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README

1sfauth Plugin for DokuWiki
2
3Allow SalesForce auth besides auth plain.
4
5All documentation for this plugin can be found at
6http://www.dokuwiki.org/plugin:sfauth
7
8If you install this plugin manually, make sure it is installed in
9lib/plugins/sfauth/ - if the folder is called different it
10will not work!
11
12Please refer to http://www.dokuwiki.org/plugins for additional info
13on how to install plugins in DokuWiki.
14
15----
16Copyright (C) Dominik Eckelmann, Andreas Gohr <dokuwiki@cosmocode.de>
17
18This program is free software; you can redistribute it and/or modify
19it under the terms of the GNU General Public License as published by
20the Free Software Foundation; version 2 of the License
21
22This program is distributed in the hope that it will be useful,
23but WITHOUT ANY WARRANTY; without even the implied warranty of
24MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
25GNU General Public License for more details.
26
27See the COPYING file in your DokuWiki folder for details
28

README.wiki

1====== SF Auth ======
2
3===== Setup =====
4
5To install this plug-in you have to do the following steps in the given order:
6  - Install this plugin.
7  - Do the "Setup at SalesForce" steps
8  - Do the "DokuWiki Setup" steps
9
10==== Setup at SalesForce ====
11
12=== Remote Access ===
13  - Login
14  - Click on your name in the top toolbar
15  - Click on ''Setup''
16  - Click on ''Create'' under ''App Setup'' in the left hand navigation
17  - Click on ''Apps''
18  - Under "Connected Apps" click the ''New'' button
19  - Fill Form
20    * Connected App Name: DokuWiki
21    * API Name: DokuWiki
22    * Contact Email: your email address
23    * API -> Enable OAuth Settings
24      * Callback URL - see DokuWiki's config manager. Should be something like ''http://example.com/dokuwiki/doku.php?do=login&u=sf&p=sf&sf=1''
25      * Don't enable digital signatures!
26      * Select the following oAuth scopes:
27        * Access and manage your data (api)
28        * Access your basic information (id, profile, email, address, phone)
29        * Perform requests on your behalf at any time (refresh_token, offline_access)
30  - Configure the plugin in the configuration manager using the data given
31
32=== Add custom profile Field ===
33
34  - Login
35  - Click on your name in the top toolbar
36  - Click on ''Setup''
37  - Click on ''Customize'' under ''App Setup'' in the left hand navigation
38  - Click on ''Users''
39  - Click on ''Fields''
40  - Click on ''new'' in the ''User Custom Fields'' section (page bottom)
41    - Step 1:
42      * Picklist (Multi-Select)
43    - Step 2:
44      * Field Label: DokuWiki Groups
45      * Values: enter the groups you want to assign to users
46      * Visible Lines: whatever you like
47      * Field Name: DokuWiki_Groups
48    - Step 3:
49      * keep defaults
50    - Step 4:
51      * keep defaults
52      * Save
53
54You now can add Groups to your users that will be picked up by DokuWiki. DokuWiki will add the default group (configured in Dokuwiki)
55and the instance name (salesforce1, salesforce2, salesforce3) to theses groups automatically.
56
57
58==== Owners domain ====
59As username the plug-in will use the e-mail address provided by sales force.
60In some cases you may want to strip away the host part from the e-mail address to have
61nice names. To provide a unique username this feature is limited to one host.
62Just set the //owners domain// option to your domain. I.e.: example.com.
63
64===== Use the wiki in a web tab =====
65
66Just create the web tab:
67
68  - Click on your name in the top toolbar
69  - Click on ''Setup''
70  - Click on App Setup -> Create -> Tabs
71  - Create a new web tab
72    - fill out the forms important field is: ''Button or Link URL''
73      * You need to fill in what you configured for the callback URL above, but add ''&sessionId={!API_Session_ID}&instance={!API_Enterprise_Server_URL_240}&user={!User_ID}'' to it. Eg. ''http://example.com/dokuwiki/doku.php?do=login&u=sf&p=sf&sf=1&sessionId={!API_Session_ID}&instance={!API_Enterprise_Server_URL_240}&user={!User_ID}''
74URL for ''Link URL''
75  https://your.wiki/path/doku.php?do=login&u=a&sessionId={!API_Session_ID}&instance={!API_Enterprise_Server_URL_240}&user={!User_ID}
76