How to update the SAML Certificate in Office 365 for Single Sign-On with NetDocuments

Posted in NetDocuments Tips on August 23, 2022 by Craig Bayer

 

From Microsoft: https://docs.microsoft.com/en-us/azure/active-directory/manage-apps/tutorial-manage-certificates-for-federated-single-sign-on

These certificates tend to last for 3 years.  Here is how you renew the certificate.

Step 1: In Azure go to Single sign-on in the NetDocuments Enterprise Application

 

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Step 2:  Under SAML Signing Certificate click Edit

 

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Step 3: Click New Certificate

 

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Step 4:  Click Save

 

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Step 5: Next to the new Certificate click … and then Make Certificate active

 

WARNING!!! THIS STEP WILL BREAK SINGLE SIGN ON WITH NETDOCUMENTS. MAKE SURE YOU CAN COMPLETE THE FOLLOWING STEPS IMMEDIATELY

 

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Step 6: Download the Federated Metadata XML

 

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Step 7: In NetDocuments Admin –> User & Groups –> Federated ID

 

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Step 8: Upload the Metadata file you downloaded.

 

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About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer

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