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
USA	52.55.147.107

Go to Apps -> Add Application from the side menu.

Click on the Provisioning apps option.

Select Upbeat App.

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

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.

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.

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.

4. Update Users

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

Fill out user updated information and click on Save button.

5. Create Custom Attribute

Go to Users >> User Profile fields.
Create a new Custom Profile Attribute and give it any name.

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.

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.

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.

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

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