Configure IDP Settings

Configure authentication settings and folders to store documents for ProcessMaker IDP.

Configure IDP Settings

Package Required

The IDP package must be installed.

Permissions Required

Your user account or group membership must have the "Settings: View Settings" permission to view ProcessMaker IDP server settings unless your user account has the Make this user a Super Admin setting selected.

See the Settings permissions or ask your Administrator for assistance.

The following information is required to authenticate with ProcessMaker IDP:

• Client ID: The client ID is the unique key for your ProcessMaker Platform instance to authenticate IDP connectors implemented in your ProcessMaker IDP instance.

• Client secret: The client secret is the time-sensitive and private code that your ProcessMaker IDP instance acknowledges to authenticate IDP connectors when connecting.

• Token URL: The token URL references the valid authentication token that authenticates IDP connectors when during authentication.

To locate the client ID and client secret, both of which are private to your organization, contact your Customer Success Manager. Since the IDP package is part of the ProcessMaker Platform Enterprise edition, this functionality is not available in in the Open Source edition.

As part of this configuration, determine to which folders within your organization that Process designers using the IDP connector can reference to store documents for intelligent document processing. Note that until your ProcessMaker IDP instance authenticates with ProcessMaker Platform, the indicator Unauthorized displays beside the setting from which to select those folders. The indicator Authorized displays after authentication.

Authenticate with ProcessMaker IDP

Follow these steps to authenticate with ProcessMaker IDP prior to selecting which folders to store documents for intelligent document processing:

1. View your IDP settings.

2. From the Client ID setting, click the Edit icon. The Client ID setting displays. This is a required setting.
3. Enter the integration key for your ProcessMaker IDP instance, and then click Save.

4. From the Client Secret setting, click the Edit icon. The Client Secret setting displays. This is a required setting.
5. Enter the client secret for your ProcessMaker IDP instance, and then click Save.

6. From the Host URL setting, click the Edit icon. The Host URL setting displays. This is a required setting.
7. From the Token URL setting, click the Edit icon. The Token URL setting displays. This is a required setting.
8. Enter the URL that references the valid authentication token to your ProcessMaker IDP instance, and then click Save.

9. Click the Authorize Account button.

Select Folders from Which to Store Processed Documents

Prior to selecting from which folder(s) in ProcessMaker Platform to store documents for intelligent document processing (IDP), ensure the following:

• Folders from which to store documents exist in your ProcessMaker IDP instance. If they do not existing, consult with your Customer Sucess Manager to requisition those folders be created.

• You have authenticated with your ProcessMaker IDP instance. Note that until your ProcessMaker IDP instance authenticates with ProcessMaker Platform, the indicator Unauthorized displays beside the setting from which to select those folders. The indicator Authorized displays after authentication.

Follow these steps to select document-storing folders:

1. View your IDP settings.

2. From the Select Available Folders setting, click the Edit icon. The Select available folders setting displays.
3. Click the drop-down menu to select one or more existing folders from which to store documents for processing. Click the Remove icon to remove an added folder.
4. Click Save.

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