How to configure Single Sign on using Okta (SAML2.0)

by | Nov 3, 2022

How to configure single sign on using Okta (SAML2.0)

 

 

 

This guide will walk you through a standard SSO integration with Okta as the Identity Provider (IdP) and ITM Platform as the Service Provider (Sdp). Before proceeding, we advise you to get familiar with the Single Sign-On process in ITM Platform.

Okta configuration

In your Okta admin panel, go to Applications and Create App Application.

  • General > Edit SAML Settings > Add the App Name and, optionally ITM Platform’s logo. Click Next
  • In A – SAML Settings:
    • Single sign on URL: https://app.itmplatform.com/WebService/SSO.asmx/Auth
    • Audience URI (SP Entity ID):  https://new.itmplatform.com/
    • Name ID format: EmailAddress
    • Application username: Email
  • Scroll down to “Attribute Statements (optional)” and add the following values:
    • Name: email
    • Value: user.email (select from the dropdown)
  • Next > Finish
  • Sign-on > SAML Signing Certificates > Download the SHA-2 certificate.
  • Generate a fingerprint by pasting the full content of the certificate in https://www.samltool.com/fingerprint.php  and generate a sha256 fingerprint that will look like C0:9A:C2:27:4B:46:B8:AF:81:43:CA:65:AE:29:F5:82:E7:AB:01:C3:A9:67:37:1C:52:21:23:CE:7E:74:32:A2. Copy it.
  • On the sign-on section of your Okta application, click  “View SAML setup instructions” (right pane), and copy the values of:
    • Identity Provider Single Sign-On URL (it will look like https://xxxxxxx.okta.com/app/xxxxxitmplatform_xxxxx/exk71wyb72noECfvv5d7/sso/saml
    • Identity Provider Issuer (it will look like http://www.okta.com/exk71wyb72noECfvv5d7)
    • X.509 Certificate

You now have your Okta application all set up and the values you need to configure ITM Platform’s SSO.

ITM Platform configuration

On the left menu, go to CONFIGURATION > ORGANIZATION > Company Settings. Scroll down to “Single Sign-On (SSO) Configuration”

  • Tick “Enable SSO”
  • We don’t recommend ticking “Force SSO for all users” until you have tested all works fine. Otherwise, you may be locked out. If this happens, please get in touch with support@itmplatform.com
  • Issuer: paste the “Identity Provider Issuer” provided by Okta
  • Login URL: paste the “Identity Provider Single Sign-On URL” provided by Okta
  • Certificate: paste the “X.509 Certificate” provided by Okta
  • Fingerprint: paste the fingerprint you generated earlier.
  • Save

To test it, log out and when prompted on the login page, click on “Login with SSO.” You should be redirected to Okta’s login page and fill out your credentials (we recommend you select “remember me” ) . You will then be redirected to ITM Platform’s home page, and from then on, clicking on “Login with SSO” will lead you to ITM Platform.

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Custom Extensions

by | Sep 2, 2022

Custom Extensions

Course content:

  • Learn how to create customizable extensions with ITM Platform
  • Create functionality
  • Alter standard behavior
  • Connect ITM Platform with other applications

Task Statuses: Customization and Implementation

by | Sep 1, 2022

Task Statuses: Customization and Implementation

 

On ITM Platform, tasks of all project types can have different statuses. All statuses are based on five basic statuses: Backlog, Pending, In Progress, Completed, and Archive. Three of them (Pending, In Progress, and Completed) are operational, and only on them is it possible to create customizable statuses.

 

Customizable Task Statuses:

ITM Platform offers three operational states as standard, which are based on the Pending, In Progress, and Completed base states. You can change these or create new ones so that task states reflect your processes.

Task statuses can be created and customized for both waterfall and agile projects. In the following sections, we explain how.

 

Non-customizable Task Statuses:

There are two complementary task statuses: Backlog and Archive. You cannot create statuses based on Backlog and Archive.

They are also present in Agile and Waterfall projects.

 

Implementation of Task Statuses in Waterfall Projects:

For predictive (Waterfall or Gantt) projects, task statuses are defined at the organization level and always based on the operational baseline statuses (Pending, In Progress, and Completed). To create new statuses or alter existing ones, you will need a Full Access license. Go to SETTINGS > PARAMETERS > Task parameters > Task status.

Backlog and Archive task statuses are always visible in the project Gantt so that summary tasks and calculated Progress are not affected. 

 

Implementation of Task Statuses in Agile Projects:

In agile projects, task states are defined at the project level (by columns). As in waterfall projects, task statuses are based on operational statuses.

To add or change columns, go to the agile project dashboard and select “Edit board layout”:

Note that tasks whose statuses are Backlog or Archive will not appear in the Dashboard but will be visible from the task list if desired.

