用户指南 取消(C)

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Adobe Acrobat Sign 指南

新增功能

  1. 预发行说明
  2. 发行说明
  3. 重要通知

快速入门

  1. 管理员快速入门指南
  2. 用户快速入门指南
  3. 针对开发人员
  4. 视频教程库
  5. 常见问题

管理

  1. Admin Console 概述
  2. 用户管理
    1. 添加用户
      1. 添加一名用户
      2. 批量添加用户
      3. 从目录添加用户
      4. 从 MS Azure Active Directory 添加用户
    2. 创建以功能为中心的用户
      1. 技术帐户 - API 驱动
      2. 服务帐户 - 手动驱动
    3. 检查是否有用户存在配置错误
    4. 更改姓名/电子邮件地址
    5. 编辑用户的组成员资格
    6. 通过组界面编辑用户的组成员资格
    7. 将用户提升为管理员角色
    8. 用户身份类型和 SSO
    9. 切换用户标识
    10. 使用 MS Azure 对用户进行身份验证
    11. 使用 Google 联合身份验证对用户进行身份验证
    12. 产品配置文件
    13. 登录体验
  3. 帐户/组设置
    1. 设置概述
    2. 全局设置
      1. 帐户级别和 ID
      2. 全新的收件人体验
      3. 自签名工作流
      4. 批量发送
      5. Web 表单
      6. 自定义发送工作流程
      7. Power Automate 工作流程
      8. 库文档
      9. 收集包含协议的表单数据
      10. 有限文件可见性
      11. 附加已签名协议的 PDF 副本
      12. 在电子邮件中包含链接
      13. 在电子邮件中包含图像
      14. 附加至电子邮件的文件将命名为
      15. 将审核报告附加到文档
      16. 将多个文档合并为一个
      17. 下载单个文档
      18. 上传签名文档
      19. 我的账户中的用户委托
      20. 允许外部收件人委派
      21. 授权签名
      22. 授权发送
      23. 授权添加电子密封
      24. 设置默认时区
      25. 设置默认日期格式
      26. 位于多个组的用户 (UMG)
        1. 升级以使用 UMG
      27. 组管理员权限
      28. 替换接收者
      29. 审核报告
        1. 概述
        2. 允许在事务验证页面上进行未经身份验证的访问
        3. 包含提醒
        4. 包含查看事件
        5. 包含协议页面/附件计数
      30. 事务页脚
      31. 在产品消息发送和指南中
      32. 可访问的 PDF
      33. 新版“编辑”体验
      34. 医疗保健客户
    3. 帐户设置
      1. 添加标志
      2. 自定义公司主机名/URL
      3. 添加公司名称
      4. 发布协议 URL 重定向
    4. 签名首选项
      1. 格式精美的签名
      2. 允许收件人签名的方式
      3. 签名者可以更改其姓名
      4. 允许接收者使用其保存的签名
      5. 自定义使用条款和消费者信息披露条款
      6. 在表单字段中导航收件人
      7. 重启协议工作流
      8. 拒绝签名
      9. 允许图章工作流
      10. 要求签名者提供其职务或公司
      11. 允许签名者打印并置入书面签名
      12. 进行电子签名时显示消息
      13. 需要签名者使用移动设备创建其签名
      14. 请求签名者的 IP 地址
      15. 从参与者图章中排除公司名称和职务
    5. 数字签名
      1. 概述
      2. 下载并使用 Acrobat 签名
      3. 使用云签名进行签名
      4. 包括身份提供商的元数据
      5. 受限的云签名提供商
    6. 电子签章
    7. 数字身份
      1. 数字身份网关
      2. 身份检查策略
    8. 报告设置
      1. 新版报告体验
      2. 经典报告设置
    9. 安全设置
      1. 单点登录设置
      2. 记住我设置
      3. 登录密码政策
      4. 登录密码强度
      5. Web 会话持续时间
      6. PDF 加密类型
      7. API
      8. 用户和组信息访问
      9. 允许的 IP 范围
      10. 帐户共享
      11. 帐户共享权限
      12. 协议共享控件
      13. 签名者身份验证
      14. 协议签名密码
      15. 文档密码强度
      16. 按地理位置屏蔽签名者
      17. 手机身份验证
      18. 基于知识的身份验证 (KBA)
      19. 允许页面提取
      20. 文档链接过期
      21. 上传用于 Webhook/回调的客户端证书
      22. 时间戳
    10. 发送设置
      1. 登录后显示“发送”页面
      2. 发送时需要收件人姓名
      3. 锁定已知用户的名称值
      4. 允许的收件人角色
      5. 允许电子见证人
      6. 收件人组
      7. CC
      8. 收件人协议访问
      9. 必填字段
      10. 附加文件
      11. 字段拼合
      12. 修改协议
      13. 协议名称
      14. 语言
      15. 私人消息
      16. 允许的签名类型
      17. 提醒
      18. 已签名文档的密码保护
      19. 通过以下方式发送协议通知
      20. 签名者身份识别选项
        1. 概述
        2. 签名密码
        3. 通过电子邮件发送一次性密码
        4. Acrobat Sign 身份验证
        5. 手机身份验证
        6. 基于云的数字签名
        7. 基于知识的身份验证
        8. 政府 ID
        9. 签名者身份报告
      21. 内容保护
      22. 启用 Notarize 事务
      23. 文件过期
      24. 预览、定位签名和添加字段
      25. 签名顺序
      26. “液体”模式
      27. 自定义工作流控件
      28. 电子签名页面的上传选项
      29. 签名后确认 URL 重定向
    11. 消息模板
    12. 生物识别设置
      1. 概述
      2. 强制执行身份验证
      3. 签名原因
    13. 工作流程集成
    14. 公证设置
    15. 付款集成
    16. 签名者消息发送
    17. SAML 设置
      1. SAML 配置
      2. 安装 Microsoft Active Directory 联合身份验证服务
      3. 安装 Okta
      4. 安装 OneLogin
      5. 安装 Oracle Identity Federation
    18. 数据管理
    19. 时间戳设置
    20. 外部归档
    21. 账户语言
    22. 电子邮件设置
      1. 电子邮件页眉/页脚图像
      2. 允许个人用户电子邮件页脚
      3. 自定义“请求签名”电子邮件
      4. 自定义“收件人”和“抄送”字段
      5. 启用无链接通知
      6. 自定义电子邮件模板
    23. 从 echosign.com 迁移到 adobesign.com
    24. 为收件人配置选项
  4. 监管要求指导
    1. 无障碍访问
      1. 无障碍访问合规性
      2. 使用 Acrobat 桌面版创建可访问的表单
      3. 创建可访问的 AcroForm
    2. HIPAA
    3. GDPR
      1. GDPR 概述
      2. 将用户标记为密文
      3. 将用户的协议标记为密文
    4. 21 CFR part 11 和 EudraLex Annex 11
      1. 21 CRF part 11 验证包
      2. 21 CFR 和 EudraLex Annex 11 手册
      3. 分担责任分析
    5. 医疗保健客户
    6. IVES 支持
    7. “保管”协议
    8. 欧盟/英国注意事项
      1. 欧盟/英国跨国事务和 eIDAS
      2. 电子签名契约的 HMLR 要求
      3. 英国脱欧对英国电子签名法的影响
  5. 批量下载协议
  6. 申请您的域
  7. “举报滥用”链接

