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Overview tab configuration

Use this guide to configure the Overview tab in the Classic Experience for each SecureAuth IdP realm.

The Overview tab includes the following sections to configure:

  • Details – Configurations affect the Web Admin and end user pages

  • Look and Feel – Configurations affect the Web Admin and end user pages

  • Page Content – Configurations affect end user pages

  • Advanced Settings – Configurations include SMTP email settings for sending emails to end users, login page customizations, and more

Details section

When you create a new application realm in the Classic Experience, set the following details about the realm.

Realm Name

This name is auto-populated when you create a new realm; you cannot change this name.

For example, SecureAuth3.

The Realm Name appears in the following locations:

  • On the Web Admin realm summary page.

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  • In the Web Admin realm search results.

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  • On the Web Admin realm navigation header and list.

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  • On the end user page in the URL.

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Realm Description

Provide an internal description about this realm.

This appears only in the Classic Experience in the left navigation.

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Company Logo

Optional. Upload a logo for your organization to display on the login pages.

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If you do not upload a logo, it will display the SecureAuth logo.

The Company Logo appears on the login page and post authentication end user page, including Identity Management (IdM) tools.

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Application Logo

Upload an application logo for the target realm that will be part of the Secure Portal.

Note

Set this application logo in the application realm, not the Secure Portal realm.

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The logo will appear on the Secure Portal for single sign-on (SSO) access to applications.

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Look and Feel section

For the look and feel of the end user login pages, set the following configurations.

Document Title

Provide the name of the application which appears in the browser title tab and in the realm navigation on the left.

For example, Salesforce Login.

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Page Header

Provide the name of the application to display in the realm navigation menu and on the page header. Typically, the Document Title and Page Header are the same.

For example, Salesforce Login.

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Theme

Select the theme for the end user login pages.

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By default, this is set to Theme 2019.

Warning

In SecureAuth IdP version 9.2:

  • The 2012 and Legacy themes are deprecated

    For appliances upgraded to version 9.2, if either the 2012 or Legacy theme was implemented prior to the upgrade, that theme will be converted to the 2016 Light theme

  • The 2016 Dark theme is not available on new appliances

    For appliances upgraded to version 9.2, the 2016 Dark theme still appears as a menu option

Page Content section

To display the username, copyright information and other links, set the following configurations.

Table 1. 

Displayed Name

Select the name (profile property) to display after the user successfully authenticates, and where to display this on the page. This is usually the Authenticated User ID.

The values for the display location are:

  • Show in header

  • Not Shown

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The following are examples of the displayed name as shown or not shown in the header of a page.

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Forgot Username URL

Forgot Password URL

Optional. Provide the URLs for the forgot username, forgot password, and restart login pages, which would be other Identity Platform realms.

If a field is left blank, it will not display the link.

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If these realms are on the same domain, then the format could be: /secureauth<realm#>. Otherwise, use the full URL.

For more information about these pages, see the configuration guides relating to Identity Management tools.

For the Location of the link, you can select Under Input Field or Page Footer. See the following page examples.

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Restart Login URL

By default this field is left blank. However, the URL is automatically set to the current realm name and appended with "restart. aspx".

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For example, the restart login URL is: https//company.com/SecureAuth13/restart.aspx

If you want end users to restart from another URL, enter the URL in this field.

For the Location of the restart login URL on login and post authentication pages, set to any of the following options:

  • Not Shown – the Restart Login link does not appear

  • Footer – the Restart Login link appears in the footer

  • Header – the Restart Login link appears in the header

  • Dynamic – the Restart Login link could appear in the header or footer, depending on the page contents

See the following page examples.

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Copyright Information

Add or change the copyright information.

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Copyright information appears in the login and post authentication pages like the following examples.

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EULA

To display the end user license agreement (EULA) for your organization, provide a URL.

For example, https://www.company.com/terms.aspx

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Save your changes. Then, in the Advanced Settings section, click Content and Localization.

