Month: June 2016

frevvo + Google Apps: Part 7. Single Sign On using your Google Apps credentials

As of October 2015, Google Apps can now act as a SAML Identity Provider. Since frevvo also supports SAML, you can easily sign in to your frevvo Cloud tenant or On-premise system using your Google Apps credentials. The complete walk-through below shows you how to setup Google as the Identity Provider and frevvo as the Service Provider to configure SSO. This walk-through is for Cloud. On-Premise is similar but has an additional step to generate a certificate.

Google as the Identity Provider

Follow the steps below. Screens are shown in the images below.

  1. Login to your Google domain as an admin, go to the admin portal and click through to Apps > SAML Apps. If you have any existing SAML apps, you’ll see them here. Click the big PLUS (+) sign at bottom right to add a new one. A wizard will appear.
  2. In Step 1, click the “Setup My Own Custom App” link at the bottom of the screen.
  3. In Step 2, choose Option 2 and Download the IDP metadata file.
  4. In Step 3, you can provide a name for your application, a description and a logo.
  5. In Step 4, you must enter the Service Provider (frevvo) details. For ACS URL, type https://app.frevvo.com:443/frevvo/web/saml/SSO/alias/{tenant}. For Entity Id, type https://app.frevvo.com:443/frevvo/web/alias/{tenant}. In both cases, replace {tenant} with your cloud tenant. For example, https://app.frevvo.com:443/frevvo/web/saml/SSO/alias/ashish-saml.com. Leave the built-in Name Id attribute configuration alone.
  6. In Step 5, you need to add a new Attribute Mapping:
    User Id | Basic Information | Primary Email and click Finish.
  7. You should see the Setup Complete screen show up. Click OK.
  8. Your new SAML App will be displayed. Click the three dots at right and turn ON SSO. You can choose to turn it ON for everyone in your domain or for specific sub-domains.

Create users in Google

At this point, you’ll need to create your users in Google or move existing users into the appropriate sub-organization if you are limiting access to your SAML app in Google. You won’t have to create new users or move existing users if you enabled the SAML app for everyone in your Google domain.

However, you’ll need a user in your Google domain to serve as the tenant administrator. Either, create a new one or choose an existing one (there’s nothing to do as long as you choose someone).

Create users in frevvo

You need to ensure that the user you chose/created as the tenant admin exists in frevvo. Once we switch over to SAML, all authentication will use Google Apps credentials and you won’t be able to login using your current tenant admin or other users. We’ll use CSV upload. The file syntax looks like this:

userId,tenant,password,firstName,lastName,email,enabled,reportsTo,roles,transaction
{user}@{domain},{tenant},123,{first},{last},{email},true,,frevvo.Designer|frevvo.TenantAdmin,

The fields are your Google login (e.g. prajakta.deshmukh@frevvo.com), your frevvo tenant id (e.g. ashish-saml.com), any password (it is not used), the first name, last name and email address. In the roles field, use the roles indicated above.

  1. Login as the current tenant admin user.
  2. Click on Manage Users.
  3. Click on Download CSV users file.
  4. Edit the file to setup at least one Google User (the one you chose/created as the tenant admin).
  5. Click on CSV Upload (the Excel looking icon) and upload the file to create this user.

frevvo as the Service Provider

Now, we need to setup frevvo. Follow the steps below (also shown in the image below):