发送、签署和管理协议

  1. 收件人选项
    1. 取消电子邮件提醒
    2. 电子签名页面上的选项
      1. 电子签名页面概述
      2. 打开以阅读不含字段的协议
      3. 拒绝签署协议
      4. 委派签名权限
      5. 重启协议
      6. 下载 PDF 版协议
      7. 查看协议历史记录
      8. 查看协议消息
      9. 从电子签名转换为书面签名
      10. 从书面签名转换为电子签名
      11. 浏览表单字段
      12. 清除表单字段中的数据
      13. 电子签名页面放大和导航
      14. 更改协议工具和信息中使用的语言
      15. 查看法律声明
      16. 调整 Acrobat Sign Cookie 首选项
  2. 发送协议  
    1. “发送”页面概述
    2. 仅向您自己发送协议
    3. 将协议发送给其他人
    4. 书面签名
    5. 收件人签名顺序
    6. 批量发送
      1. 批量发送功能概述
      2. 批量发送 - 配置父模板
      3. 批量发送 - 配置 CSV 文件
      4. 取消“批量发送”事务
      5. 添加批量发送提醒
      6. 批量发送报告
  3. 在文档中创作字段
    1. 应用程序内创作环境
      1. 自动字段检测
      2. 使用创作环境拖放字段
      3. 向收件人分配表单字段
      4. 预填充角色
      5. 使用可重复使用的字段模板应用字段
      6. 将字段传输到新库模板
      7. 更新了发送协议时的创作环境
    2. 使用文本标记创建表单
    3. 使用 Acrobat (AcroForms) 创建表单
      1. 创建 AcroForm
      2. 创建无障碍 PDF
    4. 字段
      1. 字段类型
        1. 常用字段类型
        2. 内嵌图像
        3. 图章图像
      2. 字段内容外观
      3. 字段验证
      4. 遮挡的字段值
      5. 设置显示/隐藏条件
      6. 计算型字段
    5. 创作常见问题
  4. 签署协议
    1. 签署发送给您的协议
    2. 填写并签署
    3. 自签名
  5. 管理协议
    1. “管理”页面概述
    2. 委派协议
    3. 替换收件人
    4. 限制文档可见性
    5. 取消协议
    6. 创建新提醒
    7. 查看提醒
    8. 取消提醒
    9. 访问 Power Automate 流程
    10. 更多操作...
      1. 搜索的工作方式
      2. 查看协议
      3. 通过协议创建模板
      4. 在视图中隐藏/取消隐藏协议
      5. 上载已签名协议
      6. 修改已发送协议的文件和字段
      7. 编辑收件人的身份验证方法
      8. 添加或修改过期日期
      9. 向协议添加注释
      10. 共享单个协议
      11. 取消共享协议
      12. 下载单个协议
      13. 下载一份协议下的各个文件
      14. 下载协议的审核报告
      15. 下载协议的字段内容
  6. 审核报告
  7. 报告和数据导出
    1. 概述
    2. 授予用户对报告的访问权限
    3. 报告图表
      1. 创建新报告
      2. 协议报告
      3. 事务报告
      4. 设置活动报告
      5. 编辑报告
    4. 数据导出 
      1. 创建新数据导出
      2. Web 表单数据导出
      3. 编辑数据导出
      4. 刷新数据导出内容
      5. 下载数据导出
    5. 重命名报告/导出
    6. 复制报告/导出
    7. 计划报告/导出
    8. 删除报告/导出
    9. 检查事务使用情况

