RingCentral SAML Integration

Posted on April 3, 2019

Getting Started

Both TraitWare and RingCentral require certain information to be able to communicate securely with each other.

What You Need From RingCentral

What You Need From TraitWare

You will obtain the following when you create your TraitWare application.

  • TraitWare Metadata .xml file

Setting Up TraitWare

In order for TraitWare to communicate with RingCentral, an application will need to be created. Once you have access from TraitWare, navigate to https://admin.traitware.com and use your TraitWare app to sign in.

If you do not have access to login to https://admin.traitware.com, please setup a trial account, or contact us at support@traitware.com

Adding a SAML Application

  • Select Applications in the upper left.
  • Select +Add Applications in the top right of the box to add a new application.
  • Enter an Application Name that will make sense when you see it (ex: RingCentral TraitWare).
  • SAML from the dropdown Application Type. A new section will appear upon choosing SAML.
  • In the SAML Applications dropdown list, select RingCentral. The fields following will auto-fill with generic information.
  • For Return URI, put a sign-in URL to redirect users back to upon timeout
  • For Relay State and Metadata URL, you can either leave the fields blank
  • You will not need to add any mapping.
  • Select Submit.
  • Once your application is submitted, it will populate the information required by your service provider
  • Open the appropriate application, you will then be able to copy the information required
  • Select Download as XML and save it somewhere you will be able to easily find

Turning on Application Access for User

  • Select Users from the menu in the upper left.
  • Select a user. Their User Profile will open.
  • Find the RingCentral Application name under Applications, and select the application to enable access for that user.

Setting Up RingCentral

  • Navigate to https://service.ringcentral.com and sign in using an Admin account.
  • Select Tools to expand the menu.
  • Select Single Sign-on
  • Select Edit to reveal the SSO options
  • Select the option to Upload with file
  • Select Browse and navigate to the location of the TraitWare XML
  • The attribute mapping is fine as the default
  • Select Save
  • Once setting up the SSO, there will be an option to Enable SSO
  • Check the box to Enable SSO Service
  • While testing and transferring users over to SSO, select Allow users to log in with SSO or RingCentral Credentials
  • Once all users have been setup with TraitWare, it is recommended to change this to Enforce SSO login only
  • You can then choose to maintain the RingCentral password or not.
  • Users can also use SSO to sign in to their desktop and mobile apps. It will automatically redirect once their email is put in
  • Note that mobile logins will require TraitWare’s Tap to Login (see below for more information).

Additional Information

If you do not see an application in the dropdown list during the Application setup, you can fill in the fields with your generic information. If you have issues, please contact us at support@traitware.com, and we will work with you to see if the application can be added.