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Two Factor Authentication - 2FA for DocuSign

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DocuSign is the global leader in electronic signatures and the only solution provider of a comprehensive agreement cloud. You can enable Two-factor authentication (2FA) for your DocuSign managed active directory to increase security level. When you enable 2FA, your users enter their username and password (first factor) as usual, and they have to enter an authentication code (the second factor) which will share on your virtual or hardware 2FA solution.
To enable 2FA you can enable RADIUS authentication in DocuSign and configure policies in miniOrange to enable or disable 2FA for users.

What is Virtual Desktop Infrastructure (VDI) & Why VDI Security Solutions important?

VDI is a desktop-centric service that hosts user desktop environments on remote servers and storage systems, which are accessed over a network using a remote display protocol. Enterprises are converting physical desktops to Virtual Desktop Infrastructure (VDI) since it provides efficient hardware utilization and centralized management while reducing costs.

Due to the COVID-19, many companies need to find some ways to enable remote working. VDI solution is one of their choices. DocuSign can provide a quick win VDI solution but it still need to spend efforts to setup for some authentications and security settings, e.g. MFA. For some SME companies, they may not have their own RADIUS (Remote Authentication Dial-In User Service) server and OTP (one-time password) server to enable 2FA/MFA. miniOrange provides a ready to use Two-Factor Authentication - 2FA solution for DocuSign VDI using RADIUS Server which enables an extra layer of authentication to VDI logins & ensures that you roll out secure access to your employees within minutes.

To use miniOrange Two-FActor Authentication (2FA) you can enable RADIUS authentication in DocuSign and configure policies in miniOrange to enable or disable 2FA for users.

Types of 2FA Authentication with RADIUS

The 2-factor authentication can be of two types depending on the Application.

• Applications that support RADIUS Challenge.
• Applications that do not support RADIUS Challenge.

In Applications that support RADIUS Challenge :

• First step is user's username & password get validated against the credentials stored in Active Directory and 2nd request sends a success response, this request is sent to validate the 2-factor authentication of the user, on successful authentication user is granted access to the application.
• Authentication methods : All Authentication methods are supported by miniOrange. Software Token, Push Notification, OTP over Email to name a few.

Enable Two-Factor Authentication (2FA) for DocuSign VDI to increase security level.

1. Add Radius Client in miniOrange

• Login into miniOrange Admin Console.
• Go to Apps and click on Add Application button on the top right corner.



• Choose RADIUS as Application type and click on Create App button.



• Click on DocuSign application tab. If you don't find your application click on Radius Client application tab.



• Configure details below to add Radius Client.

Client Name:	Any name for your reference.
Client IP:	IP address of VPN server which will send Radius authentication request.
Shared Secret:	Security key. For Eg. "sharedsecret" (Keep this with you, you will need to configure same on VPN Server).
Do not Support Challenge:	Keep this Unchecked.

• Configure the following Policy details for the Radius App.

Group Name:	Group for which the policy will apply.
Policy Name:	Any Identifier that specifies policy name.
Login Method	Login Method for the users associated with this policy.
Enable 2-Factor Authentication	Enables Second Factor during Login for users associated with this policy.
Enable Adaptive Authentication	Enables Adaptive Authentication for Login of users associated with this policy.




• Click on Save.


NOTE: For On-Premise version follow the below steps before testing the connectivity.



Only For On-Premise Version

Step 1: Open Firewall Ports.

• In order to receive the RADIUS request, it is necessary to open UDP traffic on ports 1812 and 1813 for the machine where On-Premise IdP is deployed.
• If the hosting machine is a Windows Machine then you can follow this document.
• If the hosting machine is a Linux Machine then you can follow this document.

NOTE: If your machine is hosted on AWS, then enable the ports from the AWS panel.

2. Configure DocuSign

• Login to your DocuSign dashboard and go to RADIUS Server Settings.
• Fill the details as mentioned below:

Label	The name of this configuration. Eg:miniOrange Radius
Hostname/Address	For on-premise version: IP of server where IDP(miniOrange) is installed For cloud version: Contact us at info@xecurify.com to get the IP
Authentication Port	Enter 1812 (or whichever port configured on your miniOrange Authentication Proxy).
Authentication type	Must be PAP.
Shared secret code	Enter the Shared secret that we used to configure RADIUS app in miniOrange IDP. In step 1 we configured the shared secret as "sharedsecret"
Server timeout (in seconds)	Increase the timeout to 90 seconds.
Max attempts	Number of times to send authentication request. Must be 1.

• Click Save.

3. Configure 2FA for End-Users

• Login into End-User Dashboard using Default User Directory credentials..
• Select Configure 2FA from left panel.



• Browse through the Second factor options and choose an appropriate method to be used by end user during login.
• For now, we have selected the "OTP OVER SMS"as our 2FA method. You can explore the guide to setup other 2FA methods.
• Enable the OTP over SMS if you have your phone number added under your profile section else click on Edit button.



• Enter you Phone Number along with the necessary country code and click on the SAVE below.

4. Configure Your User Directory (Optional)

miniOrange provides user authentication from various external sources, which can be Directories (like ADFS, Microsoft Active Directory, Microsoft Entra ID, OpenLDAP, Google, AWS Cognito etc), Identity Providers (like Okta, Shibboleth, Ping, OneLogin, KeyCloak), Databases (like MySQL, Maria DB, PostgreSQL) and many more. You can configure your existing directory/user store or add users in miniOrange.

