Getting Started

New Digital.ai Platform administrators may be wondering where to start. The following basic concepts and workflows 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.

Set Up Your Account

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 provides you with a Vanity Subdomain and administrator user credentials. Digital.ai may even walk you through most of this process. For more information see Vanity Subdomains

Your Vanity Subdomain 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.

Once you can sign in, take a few minutes to get oriented. See Tour the Platform Console for a walkthrough of the Overview page, the navigation, and where each setting lives.

Configure the Platform

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

The steps below apply to every account, and they're the same work described in Prepare the Platform for a Product Integration. If your goal is to connect a specific Digital.ai product, start with that topic and then follow the guide for your product:

• How to Integrate Release with the Platform
• How to Integrate Agility with the Platform
• How to Integrate Deploy 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.

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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 Your Identity Provider for SSO

Adding a few local users is easy, but your organization likely has hundreds of employees who 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 allows 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.

Connect Your Own AI Provider

This step is optional. Several Digital.ai products include features that call an AI model, and by default those requests route through the built-in Digital.ai provider, so there's nothing to set up.

Configure your own AI provider when your organization needs to:

• Keep AI traffic inside a vendor relationship you already govern
• Meet regulatory, compliance, and data residency requirements
• Draw down committed spend with an AI vendor
• Route requests through a central AI gateway
• Use models that the built-in provider doesn't offer

To learn how this works and what it takes to set up, see Bring Your Own LLM.

Onboard Your 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 are redirected to the Platform login screen.
• When you connect to an identity provider after creating local users, those local users are 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.

Verify Your Setup

Before you announce the Platform to your organization, confirm the pieces work together. Run through these checks in order, using a test user who authenticates through your identity provider rather than a local administrator account.

1. Sign in through your identity provider. Open your vanity subdomain in a private browser window and sign in as the test user. If you set an identity provider as the default, you go straight to your provider's login screen. Otherwise, select the SSO button on the Platform login screen. For more information, see Set a Default IdP.
2. Confirm the user arrived with the right role and user groups. In the left navigation, under User Management, click Users, then open the test user. Check that the Roles and User Groups values match what you expect from your identity provider. If they're empty or wrong, review your attribute mappers. For more information, see Map User Attributes.
3. Open an application as the test user. On the Overview page, select one of your integrated applications and confirm the test user reaches it without a second login prompt. If the application asks for separate credentials, the integration needs more configuration on the product side. See the integration guide for that product.
4. Confirm the activity appears in the audit log. In the left navigation, click Audit log and look for the events your test generated, such as the user creation. This confirms auditing is capturing account activity for your compliance reporting. For more information, see Monitor Activity with the Audit Log.

If any check fails, resolve it before you onboard the rest of your users. Contact Digital.ai Customer Support if you need help.