高级协议功能和工作流程

  1. Web 表单 
    1. 创建 Web 表单
    2. 编辑 Web 表单
    3. 禁用/启用 Web 表单
    4. 隐藏/取消隐藏 Web 表单
    5. 查找 URL 或脚本代码
    6. 使用 URL 参数预填充 Web 表单字段
    7. 保存 Web 表单以便稍后完成
    8. 调整 Web 表单的大小
  2. 可重复使用的模板(库模板)
    1. Acrobat Sign 库中的美国政府表单
    2. 创建库模板
    3. 更改库模板的名称
    4. 更改库模板的类型
    5. 更改库模板的权限级别
    6. 复制、编辑和保存共享模板
    7. 下载库模板的聚合字段数据
  3. 转让 Web 表单和库模板的所有权
  4. Power Automate 工作流程
    1. Power Automate 集成和包含的权限概述
    2. 启用 Power Automate 集成
    3. “管理”页面上的上下文操作
    4. 跟踪 Power Automate 使用情况
    5. 创建新的工作流(示例)
    6. 用于工作流的触发器
    7. 从 Acrobat Sign 外部导入工作流
    8. 管理工作流
    9. 编辑工作流
    10. 共享工作流
    11. 禁用或启用工作流
    12. 删除工作流
    13. 实用模板
      1. 仅限管理员
        1. 将所有已完成的文档保存到 SharePoint
        2. 将所有已完成的文档保存到 OneDrive for Business
        3. 将所有已完成的文档保存到 Google Drive
        4. 将所有已完成的文档保存到 DropBox
        5. 将所有已完成的文档保存到 Box
      2. 协议存档
        1. 将已完成的文档保存到 SharePoint
        2. 将已完成的文档保存到 OneDrive for Business
        3. 将已完成的文档保存到 Google Drive
        4. 将已完成的文档保存到 DropBox
        5. 将已完成的文档保存到 Box
      3. Web 表单协议存档
        1. 将已完成的 Web 表单文档保存到 SharePoint 库
        2. 将已完成的 Web 表单文档保存到 OneDrive for Business
        3. 将已完成的文档保存到 Google Drive
        4. 将已完成的 Web 表单文档保存到 Box
      4. 协议数据提取
        1. 从已签名文档中提取表单字段数据并更新 Excel 工作表
      5. 协议通知
        1. 发送包含协议内容和已签名协议的自定义电子邮件通知
        2. 在 Teams 渠道中获取 Adobe Acrobat Sign 通知
        3. 在 Slack 中获取 Adobe Acrobat Sign 通知
        4. 在 Webex 中获取 Adobe Acrobat Sign 通知
      6. 协议生成
        1. 通过 Power Apps 表单和 Word 模板生成文档,并发送以供签名
        2. 从 OneDrive 中的 Word 模板生成协议并获取签名
        3. 为所选 Excel 行生成协议,发送以供审阅和签名
  5. 自定义发送工作流程
    1. 自定义发送工作流程概述
    2. 创建新的发送工作流程
    3. 编辑“发送”工作流程
    4. 激活或停用发送工作流程
    5. 使用发送工作流程发送协议
  6. 共享用户和协议
    1. 共享用户
    2. 共享协议

与其他产品集成

  1.  Acrobat Sign 集成概述
  2. Acrobat Sign for Salesforce
  3. Acrobat Sign for Microsoft
    1. Acrobat Sign for Microsoft 365
    2. 适用于 Outlook 的 Acrobat Sign
    3. 适用于 Word/PowerPoint 的 Acrobat Sign
    4. Acrobat Sign 团队版
    5. 适用于 Microsoft PowerApps 和 Power Automate 的 Acrobat Sign
    6. 适用于 Microsoft Search 的 Acrobat Sign 连接器
    7. 适用于 Microsoft Dynamics 的 Acrobat Sign
    8. 适用于 Microsoft SharePoint 的 Acrobat Sign
  4. 其他集成
    1. Acrobat Sign for ServiceNow
    2. 适用于 HR ServiceNow 的 Acrobat Sign
    3. 适用于 SAP SuccessFactors 的 Acrobat Sign
    4. 适用于 Workday 的 Acrobat Sign
    5. 适用于 NetSuite 的 Acrobat Sign
    6. 适用于 VeevaVault 的 Acrobat Sign
    7. 适用于 Coupa BSM Suite 的 Acrobat Sign
  5. 合作伙伴管理的集成
  6. 如何获取集成密钥

Acrobat Sign 开发人员

  1. REST API
    1. 方法文档
    2. SDK/开发人员指南
    3. API 常见问题
  2. Webhook 
    1. Webhook 概述
    2. 配置新 Webhook
    3. 查看或编辑 Webhook
    4. 停用或重新激活 Webhook
    5. 删除 Webhook
    6. 双向 SSL 证书
    7. API 中的 Webhook

支持和故障排除

  1. 客户支持资源
  2. 企业客户成功资源 

Adobe Acrobat Sign includes SAML authentication for customers that desire a federated log in system.

注意:

The below document pertains to customer accounts that manage their user licensing directly within the Acrobat Sign application.

Customers that manage user entitlement in the Adobe Admin Console must follow a different process found here.


Introduction

The identity federation standard Security Assertion Markup Language (SAML) 2.0 enables the secure exchange of user authentication data between web applications and identity service providers.

When you use the SAML 2.0 protocol to enable single sign-on (SSO), security tokens containing assertions pass information about an end user (principal) between a SAML authority - an identity
provider (IdP)
, and a SAML consumer - a service provider (SP)

Acrobat Sign, acting as the service provider (SP), supports single sign-on through SAML using external identity providers (IdPs) such as Okta, OneLogin, Oracle Federated Identity (OIF), and Microsoft Active Directory Federation Service. Acrobat Sign is compatible with all external IdPs that support SAML 2.0.

More information on integrating with these identity providers (IdPs), can be found in the following guides:

You can also configure Acrobat Sign for single sign-on (SSO) with other systems already used in your organization, for example, Salesforce.com, or other providers that support SAML 2.0.

Acrobat Sign uses federated authentication as opposed to delegated authentication. Federated authentication does not validate the user's actual password in Acrobat Sign. Instead, Acrobat Sign receives a SAML assertion in an HTTP POST request. Acrobat Sign also supports encrypted assertions.

The SAML assertion has a limited validity period, contains a unique identifier, and is digitally signed. If the assertion is still within its validity period, has an identifier that has not been used before, and has a valid signature from a trusted identity provider, the user is granted access to Acrobat Sign.

A summary of the Acrobat Sign authentication specification is included in the table below: 

Specification (Standard Name)

Value

Federation Protocol

SAML 2.0

Federation Profile

Browser Post

Federation Unique Identifier

Email Address

Relay State

Not Needed.  Acrobat Sign has the logic to know where to point the User after they are authenticated.  

