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SafeNet Trusted Access for DocuSign

Overview

Configuring SafeNet Trusted Access for DocuSign is a three-step process:

1.DocuSign setup

2.SafeNet Trusted Access setup

3.Verify authentication

DocuSign Setup

As a prerequisite, download the Identity Provider signing certificate from the SafeNet Trusted Access console by clicking on the Download X.509 certificate button. You will need this certificate in one of the steps below.

Perform the following steps to configure SafeNet Trusted Access as your Identity Provider in DocuSign:

1.Log in to the DocuSign administrator console using the URL provided by DocuSign (for example, https://admindemo.docusign.com/authenticate).

2.Click on the Identity Providers tile.

3.Under Identity Providers, click ADD IDENTITY PROVIDER.

4.Under Identity Provider Settings, complete the following fields:

Field Value to be Set
Name Enter a name for the identity provider (for example, SafeNetIDP).
Identity Provider Issuer

Enter the ISSUER/ENTITY ID URL that is provided on the SafeNet Trusted Access console.

On the SafeNet Trusted Access console, you can copy this URL by clicking on the Copy to Clipboard icon available next to the ISSUER/ENTITY ID field.

Identity Provider Login URL

Enter the SINGLESIGNONSERVICE URL that is provided on the SafeNet Trusted Access console.

On the SafeNet Trusted Access console, you can copy this URL by clicking on the Copy to Clipboard icon available next to the SINGLESIGNONSERVICE field.

Identity Provider Logout URL

Enter the SINGLESIGNONSERVICE URL that is provided on the SafeNet Trusted Access console.

On the SafeNet Trusted Access console, you can copy this URL by clicking on the Copy to Clipboard icon available next to the SINGLESIGNONSERVICE field.

Send AuthN request by Select the POST option.
Send logout request by Select the POST option.
 

5.Click SAVE.

6.Under Identity Providers, the newly added identity provider (for example, SafeNetIDP) is listed. Click on the identity provider name.

7.Under Identity Provider Settings, scroll down to Identity Provider Certificates, click ADD CERTIFICATE to search and select the signing certificate that you downloaded earlier from the SafeNet Trusted Access console, and upload it. After a successful upload, the certificate is listed.

 

8.Click SAVE.

Obtaining Metadata

Perform the following steps to obtain the DocuSign metadata:

1.On the DocuSign administrator console, under Identity Providers, for the identity provider (for example, SafenetIDP) that your added earlier, click ACTIONS > Endpoints.

 

2.On the View SAML 2.0 Endpoints window, copy the URL provided in the Service Provider Metadata URL field.

3.In a web browser, open the service provider metadata URL, the DocuSign metadata will be displayed. Copy and paste the DocuSign metadata in Notepad and save it as a .xml file on your local machine.

SafeNet Trusted Access Setup

After completing the first step of configuring SafeNet Trusted Access in DocuSign, the second step is to activate the DocuSign application in SafeNet Trusted Access by performing the following steps:

1.In the Applications pane, you will notice that the DocuSign application that you added previously is currently in inactive state by default. To configure and activate this application, click the application (for example, DocuSign) and proceed to the next step.

2.Under STA Setup, click Upload DocuSign Metadata.

3.On the Metadata upload window, click Browse to search and select the DocuSign metadata that you obtained earlier in the Obtaining Metadata section.

Under Account details, the service provider metadata information is displayed.

4.Click Save Configuration to save the details and activate the DocuSign application in SafeNet Trusted Access.

Verify Authentication

Using STA Console

Navigate to the DocuSign URL (for example, https://account-d.docusign.com/organizations/23a5640b-68c1-410c-bd1b-c5f0f4cea2ed/saml2/login/sp/c1c8ce43-a2ef-44cc-81ff-e0d4a836b1fc). You will be redirected to the SafeNet Trusted Access sign-in page. Enter your primary directory login information, approve the two-factor authentication, and you should be redirected to the DocuSign user portal after authentication.

Using STA User Portal

Navigate to the User Portal URL to log in to the STA User Portal dashboard. On the dashboard, you will see a list of applications to which you have access. Click on the DocuSign application icon, you should be redirected to the DocuSign user portal after authentication.

 

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