Coupa Provisioner

Creating a connection

To allow PingFederate to act as an identity provider (IdP) and manage users in Coupa, create a service provider (SP) connection.

Steps

  1. In the PingFederate administrator console, create a new SP connection:

    Choose from:

    • For PingFederate 10.1 or later: Go to Applications > Integration > SP Connections. Click Create Connection.

    • For PingFederate 10.0 or earlier: Go to Identity Provider > SP Connections. Click Create Connection.

  2. Configure the basic connection details with the Coupa quick connection template:

    1. On the Connection Template tab, click Use a template for this connection.

    2. In the Connection Template list, select Coupa Provisioner.

    3. On the Metadata File row, upload the idp-metadata.xml file that you saved in Obtaining your Coupa (SP) metadata file. Click Next.

    4. On the Connection Type tab select the Browser SSO Profiles and Outbound Provisioning checkboxes. Click Next.

    5. On the Connection Options tab, click Next.

    6. On the General Info tab, in the Connection Name field, enter a name of your choosing. Click Next.

  3. On the Browser SSO tab, configure your assertion creation settings and customize the defaults set by the metadata file.

    You can find more information in Configuring IdP Browser SSO in the PingFederate documentation.

  4. On the Credentials tab, configure the connection credentials as shown in Configuring credentials in the PingFederate documentation. Click Next.

  5. On the Outbound Provisioning tab, configure provisioning with the following details.

    Learn more in Configuring outbound provisioning in the PingFederate documentation.

    1. On the Target tab, enter the API key and subdomain you noted in Obtaining required information.

    2. (Optional) In the Provisioning Options section, customize the provisioning connector behavior. Click Next.

    3. Go to Manage Channels > Attribute Mapping tab and at the bottom of the attribute list, click Refresh Fields to get fields and specifications from your Coupa site.

    4. Complete the attribute mappings by referring to the Attribute index.

      For help, reference Managing channels in the PingFederate documentation.

  6. On the Activation and Summary tab, above the Summary section, click the toggle to turn on the connection. Click Save.