API Chart


Prerequisites

To enable SSO, your corporate network must support the SAML 2.0 protocol. If your corporate network does not support SAML, contact Adobe Acrobat Sign Support to discuss other options to enable Single Sign On in your account.

Before beginning to set up SAML SSO, you must do the following:

  • Claim and establish your Domain Name (For the examples in this guide, this will be rrassoc.com.)
  • Enable SAML for your domain using a provider such as Microsoft Active Directory Federation, Okta, Onelogin, Oracle Identity Federation, or others. You may need to open an Acrobat Sign support ticket to get your domain enabled from the backend
  • Create or verify that you have an administrator account with your IdP using an email address
    • If you do not have an Okta account, you can create a free Okta Developer Edition organization using this link: https://www.okta.com/developer/signup/
    • If you do not have a OneLogin account, you can create a free trials account using this link: https://www.onelogin.com/ and clicking the FREE TRIAL button in the upper right corner
  • (Optional) Add an additional email id for User Provisioning in both IdP and SP. This will allow you to add more users who can log in to Acrobat Sign with their SSO credentials
  • (Required) Verify that you have an admin user for Acrobat Sign and an Admin user for the IdP
    (Optional) Create or verify that you have an Acrobat Sign administrator account that uses the same email address as the account for your IdP (For the examples in this guide, this email address will be susan@rrassoc.com.) This will make it easier for you to administer the accounts
  • In Acrobat Sign, set your SAML Mode to “SAML Allowed” (See Working with the SAML Settings
    for more information.)
注意:

When setting up SAML SSO, we recommend that you set the SAML Mode to SAML Allowed until the entire setup process is complete and you’ve verified it is working correctly. Once verified, you can change the SAML Mode to SAML Mandatory.


Enabling Single Sign On using SAML

At a high level, enabling SAML SSO between Acrobat Sign (the SP) and your IdP involves the following high-level steps:

1. If required (by your IdP), set up your IdP using the Acrobat Sign Service Provider (SP) Information

2. Set up Acrobat Sign using information from your IdP

3. Verify that the SAML SSO has been properly set up

Navigate to Account > Account Settings > SAML Settings

SAML UI

To view the options for User Creation, Login Page Customization, Identity Provider (IdP) Configuration, and Acrobat Sign Service Provider (SP) Information, scroll to the bottom of the SAML Settings page. 


SAML Mode Settings

In Acrobat Sign, there are three SAML Mode options and one additional option that works with the SAML Mandatory option.

SAML Mode Settings

  • SAML Disabled—Disables SAML authentication for the account. When selected, the rest of the SAML configuration page becomes inaccessible.
  • SAML Allowed— This option allows users to authenticate to Acrobat Sign by both SAML and the native Acrobat Sign authentication
  • SAML Mandatory—Requires that all users authenticate to Acrobat Sign with SAML SSO
    • Allow Acrobat Sign Account Administrators to log in using their Acrobat Sign Credentials - When SAML Mandatory is enabled, this option allows Acrobat Sign administrators to be an exception to the SAML rule and authenticate with Acrobat Sign native authentication.
      • Admins authenticated using their Acrobat Sign credentials will need to log out twice to log out of the service through the UI controls.  (After a successful logout, the admin is taken to their IdP, and because they are logged in to the IdP, the admin gets redirected back to Acrobat Sign and is logged in.)

It is strongly recommended that you set the SAML Mode to SAML Allowed until you’ve verified your SAML SSO is working as expected.


Hostname

The Hostname is your domain name. (See Prerequisites above.) When entered, your hostname
becomes part of the Assertion Consumer URL, the Single Log Out (SLO) URL, and Single
Sign-On (Login) URL. 

Hostname setting


User Creation Settings

Only the first of the two User Creation settings is directly connected with SAML Setup. The second setting pertains to all pending users, whether or not they are added as a result of authenticating through SAML.

User Creation settings

  • Automatically add users authenticated through SAML—If this option is enabled, users who are authenticated through your IdP are automatically added as pending users in Acrobat Sign
  • Automatically make pending users in my account active—If the Require signers in my account to log in to Acrobat Sign before signing setting (Security Settings > Signer Identity Verification), is enabled, this setting should also be enabled. When a signature is requested from a new user, this user is created as a pending user in your account. If this option is not enabled, these users are prevented from signing agreements sent to them for signature
  • Allow users who authenticate with SAML to change their email address in their profile - Enable this option to allow your users to change the email address on their Acrobat Sign profile


Login Page Customization Settings

You can customize the sign-on message that users see on the Acrobat Sign Sign In page when SAML Single Sign On is enabled. 

Login Page Customization

  • Single Sign On Login Message— Enter a message to display above the SSO Sign In button on the Acrobat Sign Sign In page
  • Place the SAML login button at the top of the page when other login options are available - When enabled, the SSO login button will be placed above any other authentication method enabled
Authentication


Identity Provider (IdP) Configuration Within Acrobat Sign

To set up most IdPs, except as noted for Okta, you must enter information from your IdP into the IdP configuration fields in Acrobat Sign.

 IdP Configuration

  • Entity ID/Issuer URL—This value is provided by the IdP to uniquely identify your domain.
  • Login URL/SSO Endpoint—The URL that Acrobat Sign will call to request a user login from the IdP.  The IdP is responsible for authenticating and logging the user in.
  • Logout URL/SLO Endpoint—When someone logs out of Acrobat Sign, this URL is called to log them out of the IdP as well.
  • IdP Certificate—The authentication certificate issued by your IdP.


Acrobat Sign SAML Service Provider (SP) Information

The SP information section displays the default information for Acrobat Sign. Once you’ve entered and saved your hostname and IdP Configuration information, the information in the SP information section is updated to include your hostname.

(In our example, https://secure.na1.adobesign.com/public/samlConsume
becomes https://caseyjonez.na1.adobesign.com/public/samlConsume.)

