAppID
Function:
Specifies the Microsoft Graph API URL for your language. The default value for this field is the value for the Microsoft Graph API in U.S. English. If you use a different language, see the Documentation from Microsoft to get the URL for your language..
Accepted Values:
An appSettings key in the following format:

<add key="ida:WCFAppID" value="[application ID URI from Windows Azure Active Directory]" />

Default Value:

<add key="ida:WCFAppID" value="" />

Example:
An appSettings key in the following format:

<add key="ida:WCFAppID" value="https://ap172.onmicrosoft.com/638tu092-e03c-41d0-s73h-38j0l79f7777" />

Salesforce

These settings specify the credentials for Salesforce.

Fields

Field Name Definition

ClientID
Function:
Specifies the Consumer Key of the app you created or added in Salesforce.
Accepted Values:
An appSettings key in the following format:

<add key="sf:ClientID" value="[consumer key from Salesforce]" />

Default Value:

<add key="sf:ClientID" value="" />

Example:
An appSettings key in the following format:

<add key="sf:ClientID" value="3MV09szVs2RX" />

Password
Function:
Specifies the Consumer Secret of the app you created or added in Salesforce.
Accepted Values:
An appSettings key in the following format:

<add key="sf:Password" value="[key]" />

Default Value:

<add key="sf:Password" value="" />

Example:
An appSettings key in the following format:

<add key="sf:Password value="DGR39B8NL29beem2itbxmJ5wDTVFRugHwektpoPChc0=" />

Google

These settings specify the credentials for Google.

Fields

Field Name Definition

ClientID
Function:
Specifies the client ID of the app you created or added in Google.
Accepted Values:
An appSettings key in the following format:

<add key="gp:ClientID" value="[client ID from Google]" />

Default Value:

<add key="gp:ClientID" value="" />

Example:
An appSettings key in the following format:

<add key="gp:ClientID" value="239330962649-smsrifcnpo33oglki4h757toav9tter8.apps.googleusercontent.com" />

ClientSecret
Function:
Specifies the Client Secret of the app you created or added in Google.
Accepted Values:
An appSettings key in the following format:

<add key="gp:ClientSecret" value="[client secret from Google]" />

Default Value:

<add key="gp:ClientSecret" value="" />

Example:
An appSettings key in the following format:

<add key="gp:ClientSecret" value="Ow2c4D9I5K-9_rv_iF4Di2Po" />

ADFS

These settings specify the credentials for ADFS.

Fields

Field Name Definition

PortalClientId
Function:
Specifies the client ID of the portal you created or added in ADFS.
Accepted Values:
An appSettings key in the following format:

<add key="adfs:PortalClientId" value="[ClientID of your portal from ADFS]" />

Default Value:

<add key="adfs:PortalClientId" value="" />

Example:
An appSettings key in the following format:

<add key="adfs:PortalClientId" value="573BBC65-F28C-4AA4-94ED-D4294D395C78" />

PortalResourceUri
Function:
Specifies the relying party trust URI for NX Portal in ADFS.
Accepted Values:
An appSettings key in the following format:

<add key="adfs:PortalResourceUri" value="[URI of the relying party trust identifier for your Portal]" />

Default Value:

<add key="adfs:PortalResourceUri" value="" />

Example:
An appSettings key in the following format:

<add key="adfs:PortalResourceUri" value="https://mydomain.com/adfs/services/trust" />

Authority
Function:
Specifies the ADFS server URL.
Accepted Values:
An appSettings key in the following format:

<add key="adfs:Authority" value="[ADFS server URL]" />

Default Value:

<add key="adfs:Authority" value="" />

Example:
An appSettings key in the following format:

<add key="adfs:Authority" value="https://adfs.mydomain.com" />

ServerClientId
Function:
Specifies the client ID of the server you created or added in ADFS.
Accepted Values:
An appSettings key in the following format:

<add key="adfs:Authority" value="[ClientID of your server from ADFS]" />

Default Value:

<add key="adfs:Authority" value="" />

Example:
An appSettings key in the following format:

<add key="adfs:Authority" value="96E14D9B-6FCF-4BCD-9E0A-B30623AE1939" />

ServerResourceUri
Function:
Specifies the relying party trust URI for your server in ADFS.
Accepted Values:
An appSettings key in the following format:

<add key="adfs:ServerResourceUri" value="[The URI of the relying party trust identifier for your server]" />

Default Value:

<add key="adfs:ServerResourceUri" value="" />

Example:
An appSettings key in the following format:

<add key="adfs:ServerResourceUri" value="96E14D9B-6FCF-4BCD-9E0A-B30623AE1939" />

Okta

These settings specify the credentials for Okta.

