Getting Started

New Digital.ai Platform administrators may be wondering where to start. The following basic concepts and workflows will guide you in making the most out of your Digital.ai experience.

Key Concepts

Before you dig in to everything the Platform has to offer, you should familiarize yourself with the following terms:

• The Digital.ai Platform: An integrated set of shared services that provides a unified experience with seamless user authentication across all Digital.ai applications and portals (documentation, support, etc).
• Account: An instance of the Digital.ai Platform dedicated to a specific customer, with a unique domain, users, data, and applications. Also known as a tenant.
• Single sign-on (SSO): An authentication method that allows users to log into multiple services and applications using the same credentials.
• Identity provider (IdP): A single sign-on service that owns and maintains a directory of user credentials and an authentication mechanism. For example, Azure AD or Okta.
• Application: Any Digital.ai product or service (such as Intelligence or Continuous Testing) that is connected to the Platform in order to provide federated user access based on your IdP. Also known as a Client.

Account Setup

Before you can begin configuring the Platform to integrate SSO and add applications, a representative from your company must work with Digital.ai to create an account. During this process Digital.ai will provide you with a unique URL and administrator user credentials. Digital.ai may even walk you through most of this process.

Your unique URL is formatted like this: https://<customername>.<region>.digital.ai

For example: https://exampletech.us.digital.ai

Contact Digital.ai Customer Support if you have questions about getting this process started.

Recommended Workflow for Configuring the Platform

Once your account is created you can begin adding additional users, connecting your Digital.ai applications, etc.

For product-specific workflows, see:

• How to Integrate Release with the Platform

Create Local Users

It may be useful to add additional administrator users in the Platform. For example, you could create a user for the DevOps or IT administrator responsible for managing your SSO connections or your existing Digital.ai applications.

note

Administrators can review the list of local users to identify whether self-registered users should be in the system or not, and remove them if necessary.

To learn about user roles and how to manually create a local user, see Users.

Connect to your Identity Provider for SSO

Adding a few local users is easy, but your organization likely has hundreds of employees who will need access to the Platform, so adding them all manually would be a truly laborious task.

Instead, we recommend integrating the Platform into your existing corporate SSO ecosystem. This will allow your users to securely authenticate and access their Digital.ai applications and portals with the same corporate credentials they already use.

Keep the following tips in mind when connecting to your identity provider:

• You are not required to integrate with an identity provider; you could create and manage all users locally within the Platform if you want.
• You can add more than one identity provider if necessary.
• We recommend that you set an identity provider as default to skip the Digital.ai login screen entirely and send users directly to the identity provider login.

To learn more about managing SSO for the Platform, see Manage Identity Providers.

Integrate your Digital.ai Applications

In order for your users to seamlessly authenticate through the Platform into your Digital.ai applications, you may need to add those applications on the Platform.

For more information about applications and how to add them, see Manage Applications.

Onboard Users

Your SSO is configured. Your users are authenticating. Your applications are integrated. What to do now?

We recommend making an announcement to your team that they can begin using the Digital.ai Platform authentication to access the Digital.ai applications and customer portals.

If you're an existing customer completing a migration, keep the following in mind:

• The login process may look slightly different because users will be redirected to the Platform login screen.
• When you connect to an identity provider after creating local users, those local users will be prompted to merge their local user account with their SSO user account.
• Instruct your users to stop using their old application-specific login credentials to avoid any confusion caused by using multiple user accounts.
• Some Digital.ai product URLs have changed as part of the Platform integration, so you may need to update bookmarks.