 

Bulk status change from the task list:

To change the status of one or more tasks to Backlog or Archive from the task list:

  1. Select the tasks
  2. Click on Update status
  3. Choose the new task status

Note that the Backlog and Archive task statuses appear first and last in the list of task statuses, while in the middle will appear the base task statuses and those task statuses created from them.

Standard and Custom Extensions

by | Apr 24, 2022

Standard and Custom Extensions

Extensions enhance the standard functionality of ITM Platform. 

Standard Extensions

The standard extensions available in your environment are developed by ITM Platform or a certified partner.

To access them, go to CONFIGURATION > CUSTOMIZATION > Extensions Panel.

Your ITM Platform’s environment already has standard extensions that you can install, configure, and use. Your panel may show new extensions over time. 

To install an extension, click on its icon and click on the “Install” button. Once installed, click on “Configure.”

The configuration will vary depending on the information needs of the extension. Once configured, you will need to activate the extension in all cases. 

The panel will display a green verification icon on installed extensions.

You can also disable or uninstall extensions. Note that you will lose any settings you had if you uninstall them.

Custom Extensions

With the help of custom extensions, you can create additional functions, alter standard behavior, and connect ITM Platform with other applications. 

The same extensions panel will show you the extensions that your organization has created.

They allow you to respond to events, such as updating tasks and purchase amounts or changes in project status, and responding with actions like sending an email or requesting more information from users. 

You can also program recurring actions using the scheduler and synchronize ITM Platform with your ERP, CRM, or any other application used in your organization.

To learn how to create extensions, you have the documentation and the GitHub repository where the code for the extension examples resides:

  1. Example 1: When a project is updated, send a message to a static email address.
  2. Example 2: When the actual value of a purchase is updated, send an email to a static address if the amount exceeds the purchase quote.
  3. Example 3: Send a daily email to the project manager of a specific project containing all tasks whose completion date is later than today.
  4. Example 4: Synchronize ITM Platform customers with Hubspot companies: only those that have Hubspot ownership sync_itm_platform set to true.
  5. Example 5: Allow users to enter the actual amount of revenue if < = Projected amount.

Related documentation:

 

Mass updating purchases

by | Mar 7, 2022

Mass updating purchases

ITM Platform allows you to perform operations on a group of project purchases by navigating to the purchases section and selecting the purchases you require. The selection is made by ticking the tick box to the left of each purchase.

As soon as you start making your selection, you can see the number of purchases you selected at the bottom of the list, and three options are enabled.

  • Copy: Copies the selected purchases to another project, as explained in more detail in the section on copying purchases. Apart from copying purchases, you can choose to include the tasks related to the purchases you are copying.
  • Edit: It allows editing several fields of the selected purchases in a mass update process, as explained in the next section.
  • Delete: Deletes all selected purchases. Before deleting the purchases, ITM Platform will ask for your confirmation.

 

Update purchases

Clicking the option “Edit” opens a pop-up showing how many purchases you are editing.

Clicking on the option “see which,” you get a list of the selected purchases.

The pop-up allows setting several options applied to the selected purchases.

  • Status: Select the status you want to apply to all selected purchases or select “Keep Current” if you want to keep the status unchanged.
  • Type: Select the type you want to apply to all selected purchases or select “Keep Current” if you want to keep the status unchanged.
  • Purchase Budget: Select the purchase budget you want to apply to all selected purchases or select “Keep Current” if you want to keep the purchase budget unchanged.
  • Provider: Select the provider you want to apply to all selected purchases or select “Keep Current” if you want to keep the provider unchanged.
  • Projected amount: When mass updating the projected amount of purchases, you can choose from three options from the dropdown menu.
    • Keep Current: Leaves the projected amount of each purchase unchanged
    • Fixed amount: Choose this option to apply a fixed amount to all purchases. All edited purchases will have the same projected amount.
    • Percentage: Choose this option to multiply the projected amount of each purchase with a percentage. The edited purchases can have distinct projected amounts.
  • Actual amount: When mass updating the actual amount of purchases, you can choose from three options from the dropdown menu. Please note that the changes will only apply to purchases with a status that allows for an actual amount.
    • Keep Current: Leaves the actual amount of each purchase unchanged.
    • Fixed amount: Choose this option to apply a fixed amount to all purchases. All edited purchases will have the same actual amount.
    • Percentage: Choose this option to multiply the projected amount of each purchase with a percentage. The edited purchases can have distinct actual amounts.
  • Due Date: Select the due date you want to apply to all selected purchases or select “Keep Current” if you want to keep the due date unchanged. Please note that the due date will remain unchanged for purchases that depend on a task.

Once you are satisfied with the changes, click Next to apply them. Once you confirm, the changes may take up to a minute to appear on the purchases.