Learn how to create users in BMC Remedyforce cloud IT service management (ITSM) and how to authenticate users. Together with other settings, the profile determines what tasks users can perform, what data they see, and what they can do with the data for true high-speed IT. Learn more about Remedyforce: http://bmc.com/remedyforce
2. Agenda
• Overview of User Creation methods and User
Authentication
• How do I Create and Maintain my users in
Remedyforce?
• How do my users Authenticate into
Remedyforce?
• What is best for my implementation of
Remedyforce?
• Final Thoughts
4. What is a user in Remedyforce?
Remedyforce utilizes the built in
functionality of Salesforce to manage
users. Every user is identified by a
username, a password, and a single
profile. Together with other settings, the
profile determines what tasks users can
perform, what data they see, and what
they can do with the data.
9. Overview of Authentication in
Salesforce
How are log in credentials
created?
What types of
authentication methods
are available?
Where do users log in?
10. Credential Creation
• Credentials are generated automatically during
user creation
• Credentials are in the format of an email
address
• Credentials must be unique, across all
Salesforce organization instances
11. Native Salesforce Authentication
• Provided by Salesforce
• No development required
• Access to authentication
screen from any internet
connection
12. Single Sign-On Methods
• Federated authentication
user SAML
• Delegated Authentication
integration with LDAP
• Using an authentication
provider
13. Single Sign-On Implementation
Best Practices
• Delegated Authentication
• Federated Authentication using SAML
• Authentication Providers
Thank you Carol/Olivier. Hello everyone, as mentioned, my name is Brian Zentner. I am a Sr Associate Consultant with BMC Remedyforce Onboarding Services. I am very happy to be here today to discuss User Creation and User Authentication in the BMC Remedyforce Environment…..
General Agenda: 1 Minute
Overview: 4 Minutes
Create and Maintain: 10 Minutes
Authentication: 5 Minutes
Best options: 20 Minutes
Final Thoughts: 3 Minutes
Lead in: 1 min
Let’s begin with an overview of what a user is and how users are created and maintained in your environment. As a Remedyforce Administrator, your time is better utilized managing the application not……..
Overview of a user: (Talking Points) – 2 mins
Contains Demographic info
Contains Security info (Profiles & Roles)
Explain Profiles and RolesMisc Information (Manager, App licenses, VIP, Manager, Etc)
User profile layout ( Explain fields and process ):
Highlight: mandatory fields; BMC specific fields, Profiles, Roles, User License
User profile layout ( Explain fields and process ):
Highlight: mandatory fields; BMC specific fields, Profiles, Roles, User License
User profile layout ( Explain fields and process ):
Highlight: mandatory fields; BMC specific fields, Profiles, Roles, User License
Let’s begin with an overview of how users are created in your environment and how those users log in.
Credentials are created when the user is created.
Authentication methods: Native Salesforce Auth; Delegated Authentication; Federated Authentication; Salesforce
Native: Simple login at login.sf.com
Delegated Auth: A SSO solution, utilizes a web service call to determine if a user has logged into a web site (IE: Intranet Portal)
Federated Auth: A SSO solution, utilizes SAML (Security Assertion Markup Language)
Auth provider: A SSO solution, utilizing a Pre-integrated service from a branded Identity Service
Where a user logs in is dependent on which Auth method used. For Native: login.salesforce.com OR test.salesforce.com
User login.salesforce.com for prod, test.salesforce.com for sandbox
Federated Auth: Allows you to send authentication between unrelated Web Services. Allows sign on from Client applications. Enabled by default in the Salesforce org.
Delegated Auth: Allows integration with an auth of your choice: integrate with LDAP, auth with security token instead of password. Set by permissions not by org level (can have some user auth with Delegated auth and some with SF standard auth.
User Creation
Authentication Methods
Best Practices
Implementation Considerations
HyperLinks to Salesforce and Remedyforce resources
BMC Remedyforce has an extremely active user community where you can get answers to additional questions on this topic. We encourage you to take a look at bmc.com/communities.