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Startup Guide

OnDemand

AgilePoint NX v6.0 SP1


Document Revision r6.1.0
July 2016
Contents 2

Contents

Preface.................................................................................................................4
Disclaimer of Warranty................................................................................................................................. 4
Copyright.......................................................................................................................................................4
Trademarks................................................................................................................................................... 4
Government Rights Legend......................................................................................................................... 4
Virus-free software policy............................................................................................................................. 4
Document Revision Numbers.......................................................................................................................4
AgilePoint Documentation in PDF and HTML............................................................................................. 5
Opening the Documentation Library............................................................................................................ 5
Finding Information in the Documentation Library....................................................................................... 6
Downloading Files and Sharing Links from the Documentation Library...................................................... 6
Contact AgilePoint Sales..............................................................................................................................7
Contact AgilePoint Customer Support......................................................................................................... 7

Get Started with AgilePoint NX OnDemand.................................................... 8

Sign Up for AgilePoint NX................................................................................ 9


Request an AgilePoint NX Account............................................................................................................. 9
Register an AgilePoint NX Account............................................................................................................. 9
Register with an AgilePoint ID........................................................................................................ 12
Register with Salesforce..................................................................................................................17
Register with Windows Azure Active Directory............................................................................... 24
Register with Office 365 SharePoint Online................................................................................... 30
Register with Google....................................................................................................................... 36
Configure ADFS Authentication for AgilePoint NX..........................................................................43
Sign In to AgilePoint NX............................................................................................................................ 51
Sign In with an AgilePoint ID.......................................................................................................... 54
Sign In with Salesforce................................................................................................................... 57
Sign In with Windows Azure Active Directory................................................................................. 60
Sign In with Office 365....................................................................................................................63
Sign In with Google.........................................................................................................................66
Sign In with ADFS...........................................................................................................................70

Basic Administration....................................................................................... 74
Add Users to AgilePoint NX.......................................................................................................................74
Add a User with an AgilePoint ID................................................................................................... 74
Add More Than One User to AgilePoint NX................................................................................... 81
Add System Administrators........................................................................................................................ 85
Add an Authentication Type.......................................................................................................................89
Enable AgilePoint ID Authentication................................................................................................91
Enable Salesforce Authentication....................................................................................................92
Enable Windows Azure Active Directory Authentication................................................................. 95
Enable Office 365 SharePoint Online Authentication......................................................................97

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Enable Google Authentication......................................................................................................... 99


Enable ADFS Authentication......................................................................................................... 101
Configure the Primary Authentication Type............................................................................................. 103
Change Environments.............................................................................................................................. 104
Personalize AgilePoint NX....................................................................................................................... 105

Basic Steps to Create and Run an Application.......................................... 107

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Preface 4

Preface

Disclaimer of Warranty
AgilePoint, Inc. makes no representations or warranties, either express or implied, by or with respect to anything
in this document, and shall not be liable for any implied warranties of merchantability or fitness for a particular
purpose or for any indirect, special or consequential damages.

Copyright
Copyright 2016 AgilePoint, Inc. All rights reserved.

Trademarks
AgilePoint, Inc. and AgilePoint's products are trademarks of AgilePoint Inc. References to other companies and
their products use trademarks owned by the respective companies and are for reference purpose only.

Government Rights Legend


Use, duplication or disclosure by the U.S. Government is subject to restrictions set forth in the applicable license
agreement and as provided in DFARS 227.7202-1(a) and 227.7202-3(a) (1995), DFARS 252.227-7013(c)(1)(ii)
(Oct 1988), FAR 12.212(a) (1995), FAR 52.227-19, or FAR 52.227-14, as applicable.

Virus-free software policy


AgilePoint recognizes that viruses are a significant security consideration for our customers. To date, we have
had no report that AgilePoint software carries any virus. AgilePoint takes the following measures to make sure
our software is free of viruses upon delivery:

AgilePoint is built on top of Microsoft .NET framework. The pre-compiled executable is a.NET Common
Language Runtime (CLR) application, not a native machine binary. As far as is known at this time, there are
no viruses that infect .NET CLR executables.

The virtual environment for the product packaging process in is fully isolated and protected, and anti-virus
software is installed and running during packaging.

The deliverable package is scanned by anti-virus software before upload to our customer download site.

Document Revision Numbers


AgilePoint documentation uses the revision number format rX.Y.Z. The letters and numbers in this revision
number can be interpreted as follows:

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Preface 5

r - Indicates "revision." This helps to differentiate the document version numbers, which start with v.
X - The major version number for AgilePoint to which this document refers. For example, AgilePoint releases
5.0, 5.0 SP1, and 5.5 would all have an X value of 5.
Y - The major document revision number. This number typically changes only when either there is a new
AgilePoint release, or there are major changes to the document.
Z - The minor document revision number. This number is incremented each time the document is
republished.

AgilePoint Documentation in PDF and HTML


AgilePoint documentation is provided in both print-friendly (PDF) and web-based (HTML) formats.

Advantages of HTML Documentation


HTML is the primary delivery format for AgilePoint documentation.
Unified, global search across all documentation. PDF documents allow you to search only within the context
of a given PDF file.
All hyperlinks supported. Links in PDFs are only supported in certain contexts.
"One-stop shopping" for all information related to AgilePoint.
The HTML documentation is updated more frequently than the PDF documentation. Web-based
documentation is updated periodically between AgilePoint releases to address errors and omissions, but the
PDF documentation is updated only at the time of a software release.

Advantages of PDF Documentation


PDFs can be more easily printed, archived, and transferred (such as by FTP or email) than HTML
documentation.

Opening the Documentation Library


To open the AgilePoint Documentation Library, do the procedure in this topic.

Prerequisites
You must have a valid account on the AgilePoint Support Portal.

Instructions
1. Log on to the AgilePoint Support Portal.
2. Click Documentation.
3. On the Documentation page, click the documentation library for your AgilePoint release.
For AgilePoint v5.0 SP1 and higher, the web-based documentation library opens in a new tab or window
in your web browser.
For releases prior to v5.0 SP1, a download starts for a Zip file with the PDF documentation for your
release.

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Finding Information in the Documentation Library


The information in this topic will help you to locate information in the AgilePoint Documentation Library.

Using the Table of Contents


The table of contents in the AgilePoint Documentation Library is divided by content areas. For example, the
Installation section includes all the information you need to install AgilePoint. The AgilePoint API section includes
information about the AgilePoint APIs.
You can use the Table of Contents to explore the AgilePoint documentation content and find the information you
want.

Searching
The web-based documentation includes a centralized search for all documentation content. To search for
information:
1. In the AgilePoint Documentation Library, click the Search tab. In the Search box, enter 1 search team, and
click Search.
The search results display in alphabetical order by topic title.
It is important to understand that the third-party software AgilePoint uses to generate web-based
documentation allows only 1 search term. More than 1 search term will cause the search to fail.
AgilePoint recommends using a relatively unique search term to find the information you need. For example,
entering a common term, such as "process," will return a high percentage of the total documentation topics
in the search results.
2. Browse the list of topic titles to find the information you want.

Printing
The PDF documentation is provided mainly for the purpose of printing and archiving. To print a set of
information:
1. Navigate to the main page of the Documentation Library from which you want to print.
2. In the list of documents, click the document name in the PDF column.
3. From your PDF reader software, print the portion of the document you want.

Downloading Files and Sharing Links from the


Documentation Library
You can download and share files AgilePoint's documentation library as you would in any other web page. Note
that if you send links to recipients, they must have a Support Portal login to view the file.
These procedures are common examples based on Internet Explorer with the Adobe Reader plug-in. Exact
procedures may vary depending on your web browser, PDF viewer, and email client configuration.

