Initial Setup Steps for Identity Provisioning with NotePM

GMOトラスト・ログインチーム
  • Updated

This page describes the initial setup steps for using TrustLogin as the source of identity
to perform Identity Provisioning to NotePM.

Note: For detailed instructions on operating NotePM, please refer to the documentation provided by NotePM.

Item Details
Pre-check
  • NotePM administrator privileges are required.
Setup Flow / Manual

Note: After connecting TrustLogin and NotePM using the steps on this page,
　please proceed to configuring user synchronization.
Provisioning Target 〇 Supports user provisioning
〇 Supports group provisioning
SAML Authentication Setup Manual

Link to the SAML Manual

  • The Identity Provisioning configuration created in this procedure can be linked to an existing SAML app.
    For details on the SAML app configuration, see here.
Notes
  • None in particular

Setup Steps

NotePM Settings

  1. Log in to NotePM with administrator privileges and click "Profile icon > Personal Settings".

    NotePM_ID_01.png

  2. Click "API Access Token".

    NotePM_ID_03.png

  3. Click the "Create" button.

    NotePM_ID_04.png

  4. Enter any name for "Token Name", check both "Read" and "Write" under "Scope", and click "Create".

    NotePM_ID_05.png

  5. Copy the displayed API access token.
    Note: The token cannot be viewed again after you "Save". Please make sure you have copied it before proceeding.

    NotePM_ID_07.png


    This completes the preparation on the NotePM side. Next, configure the settings on the TrustLogin side.

TrustLogin Settings

  1. Log in to the TrustLogin Admin Page, and from the "Admin Page > Settings > Optional Features" menu,
    open "Settings" next to "Identity Provisioning".
    IDProvServiceCommon01.png

  2. Click "Add Service".
    IDProvServiceCommon02.png

  3. On the Add Service screen, search for and select "NotePM", then click the "Add" button.

    [NotePM]_ID_17.png

  4. You will be redirected to the "Identity Provisioning > NotePM" page.
    Click the "Edit" button.

    [NotePM]_ID_18.png

  5. Open "Access Settings", enter the following values for the settings items, and click "Save".

    Connection URL The domain of the NotePM environment to connect to
    Note: Please specify the NotePM environment (domain) you are using. (e.g., test)
    Access Token The value of the "API Access Token" you copied in step 5 of NotePM Settings

    [NotePM]_ID_19.png

  6. Click the "Connect" button in the upper right of the screen.
    NotConnected_IDProv.png

  7. Once the button status updates to "Connected", the initial setup is complete.
    Connected_IDProv.png

Next step: The manual for configuring user synchronization is available here

Values You Can Configure in Attribute Mapping

You can map any attribute on the TrustLogin side to any attribute on the NotePM side.
For configuration instructions, see here

Available Default Functions

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Initial Setup Steps for Identity Provisioning with NotePM

GMOトラスト・ログインチーム
  • Updated

This page describes the initial setup steps for using TrustLogin as the source of identity
to perform Identity Provisioning to NotePM.

Note: For detailed instructions on operating NotePM, please refer to the documentation provided by NotePM.

Item Details
Pre-check
  • NotePM administrator privileges are required.
Setup Flow / Manual

Note: After connecting TrustLogin and NotePM using the steps on this page,
　please proceed to configuring user synchronization.
Provisioning Target 〇 Supports user provisioning
〇 Supports group provisioning
SAML Authentication Setup Manual

Link to the SAML Manual

  • The Identity Provisioning configuration created in this procedure can be linked to an existing SAML app.
    For details on the SAML app configuration, see here.
Notes
  • None in particular

Setup Steps

NotePM Settings

  1. Log in to NotePM with administrator privileges and click "Profile icon > Personal Settings".

    NotePM_ID_01.png

  2. Click "API Access Token".

    NotePM_ID_03.png

  3. Click the "Create" button.

    NotePM_ID_04.png

  4. Enter any name for "Token Name", check both "Read" and "Write" under "Scope", and click "Create".

    NotePM_ID_05.png

  5. Copy the displayed API access token.
    Note: The token cannot be viewed again after you "Save". Please make sure you have copied it before proceeding.

    NotePM_ID_07.png


    This completes the preparation on the NotePM side. Next, configure the settings on the TrustLogin side.

TrustLogin Settings

  1. Log in to the TrustLogin Admin Page, and from the "Admin Page > Settings > Optional Features" menu,
    open "Settings" next to "Identity Provisioning".
    IDProvServiceCommon01.png

  2. Click "Add Service".
    IDProvServiceCommon02.png

  3. On the Add Service screen, search for and select "NotePM", then click the "Add" button.

    [NotePM]_ID_17.png

  4. You will be redirected to the "Identity Provisioning > NotePM" page.
    Click the "Edit" button.

    [NotePM]_ID_18.png

  5. Open "Access Settings", enter the following values for the settings items, and click "Save".

    Connection URL The domain of the NotePM environment to connect to
    Note: Please specify the NotePM environment (domain) you are using. (e.g., test)
    Access Token The value of the "API Access Token" you copied in step 5 of NotePM Settings

    [NotePM]_ID_19.png

  6. Click the "Connect" button in the upper right of the screen.
    NotConnected_IDProv.png

  7. Once the button status updates to "Connected", the initial setup is complete.
    Connected_IDProv.png

Next step: The manual for configuring user synchronization is available here

Values You Can Configure in Attribute Mapping

You can map any attribute on the TrustLogin side to any attribute on the NotePM side.
For configuration instructions, see here

Available Default Functions