In the Verbiage Editor, enter the link text in the masterpage_eula field.

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The EULA link appears in the footer of the login and post authentication pages like the following examples.

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Disclaimer

Indicate whether or not to display a disclaimer on the page.

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Save your changes. Then, in the Advanced Settings section, click Content and Localization.

In the Verbiage Editor, enter the disclaimer text in the useridview_disclaimermsg field.

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The disclaimer text appears in the footer of the login pages like the following example.

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Advanced Settings section

In the Advanced Settings section, you can configure the email SMTP, make CSS changes for the login pages, and set language settings for localization.

Email Settings

  1. To configure the SMTP settings for sending emails from the Identity Platform, click the Email Settings link.

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  2. In the SMTP section, set the following configurations.

    Server Address

    Set the Simple Mail Transfer Protocol (SMTP) server address through which the Identity Platform will send emails.

    Port

    By default this value is 25.

    If the SMTP uses a different value, you can change this port number.

    Username

    Password

    Domain

    If required by the SMTP relay server, provide the username, password, and domain values.

    Note

    If these fields are not required by the SMTP server, then only the Server Address and Port number must be set.

    SSL

    Set whether to use a Secure Socket Layer (SSL) for sending email as True or False.

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  3. In the Email section, set the following configurations.

    Logo

    Optional. Upload a logo to use in email messages sent from the Identity Platform.

    Subject

    Provide the subject line of the email.

    Show passcode in subject line

    Indicate whether to include the passcode in the subject line if the email will send one-time passcodes to users.

    With this feature enabled, users will see the passcode in the subject line, and do not need to open the email to retrieve their passcode.

    Sender Address

    Provide the sender email address in the "From" field for emails sent from the Identity Platform.

    Sender Name

    Provide the sender name in the "From" field for emails sent from the Identity Platform.

    OTP Email Template

    Select the email template for emails sent from the Identity Platform.

    Login Request Email Template

    If you want to send login requests to end users, you can use the Default template, or select another email template.

    To modify the selected template, click Edit.

    To add a new template, click Add. This new template will be available in other realms.

    Help Desk Info in Login Request Emails

    If the email will send login requests to end users, select Enabled.

    This will include help desk contact information in the email footer.

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  4. Save your changes.

CSS Editor

  1. To configure the CSS layout for the end user login pages, click the CSS Editor link.

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  2. In the Theme section, keep the default setting, or select another theme.

    overview_tab_007.png

    Warning

    In SecureAuth IdP version 9.2:

    • The 2012 and Legacy themes are deprecated

      For appliances upgraded to SecureAuth IdP 9.2, if either the 2012 or Legacy theme was implemented prior to the upgrade, that theme will be converted to the 2016 Light theme.

    • The 2016 Dark theme is not available on new appliances

      For appliances upgraded to SecureAuth IdP 9.2, the 2016 Dark theme still appears as a menu option.

  3. In the CSS Editor section, you can view and edit the CSS code to make any changes to the appearance of the login pages.

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  4. Save your changes.

Content and Localization

  1. To localize the end user login workflows and authentication through the Identity Platform, click Content and Localization.

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  2. In the Languages section, make the following configurations.

    Supported Languages

    Select the languages you want the Identity Platform to support and localize on the end user login pages.

    When the browser language setting for the end user login pages matches a supported language enabled in the Identity Platform, then it delivers all content in that language.

    Default Language

    Leave the default language as English to set it to a different language.

    The end user login pages will default to this language even if their browser is set to another language.

    When the browser language setting for the end user login pages contain a language not selected or supported in the Identity Platform, then it delivers all content in the default language. The default language is English, unless otherwise changed by an administrator.

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    For more information, see Language localization support.

  3. In the Verbiage Editor section, you can configure the text that appears on designated pages.

    Select the Language File to Edit and edit any of the fields for the content that appears on the designated pages.

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