discover365 integration presentation

System IntegrationJames GarrettIntegration Specialist

Rapid & Personal Impact…

Why do we need system integration?

•First off, you can begin using the application without it.•Manual data entry is:•Expensive• Inaccurate•Delayed


Topics-Single Sign on Overview – SAML 2.0

-Data Integration Process-Single Sign On Integration Process

-Recent Updates & Upcoming Releases

-Wrap Up


Single Sign On Benefits

Security• Less temptation to write down

password• Easily enforce a single company wide

password policy (Controlled by client)• 3rd party applications never receive

network passwords• Suspended users are suspended in all

applications as soon as Active Directory is updated

Productivity• Less forgotten passwords mean less

downtime• Lower helpdesk costs• More reliable access to systems

Some Alarming Facts• Almost half of respondents say they never

use special characters (e.g. ! ? & #) in passwords.

• 64% of users have written down their password at least once in the last year.

• The average number of passwords per person is 17, with 8.5 work accounts.

• A helpdesk call for a password reset can cost as much as $25-75 per incident

• On average 17.2% of helpdesk calls are for password resets. Cox Communications stated it’s 20% http://passwordresearch.com/

Let’s Act Out SAML 2.0If you’re interested in volunteering, please act like you’re hiding so that I know you have good acting skills.

Step 1 – The Browser RequestEnd user attempts to access the Comply365 system to view a document

Step 2 – Redirect to Identity ProviderEnd user is redirected to 3rd party system to enter username and password.

Step 3 – User enters credentialsEnd user is given a prompt to login with username and password.

Step 4 – Validation and RedirectUsers credentials are validated and then the identity provider tells the user to go back to the Comply365 application and give it the identity response

Step 5 – Access Granted!End user gives response to the Comply365 application and is given access.


Integration ProcessOverview

“The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency.”

- Bill Gates


What can the agent synchronize?

•User Information•Group Information•Department Information•User to Group Linking•User to Department Linking


Data Integration StepsData Discovery• What data is available?

• Is data in multiple databases?• Is data in Active Directory?

• What data is relevant?• Human Resources Data• Operational Data

Setting Up Data Access• Request a database with only

information relevant to our agent• OR request a user with AD access• No VPN access to network• Integrate directly with the database,

no flat files laying around• Agent only requires port 443 access

Implementation and Testing• We test your agent with a copy of your

database in our testing environment• We then provide you with our Agent and

ask that you install it in your test environment

• After test environment is stable and validation testing has taken place, we assist you installing our agent in your production environment


Single Sign On Integration (SAML 2.0)• Users must be in your Comply365 instance before SSO is

implemented• Comply365 and Client trade SSL certificates to establish

trust• Client configures login/landing page on their identity

provider service• Single Sign On configuration meeting is scheduled• Comply365 adjusts sign in method during scheduled

meeting.• Client provides testers during meeting to validate SSO is

successful on both web and mobile devices.

Recent UpdatesAnd UpcomingReleases

• Unified Agent• Parallel Processing• API


Unified Agent• Single code base for all existing agents• Improved transaction logging• Rapid delivery of enhancements or bug

fixes• Enhances stability• Works with almost any database provider

or Active Directory

Parallel Processing• Speed enhancements, >60% reduc-

tion in processing time• Allows more frequent refreshes to

maintain current data

API• Application Programming Interface• B2B rollout nearing completion• Allows other applications to gather

and update data within Comply365 application

A few simple favors…• If we haven’t met-- Introduce yourself!• API ideas? Let us know!• 3rd party software integration idea? Speak up!

Questions?

“Don't Make Assumptions. Find the courage to ask questions and to express what you really want. Communicate with others as clearly as you can to avoid misunderstandings, sadness and drama. With just this one agreement, you can completely transform your life.”

- Miguel Angel Ruiz

discover365 integration presentation

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