On October 29, 2020, we updated our SAML implementation. Domains using SAML authentication that was set up prior to that date should upgrade their implementation using the following steps.
In order to upgrade your SAML using the following steps, you must sign into the Echo Admin tool as a domain administrator.
1. Download the current SAML metadata file
- Sign into the Echo Admin tool as a domain administrator.
- Click Resources tab.
- Choose -saml in the Folder dropdown, and click idp-meta.xml link.
Click the Download button in the upper-right corner.
- Be sure to take note of the downloaded file’s location, so you can find it.
2. Contact Echo Support for sandbox domain and Administrator account
Once you have your sandbox domain and Administrator account created, continue with the following steps for testing your SAML setup.
- Open the Subdomains tab in the Admin tool.
- Switch to the sandbox subdomain, and open Domain settings.
- In the Authentication card, choose SAML as the authentication type
- Click Add Identity Provider, and in the popup, upload the idp-meta.xml file you downloaded.
- Click Done, and Save the configuration.
- Create a test user in the sandbox subdomain with a username that matches one you can authenticate with SAML.
3. Test your sandbox domain
- Enter the URL for your sandbox domain.
- Click the Login button which should redirect you to your Identity provider (IdP).
- Enter the credentials that match the test user you created in step 7.
- This should redirect you back to Echo as that test user, verifying that your SAML configuration is working correctly.
- Click Logout to logout of Echo.
4. Update your production domain
Once you've verified the safe setup of SAML authentication in your sandbox domain, repeat the process for configuring SAML in your production domain:
- In your production domain, open Domain settings.
- On the Authentication, choose SAML as the Type.
- Click Add Identity Provider, and in the popup, upload the idp-meta.xml file that you uploaded to your sandbox domain.
- Click Done, and Save the configuration.
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