Share a Link to an HTML Topic


1. Navigate to the topic you want to share.

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2. Copy the URL in the Location box in your web browser.


3. Paste the URL in an email, IM client, etc.

Share a Link to a PDF Document


1. In Internet Explorer, navigate to the Documentation Library home page.
2. In the PDF column, right-click the name of the PDF file you want to share.
3. In the quick menu, click Copy shortcut.
4. Paste the URL in an email, IM client, etc.

Save a Copy of a PDF Document


1. In Internet Explorer, open the Documentation Library home page.
2. In the PDF column, click the name of the PDF file you want to share.
3. In the Adobe Reader plug-in, click Save button.

Contact AgilePoint Sales


AgilePoint is a leading Business Process Management System (BPMS) provider created by a team of driven
people who strive to incorporate the principles of relentless innovation for the benefit of our customers. Our
mission is to help companies of any size attain and sustain operational success through process excellence.
Headquarters: AgilePoint Corporation 1916C Old Middlefield Way Mountain View, CA 94043, USA
Tel: (650) 968 - 6789
Fax: (650) 968 - 6785
Email: info@agilepoint.com
Web site: www.agilepoint.com
International: For AgilePoint EMEA and AgilePoint Asia Pacific, please call the AgilePoint Corporate Office for
contact information.

Contact AgilePoint Customer Support


To contact AgilePoint Support, please submit a ticket on the AgilePoint Support Portal: http://
support.agilepoint.com/SupportPortal/
If you do not have a Support Portal account, you can send an email to request one: support@agilepoint.com

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Get Started with AgilePoint NX OnDemand


This section gives procedures to sign up and get started with AgilePoint NX OnDemand (public cloud).

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Sign Up for AgilePoint NX


This section gives procedures to sign up and get started with AgilePoint NX.

Request an AgilePoint NX Account


To get an AgilePoint NX account, do one of these:

If your organization does not use AgilePoint NX now, send an e-mail to nx.sales@agilepoint.com to
request an invitation.

If your organization uses AgilePoint NX, request an account from your system administration.

RelatedTopics
Sign In screen

Register an AgilePoint NX Account


To register an AgilePoint NX account, do the procedure in this topic.

Good to Know
If you can not access AgilePoint NX, the nxone.com domain may be blocked on your organization's network.
For more information, refer to I Can Not Access AgilePoint NX from My Company's Network
All users get an AgilePoint ID. However, you may or may not use this ID to sign in to AgilePoint NX. This
depends upon whether your organization uses AgilePoint authentication, or a third-party authentication
provider, such as Salesforce or Microsoft. For more information, ask your system administrator.

Procedure
1. Send an e-mail to nx.sales@agilepoint.com to request an invitation.
2. In the AgilePoint NX Trial Tenant Invitation e-mail, click AgilePoint NX Trial Acceptance.

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3. On the Register With screen, click on the authentication type to create an AgilePoint account.

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Field Name Definition

AgilePoint ID Function:
Signs you in with a user name for an AgilePoint
NX account.
All users get an AgilePoint ID. However, you may
or may not use this ID to sign in to AgilePoint NX.
This depends upon whether your organization
uses AgilePoint authentication, or a third-party
authentication provider, such as Salesforce or
Microsoft. For more information, ask your system
administrator.
For more information, refer to Register with an
AgilePoint ID.

Salesforce Function:
Signs you in with a Salesforce account.

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Field Name Definition


For more information, refer to Register with
Salesforce.

Windows Azure Active Directory Function:


Signs you in with a Windows Azure Active
Directory account.
For more information, refer to Register with
Windows Azure Active Directory.

Office 365 SharePoint Online Function:


Signs you in with a Microsoft SharePoint for Office
365 account.
For more information, refer to Register with Office
365 SharePoint Online.

Google Function:
Signs you in with a Google account.
For more information, refer to Register with
Google.

RelatedTopics
I Can Not Access AgilePoint NX from My Company's Network
AgilePoint NX Trial Tenant Invitation e-mail
AgilePoint NX Trial Tenant Confirmation e-mail
Why Can I Not Open AgilePoint NX?

Register with an AgilePoint ID


To register in AgilePoint NX with an AgilePoint ID, do the procedure in this topic.

Good to Know
All users get an AgilePoint ID. However, you may or may not use this ID to sign in to AgilePoint NX. This
depends upon whether your organization uses AgilePoint authentication, or a third-party authentication
provider, such as Salesforce or Microsoft. For more information, ask your system administrator.

How to Start
1. On the AgilePoint NX Trial Tenant Invitation e-mail, click AgilePoint NX Trial Acceptance.
2. On the Register With screen, click AgilePoint ID.

Procedure
1. On the AgilePoint ID Registration screen, complete these fields as necessary.

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Field Name Definition

User Name Function:


Specifies your user name in AgilePoint NX.

Accepted Values:

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Field Name Definition


One line of text that can have spaces.

Default Value:
None if you register with AgilePoint ID.
If you register with an external authentication
provider, this field shows the information from
your external account.

Password Function:
Specifies a password for your AgilePoint NX
account.

To Open this Field:


On the Register With screen, click AgilePoint ID.

Accepted Values:
One line of text with no spaces.
You can include special characters and numbers
to increase the strength of your password.

Default Value:
None.
If you register with an external authentication
provider, this field does not show and your
password is the same as your external account.

First Name Function:


Specifies your first name.

Accepted Values:
One line of text with no spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Last Name Function:


Specifies your last name.

Accepted Values:
One line of text with no spaces.

Default Value:
None.

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Field Name Definition


If you register with an external authentication
provider, this field shows the information from
your external account..

Job Title Function:


Specifies the your job title.

Accepted Values:
One line of text that can have spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Company Name Function:


Specifies the name of your company.

Accepted Values:
One line of text that can have spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

E-mail Function:
Specifies your e-mail account.

Accepted Values:
One line of text with no spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Phone Function:
Specifies the phone number of the user.

Accepted Values:
A number string.

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Field Name Definition


Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Region Function:
Specifies the geographic region of the user.

Accepted Values:
A geographic region from the list.

Default Value:
US East (Virginia).
If you register with an external authentication
provider, this field shows the information from
your external account..

2. Click Register.
Within 24 hours, AgilePoint sends the AgilePoint NX Trial Tenant Confirmation e-mail.
3. In the AgilePoint NX trial tenant confirmation e-mail, click the link for your Tenant Access URL.

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4. Sign In to AgilePoint NX.

RelatedTopics
AgilePoint NX Trial Tenant Confirmation e-mail
AgilePoint NX Trial Tenant Invitation e-mail
Register With screen

Register with Salesforce


To register in AgilePoint NX with a Salesforce account, do the procedure in this topic.

Good to Know
If you can not access AgilePoint NX, the nxone.com domain may be blocked on your organization's network.

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For more information, refer to I Can Not Access AgilePoint NX from My Company's Network
AgilePoint NX requires access your basic information in Salesforce, access to your unique identifier,
permission to access and manage your data, and perform requests on your behalf at any time.

How to Start
1. On the AgilePoint NX Trial Tenant Invitation e-mail, click AgilePoint NX Trial Acceptance.
2. On the Register With screen, click Salesforce.

Procedure
1. On the Salesforce Login screen, enter your Salesforce user name and password.

2. Click Log in to Salesforce.


3. On the Allow Permission screen, click Allow.

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4. On the AgilePoint ID Registration screen, complete these fields as necessary.

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Field Name Definition

User Name Function:


Specifies your user name in AgilePoint NX.

Accepted Values:

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Field Name Definition


One line of text that can have spaces.

Default Value:
None if you register with AgilePoint ID.
If you register with an external authentication
provider, this field shows the information from
your external account.

