TrackVia

Before You Begin

Introduction

This document describes how to configure Oracle Identity Cloud Service to provide Single Sign-On (SSO) for TrackVia using SAML.

About TrackVia

TrackVia is a low-code app development platform that allows rapidly developing and deploying web and mobile workflows.

After integrating TrackVia with Oracle Identity Cloud Service:

• Users can access TrackVia using their Oracle Identity Cloud Service login credentials.
• Users can start TrackVia using the Oracle Identity Cloud Service My Apps console.
• Admins can assign and revoke user access to the TrackVia app using the Oracle Identity Cloud Service administration console.

What Do You Need?

• An Oracle Identity Cloud Service account with authorization rights to manage apps and users (Identity Domain Administrator or Application Administrator).
• A TrackVia account with authorization rights to configure federated authentication.

Configuring the TrackVia App in Oracle Identity Cloud Service

Use this section to register and activate the TrackVia app, and then assign users to the app.

Prerequisite Steps

A company name is required before you can register and activate the TrackVia app. You obtain that company name from TrackVia.

1. Access TrackVia as an administrator using the URL: https://go.trackvia.com. The TrackVia home page appears.

2. In the upper-right corner, click the user name drop-down list, and then select My Account.

3. Click Advanced Customization. The company name appears in the Your current subdomain field: https://<Company_Name>.trackvia.com.

Registering and Activating the TrackVia App

1. Access the Oracle Identity Cloud Service administration console, select Applications, and then click Add.

2. Click App Catalog.

3. Search for TrackVia, click Add, and then click Next.

4. Click Download Identity Provider Metadata.

   Tip: Use this file later during the TrackVia configuration in the "Configuring SSO for TrackVia" section.

5. Click Finish. Oracle Identity Cloud Service displays a confirmation message.

6. Click Activate, and then click Activate Application. Oracle Identity Cloud Service displays a confirmation message.

Assigning Users to the TrackVia App

1. On the TrackVia app page in Oracle Identity Cloud Service, select Users, and then click Assign. The Assign Users window appears.

2. Select users that you need to assign to TrackVia, and then click OK. Oracle Identity Cloud Service displays a confirmation message stating that the TrackVia app is assigned to the users that you selected.

   Note: The TrackVia app can be accessed by a user who is assigned to the TrackVia app in Oracle Identity Cloud Service, even if the user doesn’t have a TrackVia account.

Configuring SSO for TrackVia

1. Access TrackVia as an administrator using the URL: https://go.trackvia.com. The TrackVia home page appears.

2. In the upper-right corner, click the user name drop-down list, and then select My Account.

3. Click Single Sign On.

4. Click the Enable Single Sign On check box.

5. Use the table to update the federated authentication attributes, and then click SAVE.

   This table lists the mandatory federated authentication attributes that you must set to complete the SSO configuration.

   Attribute	Settings
   Identity Provider Entity ID	Enter the Identity Provider Entity ID. Use the metadata file that you downloaded earlier to obtain the Entity ID. See the "Registering and Activating the TrackVia App" section.
   Upload Identity Provider Metadata	Click Choose file, and then upload the metadata file that you downloaded during TrackVia registration in Oracle Identity Cloud Service. See the "Registering and Activating the TrackVia App" section.

Verifying the Integration

Use this section to verify that SSO works when initiated from Oracle Identity Cloud Service (IdP initiated SSO) or from TrackVia (SP initiated SSO).

Verifying Identity Provider Initiated SSO from Oracle Identity Cloud Service

1. Access the Oracle Identity Cloud Service My Profile console using the URL: https://<IDCS-Service-Instance>.identity.oraclecloud.com/ui/v1/myconsole.

2. Log in using credentials for a user that is assigned to the TrackVia app. Oracle Identity Cloud Service displays a shortcut to TrackVia under My Apps.

3. Click TrackVia. The TrackVia home page appears.

4. Confirm that the user that is logged in is the same for both TrackVia and Oracle Identity Cloud Service.

   This confirms that SSO that is initiated from Oracle Identity Cloud Service works.

Verifying Service Provider Initiated SSO from TrackVia

1. Access TrackVia using the URL: https://<Company_Name>.trackvia.com. You are redirected to the Oracle Identity Cloud Service login page.

   Note: This is the company name that you obtained while performing the steps in the "Prerequisite Steps" section.

2. Log in using credentials for a user that is assigned to the TrackVia app. The TrackVia home page appears.

3. Confirm that the user that is logged in is the same for both TrackVia and Oracle Identity Cloud Service.

   This confirms that SSO that is initiated from TrackVia works.

Troubleshooting

Use this section to locate solutions to common integration issues.

Known Issues

Oracle Identity Cloud Service displays the message, "You are not authorized to access the app. Contact your system administrator." or “There is a problem with your account. Please contact Support."

Cause: The SAML 2.0 integration between the Oracle Identity Cloud Service TrackVia app and TrackVia is deactivated.

Solution:

• Access the Oracle Identity Cloud Service administration console, select Applications, and then select TrackVia.
• In the App Details section, click Activate, and then click Activate Application. Oracle Identity Cloud Service displays a confirmation message.

Oracle Identity Cloud Service displays the message, "You are not authorized to access the app. Contact your system administrator."

Cause: The administrator revokes access for the user at the same time that the user tries to access the TrackVia app using Oracle Identity Cloud Service.

Solution:

• Access the Oracle Identity Cloud Service administration console, select Applications, and then select TrackVia.
• In the App Details section, select Users, and then click Assign to re-assign the user.

Unknown Issues

For unknown issues, contact Oracle Support:

1. Go to https://support.oracle.com.

2. Select Cloud Support, and then sign in with your support credentials.

3. In the Cloud Dashboard, confirm that there are no planned outages in Oracle Identity Cloud Service, and then click Create Service Request.

4. Select Oracle Identity Cloud Service as the service type.

5. Complete your service request.