SAML Provider Info

The SP Information provided is as follows:

  • Entity ID/SAML Audience—A URL that describes the entity that is expected to receive the SAML message. In this case, it is the URL for Acrobat Sign
  • SP Certificate—Some providers require a certificate to be used to identify the Service Provider. The link in this view points to the Acrobat Sign Service Provider certificate
  • Assertion Consumer URL— This is the callback that the IdP will send to tell Acrobat Sign to log in a user
  • Single Log Out (SLO) URL—The URL that users are redirected to when they log out
  • Single Sign-On (Login) URL— This is the URL that the IdP will send login requests to


Microsoft Active Directory Federation Services Configuration

Overview

This document describes the process for setting up Single Sign On for Acrobat Sign using Microsoft Active Directory Federation Service. Before proceeding, please review the Acrobat Sign Single Sign On Using SAML Guide, which describes the SAML set up process and provides detailed information on the SAML Settings in Acrobat Sign.

  • The process of setting up SAML SSO includes the following:
  • Installing the Active Directory Domain Service
  • Installing the Active Directory Federation Service
  • Creating a Test User 
  • Adding Acrobat Sign as a relying party


Installing the Active Directory Domain Service

Before configuring SAML for MSAD, you must install the Active Directory Domain Service if it is not already installed. You must have system administrator privileges in Windows Server to install Active Directory Domain Services. 


Installing the Active Directory Federation Service

1. If required, launch the Server Manager, then click Dashboard.

Install the ADFS

2. In the Dashboard, click Add roles and features. The Add Roles and Features Wizard displays.

3. In the Select installation type dialog, select Rule-based or Feature-based Installation then click
Next.

Select installation type

4. In the Select destination server dialog of the wizard, leave the Select a server from the server pool option enabled, select a Server Pool, then click Next.

Select destination server

5. In the Select server roles dialog, select Active Directory Federation Services, then click Next.

Select Server Roles

6. In the Confirm installation selections dialog of the wizard, accept all the defaults by clicking Install.

7. On the post install options, select Create the first federation server in a federation server farm.

8. On the Welcome page, leave the options as is and click Next.

Welcome page

9. In the Connect to Active Directory Domain Services dialog of the wizard, select the Administrator account if not by default, then click Next.

Connect to ADDS

10. In the Specify Service Properties dialog, import the pfx file that you created using the steps defined in the Certificate Creation section, enter a Federation Service Display Name, then click Next.

Specify service properties

11. In the Specify Service Account dialog, select Use an existing domain user account or group Managed Service Account. Use Administrator as the service account and provide your administrator password, then click Next.

Specify service account

12. In the Specify Configuration Database dialog, select Create a database on this server using Windows Internal Database, then click Next.

Specify configuration database

13. In the Review Options dialog, click Next.

Review Options

14. In the Prerequisite Checks dialog, once the prerequisite check is done, click Configure.

Prerequisite checks

15. In the Results dialog, ignore the warning and click Close.

Results


Adding Acrobat Sign as a relying party

1. From the Apps menu, launch AD Federation Service Management.

Launch ADFS

2. In the AD FS console, select Authentication Policies then Edit.

Authentication Policies

3. In the Edit Global Authentication Policy dialog, under both Extranet and Intranet, enable Forms Authentication

Edit global authentication policy

4. In the AD FS console, under Trust Relationships, select Relying Party Trusts and click Add Relying Party Trust. The Add Relying Party Trust wizard displays.

5. In the Select Data Source dialog of the wizard, enable the Enter Data about the relying party manually option, then click Next.

Select data source

6. In the Specify Display Name dialog, enter a Display Name, then click Next.

Specify display name

7. In the Choose Profile dialog, enable the AD FS profile option, then click Next.

Choose Profile

8. In the Configure Certification dialog there is no certificate to configure, so click Next.

Configure certification

9. In the Configure URL dialog, select Enable support for the SAML 2.0 WebSSO protocol and enter the Assertion Consumer URL from Acrobat Sign, then click Next.

(See the Hostname section of the Single Sign On with SAML Guide for more information about the Assertion Consume URL.)

Configure URL

10. In the Configure Identifiers dialog, enter http://echosign.com for Relying party trust Identifier and click Add, then click Next.

Configure Identifiers

11. In the next screen, leave the defaults as-is, and click Next.

Leave defaults

12. In the Choose Issuance Authorization Rules dialog, confirm that the Permit all users to access the relying party option is enabled.

Choose issuance authorization rules

13. In the Ready to Add Trust dialog, click Next.

Ready to add trust

14. In the Finish dialog, click Close.

Finish

15. In the Edit Claim Rules dialog, click Add Rule.

Edit claim rules

The Add Transform Claim Rule Wizard displays.

 

16.  In the Select Rule Template dialog of the wizard, select Send LDAP Attributes as Claims from the Claim rule template drop-down.

Select rule template

17. In the Configure Rule dialog, select the options shown in the dialog and click Finish. Acrobat Sign only supports the email address as the unique identifier. You need to select E-Mail Addresses as the LDAP Attribute and E-Mail Address as the Outgoing Claim.

Configure Rule

18. When the Select Rule Template dialog of the wizard redisplays, select Send Claims Using a Custom Rule from the Claim rule template drop-down, then click Next.

Select rule template

19. In the Configure Rule dialog, enter the following:

  • Name of rule—Enter EmailToNameId
  • Custom rule description—enter the following:

c:[Type == "http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress"]

=> issue(Type =
"http://schemas.xmlsoap.org/ws/2005/05/identity/claims/nameidentifier",
Issuer = c.Issuer, OriginalIssuer = c.OriginalIssuer, Value = c.Value,
ValueType = c.ValueType, Properties["http://schemas.xmlsoap.org/ws/2005/05/identity/claimproperties/format"]
= "urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress",
Properties["http://schemas.xmlsoap.org/ws/2005/05/identity/claimproperties/spnamequalifier"]
= "");

Configure rule

20. Click Finish. The Add Transform Claim Rule Wizard closes.

21. Back in the Edit Claim Rules for Acrobat Sign dialog, click the Issuance Authorization Rules tab and Delegation Authorization rules tab and ensure that the Permit Access to All Users is enabled for both as shown below.