First Name Function:


Specifies your first name.

Accepted Values:
One line of text with no spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Last Name Function:


Specifies your last name.

Accepted Values:
One line of text with no spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Job Title Function:


Specifies the your job title.

Accepted Values:
One line of text that can have spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Company Name Function:

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Field Name Definition


Specifies the name of your company.

Accepted Values:
One line of text that can have spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

E-mail Function:
Specifies your e-mail account.

Accepted Values:
One line of text with no spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Phone Function:
Specifies the phone number of the user.

Accepted Values:
A number string.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Region Function:
Specifies the geographic region of the user.

Accepted Values:
A geographic region from the list.

Default Value:
US East (Virginia).

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Field Name Definition


If you register with an external authentication
provider, this field shows the information from
your external account..

5. Click Register.
Within 24 hours, AgilePoint sends the AgilePoint NX Trial Tenant Confirmation e-mail.
6. In the AgilePoint NX trial tenant confirmation e-mail, click the link for your Tenant Access URL.

7. Sign In to AgilePoint NX.

RelatedTopics
AgilePoint NX Trial Tenant Invitation e-mail
Register With screen

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AgilePoint NX Trial Tenant Confirmation e-mail

Register with Windows Azure Active Directory


To register in AgilePoint NX with a Windows Azure Active Directory account, do the procedure in this topic.

Good to Know
AgilePoint NX registration requires permission for AgilePoint NX to sign in to your account, access your
organization's directory, and read user profiles.

How to Start
1. On the AgilePoint NX Trial Tenant Invitation e-mail, click AgilePoint NX Trial Acceptance.
2. On the Register With screen, click Windows Azure Active Directory.

Procedure
1. On the Windows Sign In screen, enter your Windows Azure Active Directory e-mail address and password.

2. Click Sign In
3. In the Allow Permission screen, click Accept.

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4. On the AgilePoint ID Registration screen, complete these fields as necessary.

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Field Name Definition

User Name Function:


Specifies your user name in AgilePoint NX.

Accepted Values:

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Field Name Definition


One line of text that can have spaces.

Default Value:
None if you register with AgilePoint ID.
If you register with an external authentication
provider, this field shows the information from
your external account.

First Name Function:


Specifies your first name.

Accepted Values:
One line of text with no spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Last Name Function:


Specifies your last name.

Accepted Values:
One line of text with no spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Job Title Function:


Specifies the your job title.

Accepted Values:
One line of text that can have spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Company Name Function:

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Field Name Definition


Specifies the name of your company.

Accepted Values:
One line of text that can have spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

E-mail Function:
Specifies your e-mail account.

Accepted Values:
One line of text with no spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Phone Function:
Specifies the phone number of the user.

Accepted Values:
A number string.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Region Function:
Specifies the geographic region of the user.

Accepted Values:
A geographic region from the list.

Default Value:
US East (Virginia).

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Field Name Definition


If you register with an external authentication
provider, this field shows the information from
your external account..

5. Click Register.
Within 24 hours, AgilePoint sends the AgilePoint NX Trial Tenant Confirmation e-mail.
6. In the AgilePoint NX trial tenant confirmation e-mail, click the link for your Tenant Access URL.

7. Sign In to AgilePoint NX.

RelatedTopics
AgilePoint NX Trial Tenant Invitation e-mail
AgilePoint NX Trial Tenant Confirmation e-mail

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Register With screen

Register with Office 365 SharePoint Online


To register in AgilePoint NX with a SharePoint for Office 365 account, do the procedure in this topic.

Good to Know
AgilePoint NX registration requires permission for AgilePoint NX to sign in to your account, access your
organization's directory, and read user profiles.

How to Start
1. On the AgilePoint NX Trial Tenant Invitation e-mail, click AgilePoint NX Trial Acceptance.
2. On the Register With screen, click Office 365 SharePoint Online.

Procedure
1. In the Windows Sign In screen, enter your Office 365 SharePoint Online e-mail address and password.

2. Click Sign In.


3. In the Allow Permission screen, click Accept.

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4. On the AgilePoint ID Registration screen, complete these fields as necessary.

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Field Name Definition

User Name Function:


Specifies your user name in AgilePoint NX.

Accepted Values:

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Field Name Definition


One line of text that can have spaces.

Default Value:
None if you register with AgilePoint ID.
If you register with an external authentication
provider, this field shows the information from
your external account.

First Name Function:


Specifies your first name.

Accepted Values:
One line of text with no spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Last Name Function:


Specifies your last name.

Accepted Values:
One line of text with no spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Job Title Function:


Specifies the your job title.

Accepted Values:
One line of text that can have spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Company Name Function:

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Field Name Definition


Specifies the name of your company.

Accepted Values:
One line of text that can have spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

E-mail Function:
Specifies your e-mail account.

Accepted Values:
One line of text with no spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Phone Function:
Specifies the phone number of the user.

Accepted Values:
A number string.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Region Function:
Specifies the geographic region of the user.

Accepted Values:
A geographic region from the list.

Default Value:
US East (Virginia).

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Field Name Definition


If you register with an external authentication
provider, this field shows the information from
your external account..

5. Click Register.
Within 24 hours, AgilePoint sends the AgilePoint NX Trial Tenant Confirmation e-mail.
6. In the AgilePoint NX trial tenant confirmation e-mail, click the link for your Tenant Access URL.

7. Sign In to AgilePoint NX.

RelatedTopics
AgilePoint NX Trial Tenant Invitation e-mail
AgilePoint NX Trial Tenant Confirmation e-mail

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Register With screen

Register with Google


To register in AgilePoint NX with a Google account, do the procedure in this topic.

Good to Know
If you can not access AgilePoint NX, the nxone.com domain may be blocked on your organization's network.
For more information, refer to I Can Not Access AgilePoint NX from My Company's Network
AgilePoint NX requires access your basic information in Google account, access to your unique identifier,
permission to access and manage your data, and perform requests on your behalf at any time.

How to Start
1. On the AgilePoint NX Trial Tenant Invitation e-mail, click AgilePoint NX Trial Acceptance.
2. On the Register With screen, click Google.

Procedure
1. On the Google sign-in screen, enter your Google account user name and password.

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2. Click Sign in.


3. On the Allow Permission screen, click Allow.

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4. On the AgilePoint ID Registration screen, complete these fields as necessary.

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Field Name Definition

User Name Function:


Specifies your user name in AgilePoint NX.

Accepted Values:

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Field Name Definition


One line of text that can have spaces.

Default Value:
None if you register with AgilePoint ID.
If you register with an external authentication
provider, this field shows the information from
your external account.

First Name Function:


Specifies your first name.

Accepted Values:
One line of text with no spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Last Name Function:


Specifies your last name.

Accepted Values:
One line of text with no spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Job Title Function:


Specifies the your job title.

Accepted Values:
One line of text that can have spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Company Name Function:

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Field Name Definition


Specifies the name of your company.

Accepted Values:
One line of text that can have spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

E-mail Function:
Specifies your e-mail account.

Accepted Values:
One line of text with no spaces.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Phone Function:
Specifies the phone number of the user.

Accepted Values:
A number string.

Default Value:
None.
If you register with an external authentication
provider, this field shows the information from
your external account..

Region Function:
Specifies the geographic region of the user.

Accepted Values:
A geographic region from the list.

Default Value:
US East (Virginia).

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Field Name Definition


If you register with an external authentication
provider, this field shows the information from
your external account..

5. Click Register.
Within 24 hours, AgilePoint sends the AgilePoint NX Trial Tenant Confirmation e-mail.
6. In the AgilePoint NX trial tenant confirmation e-mail, click the link for your Tenant Access URL.

