Setup ConnectWise Integration

This document is a step by step guide to enable Single Sign-On (SSO) using ConnectWise Integration. Connectwise helps technology businesses deliver services more efficiently. It provides 5 solutions to more than 1,00,000 IT Professionals. The 5 solutions are Connectwise Manage, Connectwise Automate, Connectwise Sell, Connectwise Control and Connectwise Identify. The Connectwise ecosystem aims to connect technology teams with software solutions to work more efficiently.

miniOrange provides you a means to Single Sign On into your site using your connectwise credentials. All you need to do is add your connectwise account as an identity source in your miniOrange admin panel and establish a connection between your site and your miniOrange account by creating an application from the admin panel.

You can find detailed instructions for achieving this in the following steps:

Step 1: Setup ConnectWise as Identity Source in miniOrange

1. Log into miniOrange dashboard using your miniOrange credentials.
2. Go to Identity Sources from the left hand sidebar and click on Add Identity Source button.

3. Select ConnectWise as an Identity Source and enter your ConnectWise credentials.
4. Select Enable for EndUsers and Enable for Customer Admins to allow your Clients and Users to authenticate themselves using ConnectWise credentials.

Step 2: Setup SSO between miniOrange and WordPress

1. Install the miniOrange SAML SP SSO plugin in WordPress

1. You will need your license key to activate the plugin. Click here to know how you can view your license keys.
2. Go to Apps > Manage Apps and click on Configure Apps button.

3. Under SAML Tab search for WordPress App. Select the App and click on Add App.

4. d) Enter the configuration values based on the table under the Identity Provide Tab in the plugin settings.

ACS URL	Copy/Paste ACS (AssertionConsumerService) URL from Step1 of the plugin under Identity Provider Tab.
SP Entity ID or Issuer	Copy/Paste SP-EntityID / Issuer from Step1 of the plugin under Identity Provider Tab.
Custom Application Name	Name of your choosing.

3. Add a policy for the app

1. Go to Policies > App Authentication Policies and go to the Add Policy Tab.

2. Select your application from the dropdown and create a policy for your app by selecting your First Factor Type as Password.

4. Configure the WordPress Plugin

1. Go to Service provider Tab in miniOrange SAML Plugin and enter the following details:


Identity Provider Name	Name of your choosing
IdP Entity ID or Issuer	https://login.xecurify.com/moas
SAML Login URL	https://accessca.miniorange.com/moas/broker/login/saml_login/67155
X.509 Certificate	Download the certificate from the miniOrange dashboard and open it in a NotePad

2. Click on the save button
3. Now go to the Attribute/Role Mapping Tab in the plugin and select the following options from the Role Mapping Section to only allow users who exist in the WordPress to be able to log in using SSO.

4. Go to SSO Login Settings in the plugin to choose one of the login methods for WordPress.
5. Click here to see a more detailed guide.

Step 3: Setup Password Policy

1. Log into miniOrange dashboard using your miniOrange credentials.
2. Go to Policies > Password Policy and select your Password Policy.
3. Click Here to know what password policy you need to set.

Step 4: Setup User Capabilities

1. Log into miniOrange dashboard using your miniOrange credentials.
2. Go to User/Roles > User Capabilities and select your Password Policy.
3. On this page select the capabilities that you want to enable for your Customers and End Users.

Step 5: Setup User Provisioning between miniOrange and ConnectWise

1. Log into miniOrange dashboard using your miniOrange credentials.
2. Make sure you have configured ConnectWise as an Identity Source in miniOrange. If not then you can follow these steps:
3. Go to User/Roles > User Provisioning and select ConnectWise from the dropdown.
4. Select all of the options and click on save to save your settings.

Step 6: Setup User Provisioning between miniOrange and WordPress

1. Log into miniOrange dashboard using your miniOrange credentials.
2. Make sure you have installed the miniOrange User Management Plugin. You will need your license key to activate the plugin. Click here to know how you can view your license keys.
3. Go to User/Roles > User Provisioning and selet crdThiarPSitty e from the dropdown.
4. Enter the following URL : /user/provision and click on the Verify Credentials to verify your setup.
5. Once the URL is verified, select all of the options and click on save to save your settings.
6. Enable provision for your users in the User Management Plugins Cloud Tab:

7. Select the default Administrator and User Roles for new users under the Provisioning Setup Section ( optional ) :

8. Map your WordPress Attributes with miniOrange Attributes ( optional ):

Step 7: Setup User Provisioning between miniOrange and WordPress

1. Log into miniOrange dashboard using your miniOrange credentials.
2. Go to Customization > User Custom Profile Fields Mapping.
3. You can map ConnectWise Attributes to miniOrange Custom attributes on this page.
4. Make sure you have ‘Id’ set as Custom Attribute 1. This is required to run the update and password sync queries.
5. Click here to see list of attributes you can map.

Step 8: Bulk Upload Customer And Users

1. Bulk Upload Customer

1. Log into miniOrange dashboard using your miniOrange credentials.
2. Go to Customers/Users > Customers from the left menu and click on the Bulk Upload Customers.
3. Download Sample CSV from the page and create your CSV.

4. Upload the CSV to upload Customers.

2. Bulk Upload User

1. Log into miniOrange dashboard using your miniOrange credentials.
2. Go to Customers/Users > End Users from the left menu and click on the Bulk Upload User.
3. Download Sample CSV from the page and create your CSV.

4. Upload the CSV to upload Users for your Customer.

Step 9: Branding and Managing Menu Items

1. Log into miniOrange dashboard using your miniOrange credentials.
2. Go to Customization > Branding Configuration.
3. You can customize your login page and menu items that your admins and users see.

Step 10: Branding and Managing Menu Items

1. Log into miniOrange dashboard using your miniOrange credentials.
2. Go to Customization > Email Template Configuration > New User Registration Mail.
3. You can customize the email template that goes out after a user has been created successfully in miniOrange.
4. You change the link using the link icon in the editor.