  1. Generate the SP metadata file from frevvo. Visit the URL: https://app.frevvo.com:443/frevvo/web/saml/metadata/alias/{tenant} in your browser. Replace {tenant} with your cloud tenant. Right click to View Page Source and save as an XML file.
  2. Login to your Cloud account as tenant admin and click the Edit Tenant button.
  3. In the Security Manager section, click the Change button, choose SAML in the drop down that appears and click Ok. NOTE: Free Trial accounts do not show the Change button. If the Change button is not visible in your tenant, please contact customer support.
  4. The SAML configuration section will appear. In the Service Provider section, we must paste the SP metadata file we generated in Step 1 above. Unfortunately, the file contains an XML prolog (highlighted in the image below) which must be removed. Paste the contents of this SP metadata file without the prolog into the Service Provider text area of the configuration form.
  5. In the Identity Provider section, paste the IDP metadata file we generated and saved in the Google setup above. Once again, the file contains an XML prolog. Paste the contents of this IDP metadata file without the prolog into the Identity Provider text area of the configuration form.
  6. Check Authentication Only. This means SAML will authenticate the user but not retrieve any of the attributes. Users are not automatically discovered upon first login. Therefore, you must create users & roles using CSV upload.
    • If you do not wish to select the Authentication Only option, you’ll need to map other attributes in Google first before you can assign them in Frevvo. First Name, Last Name, and Email should be pretty straight forward since these attributes are surfaced by the Google SAML IdP app. The other attributes may be more difficult.
  7. With the Authentication Only option, attribute mapping only includes one attribute, the User Id. Since we mapped the email address to the User Id attribute in Google while setting up the SAML app, we can simply map the frevvo attribute to User Id in the configuration form.
  8. Submit the form and we’re done.

How to use your new SAML tenant

  1. Logout of all your Google accounts to test.
  2. Go to the tenant URL: https://app.frevvo.com:443/frevvo/web/tn/{tenant}/login. Replace {tenant} with your tenant id.
  3. You will be redirected to the Google login page.
  4. Login to Google as the Google user you chose/created as the tenant admin.
  5. You will be redirected to frevvo to the Manage Tenant screen.

The user id displayed in frevvo at the top will look like {user}@{domain}@{tenant} which is a bit confusing but is purely cosmetic.

Load other users in frevvo

Before your other Google users can login to frevvo using their Google Apps credentials, they must first be created in frevvo. You can download users from Google Apps as a CSV file (uncheck the create a Google Sheet option), modify it  to follow frevvo’s syntax as above and upload it. You can also login as the tenant admin Google user and create users and roles using the UI.

Once the user exists in frevvo, he/she can login using Google credentials and the system will behave as expected according to the roles assigned to the user.

frevvo for Confluence – Part 4. Create/Update Confluence Pages

In Part 3 of this series, we looked at how you can create a form or workflow and accumulate submissions on a Confluence page.

But, customers often want to create and update Confluence pages from frevvo forms for structured content. An example is an application to manage client contact information.

Let’s say you want to create a Confluence page for each client. The Confluence rich text editor is one way to manage these pages. But, it’s hard to keep the pages consistent, eliminate errors and enforce business constraints with the Confluence editor. That’s where frevvo comes in.

Instead of creating/updating these pages using Confluence’s editor, you can use a form. The form enforces structure, business rules, validation etc. When the form is submitted, frevvo will generate a Confluence page for the client; the page can be named using data from the form (e.g. client name).

frevvo can also generate an Edit link on the page. When clicked, it takes you back to the form pre-filled with the client data. You can edit the data and submit. frevvo will then update the client page with the updated data.

With Live Forms for Confluence, anyone can do it. See how easy it is in this 4.5m video.

frevvo for Confluence – Part 3. Collect data on a Confluence page

In Part 2 of this Series, we saw how to create a simple survey form in Confluence and view submission data or download it to MS Excel. But sometimes, people want to do more. They want to format the results as a table and add a graph, display the results in specific ways etc.

Confluence and its rich set of plugins is the ideal platform for this and with frevvo Live Forms you can now easily create forms [and even workflows] and collect submissions on a Confluence page. Then, use arbitrary macros to create tables, charts, Tab views etc. It’s a powerful way to leverage the unique capabilities of both platforms.

Watch the 3.5 min video below to see how.

frevvo for Confluence – Part 2. Simple forms/submissions.

Does your organization use Confluence for collaboration? If so, you can easily expand your Confluence-based Intranet so employees can do some of the common things organizations do like surveys and event registrations without needing a programmer every time.

Imagine that your marketing employees could create a Confluence page, add an event registration form to it, view the registrations in Confluence or download them to Excel. All by themselves without I.T. involvement, setup, databases or anything.

With Live Forms for Confluence, anyone can do it. See how easy it is in this video (less than 3 min).