• Setup miniOrange as IDP
• Setup AD as User Directory
• Setup External IDP

• To add your users in miniOrange there are 2 ways:

1. Create User in miniOrange

2. Bulk Upload Users

1. Create User in miniOrange

• Click on Users >> User List >> Add User.



• Here, fill the user details without the password and then click on the Create User button.



• After successful user creation a notification message "An end user is added successfully" will be displayed at the top of the dashboard.



• Click on Onboarding Status tab. Check the email, with the registered e-mail id and select action Send Activation Mail with Password Reset Link from Select Action dropdown list and then click on Apply button.



• Now, Open your email id. Open the mail you get from miniOrange and then click on the link to set your account password.
• On the next screen, enter the password and confirm password and then click on the Single Sign-On (SSO) reset password button.



• Now, you can log in into miniOrange account by entering your credentials.

2. Bulk Upload Users in miniOrange via Uploading CSV File.

• Navigate to Users >> User List. Click on Add User button.



• In Bulk User Registration Download sample csv format from our console and edit this csv file according to the instructions.



• To bulk upload users, choose the file make sure it is in comma separated .csv file format then click on Upload.



• After uploading the csv file successfully, you will see a success message with a link.
• Click on that link you will see list of users to send activation mail. Select users to send activation mail and click on Send Activation Mail. An activation mail will be sent to the selected users.

• Click on External Directories >> Add Directory in the left menu of the dashboard.



• Select Directory type as AD/LDAP.



1. STORE LDAP CONFIGURATION IN MINIORANGE: Choose this option if you want to keep your configuration in miniOrange. If active directory is behind a firewall, you will need to open the firewall to allow incoming requests to your AD.
2. STORE LDAP CONFIGURATION ON PREMISE: Choose this option if you want to keep your configuration in your premise and only allow access to AD inside premises. You will have to download and install miniOrange gateway in your premise.




• Enter LDAP Display Name and LDAP Identifier name.
• Select Directory Type as Active Directory.
• Enter the LDAP Server URL or IP Address against LDAP Server URL field.
• Click on Test Connection button to verify if you have made a successful connection with your LDAP server.



• In Active Directory, go to the properties of user containers/OU's and search for Distinguished Name attribute.



• Enter the valid Bind account Password.
• Click on Test Bind Account Credentials button to verify your LDAP Bind credentials for LDAP connection.



• Search Base is the location in the directory where the search for a user begins. You will get this from the same place you got your Distinguished name.



• Select a suitable Search filter from the drop-down menu. If you use User in Single Group Filter or User in Multiple Group Filter, replace the <group-dn> in the search filter with the distinguished name of the group in which your users are present. To use custom Search Filter select "Write your Custom Filter" option and customize it accordingly.



• You can also configure following options while setting up AD. Enable Activate LDAP in order to authenticate users from AD/LDAP. Click on the Save button to add user store.




Here's the list of the attributes and what it does when we enable it. You can enable/disable accordingly.

Attribute	Description
Activate LDAP	All user authentications will be done with LDAP credentials if you Activate it
Sync users in miniOrange	Users will be created in miniOrange after authentication with LDAP
Fallback Authentication	If LDAP credentials fail then user will be authenticated through miniOrange
Allow users to change password	This allows your users to change their password. It updates the new credentials in your LDAP server
Enable administrator login	On enabling this, your miniOrange Administrator login authenticates using your LDAP server
Show IdP to users	If you enable this option, this IdP will be visible to users
Send Configured Attributes	If you enable this option, then only the attributes configured below will be sent in attributes at the time of login



• Click on Save. After this, it will show you the list of User stores. Click on Test Connection to check whether you have enter valid details. For that, it will ask for username and password.



• On Successful connection with LDAP Server, a success message is shown.
• Click on Test Attribute Mapping.



• Enter a valid Username. Then, click on Test. Mapped Attributes corresponding to the user are fetched.



• After successful Attribute Mapping Configuration, go back to the ldap configuration and enable Activate LDAP in order to authenticate users from AD/LDAP.

Refer our guide to setup LDAPS on windows server.

User Import and Provisioning from AD

• Go to Settings >> Product Settings in the Customer Admin Account.



• Enable the "Enable User Auto Registration" option and click Save.



• (Optional) To send a welcome email to all the end users that will be imported, enable the "Enable sending Welcome Emails after user registration" option and click Save.



• From the Left-Side menu of the dashboard select Provisioning.



• In Setup Provisioning tab select Active Directory in the Select Application drop-down.
• Toggle the Import Users tab, click on Save button.



• On the same section, switch to Import Users section.
• Select Active Directory from the dropdown and click on the Import Users tab, to import all the users from Active Directory to miniOrange.



• You can view all the Users you have imports by selecting Users >> User List from Left Panel.



• All the imported users will be auto registered.
• These groups will be helpful in adding multiple 2FA policies on the applications.

miniOrange integrates with various external user sources such as directories, identity providers, and etc.

• Okta
• ADFS
• Ping
• AWS Cognito
• Many more

Not able to find your IdP or Need help setting it up?

Contact us or email us at idpsupport@xecurify.com and we'll help you setting it up in no time.