saml: update doc for elabftw/elabftw#6217 #56
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WalkthroughReworked SAML documentation: standardized "IdP" terminology, clarified Service Provider setup and debug guidance, introduced two IdP configuration workflows (XML metadata URL ingestion with auto-refresh, and manual entry), updated attribute-mapping and debugging instructions, and expanded certificate rollover/renewal procedures. Changes
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doc/saml.rst (1)
49-49: Fix verb form for consistency.Line 49 uses "simpler to setup"; the verb form should be two words: "simpler to set up".
-It is recommended to use a Source XML file to ingest IdP information in eLabFTW. This way, information will be refreshed automatically and it's also much simpler to setup, as all metadata will be populated automagically. +It is recommended to use a Source XML file to ingest IdP information in eLabFTW. This way, information will be refreshed automatically and it's also much simpler to set up, as all metadata will be populated automagically.
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11-11: Terminology correction is accurate.Changing from "IDP" to "IdP" aligns with SAML2 standard terminology.
16-31: Service Provider section is well-organized and provides clear guidance.The expanded description with concrete examples (e.g., Base URL format, NameIDFormat options) significantly improves usability.
46-81: Clear presentation of two IdP configuration approaches with practical examples.The Option A/Option B structure is well-organized. The federation metadata URL examples are particularly helpful for users.
82-123: Attribute mapping section with table is clear and comprehensive.The list-table format with FriendlyName, Name (OID), and Required columns makes configuration much easier for users. The Userid/Internal ID guidance with fallback matching logic is thorough.
139-149: Certificate renewal guidance properly distinguishes IdP versus SP scenarios.The practical steps for both automated renewal (via Source URL) and manual cert updates are accurate. The rollover metadata workflow for SP certificates is sound.
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11-11: Terminology and setup guidance improvements are clear and professional.The correction from "IDP" to "IdP" and the expanded Service Provider setup guidance with concrete examples (Base URL, NameIDFormat values, certificate generation command) substantially improve the documentation. The change to recommend Debug mode "Yes" during initial setup is appropriate.
Also applies to: 16-27
43-80: Well-structured Identity Provider setup with two clear options.Splitting the IdP configuration into Option A (XML metadata URL, recommended) and Option B (manual entry) significantly improves usability by allowing users to choose based on their situation. The workflow for Option A is clear, and the transition to Option B for manual configuration is intuitive.
59-59: Verify UI element naming for metadata URL workflow.The instructions reference "Save button" and "Refresh button" in the workflow. Ensure these match the actual UI labels in the eLabFTW implementation, or update the documentation if the button names differ (e.g., "Import", "Process", "Sync", etc.).
136-149: Certificate renewal section is well-documented with clear SP/IdP coordination.The expanded guidance for both IdP and SP certificate renewal, including the emphasis on IdP awareness and metadata rollover implications (lines 149), ensures smooth certificate transitions. The distinction between automated updates (when IdP has a Source URL) versus manual updates is helpful.
113-113: No action needed. The/metadata.phppath reference at line 113 is consistent throughout the documentation and changelog. No evidence of changes or deprecation found in the codebase documentation.
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Edits for improved grammar and clarity.
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11-11: Excellent restructuring and clarity improvements.The reorganization of the IdP setup into Option A (XML metadata, recommended) and Option B (manual addition) significantly improves usability. The expanded guidance on:
- Debug mode toggling during initial setup (line 18)
- Base URL and entityId clarification (lines 20–21)
- Example metadata URLs for multiple federations (lines 65–72)
- Userid/orgid attribute mapping (lines 115–123)
- IdP vs. SP certificate renewal distinction (lines 141–151)
...makes the documentation more actionable and complete. The introduction (line 11) now properly frames the audience scope, addressing earlier feedback.
Also applies to: 16-16, 43-80, 138-152
65-72: Metadata URL examples are appropriate and current.The example federation metadata URLs provided are verified as current/valid (or intentionally placeholder, as with the Microsoft Entra ID template). The Entra ID example is correctly framed as a pattern ("the URL will look like this") for users to adapt with their own tenant ID, which addresses the earlier review concern appropriately.
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doc/saml.rst (1)
77-77: Update button label reference for terminology consistency.Line 77 uses "Add new IDP" while the surrounding documentation consistently uses "IdP" throughout this section (see "Option B: add IdPs manually", "from the IdP list", and "Attributes for the IdP"). Update to "Add new IdP" to maintain uniform terminology.
- Click the "Add new IDP" button, give it a name and an entityId, and configure the attributes. + Click the "Add new IdP" button, give it a name and an entityId, and configure the attributes.
To merge with: elabftw/elabftw#6217
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