> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sync.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Certinia

export const CommonAuthSchemeAdfsSso = () => {
  return <>
      <p>To connect with single sign-on (SSO) via ADFS, specify the following properties:</p>
      <ul>
        <li><strong>Auth Scheme:</strong> Select <strong>ADFS</strong>.</li>
        <li><strong>User:</strong> Enter the username that you use to authenticate to your ADFS account.</li>
        <li><strong>Password:</strong> Enter the password that you use to authenticate to your ADFS account.</li>
        <li><strong>SSO Login URL:</strong> Enter the login URL that is used by your SSO provider.</li>
        <li><strong>SSO Properties:</strong> Enter a semicolon-separated list of the single sign-on (SSO) properties that you want to use (for example, <em>SSOProperty1</em>=<em>Value1</em>;<em>SSOProperty2</em>=<em>Value2</em>;...).</li>
        <li><strong>SSO Exchange UrI:</strong> Enter the Partner Service Identifier URI that is configured in your PingFederate server instance. The URI is available under <strong>SP Connections &gt; SP Connection &gt; WS-Trust &gt; Protocol Settings</strong>.</li>
      </ul>
    </>;
};

export const CommonAuthSchemeOktaSso = ({siteName = "CData Sync", siteNameShort = "Sync", datasource = "the data source"}) => {
  return <>
      <p>To connect with single sign-on (SSO) via Okta, specify the following properties:</p>
      <ul>
        <li><strong>Auth Scheme:</strong> Select <strong>OKTA</strong>.</li>
        <li><strong>User:</strong> Enter the username that you use to authenticate to your Okta account.</li>
        <li><strong>Password:</strong> Enter the password that you use to authenticate to your Okta account.</li>
        <li><strong>SSO Login URL:</strong> Enter the login URL that is used by your SSO provider.</li>
        <li><strong>SSO Properties:</strong> Enter a semicolon-separated list of the single sign-on (SSO) properties that you want to use (for example, <em>SSOProperty1</em>=<em>Value1</em>;<em>SSOProperty2</em>=<em>Value2</em>;...).</li>
      </ul>
    </>;
};

export const CommonAuthSchemePingfederateSso = () => {
  return <>
      <p>To connect with single sign-on via PingFederate, specify the following properties:</p>
      <ul>
        <li><strong>Auth Scheme:</strong> Select <strong>PingFederate</strong>.</li>
        <li><strong>User:</strong> Enter the username that you use to authenticate to your PingFederate account.</li>
        <li><strong>Password:</strong> Enter the password that you use to authenticate to your PingFederate account.</li>
        <li><strong>SSO Login URL:</strong> Enter the login URL that is used by your SSO provider.</li>
        <li><strong>SSO Properties:</strong> Enter a comma-separated list of the single sign-on (SSO) properties that you want to use (for example, <em>SSOProperty1</em>=<em>Value1</em>;<em>SSOProperty2</em>=<em>Value2</em>;...).</li>
        <li><strong>SSO Exchange UrI:</strong> Enter the Partner Service Identifier URI that is configured in your PingFederate server instance. The URI is available under <strong>SP Connections &gt; SP Connection &gt; WS-Trust &gt; Protocol Settings</strong>.</li>
      </ul>
    </>;
};

export const CommonAuthSchemeOauthPkce = ({siteName = "CData Sync"}) => {
  return <>
      <p>
        {siteName} provides an embedded OAuth application with which to connect. To connect with the OAuth PKCE extension, select <strong>OAuthPKCE</strong> for <strong>Auth Scheme</strong>. No additional properties are required.
      </p>
    </>;
};

export const CommonAuthSchemeOauthJwt = ({datasource = "the data source"}) => {
  return <>
      <p>To connect with a {datasource} account, specify the following properties:</p>
      <ul>
        <li><strong>Auth Scheme:</strong> Select <strong>OAuthJWT</strong>.</li>
        <li><strong>OAuth Client Id:</strong> Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.</li>
        <li><strong>OAuth Client Secret:</strong> Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.</li>
        <li><strong>Scope:</strong> Enter the scope of your access to the application.</li>
        <li><strong>OAuth JWT Cert:</strong> Enter your Java web tokens (JWT) certificate store.</li>
        <li><strong>OAuth JWT Cert Type:</strong> Enter the type of key store that contains your JWT certificate. The default type is <strong>PEMKEY_BLOB</strong>.</li>
        <li><strong>OAuth JWT Issuer:</strong> Enter the issuer of your Java web token. Typically, the issuer is either the client Id or the email address of the OAuth application.</li>
        <li>(Optional) <strong>OAuth JWT Cert Subject:</strong> Enter the subject of your OAuth JWT certificate.</li>
        <li>(Optional) <strong>OAuth JWT Subject:</strong> Enter the user subject for which the application is requesting delegated access.</li>
        <li>(Optional) <strong>OAuth JWT Subject Type:</strong> Select the subject type (<strong>enterprise</strong> or <strong>user</strong>) for the JWT authentication. The default type is <strong>enterprise</strong>.</li>
        <li>(Optional) <strong>OAuth JWT Public Key Id:</strong> Enter the Id of the public key for JWT.</li>
      </ul>
    </>;
};

