Prerequisites

Before beginning the installation or upgrade, ensure the following requirements are met:

  • Administrative Access: At least one user with the Administrator role must be created manually with authentication method Single Sign-On to configure initial settings.
  • Identity Provider (IdP) Configuration: Your IdP (for example, Microsoft Entra ID, Okta) must be configured to send group/attribute claims in the SAML assertion.
  • SAML Metadata: You must have the IdP metadata XML or URL ready for exchange.