Prerequisites

Fields

Field Name Definition

Client ID
Function:
Specifies the client ID of the app you created or added in Okta.
Accepted Values:
An appSettings key in the following format:

<add key="okta:OAuthClientId" value="[client ID from Okta]" />

Default Value:

<add key="okta:OAuthClientId" value="" />

Example:
An appSettings key in the following format:

<add key="okta:OAuthClientId" value="0oabj6o2hQi5D6kk4282" />

Client Secret
Function:
Specifies the Client Secret of the app you created or added in Okta.
Accepted Values:
An appSettings key in the following format:

<add key="okta:OauthClientSecret" value="[client secret from Okta]" />

Default Value:

<add key="okta:OauthClientSecret" value="" />

Example:
An appSettings key in the following format:

<add key="okta:OauthClientSecret" value="1G56R2u8YxGvxkRUUUBg5tZDMxnidzIGvpz_xD53" />

Authority
Function:
Specifies the Okta server URL.
Accepted Values:
An appSettings key in the following format:

<add key="okta:OAuthAuthority" value="[Okta server URL]" />

Default Value:

<add key="okta:OAuthAuthority" value="" />

Example:
An appSettings key in the following format:

<add key="okta:OAuthAuthority" value="https://dev-1111.oktapreview.com/oauth2/ausftgs9ksiLQkXk70h1" />

Redirect URI
Function:
Specifies the URI of the page where the user is directed after your application is authorized in Okta.
Accepted Values:
An appSettings key in the following format:

<add key="okta:OAuthRedirectUri" value="[AgilePoint Redirect URL]/signin/oktacallback" />

Default Value:

<add key="okta:OAuthRedirectUri" value="" />

Example:
An appSettings key in the following format:

<add key="okta:OAuthRedirectUri" value="mysite.com/signin/oktacallback" />

Scope (Optional)
Function:
Specifies to limit the access rights to an access token on the Okta server.

For more information contact AgilePoint Professional Services.

Response Type (Optional)
Function:
Specifies the information to the Okta server for the authorization flow. The authorization flow includes the parameters that are returned from the Okta endpoint.

For more information contact AgilePoint Professional Services.

SiteMinder

These settings specify the credentials for CA SiteMinder.

Prerequisites

Fields

Field Name Definition

Connection
Function:
Specifies the path for the LDAP filter connection.
Accepted Values:
An appSettings key in the following format:

<add key="siteminder.LDAPFilter:Connection" value="[LDAP server connection string]" />

Default Value:

<add key="siteminder.LDAPFilter:Connection" value="" />

Example:
An appSettings key in the following format:

<add key="siteminder.LDAPFilter:Connection" value="LDAP://190.168.1.142/DC=mydomain,DC=com" />

Username
Function:
Specifies the user name for the LDAP sever authentication account.
Accepted Values:
An appSettings key in the following format:

<add key="siteminder.LDAPFilter:Username" value="[LDAP server authentication user name]" />

Default Value:

<add key="siteminder.LDAPFilter:Username" value="" />

Example:
An appSettings key in the following format:

<add key="siteminder.LDAPFilter:Username" value="LdapAdministrator" />

Password
Function:
Specifies the password for the LDAP sever authentication account.
Accepted Values:
An appSettings key in the following format:

<add key="siteminder.LDAPFilter:Password" value="[LDAP server authentication account password]" />

Default Value:

<add key="siteminder.LDAPFilter:Password" value="" />

Example:
An appSettings key in the following format:

<add key="siteminder.LDAPFilter:Password" value="xxxxxxxxxxxxx" />

Mapping File Path
Function:
Specifies the file path for LDAP user synchronization.
Accepted Values:
An appSettings key in the following format:

<add key="siteminder.LDAPFilter:MappingFilePath" value="[user mapping file path]" />

Default Value:

<add key="siteminder.LDAPFilter:MappingFilePath" value="" />

Example:
An appSettings key in the following format:

<add key="siteminder.LDAPFilter:MappingFilePath" value="D:\LDAP\LDAPUserSyncTool\ADUserSync\LDAP\Mapping.json" />

Filter Template
Function:
Specifies the user filter condition on the LDAP server.
Accepted Values:
An appSettings key in the following format:

<add key="siteminder.LDAPFilter:FilterTemplate" value="(sAMAccountName=[user name])" />

Default Value:

<add key="siteminder.LDAPFilter:FilterTemplate" value="" />

Example:
An appSettings key in the following format:

<add key="siteminder.LDAPFilter:FilterTemplate" value="(sAMAccountName=JohnSmith)" />

Enable Auto Register User (Optional)
Function:
Specifies whether to enable or disable the auto register user in CA SiteMinder.

For more information contact AgilePoint Professional Services.

Username Header (Optional)
Function:
Specifies whether to check if the selected LDAP user contains a specific header.