7. Sign In to AgilePoint NX.

RelatedTopics
AgilePoint NX Trial Tenant Invitation e-mail
Register With screen

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AgilePoint NX Trial Tenant Confirmation e-mail

Configure ADFS Authentication for AgilePoint NX


To configure ADFS Server for AgilePoint NX authentication, do the procedure in this topic.

Prerequisites
AgilePoint NX OnPremises or AgilePoint NX PrivateCloud environment.
AgilePoint NX v6.0 Software Update 6 or higher.
ADFS 3 Server installed in your environment.

Procedure
1. Add Relying Party Trusts for AgilePoint NX Portal.
2. Add Relying Party Trusts for AgilePoint Server.
3. Add an OAuth Client for AgilePoint NX Portal.
4. Add OAuth Client for AgilePoint Server.
5. Configure AgilePoint NX Portal for ADFS Authentication.
6. Configure AgilePoint Server for ADFS Authentication.

Add Relying Party Trusts for AgilePoint NX Portal


To add Relying Party Trusts for AgilePoint NX Portal, do the procedure in this topic.

Prerequisites
AgilePoint NX OnPremises or AgilePoint NX PrivateCloud environment.
AgilePoint NX v6.0 Software Update 6 or higher.
ADFS 3 Server installed in your environment.

How to Start
1. Sign in to ADFS sever as an administrator.
2. Click AD FS > AD FS Management
3. On the AD FS screen, in the left pane, click AD FS > Trust Relationships > Relying Party Trusts.
4. On the right pane, in the Actions, click Add Replying Party Trust.

Procedure
1. On the Welcome screen, click Start.
2. On the Select Data Source screen, select Enter data about the relying part manually.
3. Click Next.
4. On the Specify Display Name screen, in the Display Name field, enter the name for this relying party trust.

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Example:
AgilePoint NX Portal
5. Click Next.
6. On the Choose Profile screen, select AD FS profile.
7. Click Next.
8. On the Configure Certificate screen, to skip the token encryption certificate, click Next.
9. On the Configure URL screen, deselect these fields:
Enable support for the WS-Federation Passive protocol
Enable support for the SAML 2.0 WebSSO protocol
This is the default option.
10. Click Next.
11. On the Configure Identifiers screen, in the Replying party trust identifier field, enter a unique URL as an
identifier for your portal.
Example:
https://apportal.com/adfs/services/trust
It is recommended to record this URL for more use.
12. Click ADD.
13. Click Next.
14. On the Configure Multi-factor Authentication Now? screen, select I do not want to configure multi-
factor authentication settings for this relying party trust at this time.
This is the default option.
15. Click Next.
16. On the Choose Insurance Authorization Rules screen, select Permit all users to access this relying
party.
This is the default option.
17. Click Next.
18. On the Ready to Add Trust screen, deselect all the options.
This is the default option.
19. Click Next.
20. On the Finish screen, select Open the Edit Claim Rules dialog for this relying party trust when the
wizard closes.
This is the default option.
21. Click Close.
22. On the Edit Claim Rules screen, in the Issuance Transform Rules tab, click Add Rule.
23. On the Select Rule Template screen, in the Claim rule template list, select Send LDAP Attributes as
Claims.
24. Click Next.
25. On the Configure Rule screen, in the Claim rule name field, enter the name of the claim rule.

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Example:
Basic Claims
26. In the Attribute store list, select Active Directory.
27. On the Mapping of LDAP attributes to outgoing claim types, select the claims you want to send.
Do not configure NAME Outgoing Claim.
Example:

LDAP Attribute Outgoing Claim


E-Mail-Addresses E-Mail Address
User-Principal-name UPN

28. Click Finish.


29. On the Edit Claim Rules screen, in the Issuance Transform Rules tab, click Add Rule.
30. On the Select Rule Template screen, in the Claim rule template list, select Send Claim Using a Custom
Rule.
31. Click Next.
32. On the Configure Rule screen, in the Claim rule name field, enter the name of the claim rule.
Example:
Custom Rule
33. In the Custom rule text box, add this code.
c:[Type == "http://schemas.xmlsoap.org/ws/2005/05/identity/claims/name"]
=> issue(Type = c.Type, Value = regexreplace(c.Value,
"(?<domain>[^\\]+)\\(?<user>.+)", "[your domain name]\${user}"));
34. Click Finish.

Add Relying Party Trusts for AgilePoint Server


To add relying party trusts for AgilePoint Server, do the procedure in this topic.

Prerequisites
AgilePoint NX OnPremises or AgilePoint NX PrivateCloud environment.
AgilePoint NX v6.0 Software Update 6 or higher.
ADFS 3 Server installed in your environment.

How to Start
1. Sign in to ADFS sever as an administrator.
2. Click AD FS > AD FS Management
3. On the AD FS screen, in the left pane, click AD FS > Trust Relationships > Relying Party Trusts.
4. On the right pane, in the Actions, click Add Replying Party Trust.

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Procedure
1. On the Welcome screen, click Start.
2. On the Select Data Source screen, select Enter data about the relying part manually.
3. Click Next.
4. On the Specify Display Name screen, in the Display Name field, enter the name for this relying party trust.
Example:
AgilePoint Server
5. Click Next.
6. On the Choose Profile screen, select AD FS profile.
7. Click Next.
8. On the Configure Certificate screen, to skip the token encryption certificate, click Next.
9. Click Next.
10. On the Configure URL screen, deselect these fields:
Enable support for the WS-Federation Passive protocol
Enable support for the SAML 2.0 WebSSO protocol
This is the default option.
11. Click Next.
12. On the Configure Identifiers screen, in the Replying party trust identifier field, enter a unique URL as an
identifier for your your server.
Example:
https://apserver.com/adfs/services/trust.
It is recommended to record this URL for more use.
13. Click ADD.
14. Click Next.
15. On the Configure Multi-factor Authentication Now? screen, select I do not want to configure multi-
factor authentication settings for this relying party trust at this time.
This is the default option.
16. Click Next.
17. On the Choose Insurance Authorization Rules screen, select Permit all users to access this relying
party.
This is the default option.
18. Click Next.
19. On the Ready to Add Trust screen, deselect all the options.
This is the default option.
20. Click Next.
21. On the Finish screen, select Open the Edit Claim Rules dialog for this relying party trust when the
wizard closes.

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This is the default option.


22. Click Close.
23. On the Edit Claim Rules screen, in the Issuance Transform Rules tab, click Add Rule.
24. On the Select Rule Template screen, in the Claim rule template list, select Send LDAP Attributes as
Claims.
25. Click Next.
26. On the Configure Rule screen, in the Claim rule name field, enter the name of the claim rule.
Example:
Basic Claims
27. In the Attribute store list, select Active Directory.
28. On the Mapping of LDAP attributes to outgoing claim types, select the claims you want to send.
Do not configure NAME Outgoing Claim.
Example:

LDAP Attribute Outgoing Claim


E-Mail-Addresses E-Mail Address
User-Principal-name UPN

29. Click Finish.


30. On the Edit Claim Rules screen, in the Issuance Transform Rules tab, click Add Rule.
31. On the Select Rule Template screen, in the Claim rule template list, select Send Claim Using a Custom
Rule.
32. Click Next.
33. On the Configure Rule screen, in the Claim rule name field, enter the name of the claim rule.
Example:
Custom Rule
34. In the Custom rule text box, add this code.
c:[Type == "http://schemas.xmlsoap.org/ws/2005/05/identity/claims/name"]
=> issue(Type = c.Type, Value = regexreplace(c.Value,
"(?<domain>[^\\]+)\\(?<user>.+)", "[your domain name]\${user}"));
35. Click Finish.

