Installation checklist

This checklist summarizes the main tasks and suggested configuration order. For each task, please refer to the relevant section of this guide.

Step

Task

1

Prerequisite: Install SharePoint 2013

2

Prerequisite: Confirm that SSL certificates are correctly installed for IIS

3

Prerequisite: Install Ubisecure SSO

4

Configure SharePoint 2013 for claims-based authentication

5

Configure Ubisecure SSO as an Identity Provider ("Claims provider")

6

Configure SharePoint as a Service Provider ("Relying party")

7

Disable "Sign in as another user" in SharePoint

8

Modify logout links in SharePoint

9

Configure and test the logout procedure - Both from the Identity Provider and Service Provider

10

Test Office integration - Can an end user open a document from within an Office application?

11

Test Windows Explorer integration - Can an end user browse a document repository from within Windows Explorer? Can a document be added by dragging a file to the Windows Explorer?

12

Optional: Verify that SharePoint uses persistent cookies

13

Optional: Add SharePoint to Internet Explorer trusted sites, or that it otherwise has the required rights (for Office integration)

14

Optional: Modify Ubisecure login UI to ensure it fits neatly within all presented Windows dialog boxes. It is recommended to reduce the width of the login window by roughly 10% for a simply better visual appearance. Please refer to the Ubisecure SSO UI Customization Guide for further information.

15

Optional: Install custom People Picker to improve user and group selection process

16

Optional: Further customize access control using Authorization Policy