For more information contact AgilePoint Professional Services.

IdentityServer

These settings specify the credentials for IdentityServer.

Prerequisites

Fields

Field Name Definition

Client ID
Function:
Specifies the client ID of the app you created or added in IdentityServer.
Accepted Values:
An appSettings key in the following format:

<add key="oidc:ClientId" value="[client ID from IdentityServer]" />

Default Value:

<add key="oidc:ClientId" value="" />

Example:
An appSettings key in the following format:

<add key="oidc:ClientId" value="0oabj6o2hQi5D6kk4282" />

Client Secret
Function:
Specifies the Client Secret of the app you created or added in IdentityServer.
Accepted Values:
An appSettings key in the following format:

<add key="oidc:ClientSecret" value="[client secret from IdentityServer]" />

Default Value:

<add key="oidc:ClientSecret" value="" />

Example:
An appSettings key in the following format:

<add key="oidc:ClientSecret" value="1G56R2u8YxGvxkRUUUBg5tZDMxnidzIGvpz_xD53" />

Redirect URI
Function:
Specifies the URI of the page where the user is directed after your application is authorized in IdentityServer.
Accepted Values:
An appSettings key in the following format:

<add key="oidc:RedirectURI" value="[AgilePoint redirect URL]/signin-oidc" />

Default Value:

<add key="oidc:RedirectURI" value="" />

Example:
An appSettings key in the following format:

<add key="oidc:RedirectURI" value="mysite.com/signin-oidc" />

Authority
Function:
Specifies the IdentityServer server URL.
Accepted Values:
An appSettings key in the following format:

<add key="oidc:Authority" value="[Identity Server URL]" />

Default Value:

<add key="oidc:Authority" value="" />

Example:
An appSettings key in the following format:

<add key="oidc:Authority" value="https://idserver.mydomain.com" />

Email Claim Type
Function:
Specifies the user's e-mail address for an e-mail claim type in IdentityServer.
Accepted Values:
An appSettings key in the following format:

<add key="oidc:EmailClaimType" value="[e-mail address]" />

Default Value:

<add key="oidc:EmailClaimType" value="" />

Example:
An appSettings key in the following format:

<add key="oidc:EmailClaimType" value="admin@mydomain.com" />

Full Name Claim Type
Function:
Specifies the user's full name for a full name claim type in IdentityServer.
Accepted Values:
An appSettings key in the following format:

<add key="oidc:FullNameClaimType" value="[user full name]" />

Default Value:

<add key="oidc:FullNameClaimType" value="" />

Example:
An appSettings key in the following format:

<add key="oidc:FullNameClaimType" value="John Smith" />

Given Name Claim Type
Function:
Specifies the user's first name for a given name claim type in IdentityServer.
Accepted Values:
An appSettings key in the following format:

<add key="oidc:GivenNameClaimType" value="[user first name]" />

Default Value:

<add key="oidc:GivenNameClaimType" value="" />

Example:
An appSettings key in the following format:

<add key="oidc:GivenNameClaimType" value="John" />

Surname Claim Type
Function:
Specifies the user's last name for a surname claim type in IdentityServer.
Accepted Values:
An appSettings key in the following format:

<add key="oidc:SurnameClaimType" value="[user last name]" />

Default Value:

<add key="oidc:SurnameClaimType" value="" />

Example:
An appSettings key in the following format:

<add key="oidc:SurnameClaimType" value="Smith" />

User Name Claim Type
Function:
Specifies the name of the user for a user name claim type in IdentityServer.
Accepted Values:
An appSettings key in the following format:

<add key="oidc:UserNameClaimType" value="[user name]" />

Default Value:

<add key="oidc:UserNameClaimType" value="" />

Example:
An appSettings key in the following format:

<add key="oidc:UserNameClaimType" value="John" />

Organization ID Claim Type (Optional)
Function:
Specifies the IdentityServer organization ID for an organization ID claim type.

For more information contact AgilePoint Professional Services.

Scope (Optional)
Function:
Specifies to limit the access rights to an access token on the IdentityServer server.

For more information contact AgilePoint Professional Services.

Response Type (Optional)
Function:
Specifies the information to Identity Server for the authorization flow. The authorization flow includes the parameters that are returned from the Identity Server endpoint.

For more information contact AgilePoint Professional Services.

Login Button Text (Optional)
Function:
Specifies a label for the IdentityServer login button.

For more information contact AgilePoint Professional Services.

Login Button ToolTip (Optional)
Function:
Specifies a tooltip for the IdentityServer login button.

For more information contact AgilePoint Professional Services.

Enable Auto Register User (Optional)
Function:
Specifies whether to enable or disable the auto register user in IdentityServer.

For more information contact AgilePoint Professional Services.