export const CommonAuthSchemeOauthEmbedded = ({siteName = "CData Sync", siteNameShort = "Sync", datasource = "the data source"}) => {
  return <>
      <p>
        {siteName} provides an embedded OAuth application with which to connect. To use the application, select <strong>OAuth</strong> for <strong>Auth Scheme</strong>. No additional properties are required.
      </p>
    </>;
};

export const CommonDatasourceMoreInformation = ({datasource = "the data source", advancedurl = "", siteName = "CData Sync", driverVersion = ""}) => {
  return <>
      <p>
        For more information about interactions between {siteName} and {datasource}, see{' '}
        <a href={`https://cdn.cdata.com/help/${advancedurl}${driverVersion}/synch/default.htm`}>
          {datasource} Connector for {siteName}
        </a>.
      </p>
    </>;
};

export const CommonDatasourceAddConnector = ({datasource = "the data source", title = "the connector", destination = false, siteNameShort = "Sync"}) => {
  return <>
      <p>
        To enable {siteNameShort} to use data from {datasource}, you first must add the
        connector, as follows:
      </p>
      <ol>
        <li>Open the <strong>Connections</strong> page of the {siteNameShort} dashboard.</li>
        <li>Click <strong>Add Connection</strong> to open the <strong>Select Connectors</strong> page.</li>
        <li>
          Click the <strong>{destination ? "Destinations" : "Sources"}</strong> tab and locate
          the <strong>{title}</strong> row.
        </li>
        <li>
          Click the <strong>Configure Connection</strong> icon at the end of that row to open
          the <strong>New Connection</strong> page. This action opens the{' '}
          <strong>Add Connection</strong> dialog box.
          <br />
          <strong>Note:</strong> If the <strong>Configure Connection</strong> icon is not
          available, click the <strong>Download Connector</strong> icon to install
          the {title} connector.
        </li>
        <li>Enter a name for your connection in the <strong>Add Connection</strong> dialog box.</li>
        <li>Click <strong>Add</strong> to open the <strong>Settings</strong> tab for your connector.</li>
      </ol>
      <p>
        For more information about installing new connectors, see{' '}
        <a href="../connections">Connections</a>.
      </p>
    </>;
};

export const CommonDatasourceIntroSource = ({datasource = "the data source", siteName = "CData Sync"}) => {
  return <p>
      You can use the {datasource} connector from the {siteName} application to capture data
      from {datasource} and move it to any supported destination. To do so, you need to add
      the connector, authenticate to the connector, and complete your connection.
    </p>;
};

export const driverVersion = "M";

export const siteNameShort = "Sync";

export const siteName = "CData Sync";

export const datasource = "Certinia";
export const pageTitle = "Certinia";
export const advancedurl = "HF";
export const oauthschemes = "OAuth or AzureAD";

<CommonDatasourceIntroSource datasource={datasource} siteName={siteName} />

## Add the Certinia Connector

<CommonDatasourceAddConnector datasource={datasource} title={pageTitle} destination={false} siteNameShort={siteNameShort} />

## Authenticate to Certinia

After you add the connector, you need to set the required properties.

{siteName} supports authenticating to {datasource} in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details.

* [**Basic**](#basic)
* [**OAuth**](#oauth) (default)
* [**OAuth Client**](#oauth-client)
* [**OAuth Password**](#oauth-password)
* [**OAuth JWT**](#oauth-jwt)
* [**OAuth PKCE**](#oauth-pkce)
* [**OneLogin**](#onelogin)
* [**PingFederate**](#pingfederate)
* [**OKTA**](#okta)
* [**Active Directory Federation Services**](#active-directory-federation-services)
* [**Azure Active Directory**](#azure-active-directory)

### Basic

To connect with user credentials and a security token, specify the following settings:

* **Auth Scheme:** Select **Basic**.
* **User:** Enter the username that you use to authenticate to your {datasource} account.
* **Password:** Enter the password that you use to authenticate to your {datasource} account.
* (Optional) **Security Token:** Enter the security token for your {datasource} account. If you do not know your security token, you can reset it as follows:
  1. Open your personal information page on the [https://www.salesforce.com/](https://www.salesforce.com/) website.
  2. Click the link to reset your security token. The token will be emailed to you.