Add an OAuth Client for AgilePoint NX Portal


To add an OAuth client for AgilePoint NX Portal, do the procedure in this topic.

Prerequisites
AgilePoint NX OnPremises or AgilePoint NX PrivateCloud environment.
AgilePoint NX v6.0 Software Update 6 or higher.
ADFS 3 Server installed in your environment.

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How to Start
1. Click start menu > Search box > enter Windows PowerShell.
2. Right-click Windows PowerShell.
3. Click Run as administrator.

Procedure
1. Run this command to add ADFS client for AgilePoint NX Portal.
Add-ADFSClient
-Name "[your portal name]"
-ClientId "[GUID]" //Supply a new GUID from any tool. For example, in Visual
Studio.
-RedirectUri="[your portal url]/signin/adfsportalcallback"
Example:
Add-ADFSClient
-Name "AgilePoint Portal"
-ClientId "573BBC65-F28C-4AA4-94ED-D4294D395C78"
-RedirectUri="https://demo3:13491/signin/adfsportalcallback"
It is recommended to record the ClientId for later use.
2. Run these commands to enable the app to supply a token.

Set-AdfsRelyingPartyTrust
-TargetName "[your portal name]"
-IssueOAuthRefreshTokensTo AllDevices

Set-AdfsRelyingPartyTrust
-TargetName "[your portal name]"
-TokenLifetime 40

Set-AdfsProperties
-SSOLifetime 480

Example:
Set-AdfsRelyingPartyTrust
-TargetName "AgilePoint Portal"
-IssueOAuthRefreshTokensTo AllDevices

Set-AdfsRelyingPartyTrust
-TargetName "AgilePoint Portal"
-TokenLifetime 40

Set-AdfsProperties
-SSOLifetime 480

Add OAuth Client for AgilePoint Server


To add an OAuth client for AgilePoint NX Portal, do the procedure in this topic.

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Prerequisites
AgilePoint NX OnPremises or AgilePoint NX PrivateCloud environment.
AgilePoint NX v6.0 Software Update 6 or higher.
ADFS 3 Server installed in your environment.

How to Start
1. Click start menu > Search box > enter Windows PowerShell.
2. Right-click Windows PowerShell.
3. Click Run as administrator.

Procedure
1. Run this command to add ADFS client for AgilePoint Server.
Add-ADFSClient
-Name "[your server name]"
-ClientId "[GUID]" //Supply a new GUID from any tool. For example, in Visual
Studio.
-RedirectUri="[your portal url]/signin/adfsservercallback"
Example:
Add-ADFSClient
-Name "AgilePoint Server"
-ClientId "96E14D9B-6FCF-4BCD-9E0A-B30623AE1939"
-RedirectUri="https://demo3:13491/signin/adfsservercallback"
It is recommended to record the ClientId for later use.
2. Run these commands to enable the app to supply a token.
Set-AdfsRelyingPartyTrust
-TargetName "[your server name]"
-IssueOAuthRefreshTokensTo AllDevices

Set-AdfsRelyingPartyTrust
-TargetName "[your server name]"
-TokenLifetime 40

Set-AdfsProperties
-SSOLifetime 480
Example:
Set-AdfsRelyingPartyTrust
-TargetName "AgilePoint Server"
-IssueOAuthRefreshTokensTo AllDevices

Set-AdfsRelyingPartyTrust
-TargetName "AgilePoint Server"
-TokenLifetime 40

Set-AdfsProperties
-SSOLifetime 480

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Configure AgilePoint NX Portal for ADFS Authentication


To configure AgilePoint NX Portal for ADFS account authentication, do the procedure in this topic.

Prerequisites
AgilePoint NX OnPremises or AgilePoint NX PrivateCloud environment.
AgilePoint NX v6.0 Software Update 6 or higher.
ADFS 3 Server installed in your environment.

How to Start
1. On your AgilePoint Server machine, open the file [AgilePoint Portal installation folder]\web.config

Procedure
1. Add or change these keys to the web.config file for your AD FS authentication.
<appSettings>
<add key="adfs:PortalClientId" value="[ClientID of your portal OAuth]" />
<add key="adfs:PortalResourceUri" value="[URI of Replying party trust
identifier for your portal]" />
<add key="adfs:Authority" value="[ADFS server URL]" />
<add key="adfs:ServerClientId" value="[The ClientID of your server OAuth]" />
<add key="adfs:ServerResourceUri" value="[The URI of Replying party trust
identifier for your server]" />
</appSettings>
Example:
<appSettings>
<add key="adfs:PortalClientId" value="573BBC65-F28C-4AA4-94ED-D4294D395C78"/>
<add key="adfs:PortalResourceUri" value="https://apportal.com/adfs/services/
trust" />
<add key="adfs:Authority" value="https://adfs.agilityclouds.com" />
<add key="adfs:ServerClientId" value="96E14D9B-6FCF-4BCD-9E0A-B30623AE1939" />
<add key="adfs:ServerResourceUri" value="https://apserver.com/adfs/services/
trust" />
</appSettings>
2. Change ActiveDirectory to ADFS in ActiveAuthProviders key to the web.config file.
<appSettings>
<add key="ActiveAuthProviders" value="ActiveDirectory" />
</appSettings>
Example:
<appSettings>
<add key="ActiveAuthProviders" value="ADFS" />
</appSettings>
3. Right-click [AgilePoint Portal installation folder]\bin\Orchard.exe
4. Click Run as an administrator.
5. Run this command.
feature enable AgilePoint.Portal.Security.Persistence

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6. Open your portal master database as an administrator.


7. On the [your portal name]_Core_TokenCacheRecord table, in the Token column, change the data type to
nvarchar(MAX).
8. Click Save.

Configure AgilePoint Server for ADFS Authentication


To configure AgilePoint Server for ADFS account authentication, do the procedure in this topic.

Prerequisites
AgilePoint NX OnPremises or AgilePoint NX PrivateCloud environment.
AgilePoint NX v6.0 Software Update 6 or higher.
ADFS 3 Server installed in your environment.

How to Start
1. On your AgilePoint Server machine, open the file [AgilePoint Server instance installation folder]\bin
\Ascentn.AgilePoint.WCFService.exe.config

Procedure
1. Add or change these keys to the Ascentn.AgilePoint.WCFService.exe.config file for your AD FS
authentication.
<appSettings>
<add key="ADFS_Authority" value="[ADFS server URL]" />
<add key="ADFS_ServerAudienceUrl" value="[URI of Replying party trust
identifier for AgilePoint Server]" />

<add key="ADFS_ServerClientID" value="[The ClientID of the AgilePoint Server


OAuth]" />
</appSettings>
Example:
<appSettings>
<add key="ADFS_Authority" value="https://adfs.mycompany.com"/>
<add key="ADFS_ServerAudienceUrl" value="https://apserver.com/adfs/services/
trust" />
<add key="ADFS_ServerClientID" value="96E14D9B-6FCF-4BCD-9E0A-B30623AE1939" />
</appSettings>

Sign In to AgilePoint NX
To sign in to AgilePoint NX, do the procedure in this topic.

Prerequisites
Your authentication provider must be enabled in AgilePoint NX.
For more information, refer to Add an Authentication Type.
Your account must be registered in AgilePoint NX.

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For more information, refer to:


Register an AgilePoint NX Account
Add Users to AgilePoint NX
For ADFS account authentication, you must configure ADFS Server for AgilePoint NX.
For more information, refer to Configure ADFS Authentication.

How to Start
1. Click https://login.nxone.com/login.

Procedure
1. On the Sign In with screen, click the name of your authentication provider.

Field Name Definition

AgilePoint ID Function:
Signs you in with a user name for an AgilePoint
NX account.

