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Upbeat Provisioning

Upbeat User Provisioning allows to create account in a simplified way and link Upbeat users' account to their existing or new apps. Upbeat Provisioning automates user provisioning with their identities.

Provisioning saves time when setting up new users and teams, and also manages access privileges through the user lifecycle. miniOrange can create, read, and update user accounts for new or existing users, remove accounts for deactivated users, and synchronize attributes across multiple user stores.

Provisioning Scenarios

miniOrange provides solutions for all scenarios of provisioning, which includes AD Integration, LDAP Integration and automated provisioning for all External Applications such as Office 365, Google Workspace, Upbeat, etc

Follow the Step-by-Step Guide given below for Upbeat Provisioning

1. Configure User Profile Fields

    Note: Make sure miniOrange IP is white listed by Upbeat.

    Region MiniOrange IP Address
  • Go to Apps -> Add Application from the side menu.
  • Upbeat Provisioning: Add Application

  • Click on the Provisioning apps option.
  • Upbeat Provisioning

  • Select Upbeat App.
  • Upbeat Provisioning

  • Enter values below API PROVISIONING CREDENTIALS. For reference you can view the table value.
  • Upbeat Provisioning

    S.NO ATTRIBUTE SAMPLE VALUE (only for reference)
    1 Token Endpoint https://login.microsoftonline.com/<Enter_your_TenantId_here>/oauth2/token
    2 Client ID 6random-a172-4086-b196-randoma9a872ce
    3 Client Secret Vrandom~J-2t95randomer-Vd7randomKRu~dcQ0
    4 Resource value api://random-ed53-49c8-random-0a36random38bc
    5 Base URL https://miniorangetesting.azurewebsites.net/BusinessConnector
    6 Header key upbeat-api-userid
    7 Header Value arandom-cd12-45df-b05a-a1random3d
  • Configure default attributes mapping. Click on + sign to add attribute mapping rows and fill in the fields as shown in the picture below.
  • Upbeat Provisioning

  • Depending on your choice, you can enable provisioning during user creation and updation.
  • Click Save to save Upbeat app configuration.
  • Now you need to create a policy for this application.

2. Create App Policy

  • Go to Policies >> App Login Policy from the side menu.
  • Click on the Add Policy tab to add a new policy.
  • Upbeat Provisioning

  • For the application field, select the application which you created in the above steps.
  • For the group field, select the group for which provisioning is to be enabled or simply select the DEFAULT group if provisioning is to be done for all users.
  • Provide the policy name. For the login method, select password and click Save.
  • Your configuration is now complete.
  • Now on assigning user to the group would automatically provisioning the user. However group assignment is not required if it is DEFAULT group.

3. Add Users

  • Go to Users > Add User.
  • Enter the Users Details and the user will be created.
  • Upbeat Provisioning

4. Update Users

  • To update user profile, Go to Users >> User List.
  • Select a particular user and in Actions dropdown select Edit.
  • Upbeat Provisioning - Select Edit User

  • Fill out user updated information and click on Save button.
  • Upbeat Provisioning - Edit User

5. Create Custom Attribute

  • Go to Users >> User Profile fields.
  • Create a new Custom Profile Attribute and give it any name.
  • Upbeat Provisioning : Custom Profile attribute

  • Give a field name of your choice and select the field type as Dropdown and give the values separated by semicolon.

6. Add Custom Attribute to Upbeat app configuration

  • Navigate back to the Upbeat Application we have created in step 1.
  • Click on + to add attributes in Upbeat application configuration.
  • As shown in image below, map uniqueid attribute from Upbeat against custom attribute created in miniOrange.
  • Upbeat Provisioning

  • Similarly other custom attributes can be mapped. Click Save after adding all required custom attributes.

View Provisioning Reports

How to access Provisioning Reports?

  • Navigate to the Reports in the left-hand navigation pane and select Provisioning Report.
  • Provisioning Report

  • Filter the reports by specifying Enduser Identifier and Application Name criteria. Additionally, choose the desired timespan for the reports. Once done, click on the Search.
  • Search Provisioning Report

  • Alternatively, you can directly click on Search to retrieve all provisioning reports based on time without applying any specific filters.

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