在开始整合过程之前，您必须已经申请并核准了 Onshape Enterprise 帐户或试用版，并且拥有 Onshape Enterprise 域名。

Enterprise 域名的一个例子可能是：MyCompanyName.onshape.com。

请注意，您一次只能使用一个 SSO 提供程序。

This configuration process might fail without parameter values customized for your organization. Use your custom SSO identity provider (for example: Okta, PingOne, or ClassLink) dashboard to add Onshape as an application and record the values that are specific for your organization. You need those values for the following procedure.

Onshape 签署所有发出的 SAML 认证申请。您无需上传任何证书（例如，SAML 签名证书），ADFS 集成除外，因为 ADFS 会验证传入的 SAML 请求。请注意，Microsoft 还建议从最新版本的 ADFS 迁移到微软 Entra ID。有关更多信息，请参阅 ADFS 概述。

将 Onshape 添加到您的 ClassLink 单点登录帐户

1. 导航到 ClassLink SAML 控制台，然后在 CompanyName 输入框中输入以下值：



2. 元数据 URL 或文本 - 客户必须提供 ClassLink IDP 元数据 URL。

3. 登录 URL - 分区代码将添加到“登录 URL”框中，或将此输入框留空以使用默认登录 URL

4. 图标 URL - 单击此处，搜索应用程序，单击鼠标右键，然后复制链接地址以输入框中（如下所示）。

   

5. 属性映射 - 输入以下属性：

   • 选择“给定名称”并在框“firstName”中重命名。

   • 选择族名称并在“lastName”框中重命名

   • 选择“电子邮件”并在“电子邮件”框中重命名

   • 选择“自定义特性”并重命名为“companyName”，然后输入您的公司名称。
     公司名称与您的 Education Enterprise 的域名前缀相同。例如，如果您的 Onshape Enterprise 名称为 Fishbowl.onshape.com，请在输入框中输入 Fishbowl。

6. 元数据替代

   • 从输入框中选择要替代的 NameID 格式，然后选择“emailAddress”

   • 从输入框中选择要替代的签名算法，然后选择“RSA_SHA256”

   • 从输入框中选择要替代的 NameID 值，然后选择“电子邮件”

   • 从输入框中选择要替代的 Saml NotBefore，然后添加 3

7. 更新以进行保存。

   选择并复制 IDP 初始登录 URL 以在本地库中添加应用程序。

   

Onshape 需要一个带有 Classlink 的 SSO 的元数据配置文件。请咨询 ClassLink 以获取和下载完成以下步骤所需的元数据文件。

Configure the SSO Provider in Onshape

Once Onshape is configured in the identity provider and you have downloaded the identity provider's metadata file (referred to in Onshape as the configuration file), the SSO provider can be configured in Onshape.

The example images below shows a generic identity provider being configured, but the steps are the same for all identity providers.

1. Sign in to your Onshape Enterprise account, using your specialized domain name, as an administrator. Select Enterprise settings from your account:

   

2. Select Authentication from the left navigation menu:

   

3. In the Single sign-on (SSO) subsection, click the Configure SSO provider button:

   

4. The Create SSO provider dialog opens:

   

   1. In the Name field, enter name, such as Custom SSO

   2. In the Provider type dropdown, select your SSO provider from the list.

   3. Leave Enable SSO provider checked.

   4. Leave Disable Onshape password sign in unchecked for the moment.

      Disable Onshape password sign in disables the typical Onshape password sign in for you and your users. Only the SSO provider sign in prompt is displayed for the Onshape URL. Before checking this option, ensure you can sign in to Onshape yourself (as administrator). You can return here later and enable it once sign in through your SSO provider is verified to work correctly.

      选择通过 SSO 强制登录到 Onshape 还会导致用户无法直接登录到非企业域，例如 cad.onshape.com。

   5. Click the Upload configuration file button:

5. Locate and select the metadata configuration file you downloaded previously, and click Open:

   

6. Click OK:

   

7. The file is uploaded. A notification appears when the upload is completed:

   

8. Sign out of both your Onshape and SSO provider accounts. Be sure to do a hard refresh of both accounts. When you reach the Onshape sign-in page once again, the page has a new Sign in link at the bottom, for your SSO provider.

   

要登录到 Onshape，管理员必须（在其单点登录帐户中）将其用户配置为使用 Onshape 应用程序。

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