If not, add a rule, so that Permit Access To All Users is enabled.

Permit access

Permit access

22. Click OK to accept all changes can close the Edit Claims Rules for Acrobat Sign dialog.


Adding the Certificate from Acrobat Sign

1. In the AD FS console, under Trust Relationships, select the Acrobat Sign Relying Party click Properties.

2. Once launched, select Authentication Policies and then Edit.

Authentication policies

3. Select the Signature tab.

4. Click Add and add the SP certificate file you downloaded from Acrobat Sign.
(See the Adobe Acrobat Sign SAML Service Provider (SP) Information section of the Single Sign On with SAML Guide for more information about the SP certificate.)

5. Select the Advanced tab and change the Secure Hash Algorithm to SHA-2.

6. Select the Endpoints tab and add the Single Logout (SLO) URL from Acrobat Sign.
(See the Hostname section of the Single Sign On with SAML Guide for more information about the Single Logout (SLO) URL).

7.  Disable Claims Encryption – Open power shell on the ADFS server and type

8. Set-ADFSRelyingPartyTrust -TargetName "Adobe Sign" -EncryptClaims $false 

 


Acrobat Sign specific settings

  • The account should have SAML_AVAILABLE=true
  • Host Name
  • SAML Mode
  • ACCOUNT_USER_ADD_EMAIL_DOMAINS setting to be for example dev.com
  • Select the token signing certificate in ADFS and export it as a cer file ( do not export private key) and add it to the account admins SAML Settings page in Acrobat Sign.
Select token

Certificate

Open this certificate file in notepad, and Acrobat Sign Admin copy its contents into the IdP Certificate field in SAML Settings.

Now you should be able to test. 


Certificate Creation

1. On Windows, install openssl. On Mac , openssl is present.

2. Launch a command prompt and type:
openssl req -x509 -newkey rsa:2048 -keyout .pem -out .pem -days <#ofdays>

Enter the following:

  • Country code- US
  • State - Californiacity – San Jose
  • Enter some Organization and Organization unit
  • Common Name- This is the fully qualified name that is the same as your host system name example sjtest.es.com

3. Now create the pkcs12 key
pkcs12 -export -in <yourkeynameCer> .pem -inkey <yourkeyName> .pem -out my_pkcs12.pfx

4. Enter password when prompted

5. Click Import and select the my_pkcs12.pfx selected above and enter password that you provided at pkcs12 export time when prompted


Okta Configuration

Overview

Acrobat Sign can support Security Assertion Markup Language (SAML) single sign-on (SSO) using external identity providers (IdPs) such as Okta. This document describes the steps for configuring Acrobat Sign for SAML SSO with Okta. This document also provides information on testing your SAML SSO configuration. Before proceeding, please see the Acrobat Sign Single Sign On Using SAML Guide, which describes the SAML setup process and provides detailed information on the SAML Settings in Acrobat Sign.

注意:

Successful installation requires that your Active Directory have the GivenName (FirstName) and SN (LastName) values populated.  

If these values are empty, an Unknown User error will trigger.


Configuring SAML SSO with Okta

You must be an administrator for both your Acrobat Sign and Okta accounts to enable SAML SSO. The username for both accounts must be the same. The passwords can be different.

When enabling SAML SSO with Okta, information only needs to be entered in Acrobat Sign. Okta has developed a custom Acrobat Sign Provisioning app that makes it unnecessary to transfer the SP Information from Acrobat Sign to Okta. 

注意:

Note: For the most up-to-date instructions for Okta, see http://developer.okta.com/docs/guides/setting_up_a_saml_application_in_okta.html

1. Log in to Okta and Acrobat Sign in different browsers or in different windows within the same browser.

  • In Okta, log in to your account with the same administrator account you use for your Acrobat Sign Admin Account.
Okta sign in

  • In Acrobat Sign, log in to your account using the same admin account credentials that you use for Okta. 
Adobe Sign sign in

2. Click the blue Admin button.

Admin button

3. Click the Add Applications shortcut.

Add application

The Add Application page displays.

Add application page

4. In Search, type Acrobat Sign.

  • Click the Add button to add the Acrobat Sign Provisioning application.
Click Add

The Add Acrobat Sign Provisioning wizard launches displaying the General Setting tab.

Add Adobe Sign provisioning

5. Log in to Acrobat Sign to obtain your Hostname and Acrobat Sign server environment:

  • Log in an Acrobat Sign Account Admin
  • Navigate to: Account > Account Settings > SAML Settings
    • Scroll to the bottom of the page and find the Assertion Consumer URL
    • Copy the string between https://  and  .adobesign.com/
      • The first value is your Hostname
      • After the Hostname is the Acrobat Sign environment your account resides on (na1, na2, eu1, jp1, etc.)
      • In the below example you would copy rrassoc.na1 (include the dot between values)
Hostname

6. In Okta under General Settings, enter the Hostname.Instance for your Acrobat Sign account in the Your Acrobat Sign Sub domain field.

 

Click Next to continue. 

注意:

Note: If you don’t want users to automatically log in to Acrobat Sign when they log in to Okta, disable the Automatically log in when user lands on the login page option. 

Sign-on options

7. On the Sign-On Options tab, enable SAML 2.0.

Sign-on options

The SAML 2.0 section displays.

 

8. Under SAML 2.0, click View Setup Instructions.

View setup instructions

The Okta How to Configure SAML 2.0 for Acrobat Sign page displays in a new browser window. This page includes instructions and the IdP information that you must enter in the Acrobat Sign SAML Settings page.

