Getting Started
Both TraitWare and Lucidchart require certain information to be able to communicate securely with each other.
TABLE OF CONTENTS
- What You Need From Lucidchart
- What You Need From TraitWare
- Setting Up TraitWare
- Adding a SAML Application
- Turning on Application Access for User
- Setting Up Lucidchart
- Additional Information
What You Need From Lucidchart
- An Enterprise plan
- Your Lucidchart Domain
What You Need From TraitWare
You will obtain the following when you create your TraitWare application.
- .xml Metadata file
Setting Up TraitWare
In order for TraitWare to communicate with Lucidchart, an application will need to be created. Once you have access from TraitWare, navigate to https://admin.traitware.com and use your TraitWare app to sign in.
If you do not have access to login to https://admin.traitware.com, please setup a trial account, or contact us at support@traitware.com
Adding a SAML Application
- Select Applications in the upper left.
- Select +Add Applications in the top right of the box to add a new application.
- Enter an Application Name that will make sense when you see it (ex: Lucidchart TraitWare).
- SAML from the dropdown Application Type. A new section will appear upon choosing SAML.
- In the SAML Applications dropdown list, select Lucidchart. The fields following will auto-fill with generic information.
- For Return URI, put a sign-in URL to redirect users back to upon timeout
- Replace YOURDOMAIN in each field with the Organziation that you collected above. Ex: https://www.lucidchart.com/saml/sso/YOURDOMAIN becomes https://www.lucidchart.com/saml/sso/traitware
- For Relay State, you can leave the field blank
- Metadata URL will need to have n/a.
- You will not need to add any mapping.
- Select Submit.
- Once your application is submitted, it will populate the information required by your service provider
- Open the appropriate application, you will then be able to copy the information required
- Select Download as XML and save the file somewhere you can find it easily
Turning on Application Access for User
- Select Users from the menu in the upper left.
- Select a user. Their User Profile will open.
- Find the G Suite Application name under Applications, and select the application to enable access for that user.
Setting Up Lucidchart
- Navigate to www.lucidchart.com and sign in with an admin account
- In the upper right, select TEAM and then App Integration
- Select SAML
- Put in your Domain and select Save changes (this step can be completed later if needed)
- Select (Sign-in options) to allow SAML authentication if it is currently not allowed
- Select Allow SAML authentication
- It is recommended to leave Allow email and password until after you have setup all users
- Change the Default authentication to SAML
- Select Save changes
- Select (Configure) next to Allow SAML authentication
- Make sure that your Domain is filled in and saved
- Drag or navigate to the .xml file you downloaded earlier
- The Identity Providers information will fill in.
- Select Test SAML Connection
- Scan the QR with the appropriate TraitWare Account
- Upon successful testing, you will receive the following message:
- Once SAML has been tested and all users have been activated, it is recommended that all other options for signing in are turned off.
- Remember to Save changes once modified
Additional Information
If you do not see an application in the dropdown list during the Application setup, you can fill in the fields with your generic information. If you have issues, please contact us at support@traitware.com, and we will work with you to see if the application can be added.
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