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Field Name Definition


All users get an AgilePoint ID. However, you may
or may not use this ID to sign in to AgilePoint NX.
This depends upon whether your organization
uses AgilePoint authentication, or a third-party
authentication provider, such as Salesforce or
Microsoft. For more information, ask your system
administrator.
For more information, refer to Sign In with an
AgilePoint ID.

Salesforce Function:
Signs you in with a Salesforce account.
For more information, refer to Sign In with
Salesforce.

Windows Azure Active Directory Function:


Signs you in with a Windows Azure Active
Directory account.
For more information, refer to Sign In with
Windows Azure Active Directory.

Office 365 SharePoint Online Function:


Signs you in with a Microsoft SharePoint for Office
365 account.
For more information, refer to Sign In with Office
365.

Google Function:
Signs you in with a Google account.
For more information, refer to Sign In with Google.

ADFS Function:
Signs you in with ADFS account.
For more information, refer to Sign In with ADFS.

RelatedTopics
Sign In screen
Add an Authentication Type
Register an AgilePoint NX Account

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Sign In with an AgilePoint ID


To sign in to AgilePoint NX with an AgilePoint ID, do the procedure in this topic.

Prerequisites
Enable AgilePoint ID Authentication.
Register with an AgilePoint ID or Add a User with an AgilePoint ID.

How to Start
1. Click https://login.nxone.com/login.

Procedure
1. On the Sign In with screen, click AgilePoint ID.

2. On the sign in screen, enter your AgilePoint user name and password.

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3. Click Login.
If you sign in first time, this screen shows.

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4. AgilePoint NX opens.

5. (Optional) Click an option to see information about AgilePoint NX.


For more information, refer to Start Tour screen.

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RelatedTopics
Sign In to AgilePoint NX
Enable AgilePoint ID Authentication.
Register with an AgilePoint ID or Add a User with an AgilePoint ID.
Add Users to AgilePoint NX

Sign In with Salesforce


To sign in to AgilePoint NX with a Salesforce account, do the procedure in this topic.

Prerequisites
Enable Salesforce Authentication.
Register with Salesforce.

How to Start
1. Click https://login.nxone.com/login.

Procedure
1. On the Sign In with screen, click Salesforce.

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2. On the Salesforce login screen, enter your Salesforce account user name and password.

3. Click Log in to Salesforce.

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When your sign in is successful, you go to nxone.com and your AgilePoint NX environment.
If you sign in first time, this screen shows.

4. AgilePoint NX opens.

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5. (Optional) Click an option to see information about AgilePoint NX.


For more information, refer to Start Tour screen.

RelatedTopics
Sign In to AgilePoint NX
Enable Salesforce Authentication.
Register with Salesforce.

Sign In with Windows Azure Active Directory


To sign in to AgilePoint NX with a Windows Azure Active Directory account, do the procedure in this topic.

Prerequisites
Enable Windows Azure Active Directory Authentication.
Register with Windows Azure Active Directory.

How to Start
1. Click https://login.nxone.com/login.

Procedure
1. On the Sign In with screen, click Windows Azure Active Directory.

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2. On the sign in screen, enter your Windows Azure Active Directory e-mail address and password.

3. Click Sign In.

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When your sign in is successful, you go to nxone.com and your AgilePoint NX environment.
If you sign in first time, this screen shows.

4. AgilePoint NX opens.

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5. (Optional) Click an option to see information about AgilePoint NX.


For more information, refer to Start Tour screen.

RelatedTopics
Sign In to AgilePoint NX
Enable Windows Azure Active Directory Authentication.
Register with Windows Azure Active Directory.

Sign In with Office 365


To sign in to AgilePoint NX with a SharePoint for Office 365 account, do the procedure in this topic.

Prerequisites
Enable Office 365 SharePoint Online Authentication.
Register with Office 365 SharePoint Online.

How to Start
1. Click https://login.nxone.com/login.

Procedure
1. On the Sign In with screen, click Office 365 SharePoint Online.

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2. On the sign-in screen, enter your Office 365 e-mail address and password.

3. Click Sign In.

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When your sign in is successful, you go to nxone.com and your AgilePoint NX environment.
If you sign in first time, this screen shows.

4. AgilePoint NX opens.

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5. (Optional) Click an option to see information about AgilePoint NX.


For more information, refer to Start Tour screen.

RelatedTopics
Sign In to AgilePoint NX
Enable Office 365 SharePoint Online Authentication.
Register with Office 365 SharePoint Online.

Sign In with Google


To sign in to AgilePoint NX with a Google account, do the procedure in this topic.

Prerequisites
Enable Google Authentication.
Register with Google.

How to Start
1. Click https://login.nxone.com/login.

Procedure
1. On the Sign In with screen, click Google.

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2. On the Google sign-in screen, enter your Google account user name and password.

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3. Click Sign in.


When your sign in is successful, you go to nxone.com and your AgilePoint NX environment.
If you sign in first time, this screen shows.

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4. AgilePoint NX opens.

5. (Optional) Click an option to see information about AgilePoint NX.


For more information, refer to Start Tour screen.

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RelatedTopics
Sign In to AgilePoint NX
Enable Google Authentication.
Register with Google.

Sign In with ADFS


To sign in to AgilePoint NX with an ADFS account, do the procedure in this topic.

Prerequisites
AgilePoint NX OnPremises or AgilePoint NX PrivateCloud environment.
Configure ADFS Authentication for ADFS account.

Good to Know
If you are in the same network in which the ADFS is configured, you can open AgilePoint NX portal without
signing in.

How to Start
1. Click https://login.nxone.com/login.

Procedure
1. On the Sign In with screen, click ADFS.

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2. On the sign in screen, enter your ADFS user name and password.

3. Click Sign In.


When your sign in is successful, you go to nxone.com and your AgilePoint NX environment.
If you sign in first time, this screen shows.

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4. AgilePoint NX opens.

5. (Optional) Click an option to see information about AgilePoint NX.


For more information, refer to Start Tour screen.

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RelatedTopics
Sign In to AgilePoint NX
Enable Windows Azure Active Directory Authentication.
Register with Windows Azure Active Directory.

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Basic Administration
Once you have an AgilePoint NX administrator account, you can start to add users and customize your
environment.
This section provides basic information about AgilePoint NX administration. For more information, refer to:

Settings

Manage Center

Add Users to AgilePoint NX


To add users to AgilePoint NX with an AgilePoint ID, do the procedure in this topic.

Good to Know
The nxone domain is shared across all tenants in the public cloud. If the user name you want is not
available, you will be prompted with a message when you click Add User. You must find a user name that is
unique.
If Auto Sync is enabled on the Admin Settings screen, new users can automatically sign in with the enabled
authentication providers. In this case, users do not need to be added using their AgilePoint IDs.
All new users are added to the Users role.
If the users from an Windows Azure Active Directory or Office 365 domain are added to AgilePoint NX,
external users from the domain are not added. The system administrator must add these external users to
AgilePoint NX separately.
For more information, refer to I Can Not Sign In to AgilePoint NX OnDemand as an external WAAD/Office
365 User.

Procedure
1. Do one of these:
Add a User with an AgilePoint ID.
Add More Than One User with AgilePoint IDs.

RelatedTopics
Sign In to AgilePoint NX
Add a User with an AgilePoint ID
Add More Than One User with AgilePoint IDs
Admin Settings screen

Add a User with an AgilePoint ID


To add a user to AgilePoint NX with an AgilePoint ID, do the procedure in this topic.

