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 organisations and users

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

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

eidm2.properties

methods.sms.gateway = https://sms.ubisecure.com/smszoner2.asp?to={mobile}&message={challenge}

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, mobile, email
registration.2.organizations = { "path" : "Users" }

Restart Wildlfly by executing this sequence in the command prompt:

net stop Wildfly
net start Wildfly

or via Windows graphical user interface as seen in the picture:

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

Select organisation "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 your email (or some real personal email you have access to) and click "Next"

Write the firstname, lastname and your own phone number.

Write a message and click the Confirm button:

Then you see this:

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

Click on the link and you will see this:

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

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

That's how it shows next:

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 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-organisation

Do the following changes in the configuration files:

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.

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" : "${companyid}", "organizationtype" : "company", "virtual" : "false" } ]
registration.3.roles = [ "${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:*

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

Remember to logout from any user before starting using https://login.smartplan.com:8443/uas/logout

This configuration will create the following steps. Accept the terms and click the Next button.

Input the Company ID:

Fill in the user details:

Confirm the user details.

This page acknowledges the registration:

Manual approval by administrative user

Now log in as Scott Long in the administrative interface. An approval will be waiting for the admin user:

Click on "Approvals" tab:

A request can be modified before approval.

Now approve the request to enable the account.

The new organisation will be created:

In the new organisation you will see one user:

Click "Open" and you will see more information about the user:

After approval by Scott, Karl will get an email notification. He can sign in to the admin portal URL https://login.smartplan.com:7443/eidm2/wf/admin and manage his own organizations and users according to the configured access rights. Remember to logout from any user before starting using https://login.smartplan.com:8443/uas/logout

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