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Panel
titlePurpose

The purpose of this module is to demonstrate configuration of two workflows:

  • Workflow for inviting users into the system
  • Self-registration workflow for registering organizations and users



Panel
titleRequirements
  • SSO and CustomerID installed




Overview


Ubisecure Identity Server supports different kinds of user registrations. Multiple types of registrations can also be used at the same time.
Registration workflows are configured in the eidm2.properties configuration file.
The registration workflow phases:
  1. Identity verification with a strong authentication method (e.g. national or bank authentication)
  2. Customer relationship verification by a CRM system query
  3. Verification of basic user information (e.g. phone number)
  4. Approval of service terms
  5. Activating a strong authentication method, such as SMS or one time password (OTP) printout
  6. Confirmation of e-mail address
  7. Automated or administrative approval by an administrator or assigned process owner

1) Role Invitation Workflow

Define the registration workflow the role invite functionality is using custom/eidm2.properties

Code Block
titleeidm2.properties
roleinvite.registration = roleinvite
ui.role.invite.userinfo.fields = firstname, surname, mobile
roleinvite.receiver.approval = false

registration.2 = roleinvite
registration.2.enabled = true
registration.2.inviteonly = true
registration.2.tupas.disabled = true
registration.2.email.confirmation = false
registration.2.approval = false
registration.2.methods = [ { "name" : "password.2", "mandatory" : "true", "visible" : "false", "default" : "true" } ]
registration.2.mobile.confirmation = true
registration.2.userinfo.fields = firstname, surname, mobile, password, acceptTerms
registration.2.summary.fields = firstname, surname, email
registration.2.organizations = { "path" : "Users" }


Restart Wildlfly.

In Lab 1.5 the administrator created a new user and added all attributes and roles. Now we demonstrate the role invitation, which is the preferred way to create new user accounts.

Log in as Jeremy Mills

Select organization "City Group" and then "roles"


Tick in "Representative" type of role, and in "Action" select "Invite users to role." That will show you the role invitation workflow:

Write some real personal email and cluck Next


You will be ask to confirm:


Then you see this:

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A confirmation is shown:

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A list of all the invited users can be found under the Approvals tab of each organization:

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The approval can be inspected further and canceled if required:

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Note: Remove the invitation as the IAM Academy environment doesn’t have an email gateway configured.

Role Invitation Workflow Configuration

You must edit the custom/eidm2.properties configuration file:

Code Block
titlecustom/eidm2.properties
registration.2 = roleinvite registration.2.logo.key = org-registration registration.2.enabled = true registration.2.inviteonly = true registration.2.tupas.disabled = true registration.2.email.confirmation = true registration.2.approval = false registration.2.methods = [ { "name" : "password.2", "mandatory" : "true", "visible" : "false", "default" : "true" } ] registration.2.mobile.confirmation = true registration.2.userinfo.fields = mobile, password, acceptTerms registration.2.organizations = { "path" : "Users"


}

Now logout from CustomerID and open your mailbox. You will receive an email invitation.

Click on the link and you will see this:

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First, click "Confirm Mobile" and inout the code you get in your phone

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Fill in your password and accept the user terms. Click "Next" and you will see the confirmation step:


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That's how it shows next:

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At this point your user account has been created. No approval is needed, you can log in to SmartPlan application or your self-service page.


2) Self Registration Workflow

 

User and Organization registration workflow to be configured
  • Finnish Company BusinessID input (2184053-5)
  • User details input (no email or mobile phone number verification)
  • Manual approval by an administrative user
  • First user will receive Contact Person role from the company-organization


Do the following changes in the configuration files:

Code Block
titlecustom/messages_en.properties
admin.approval.workflow.smeorganization = SME Organization
user.tupasname = Name from bank
registerWizard.inputuser.summary = Please input your details. Mandatory fields are marked with an asterisk.

For additional registrations, use a VAT registration number generated from this web page (see last column): https://demo.ubisecure.com/utils/hetu/hetu.html

Create a User with the following details:

First name:*:
KarlLast name:*: KearnesMobile phone number:(enter a real but unique telephone number)Email address:*: karl@example.comUsername:*: karlPassword:* Qwerty1234Password confirmation:*Qwerty1234The terms of use:*

The user can initiate the registration from the URL https://login.smartplan.com:7443/eidm2/wf/register/smeorganization

https://login.smartplan.com:7443/eidm2/wf/register/(NAME OF WORKFLOW IN registration.N)


Code Block
titleeidm2.properties
registration.3 = smeorganization
registration.3.logo.key = org-registration
registration.3.enabled = true
registration.3.newuseronly = true
registration.3.inviteonly = false
registration.3.tupas.disabled = true
registration.3.email.disabled = true
registration.3.approval = true
registration.3.methods = [ { "name" : "password.2", "mandatory" : "true", "visible" : "false", "default" : "true" } ]
registration.3.mobile.confirmation = false
registration.3.userinfo.fields = {acceptTerms}, {companyid}, {firstname, surname, mobile, email, password} 
registration.3.userinfo.optional = mobile
registration.3.organizations = [ { "path" : "${companyid}", "organizationclass" : "company", "virtual" : "false" } ]
registration.3.roles = [ "${companyid}/user" ]
registration.3.roles.firstuser = [ "${companyid}/mainuser" ]
registration.3.summary.fields = companyid, firstname, surname, mobile, email


Restart Wildfly


For additional registrations, use a VAT registration number generated from this web page (see last column): https://demo.ubisecure.com/utils/hetu/hetu.html

Create a User with the following details:

First name:*:
Karl
Last name:*: Kearnes
Mobile phone number:(enter a real but unique telephone number)
Email address:*: karl@example.com
Username:*: karl
Password:* Qwerty1234
Password confirmation:*Qwerty1234
The terms of use:*


The user can initiate the registration from the URL https://login.smartplan.com:7443/eidm2/wf/register/smeorganization

https://login.smartplan.com:7443/eidm2/wf/register/(NAME OF WORKFLOW IN registration.N)



This configuration will create the following steps:

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next

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then

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step 4 confirmation

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confirmation

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Manual approval by administrative user

Log in as Scott Long in the adminstartive interface

An approval will be waiting for the admin user:


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A request can be modified before approval.

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Approve the request to enable the account.

The new organization will be created:

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With one user:

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Information about the user:

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