Panel

title	Purpose

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 organisations and users

Panel

title	Requirements

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:

Identity verification with a strong authentication method (e.g. national or bank authentication)
Customer relationship verification by a CRM system query
Verification of basic user information (e.g. phone number)
Approval of service terms
Activating a strong authentication method, such as SMS or one time password (OTP) printout
Confirmation of e-mail address
Automated or administrative approval by an administrator or assigned process owner

Instructions

1)

In this lab we will configure two workflows:

Role invitation workflow
User self-registration workflow

Part 1: Role Invitation Workflow

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

Code Block

title	eidm2.properties

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

Image Removed

A confirmation is shown:

Image Removed

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

Image Removed

The approval can be inspected further and canceled if required:

Image Removed

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

title	custom/eidm2.properties

registration.2
=
roleinvite
registration.2.logo.key = org-registrationroleinvite
registration.2.enabled = true
registration.2.inviteonly = true
registration.2.tupas.disabled = true
registration.2.email.confirmation = truefalse
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, mobile, email
registration.2.organizations = { "path" : "Users" }

Restart Wildlfly.

In Lab 1.6 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

Image Added

Select organisation "City Group" and then "roles"

2) Self Registration Workflow

User and Organization

Tick in "Representative" type of role, and in "Action" select "Invite users to role."

Image Added

That will show you the role invitation workflow. Write your email (or some real personal email you have access to) and click "Next"

Image Added

Write the firstname, lastname and your own phone number.

Image Added

Write a message and click the Confirm button:

Image Added

Then you see this:

Image Added

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

Image Added

Click on the link and you will see this:

Image Added

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

Image Added

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

Image Added

That's how it shows next:

Image Added

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.

Take note of the email and password as you will use this new user account in later exercises.

Part 2: User Self-Registration Workflow

User and Organisation registration workflow to be configured

Finnish Company BusinessID Business ID input (e.g. 2184053-5 is CityGroup's Company ID)
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-organizationorganisation

Do the following changes in the configuration files:

Code Block

title	custom/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

title	eidm2.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

organizationtype" : "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

Create a User with the following details:

First name:*:	Karl
Last name:*:	Kearnes
Mobile phone number:	Enter a real but unique telephone number (Optional).
Email address:*:	karl@kokomedia.local
Company ID	9404545-2
Password:*	Qwerty1234
Password confirmation:*	Qwerty1234
The terms of use:*