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Good to Know
The nxone domain is shared across all tenants in the public cloud. If the user name you want is not
available, you will be prompted with a message when you click Add User. You must find a user name that is
unique.
If Auto Sync is enabled on the Admin Settings screen, new users can automatically sign in with the enabled
authentication providers. In this case, users do not need to be added using their AgilePoint IDs.

How to Start
1.
Click Settings .
2.
Click Admin Settings .

Procedure
1. On the Admin Settings screen, in the Add Users - Single User field, click click here.

2. On the Create New User screen screen that opens in a new tab, complete these fields as necessary.

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Field Name Definition

User Name Function:


Specifies your user name in AgilePoint NX.

Accepted Values:
One line of text that can have spaces.

Default Value:
None if you register with AgilePoint ID.
If you register with an external authentication
provider, this field shows the information from
your external account.

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Field Name Definition

Full Name Function:


Specifies the user's full name.

Accepted Values:
A text string that can contain spaces.

Default Value:
None

Department Function:
Specifies the user's department.
The value of this field is used for the My
Department view in the Work Center. For more
information, refer to Tasks.

Accepted Values:
A text string that can contain spaces.

Default Value:
None

E-mail Address Function:


Specifies the user's e-mail address.

Accepted Values:
A valid e-mail address.

Default Value:
None

Title Function:
Specifies the job title of the user.

Accepted Values:
The name of your job title.

Default Value:
None

Manager Function:
Specifies the user's manager.
The value of this field is used for the My Direct
Team and My Team And Sub view in the Work
Center. For more information, refer to Tasks.

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Field Name Definition


Accepted Values:
The user name of the manager.

Default Value:
None

Language Function:
Specifies the language of the user.

Accepted Values:
A valid 2-letter ISO language code.

Default Value:
None

Yammer ID Opens this Screen:


Specifies the user's Yammer ID.

Accepted Values:
A valid Yammer ID.

Lync ID Opens this Screen:


Specifies the Lync ID of the AgilePoint user.

Accepted Values:
A valid Lync ID.

Chatter ID Opens this Screen:


Specifies the user's Chatter ID.

Accepted Values:
A valid Chatter ID.

Phone Number Opens this Screen:


Specifies the user's phone number.

Accepted Values:
A number string.

3. In the User Authentication Type field, select AgilePoint ID and click Add User.
4. (Optional) On the New User Added screen, click Access Rights to add user to applicable roles. By default,
all registered users are added to the role Users in the system.

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5. (Optional) On the New User Access Rights screen, select the roles for the user.

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6. Click Finish.
The AgilePoint NX system sends new users the AgilePoint NX New User Confirmation e-mail with a system-
generated password to the e-mail addresses in their user profiles.

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RelatedTopics
Sign In to AgilePoint NX
Admin Settings screen
Create New User screen
New User Added screen
New User Access Rights screen
AgilePoint NX New User Confirmation e-mail;

Add More Than One User to AgilePoint NX


To add more than one user to AgilePoint NX with AgilePoint IDs or from other sources such as Office 365,
Google account, or Salesforce, do the procedure in this topic.

Good to Know
The nxone domain is shared across all tenants in the public cloud. If the user name you want is not
available, you will be prompted with a message when you click Add User. You must find a user name that is
unique.
If Auto Sync is enabled on the Admin Settings screen, new users can automatically sign in with the enabled
authentication providers. In this case, users do not need to be added using their AgilePoint IDs.

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How to Start
1.
Click Settings .
2.
Click Admin Settings .
3. Click Bulk Upload tab.

Procedure
1. On the Admin Settings screen, in the Add Users - Bulk Upload field, select the authentication type for the
new users to sign in.

2. Click Download Template


3. Save the Excel template file to your machine.
4. Complete the user information in the template.

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5. On the Admin Settings screen, click Select Files.


6. Select the completed Excel file.
7. Click Open.
8. Click Upload Files.

9. Click Save Changes.


By default, all registered users are added to the role Users in the system.

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The AgilePoint NX system sends new users the AgilePoint NX New User Confirmation e-mail with a system-
generated password to the e-mail addresses in their user profiles.

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RelatedTopics
Sign In to AgilePoint NX
Admin Settings screen
AgilePoint NX New User Confirmation e-mail

Add System Administrators


To add system administrators to AgilePoint NX, do the procedure in this topic.

Prerequisites
Sign In to AgilePoint NX as an administrator.

How to Start
1.
In the Manage Center, click Access Control > Roles.

Procedure
1. On the Roles screen, in the Role Name column, select Administrators.
2.
Click Edit .
3.
On the Manage Members tab, click Add Member .

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4. On the Add Members screen, search for your user.

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5. Select your user.

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6. Click OK.
7. Click Update.

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RelatedTopics
Manage Members
Add Members

Add an Authentication Type


To add an authentication provider for AgilePoint NX, do the procedure in this topic.

Prerequisites
This procedure only applies to AgilePoint NX OnDemand (public cloud). For AgilePoint NX OnPremises or
AgilePoint NX PrivateCloud, refer to How Do I Set Up More than One Authentication Type in AgilePoint NX
On Premises?.
You must sign in to AgilePoint NX as an administrator.

Good to Know
You can enable more than one account of the same third-party service, such as Office 365 or Salesforce.

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How to Start
1.
Click Settings .
2.
Click Admin Settings .

Procedure
1. On the admin settings screen, in the Available Authentications, click your authentication type.

Field Name Definition

AgilePoint ID Function:
Enables native AgilePoint authentication.
For more information, refer to Enable AgilePoint
ID Authentication.

Salesforce Function:
Enables Salesforce authentication.
For more information, refer to Enable Salesforce
Authentication.

Windows Azure Active Directory Function:


Enables Windows Azure Active Directory account
authentication.
For more information, refer to Enable Windows
Azure Active Directory Authentication.

Office 365 SharePoint Online Function:

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Field Name Definition


Enables SharePoint for Office 365 account
authentication.
For more information, refer to Enable Office 365
SharePoint Online Authentication.

Google Function:
Enables Google account authentication.
For more information, refer to Enable Google
Authentication.

RelatedTopics
Enable AgilePoint ID Authentication
Enable Salesforce Authentication
Enable Windows Azure Active Directory Authentication
Enable Office 365 SharePoint Online Authentication
Enable Google Authentication
Admin Settings screen

Enable AgilePoint ID Authentication


To enable AgilePoint ID authentication, do the procedure in this topic.

Prerequisites
You must sign in to AgilePoint NX as an administrator.

How to Start
1.
Click Settings .
2.
Click Admin Settings .

Procedure
1. On the admin settings screen, in the Available Authentications, click AgilePoint ID.

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2. On the Enable AgilePoint ID Authentication screen, enter your user name, password, and e-mail address.

RelatedTopics
Enable Salesforce Authentication
Enable Windows Azure Active Directory Authentication
Enable Office 365 SharePoint Online Authentication
Admin Settings screen

Enable Salesforce Authentication


To enable Salesforce account authentication, do the procedure in this topic.

Prerequisites
You must sign in to AgilePoint NX as an administrator.

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How to Start
1.
Click Settings .
2.
Click Admin Settings .

Procedure
1. On the admin settings screen, in the Available Authentications, click Salesforce.

2. (Optional) In Auto sync user profile on successful login field, select Yes to synchronize the users in your
AgilePoint NX environment with a third-party service.
These users can sign in to AgilePoint NX with their third-party service credentials.
Auto Sync is disabled in development environments. For more information, refer to Why Can I Not Turn On
Auto Sync for Third-Party Authentication in a Development Environment?.
3. (Optional) In the Sync user email IDs field, select Yes to synchronize the users' e-mail IDs in your
AgilePoint NX environment with a third-party service.
4. On the Enable Salesforce Authentication screen, click Ok.
5. On the Salesforce login screen, enter your Salesforce account user name and password.

