PingOne Advanced Identity Cloud

DocuSign

The Advanced Identity Cloud DocuSign application lets you manage DocuSign service accounts and synchronize DocuSign accounts and Advanced Identity Cloud identities.

Register the application

  1. In the Advanced Identity Cloud admin console, go to Applications, and click grid_view Browse App Catalog.

  2. In the Browse App Catalog modal, select an application, and click Next.

    Select the latest application version.

  3. Review the Application Integration information, and click Next.

  4. In the Application Details window, specify the name, description, application owners, and logo for the application.

  5. To make the application an Authoritative source of identity data, select the Authoritative check box. This option is not available for every application.

  6. Click Create Application.

Configure provisioning

You must have a DocuSign administrator account and be able to add an integrator key (DocuSign Documentation).

To modify the settings for an existing provisioning connection, in the Advanced Identity Cloud admin console, click the Provisioning tab, and then click Settings.

  1. In DocuSign, set up a DocuSign app and integration key:

    1. Log in to DocuSign and go to Integrations > Apps and Keys.

    2. On the Apps and Keys page, in the My Account Information area, copy and save the following values:

      DocuSign field Advanced Identity Cloud application field

      API Account ID

      Account

      Account Base URI

      Service Endpoint URI
      Show Me
      DocuSign My Account Information

    3. Click Add App and Integration Key.

      Show Me
      DocuSign Add App and Integration Key button

    4. In the Add Integration Key modal, enter an App Name, and click Create App.

      Show Me
      DocuSign Add Integration Key modal

    5. On the Apps and Keys > App Name page, copy the Integration Key and save the value. Use this value as the Client Id in Advanced Identity Cloud.

      Show Me
      DocuSign Add Integration Key modal

    6. In the Authentication area, click + Add Secret Key, and copy and save the value. Use this value as the Client Secret in Advanced Identity Cloud.

      Show Me
      DocuSign Add Secret Key
    Keep DocuSign open, as you’ll need to add information during provisioning configuration.

  2. In the Advanced Identity Cloud admin console, click the Provisioning tab, and then click Set up Provisioning.

  3. In the Configure DocuSign Connected App modal, copy the Redirect URI, and click Next.

    Show Me
    Configure DocuSign modal

  4. In DocuSign, in the Additional settings area, click Add URI, paste the redirect URI, and click Save.

    Show Me
    DocuSign Add URI

  5. Go to Integrations > API Usage Center, and from the API Limit area, make note of the following:

    • Hourly Limit

    • Burst Limit

      Show Me
      DocuSign API Limit

    Use these values in the Advanced Identity Cloud advanced settings.

  6. In the Advanced Identity Cloud admin console, configure the following fields:

    Field Description

    Service Endpoint URI

    The DocuSign Account Base URI.

    Account

    The DocuSign API Account ID.

    Client ID

    The client ID for OAuth 2.0 flow. The DocuSign Integration Key.

    Client Secret

    The client secret for OAuth 2.0 flow. The DocuSign Secret Key.

    Maximum Connections

    The maximum size of the HTTP connection pool. The default is 10 connections.

    Connection Timeout

    The timeout for the underlying HTTP connection in seconds. The default is 30 seconds.

  7. Optionally, click Show advanced settings to set any of the following options:

    Field or option Description

    Use Basic Auth for Token Negotiation

    Select this option to send the client ID and client secret to DocuSign as authorization headers. If the option is not selected, the ID and secret are sent as form data.

    Hour Rate Limit

    The hourly rate limit for the DocuSign API. The DocuSign Hourly Limit.

    Burst Rate Limit

    The burst rate limit for the DocuSign API. The DocuSign Burst Limit.

    Disable Http Compression

    Content compression is enabled by default. Select this option to disable it.

    Debug/Test settings
    Only use these settings for test environments. Don’t enable for production environments.

    Selecting this option displays the following options:

    • Accept Self Signed Certificates: Enable to accept self-signed certificates.

    • Disable Host Name Verifier: Enable to disable hostname verifiers.

    Exclude Unmodified

    Select this option to synchronize only the modified properties on a target resource.

  8. Click Connect.

  9. Verify the information in the Details tab.

Provision side tabs

The object type determines the side tabs that display on the Provisioning tab. Use the object type list to select an object type, such as Group. Afterward, you can configure properties in the different sub-tabs under the Provisioning tab.

Sub-tabs under the Provisioning tab
Provisioning tab Description Related sections

Details

View and manage an application, including name, ID, and native type.

Select the specific application from Provision settings for an application.

Properties

View and manage properties for the selected object type.

Manage application attributes

Data

View data about the selected object type.

View user access data

Mapping

View and manage mappings from the Advanced Identity Cloud admin console properties to external system properties and from external system properties to the Advanced Identity Cloud admin console properties.

Manage mappings

Reconciliation

Preview mappings on target applications between external systems and the Advanced Identity Cloud admin console, and reconcile the data between the two systems.

View and manage rules for the users and groups that use your application.

View and manage schedules for Full and Incremental reconciliation.

Reconcile and synchronize end-user accounts

Privacy & Consent

Manage end-user data sharing and synchronization.

Configure end-user data sharing

Rules

View and manage provisioning rules for mappings between Advanced Identity Cloud and a target application.

Manage provisioning rules

Advanced Sync

Create and manage mappings between an identity profile and an application or between applications.

Manage advanced sync

Next steps