SAML SSO



The below steps are for integrating SAML SSO in Certain registration. Do not use this approach for general usage as this process is for specific usecases only.



Overview

Step 1: Enable the Single Sign-On module for your event

1. Navigate to Plan > Configure > and click Options from the dropdown menu

2. On the Options screen, scroll down and select ‘Single Sign-On Module’ and the click ‘Save’

Options settings

3. Once saved, navigate to the new tab ‘Single Sign-On’ from the left menu (or via the top dropdown menu: Plan > Configure > Single Sign-On)

4. Check the box for Oracle SAML SSO and then click ‘Save’

Single Sign-on settings

STEP 2: Create and Configure the SAML SSO Form

1. Navigate to Plan > Forms and click the copy icon of the non-myprofile form corresopnding with your event's registration method (standard, monitored or waitlisted)

  • Pro tip: If your event requires additional questions, logics or other customizations to registration form, do not perform this step until you have configured the non-myprofile form. This way you do not have to duplicate the customizations.

Copy Non MyProfile form

2. Name the new form replacing ‘Non My Profile’ with ‘Saml SSO’, then click ‘Save’ and follow all screen prompts until the new form is successfully created

  • Pro tip: Double check the Open Date and Close Date so you don't have to edit later if they are wrong while copying

Copy form step 2

3. From the Forms list, select the newly created SAML SSO form to edit

4. Navigate to the Entry tab of the SAML SSO form and edit the following:

  • Under Form Entry Permissions select ‘Open Enrollment or Profile Login’
  • Under SSO Login check ‘Oracle SAML SSO’ and set Require? to ‘Require’
  • Click ‘Save’ to apply changes

SAML SSO Form Entry edits

4. Navigate to the Registrant Details tab of the SAML SSO form and edit the following:

  • Under Active Registrant Information set all fields except Country, Government Employee Responsive, Marketing optin, Russia disclaimer, and Korean Check Responsive to Read Only
  • Under Other Options select ‘Enforce email uniqueness within this event’
  • Click ‘Save’ to apply changes
  • Pro tip: If you are asked to style the form so the profile labels and the read-only details have different font-weights you can add the below CSS in the Text Above Header and then add the class RDlabel to all fields (Note if you also have any custom questions on the same page as Registrant Details, you will also need to add a bold tag to those question labels.)

    <style>
    label {
    font-weight:normal !important;
    }
    .RDlabel {
    font-weight:bold !important;
    }
    </style>

SAML SSO Form Registrant Details edits

All other aspects of the SAML SSO form should align with your Non MyProfile form or marketer's requirements

STEP 3: Configure the Non MyProfile Form to display a SAML SSO button

1. Navigate back to the Forms listing (Plan > Forms) and select the corresponding Non My Profile form for your event registration type to edit

2. OPTIONAL: Navigate to the Registrant Details tab of your Non MyProfile form and remove the Get Started banner, this will otherwise appear under the SAML SSO button

Non MyProfile Registrant Details edits

3. Navigate to the Custom HTML tab of your Non MyProfile form

4. Select a pre-existing Custom HTML Section not in use, or click the blue ‘Add New’ button and update the following:

  • Set Section Name to ‘CH: SAML SSO Button’
  • In the text area paste the below code:
  • <style>
    a.SAMLbutton:hover {
    color:#ffffff !important;
    background-color:#3A3632 !important;
    cursor: pointer !important;
    }
    </style>

    <script>

    var retval;
    function getSourceValue()
    {
    var query, parms, i, pos, key, val;
    query =location.search.substring(1);
    parms = query.split('&');
    for (i=parms.length-1; i>=0; i--)
    {
    pos = parms[i].indexOf('=');
    if (pos > 0)
    {
    key = parms[i].substring(0,pos);
    val = parms[i].substring(pos+1);
    if (key == "source")
    {
    retval = val;
    return retval;
    }
    }
    }
    retval = "";
    return retval;
    }
    var source = getSourceValue();

    var sourceCode =
    encodeURIComponent('https://eventreg.oracle.com/svcs/form_sso/handleRequest/2?PKformID=<{Form Id For Url: REPLACE WITH YOUR SAML SSO FORM}>&source='+source); var sourceCodeUrl = "https://profile.oracle.com/myprofile/account/secure/update-account.jspx?nexturl=" + sourceCode;</script>Have an Oracle account?<br /><br /><a onclick="document.location = sourceCodeUrl;" target="_blank" class="SAMLbutton" style="font-size:12px; font-weight: bold; display:inline-block; border-radius: 6px; background-color:#312D2A; color:#FFFFFF; padding:12px; text-decoration:none;">Register with an Oracle account</a><br /><br />

Non MyProfile Registrant Details edits

5. Navigate to the Setup tab of your Non MyProfile form and in the Online Form Sequence, add the new Custom HTML section ‘CH: SAML SSO Button’ above ‘Registrant Details’

Non MyProfile Setup edits

Step 4: Preview the Non MyProfile Form and test the SAML SSO process

1. Open your Non MyProfile Form in a new browser tab, check the SAML SSO button is placed as desired and then click it

Non MyProfile form with SAML SSO button

2. Once you click the SAML SSO button, you should be prompted to either sign in with an Oracle Account or see the below page with your Oracle account details

SAML SSO entry page

3. After clicking Continue on the SSO page, you should see the Registrant Details as read only fields

  • Note: As an Oracle employee, some read only fields will not have data associated and will therefore show input fields instead (Company, Job TItle, Address, City, Postal Code); additionally the State/Province field pre-populates as AA.

SAML SSO Registrant Details page

Step 5: Troubleshooting

Whenever SAML SSO is in use, Certain will take ALL registration profiles into account, whether the registration is live, deleted or marked as a test. For this reason, you must always edit any test registrations using a real email address to a fake email address as outlined below or that email address will be barred from registering via the SAML SSO form.

1. After your event is set to ‘Live,’ navigate to the Event Dashboard ensuring Graphical View is set, scroll to the bottom and click the hyperlink ‘Registrations to Review’

Event Dashboard

2. Once the Registration to Review screen opens, check to see if any registrations exist in both ‘Deleted Registrations (marked "Not Active")’ and in ‘Test Registrations’

  • Note: You need to repate all of the following steps for both categories if registrations exist within them

Registration Review screen

3. Click the hyperlinked number to open a report dialogue and for any legitimate email IDs, repeat steps 4-5 for each occurance

  • Pro tip: Keep the report dialogue open for the below steps so you don't have to navigate back to these reports

4. From the report dialogue, click the email ID requiring an edit; upon clicking the email the original Certain window will load with the related email's Registration Card

Report dialogue

5. In the Registration Card, navigate to the Profile tab and edit the ‘Email’ field to a phony address; click ‘Save’

Registration Card Profile tab

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