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6. On the Allow Permission screen, click Allow.

RelatedTopics
Enable AgilePoint ID Authentication
Enable Windows Azure Active Directory Authentication

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Enable Office 365 SharePoint Online Authentication


Admin Settings screen

Enable Windows Azure Active Directory Authentication


To enable Windows Azure Active Directory account authentication, do the procedure in this topic.

Prerequisites
You must sign in to AgilePoint NX as an administrator.

How to Start
1.
Click Settings .
2.
Click Admin Settings .

Procedure
1. On the admin settings screen, in the Available Authentications, click Windows Azure Active Directory.

2. (Optional) In Auto sync user profile on successful login field, select Yes to synchronize the users in your
AgilePoint NX environment with a third-party service.
These users can sign in to AgilePoint NX with their third-party service credentials.
Auto Sync is disabled in development environments. For more information, refer to Why Can I Not Turn On
Auto Sync for Third-Party Authentication in a Development Environment?.
3. On the Enable Windows Azure Active Directory Authentication screen, click Ok.
4. On the sign in screen, enter your Windows Azure Active Directory e-mail address and password.

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5. In the Allow Permission screen, click Accept.

RelatedTopics
Enable AgilePoint ID Authentication
Enable Salesforce Authentication

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Enable Office 365 SharePoint Online Authentication


Admin Settings screen

Enable Office 365 SharePoint Online Authentication


To enable SharePoint for Office 365 account authentication, do the procedure in this topic.

Prerequisites
You must sign in to AgilePoint NX as an administrator.

How to Start
1.
Click Settings .
2.
Click Admin Settings .

Procedure
1. On the admin settings screen, in the Available Authentications, click Office 365 SharePoint Online.

2. (Optional) In Auto sync user profile on successful login field, select Yes to synchronize the users in your
AgilePoint NX environment with a third-party service.
These users can sign in to AgilePoint NX with their third-party service credentials.
Auto Sync is disabled in development environments. For more information, refer to Why Can I Not Turn On
Auto Sync for Third-Party Authentication in a Development Environment?.
3. On the Enable Office 365 SharePoint Online Authentication screen, click Ok.
4. On the sign-in screen, enter your Office 365 e-mail address and password.

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5. In the Allow Permission screen, click Accept.

RelatedTopics
Enable AgilePoint ID Authentication
Enable Salesforce Authentication

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Enable Windows Azure Active Directory Authentication


Admin Settings screen

Enable Google Authentication


To enable Google account authentication, do the procedure in this topic.

Prerequisites
You must sign in to AgilePoint NX as an administrator.

How to Start
1.
Click Settings .
2.
Click Admin Settings .

Procedure
1. On the admin settings screen, in the Available Authentications, click Google.

2. (Optional) In Auto sync user profile on successful login field, select Yes to synchronize the users in your
AgilePoint NX environment with a third-party service.
These users can sign in to AgilePoint NX with their third-party service credentials.
Auto Sync is disabled in development environments. For more information, refer to Why Can I Not Turn On
Auto Sync for Third-Party Authentication in a Development Environment?.
3. (Optional) In the Sync user email IDs field, select Yes to synchronize the users' e-mail IDs in your
AgilePoint NX environment with a third-party service.
4. On the Enable Google Authentication screen, click Ok.
5. On the Google sign-in screen, enter your Google account user name and password.

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6. On the Allow Permission screen, click Allow.

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RelatedTopics
Enable AgilePoint ID Authentication
Enable Windows Azure Active Directory Authentication
Enable Office 365 SharePoint Online Authentication
Admin Settings screen

Enable ADFS Authentication


To enable ADFS account authentication, do the procedure in this topic.

Prerequisites
AgilePoint NX OnPremises or AgilePoint NX PrivateCloud environment.
You must sign in to AgilePoint NX as an administrator.

How to Start
1.
Click Settings .
2.
Click Admin Settings .

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Procedure
1. On the admin settings screen, in the Available Authentications, click ADFS.

2. (Optional) In Auto sync user profile on successful login field, select Yes to synchronize the users in your
AgilePoint NX environment with a third-party service.
These users can sign in to AgilePoint NX with their third-party service credentials.
Auto Sync is disabled in development environments. For more information, refer to Why Can I Not Turn On
Auto Sync for Third-Party Authentication in a Development Environment?.
3. On the Enable ADFS Authentication screen, click Ok.
4. On the sign in screen, enter your Windows Azure Active Directory e-mail address and password.

5. In the Allow Permission screen, click Accept.

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RelatedTopics
Enable AgilePoint ID Authentication
Enable Salesforce Authentication
Enable Office 365 SharePoint Online Authentication
Admin Settings screen

Configure the Primary Authentication Type


To configure your primary authentication type, do the procedure in this topic.

Prerequisites
Your AgilePoint NX tenant has more than one authentication types.
For more information, refer to Add an Authentication Type.
Sign In to AgilePoint NX as an administrator.

How to Start
1.
Click Settings .
2.
Click Admin Settings .

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Procedure
1. On the admin setting screen, in the Enabled Authentications, click Make Primary for your authentication
type.

2. On the Make AgilePoint ID as Primary screen, click Ok.


At this time, the primary authentication sets and reflect the changes below Enabled Authentications.

RelatedTopics
Admin Settings screen

Change Environments
To open a different AgilePoint NX environment, do the procedure in this topic.

Prerequisites
This feature is only available for AgilePoint OnDemand (public cloud).
You must have more than one AgilePoint NX environment.
For more information, refer to How Do I Set Up More than One Environment in AgilePoint NX?.

Good to Know
If you change the environments, no data is shared between the environments.
These are the environments you can have:
Production
Development
Evaluation

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How to Start
1. In the AgilePoint NX Portal, click your user name.

Procedure
1. On the context menu, click Switch to.

2. On the Switch to screen, click your environment.

RelatedTopics
Sign In to AgilePoint NX
How Do I Set Up More than One Environment in AgilePoint NX?

Personalize AgilePoint NX
To personalize AgilePoint NX, do the procedure in this topic.

How to Start
1.
Click Settings .

Procedure
1. Configure these as necessary.

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Document Description

Portal Branding Configures the branding for your portal site, such as
site name, logo, and banner.

Portal Manage Modules Specifies whether to show the AgilePoint apps on


your portal site. For example, Work Center, Manage,
Build Apps, Report, Collaborate, and Help.

Work Center Common Settings Configures the basic settings for the Work Center.
For example, max items to retrieve, items per page,
open task in new window, and task colors.

Work Center Column Settings Configures the columns that show in the Work
Center.

Work Center Tab Settings Configures how tabs show in the Work Center.

Build Apps Common Settings Configures the items that show in the App Builder.

Build Apps Process Designer Configures the Process Builder. For example,
enable quick start wizard for new application and
allow deleting application permanently.

Build Apps Form Designer Configures the eForm Builder. For example, launch
configuration window and toolbar settings.

Tenant Settings Configures your AgilePoint NX tenant. For example,


tenant information, mobile eForm settings, and reset
storage key.

RelatedTopics
Settings

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Basic Steps to Create and Run an Application


These are the basic steps to create and run an application using AgilePoint NX. Click the links for more
information about each step:
1. Create an Application.
2. Create a Process.
3. Add a Task to a Process.
Most processes have at least one form for user input. For your first process, AgilePoint recommends having
your process start when a user completes a form. Use the eForms Start Task to create a form that starts a
process.
Other forms that are not used to start a process can use the eForms Standard Task.
When you add your human task activity, be sure to customize your eForm.
4. Publish your application to make it available to other users.
5. Start your process.
6. Complete your tasks in the Work Center.
7. Monitor the progress of your process in the Manage Center.

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