How to configure

9. Copy the Entity ID/Issuer URL from the Okta page, and enter it into the Entity ID/Issuer URL field in Acrobat Sign.
(see the idP Configuration section of the How to Configure SAML 2.0 for Acrobat Sign)

注意:

Note: The "Entity ID/Issuer URL" does not need to be a well formatted URL. It can be an any unique value.

Entity ID

10. Copy the Login URL/SSO Endpoint from the Okta page, and enter it into the Login URL/SSO Endpoint field in Acrobat Sign.
(see the idP Configuration section of the How to Configure SAML 2.0 for Acrobat Sign)

注意:

Note that in Acrobat Sign, the Logout URL/SLO Endpoint is before the Login URL/SSO Endpoint.

Login URL

11. Copy the Logout URL/SLO Endpoint from the Okta page and enter it into the Logout URL/SLO Endpoint field in Acrobat Sign.
(see the idP Configuration section of the How to Configure SAML 2.0 for Acrobat Sign)

Logout URL

注意:

Note: The Logout URL/SLO Endpoint shown above is only a suggestion. You can actually specify any valid URL (e.g., Google).

12. Copy the IdP Certificate from the Okta page to the IdP Certificate field in Acrobat Sign.

  • Make sure there are no spaces or returns after “-----END CERTIFICATE-----“.

(see the idP Configuration section of the How to Configure SAML 2.0 for Acrobat Sign)

IdP Certificate

You can close the browser window that displays the Okta How to Configure SAML 2.0 for Acrobat Sign page after you copy the IdP Certificate.

 

13. In Acrobat Sign, click Save.

14. Click the browser window that displays the Okta Sign-On Options if needed.

15. In the Credential Details section of Sign-On Options (see step 8 above), select Email from the Application username format drop-down, then click Next to continue.

Credential details

16. Under Provisioning, you have the option to select the Enable provisioning features option. (See Setting up Auto-Provisioning for more information.) Click Next to continue without setting up Auto-provisioning. 

Provisioning

注意:

Note: If you enable the Enable provisioning features option, you must enable the Automatically add users authenticated through SAML in SAML settings in Acrobat Sign.

17. Under the Assign to People tab, in the People section check the box next to your name to assign at least one active user (yourself), then click Next.

Assign to People

18. Click Done.

Click Done

You can now log out of Okta and proceed with testing your SAML setup. (See Testing Your Okta SAML SSO Configuration for more information.)

 


Setting Up Auto-provisioning in Okta

If this option is enabled, and the “Automatically add users authenticated through SAML” option in Acrobat Sign is also enabled, you can automatically provision users in Acrobat Sign.

Auto-provisioning


Setting up Auto-launch for Acrobat Sign

You can automatically launch Acrobat Sign when you log in to Okta. If this feature is enabled, Acrobat Sign will open in a separate window when you log in to Okta. You must have pop-ups enabled in your browser for this feature to work.       

注意:

Note If you also enabled the “Automatically log in when user lands on login page” option, when you launch Okta two Acrobat Sign windows will open. 

1. Log in to Okta. Your Home page will display.

2. On the Acrobat Sign Provisioning app, cursor over the gear icon, then click to activate it.

Mouse over the gear

3. When the Acrobat Sign Provisioning Settings popup displays, click the General tab.

General tab

4. Enable the Launch this app when I sign into Okta option.

Launch this app

5. Click Save.

 


Testing Your Okta SAML SSO Configuration

There are two ways to test your Okta SAML setup. 


Log in to Acrobat Sign through Okta

1. If logged in, log out of Okta.

2. Log in to Okta. Your Okta Home page displays.

3. On the Home page, click the Acrobat Sign Provisioning app.

Adobe Sign provisioning

You are automatically logged into Acrobat Sign.

Adobe Sign Home page


Log in to Acrobat Sign using your URL

1.  Enter your company login URL in your browser. The Acrobat Sign Sign In page displays.

2. On the Sign In page, click the second Sign In button. If you’ve entered a custom Single Sign On Login Message that message displays above this button. If you have not entered a custom message, the default message displays.

Sign on

You are logged into Acrobat Sign.

Adobe Sign Home page


OneLogin Configuration

Overview

Acrobat Sign can support Security Assertion Markup Language (SAML) single sign-on (SSO) using external identity providers (IdPs) such as OneLogin. This document describes the steps for configuring Acrobat Sign for SAML SSO with OneLogin. This document also provides information on testing your SAML SSO configuration. Before proceeding, please see the Acrobat Sign Single Sign On Using SAML Guide, which describes the SAML setup process and provides detailed information on the SAML Settings in Acrobat Sign.


Configuring SAML SSO with OneLogin

1. Log in to OneLogin and Acrobat Sign in different browsers or in different windows within the same browser.

  • In OneLogin, log in to your account with the same administrator credentials you use for your Acrobat Sign Admin Account. 
OneLogin authentication

  • In Acrobat Sign, log in to your account using the same admin account credentials you use for OneLogin. The passwords for these two logins do not have to be the same, but you must log in as the administrator for each account.
Adobe Sign authentication

2. In OneLogin, click Add Apps.

Add apps

3. Search for Acrobat Sign.

Search for Adobe Sign

4. Click the row for Acrobat Sign.

Click Adobe Sign

5. In the Add page, under Connectors select SAML 2.0 – user provisioning, then click Save at the top.

Add and Save

6. Navigate to the SAML Settings page. Note the Hostname for Acrobat Sign.

Hostname

7. In OneLogin, click the Configuration tab. In the Subdomain field, enter your Hostname from Acrobat Sign, then click Save.

Subdomain

8. Click the SSO tab.

SSO tab

9. In the SSO tab, click View Details to display the Standard Strength Certificate (2048-bit) page.

View Details

10. In the Standard Strength Certificate page that displays, click the Copy to Clipboard button for the X.509 Certificate field to copy the certificate to the clipboard.

