Pre-requisites
The following details and users will need to be setup in Personify prior to completing the steps below.
- SSO Web Service URL
URL for example: https://site.personifycloud.com/SSO/webservice/service.asmx - SSO Login URL
for example: https://site.personifycloud.com/SSO/login.aspx - Vendor Username, Password
- Vendor Block
- Vendor Identifier
- Data Services API URL
for example: https://site.personifycloud.com/PersonifyDataServices/PersonifyDataSIR.svc - Data Services Username
- Data Services Password
Once you have the above details ready and configured in your Personify environment, you can continue with the steps below.
Steps to configure Personify SSO and Member Profile Creation
- In Admin, browse to Settings >Integration >Personify >Edit
SSO Web Service
- Under Personify SSO Web Service, copy the following:
- SSO Web Service URL
- SSO Login URL
- Vendor Username
- Vendor Password
- Vendor Block
- Vendor Identifier
Data Services
- Under the Data Services heading, copy the following:
- Data Services API Endpoint
- Data Services Username
- Data Services Password
- Member Types: Enable Member Types will capture and update the active membership for the member using the MembershipInfos call method. It is configured to only return active members and stores a single membership record for each member. The table also stores records for associate members. Learn more about Personify Member Types.
- Committee/Sections: Enable Committee's Integration to capture committee/sections for members using the CommitteeMembers call method. The Committee Label Name value is captured and store for members,
Member Types and Committee's are setup as Member Lists to provide to video access, member pricing to videos, channel access, channel pricing and other resources. - Save
- Go back to Integrations List, and enable Personify Integration
Modify Video Library Login Menu
- Browse to Video Channel > Registration >Authentication tab
- Under Local Authentication Settings if you are only using Personify to support Member Login to your video library, then turn off the following:
- Disable Local Registration
- Disable Local Login
- Disable Required Password
- Email is Username: In most cases, this will be turned off and we will capture the username (sometimes the Constituent ID) and email address uniquely that are stored in personify. If your explicitly have all your members in personify using their email as their personify username, then you can keep Email is Username turned on.
- Select Integration Authentication Settings from the collapsible menu
- Enable Integration Provider Login Button
- If you are using any of our Advanced AMS Integrations such as Personify, then the Login button will use the SSO Web Service Personify Login, and direct members to your Personify website login page.
- Once a user has logged in successfully, they will be returned back to your video library.
- Login Button Text: you can modify the default button login text that is displayed. ie. Member Login
- LogOut URL: Enter the LogOff URL for Personify
- Save
Login Workflow:
The following workflow assumes that the user first lands on the webcastcloud video library anonymously. A user can also login directly to your Personify website, and then SSO to video library.
- Member browses to webcastcloud Video Library
- Clicks Login button
- Personify Login URL with Vendor ID and Vendor Token (vt) that is dynamically created
- Member directed to Personify SSO Login page
- Member enters their unique member login details
- Member token is generated for SSO
- The following minimum member attributes are stored within webcastcloud to created a member profile: First Name, Last Name, Email Address.
- Additional optional fields include Master Customer ID, Organization ID, Organization Name, Member Group.
- Additional web methods via Data Services are called to get more information via Master Customer ID, including Order Details via Product Codes, Member Types and Committees.
- Member is logged into webcastcloud Video Library and can start accessing video content based on member type, member pricing, member access and product access.