PingFederate

These settings specify the credentials for PingFederate.

Prerequisites

Fields

Field Name Definition

Client ID
Function:
Specifies the client ID of the app you created or added in PingFederate.
Accepted Values:
An appSettings key in the following format:

<add key="pingfed:ClientId" value="[client ID from PingFederate]" />

Default Value:

<add key="pingfed:ClientId" value="" />

Example:
An appSettings key in the following format:

<add key="pingfed:ClientId" value="0oabj6o2hQi5D6kk4282" />

Client Secret
Function:
Specifies the Client Secret of the app you created or added in PingFederate.
Accepted Values:
An appSettings key in the following format:

<add key="pingfed:ClientSecret" value="[client secret from PingFederate]" />

Default Value:

<add key="pingfed:ClientSecret" value="" />

Example:
An appSettings key in the following format:

<add key="pingfed:ClientSecret" value="1G56R2u8YxGvxkRUUUBg5tZDMxnidzIGvpzxD53" />

Redirect URI
Function:
Specifies the URI of the page where the user is directed after your application is authorized in PingFederate.
Accepted Values:
An appSettings key in the following format:

<add key="pingfed:RedirectURI" value="[AgilePoint redirect URL]/signin-ping" />

Default Value:

<add key="pingfed:RedirectURI" value="" />

Example:
An appSettings key in the following format:

<add key="pingfed:RedirectURI" value="https://mysite.com/signin-ping" />

Authority
Function:
Specifies the PingFederate server URL.
Accepted Values:
An appSettings key in the following format:

<add key="pingfed:Authority" value="[PingFederate URL]" />

Default Value:

<add key="pingfed:Authority" value="" />

Example:
An appSettings key in the following format:

<add key="pingfed:Authority" value="https://pingfed.mydomain.com" />

E-mail Claim Type
Function:
Specifies the user's e-mail address for an e-mail claim type in PingFederate.
Accepted Values:
An appSettings key in the following format:

<add key="pingfed:EmailClaimType" value="[e-mail address]" />

Default Value:

<add key="pingfed:EmailClaimType" value="" />

Example:
An appSettings key in the following format:

<add key="pingfed:EmailClaimType" value="admin@mydomain.com" />

Full Name Claim Type
Function:
Specifies the user's full name for a full name claim type in PingFederate.
Accepted Values:
An appSettings key in the following format:

<add key="pingfed:FullNameClaimType" value="[user full name]" />

Default Value:

<add key="pingfed:FullNameClaimType" value="" />

Example:
An appSettings key in the following format:

<add key="pingfed:FullNameClaimType" value="John Smith" />

Given Name Claim Type
Function:
Specifies the user's first name for a given name claim type in PingFederate.
Accepted Values:
An appSettings key in the following format:

<add key="pingfed:GivenNameClaimType" value="[user first name]" />

Default Value:

<add key="pingfed:GivenNameClaimType" value="" />

Example:
An appSettings key in the following format:

<add key="pingfed:GivenNameClaimType" value="John" />

Surname Claim Type
Function:
Specifies the user's last name for a surname claim type in PingFederate.
Accepted Values:
An appSettings key in the following format:

<add key="pingfed:SurnameClaimType" value="[user last name]" />

Default Value:

<add key="pingfed:SurnameClaimType" value="" />

Example:
An appSettings key in the following format:

<add key="pingfed:SurnameClaimType" value="Smith" />

User Name Claim Type
Function:
Specifies the name of the user for a user name claim type in PingFederate.
Accepted Values:
An appSettings key in the following format:

<add key="pingfed:UserNameClaimType" value="[user name]" />

Default Value:

<add key="pingfed:UserNameClaimType" value="" />

Example:
An appSettings key in the following format:

<add key="pingfed:UserNameClaimType" value="John" />

Organization ID Claim Type (Optional)
Function:
Specifies the PingFederate organization ID for an organization ID claim type.

For more information contact AgilePoint Professional Services.

Scope (Optional)
Function:
Specifies to limit the access rights to an access token on the PingFederate server.

For more information contact AgilePoint Professional Services.

Response Type (Optional)
Function:
Specifies the information to the PingFederate server for the authorization flow. The authorization flow includes parameters that are returned from the PingFederate endpoint.

For more information contact AgilePoint Professional Services.

Sign-In Button Text (Optional)
Function:
Specifies a label for the PingFederate sign-in button.

For more information contact AgilePoint Professional Services.

Sign-In Button Tool Tip (Optional)
Function:
Specifies a tool tip for the PingFederate sign-in button.

For more information contact AgilePoint Professional Services.

Enable Auto Register User (Optional)
Function:
Specifies whether to enable or disable the auto register user in PingFederate.

For more information contact AgilePoint Professional Services.