Copy to Clipboard

If the certificate successfully copies, the rollover text says “Copy to Clipboard” text updates to “Copied”.

 

11. In Acrobat Sign, paste the copied certificate into the IdP Certificate field. Be sure to remove any returns that may have been copied. The cursor should be at the end of the last line as shown below. 

IdP Certificate

12.  In OneLogin, click the Copy to Clipboard button for the Issuer URL.

Copy to clipboard

13. In Acrobat Sign, paste the Issuer URL into the Entity ID/Issuer URL field.

Issuer URL

14. In OneLogin, click the Copy to Clipboard button for the SAML 2.0 Endpoint (HTTP) URL.

Copy to clipboard

15. In Acrobat Sign, right click to paste the SAML 2.0 Endpoint (HTTP) URL in the IdP Login URL field. 

Login URL

16. In OneLogin, click the Copy to Clipboard button next to SLO Endpoint (HTTP).

Copy to clipboard

注意:

Note: The OneLogin SAML 2.0 Endpoint URL is only a suggestion. You can actually specify any valid URL (e.g., Google).

17. In Acrobat Sign, copy the SLO Endpoint value into the Logout URL/SLO Endpoint field.

Logout URL

18. In Acrobat Sign, click Save.

19. In OneLogin, click the back arrow to return to the SSO page.

Return to SSO

20. Click the Users tab to add users.

Users tab

21. Click the row to add the user. The Save button is not activated until you click at least one user.

Click the row

22. When done, click Save.  


Testing Your OneLogin SAML SSO Configuration

There are two ways to test your OneLogin SAML Setup. 


Log in to Acrobat Sign through OneLogin

1. If logged in, log out of Acrobat Sign.

2. Log in to OneLogin.

OneLogin authentication

3. On the App Home page, click the Acrobat Sign app.

Click Adobe Sign

You are automatically logged into Acrobat Sign.

Adobe Sign Home page


Log in to Acrobat Sign using your URL

1. Enter your company login URL for Acrobat Sign in the address line of your browser (such as myCompany.adobesign.com). The Acrobat Sign Sign In page
displays.

2. On the Sign In page, click the second Sign In button. If you’ve entered a custom Single Sign On Login Message that message displays above this button. If you have not entered a custom message, the default message displays.

Adobe Sign authentication

3. You are logged into Acrobat Sign.

Adobe Sign Home page


Oracle Identity Federation Configuration

Overview

Acrobat Sign can support Security Assertion Markup Language (SAML) single sign-on (SSO) using external identity providers (IdPs) such as Oracle Identity Federation (11g). This document describes the steps for configuring Acrobat Sign, acting as the SAML consumer or service provider (SP), to use OIF. This document also provides suggested steps for configuring OIF, however, please contact your OIF system administrator before making any configuration changes to your OIF Server. Before proceeding, please see the Acrobat Sign Single Sign On Using SAML Guide, which describes the SAML set up process and provides detailed information on the SAML Settings in Acrobat Sign.


Configuring OIF as an IdP in Acrobat Sign

Your organization’s instance of OIF needs to be configured within Acrobat Sign as the external SAML Identity Provider (IdP). As an administrator for your Acrobat Sign Account, navigate to SAML Setting in Acrobat Sign as an (Account | Account Settings | SAML Settings).

You will need metadata information from your OIF IdP
configuration. Typically, the metadata for the OIF is available as an XML
content at: http://:/fed/idp/metadata.
Please contact your OIF administrator to gather the relevant. You will need the
following configuration information.

  • Entity ID/Issuer URL—The entityID attribute on EntityDescriptor element
  • Logout URL/SLO Endpoint—When someone logs out of Acrobat Sign, this URL is called to log them out of the IdP as well.
  • Login URL/SSO Endpoint—The Location attribute on SingleSignOnService element
  • IdP Certificate—Certificate information under the element EntityDescriptor -> IDPSSODescriptor -> KeyDescriptor use="signing"

 

This information should be configured in the appropriate fields in the Acrobat Sign SAML configuration. See the image below:

Adobe Sign SAML page


Configuring Acrobat Sign as a SP in OIF

Once the OIF SAML configuration is complete within the Acrobat Sign UI, the next step is to configure Acrobat Sign as a Service Provider within OIF. The information required for configuring Acrobat Sign within OIF is available on the Acrobat Sign SAML Service Provider (SP) information section under Account | Account Settings | SAML Settings

SAML Settings

The metadata description for Acrobat Sign is shown below:

OIF Code

You must customize this metadata description and change the highlighted section in the XML to match the URL for your account. The Assertion Consumer URL for your specific account is shown in SAML Settings.

 

The steps for completing the configuration in OIF are as follows:

1. Go to the Federations configuration screen on the OIF Administration panel

OIF Admin

2. Create a new federation profile

New Profile

3. Create a new Service Provider (SP) listing for Acrobat Sign.

 

Import the Acrobat Sign SP configuration XML or manually create the SP listing using the provider information from the Acrobat Sign SAML settings.

Import the SP config

4. Complete the configuration. Acrobat Sign will appear as a new Service Provider listing in the OIF list of SPs. 

Complete the config


Verifying Email Address as NameID Format

Acrobat Sign uses email addresses as the unique user identifier. Before testing the single sign-on one last step is the ensure that the email address field is mapped to the appropriate user attribute within OIF and that the email address is enabled as a valid NameID format.

Verify Email

Verify email


Known Issues

Redhat IdP has a setting called Encrypt Assertions that adds an additional layer of encryption.

This additional encryption is incompatible with the Acrobat Sign SAML configuration, and should not be enabled for Acrobat Sign.

Redhat IdP Encrypt Assertions

 

©2022 Adobe Systems Incorporated. All Rights Reserved.

Products mentioned in this document, such as the services of identity providers Microsoft Active Directory Federation, Okta, Onelogin, and Oracle Identity Federation, and Salesforce software retain all of the copyrights and trademark rights of their specific corporations.

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