### OAuth

<CommonAuthSchemeOauthEmbedded siteName={siteName} siteNameShort={siteNameShort} datasource={datasource} />

### OAuth Client

To connect with an OAuth client, specify these settings:

* **Auth Scheme:** Select **OAuthClient**.
* **OAuth Client Id:** Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.
* **OAuth Client Secret:** Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

### OAuth Password

To connect with OAuth credentials, specify the following settings:

* **Auth Scheme:** Select **OAuthPassword**.
* **User:** Enter the username that you use to authenticate to your {datasource} account.
* **Password:** Enter the password that you use to authenticate to your {datasource} account.
* **Security Token:** Enter the security token for your {datasource} account. If you do not know your security token, you can reset it as follows:
  1. Open your personal information page on the [https://certinia.com/](https://certinia.com/) website.
  2. Click the link to reset your security token. The token will be emailed to you.

### OAuth JWT

<CommonAuthSchemeOauthJwt siteName={siteName} siteNameShort={siteNameShort} datasource={datasource} />

### OAuth PKCE

<CommonAuthSchemeOauthPkce siteName={siteName} siteNameShort={siteNameShort} datasource={datasource} />

### OneLogin

To connect with single sign-on (SSO) via OneLogin, specify the following settings:

* **Auth Scheme:** Select **OneLogin**.
* **User:** Enter the username for your {datasource} account.
* **Password:** Enter the password for your {datasource} account.
* **SSO Properties:** Enter a semicolon-separated list of the single sign-on (SSO) properties that you want to use (for example, *SSOProperty1*=*Value1*;*SSOProperty2*=*Value2*;...).
* **SSO Exchange URL:** Enter the {datasource} OAuth 2.0 token endpoint for the identity provider (for example, https\://*MyOrganization*.*My.{datasource}Acct*.com/services/oauth2/*token*).

### PingFederate

<CommonAuthSchemePingfederateSso siteName={siteName} siteNameShort={siteNameShort} datasource={datasource} />

### Okta

<CommonAuthSchemeOktaSso siteName={siteName} siteNameShort={siteNameShort} datasource={datasource} />

### Active Directory Federation Services

<CommonAuthSchemeAdfsSso siteName={siteName} siteNameShort={siteNameShort} datasource={datasource} />

### Azure Active Directory

To connect with single sign-on via AzureAD, specify the following settings:

* **Auth Scheme:** Select **AzureAD**.
* **SSO Properties:** Enter a semicolon-separated list of the single sign-on (SSO) properties that you want to use (for example, *SSOProperty1*=*Value1*;*SSOProperty2*=*Value2*;...).
* **SSO Exchange URL:** Enter the {datasource} OAuth 2.0 token endpoint for the identity provider (for example, https\://*MyOrganization*.*My.{datasource}Acct*.com/services/oauth2/*token*).
* **OAuth Client Id:** Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.
* **OAuth Client Secret:** Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

<Note>
  <p>This configuration requires two separate Azure Active Directory applications:</p>

  <ul>
    <li>the {datasource} application that you use for single sign-on.</li>
    <li>a custom OAuth application with user\_impersonation permission set on the {datasource} application. (For details, see <a href="https://cdn.cdata.com/help/HFK/synch/default.htm#pg_oauthcustomappcreate" target="_blank" rel="noopener noreferrer">Creating a Custom OAuth App</a>.)</li>
  </ul>
</Note>

## Complete Your Connection

To complete your connection:

1. Specify the following properties:
   * (Optional) **API Version:** Enter your API version. The default version is **62.0**.
   * (Optional) **Login URL:** Enter your login URL for {datasource}.
   * **Use Sandbox:** Select whether you want to enable the sandbox. By default, the **Enable** checkbox is not selected.
2. Define advanced connection settings on the **Advanced** tab. (In most cases, though, you should not need these settings.)
3. {oauthschemes ? `If you authenticate with ${oauthschemes}, click` : "Click"} **Connect to {datasource}** to connect to your {pageTitle} account.
4. Click **Create & Test** to create your connection.

## More Information

<CommonDatasourceMoreInformation datasource={datasource} advancedurl={advancedurl} siteName={siteName} driverVersion={driverVersion} />