Implementation Process for Formpipe Cloud Customers

A key benefit of being a Formpipe Cloud customer is that Formpipe installs and configures your Formpipe systems. To implement SSO for you, Formpipe needs to understand your requirements, preferences, and the design of your existing identity infrastructure. Also, at appropriate points of the implementation process, Formpipe will ask you to complete particular actions on your infrastructure, and will ask you to supply information that we need for the next stage of the process.

The information on this page summarises some key aspects of this implementation process, whose stages will happen in different ways or at different times depending on the nature of the project. So, the information below does not describe a set of sequential steps; rather, it summarises these key aspects.

The Implementation Process Involves Discussion and Coordination Between Formpipe and the Customer

Although Formpipe manages the implementation project, implementing features such as Autoform DM SSO is a collaborative process that requires ongoing conversation and coordination between Formpipe and the customer organization (or their implementation partners).

Formpipe Will Analyze Your Requirements and Existing Infrastructure and Design a Suitable SSO Solution

The initial parts of this conversation will focus on your requirements and needs, and Formpipe will also ask you about the design and configuration of your existing infrastructure.

The outcome is that Formpipe will design a suitable SSO solution and then discuss it with you.

Learn About Key Elements of an Autoform DM SSO Solution

Although Autoform DM SSO uses your identity infrastructure, it also involves various other systems and data flows. To understand how Autoform DM SSO interacts with your existing infrastructure and to learn about the other systems involved, look through the information in the Technology and SSO Flow part of this guide.

Formpipe Will Work with You to Make the Required Infrastructure Configuration Changes

Although Formpipe manages the Autoform DM SSO implementation and completes all implementation stages involving Formpipe software or Formpipe Cloud infrastructure, we will work with you to make specific configuration changes to your infrastructure so that we can advance the implementation process.

At that time, you will need to follow the instructions on the Configure Microsoft Entra ID (Formpipe Cloud Customers) page of this guide.

You can reach out to your Formpipe implementation contact with any questions.