[Infographic] frevvo + Google Apps

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Organizations use frevvo to digitize day-to-day approval workflows in the Cloud such as expense reports, purchase requisitions and employee on-boarding. These workflows generate documents that must be securely stored and managed somewhere – typically some sort of ECM (Enterprise Content Management) system.

Organizations (including frevvo Inc.) use Google Drive as a Cloud-based system to store and manage enterprise content and to collaborate on that content including both unstructured content such as videos, images, spreadsheets, & presentations and structured content such as invoices, sales orders, & expense reports.

The fit is obvious and natural. If your organization uses Google Apps, you can combine frevvo + Google Apps to solve real business problems, improve productivity and efficiency and allow employees to focus on customers, students and patients instead of being bogged down in paperwork.

Check out this new infographic on the benefits of e-forms and approval workflows with frevvo integrated with Google Apps.

From electronic signatures to dynamic pick lists to using Google Drive as a content repository to approval workflows, the combination just makes completing routine, day-to-day business tasks easier.

It’s 2016! There’s simply no excuse for outdated, manual systems that cause delays, result in unhappy employees and wasted time and money.

frevvo already has pre-built forms and workflows that can be customized in next to no time and deployed online. They can all be signed online, routed to the proper person electronically, used on mobile devices, delivered in multiple languages, generate PDFs, work with Google Apps and a whole host of advanced capabilities. There’s no need to deal with printing PDFs for signatures, correcting Excel-based time sheets, or tracking down approvals in email.

Learn more by visiting our website. Explore some of the examples, read customer success stories and contact us for more details.

frevvo for Confluence – Part 1. What is it?

confluence_rgb_blueAtlassian’s Confluence is a wiki used by 1000s of companies to connect people with the content and co-workers they need to get their jobs done, faster. Confluence has an intuitive, rich-text editor that makes it easy for anyone to edit pages and create content. Works great for relatively unstructured content.

But, a big part of people’s day-to-day work is structured content – routine time sheets, job applications, expense reports, vacation requests, purchase requisitions, sales orders, employee on-boarding, patient referrals and the like. These are just forms (often paper or PDF or Excel) that are filled out every day and routed around to others for signatures, comments and approvals (email or hand-delivery).

frevvo is fully integrated with Confluence and employees can collaborate efficiently on their day-to-day tasks in the same, familiar environment.

It’s hard to do this in Confluence. Consider a simple Vacation Request. You can’t just create a new Confluence page because you want to take next week off and then expect your supervisor to Edit it and approve or comment back.

frevvo-Confluence
frevvo form Designer in Confluence

That’s where frevvo comes in. We provide an Add-On for Confluence that lets you add forms, workflows and the associated task lists to Confluence. Users then simply logon to Confluence, go to the Vacation Request page, fill out the form that’s embedded on that page and Submit. frevvo will route as required, send notifications to the appropriate people and remind them if necessary. When the next person in the workflow needs to act on the request, he/she can approve/comment/reject directly in Confluence.

Instead of wasting time chasing signatures, let your people focus on serving customers, students & patients.

 

Learn more by visiting our website and sign up for a free 30-day trial. See how the combination of frevvo + Confluence can help solve real business problems easily.

 

[Video] K-12 Process Automation

Several K-12 school customers are using frevvo to automate routine processes and improve efficiency and services to students and staff. The fact is, schools are drowning in paper. Student work, parent & staff communications, travel reimbursements and many other processes are paper-based and require, emailing, printing and scanning.

These everyday approvals take an exorbitant amount of time if done manually. Students, staff and parents are waiting longer than necessary and spending more time/money than necessary to tackle these routine tasks. There’s also a much higher rate of inaccuracy in the manual process. Our infographics and other blog articles discuss how frevvo’s affordable, cloud-based workflow products for K-12 process automation can improve efficiencies in these areas. We’ve also created a short (2 min) video below to show you the benefits of using frevvo in your school district.

Interested in learning more? Visit our website to and see how Colleges & Universities are already using frevvo’s public and private cloud solutions to digitize their day-to-day approval workflows.