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Version: 8.0All Creatio products

Set up the OAuth 2.0 authorization

OAuth 2.0 protocol to securely authorize third-party apps and web services you integrate with Creatio. This technology does not pass Creatio logins and passwords to third-party apps. OAuth 2.0 also lets you restrict Creatio permissions for the integrated apps. If you use Creatio in the cloud, contact Creatio support to set up OAuth 2.0 authorization for integrated applications.

Before you set up the OAuth 2.0 authorization, set up the Identity Service. Instructions: Set up the Identity Service.

General procedure to set up the OAuth 2.0 authorization for Creatio on-site:

  1. Connect the Identity Service to Creatio. Read more >>>
  2. Set up OAuth 2.0 authorization for third-party app. Read more >>>

1. Connect the Identity Service to Creatio​

  1. Enable the OAuth 2.0 integration in Creatio. To do this, change the status of the "OAuth20Integration" additional feature. Instructions: Change the status of an additional feature for all users (developer documentation).

    As a result, the OAuth 2.0 integrated application section will be displayed in the Application management block of the System Designer (Fig. 1).

    Fig. 1 OAuth 2.0 integrated application section
    Fig. 1 OAuth 2.0 integrated application section

  2. Open the System settings section. To do this, click in the top right → System setup → System settings.

  3. Fill out the system settings.

    System setting

    System setting description

    System setting value

    Authorization server Url for OAuth 2.0 integrations (OAuth20IdentityServerUrl code)

    Website URL you specified in the Sites area of the IIS

    http://localhost:8090/

    Client id for OAuth 2.0 integrations (OAuth20IdentityServerClientId code)

    Client Id you specified in the ClientId parameter of the appsettings.json file

    IdServiceUser

    Client secret for OAuth 2.0 integrations (OAuth20IdentityServerClientSecret code)

    Secrets you specified in the Secrets parameter of the appsettings.json file

    ItIsMyPasswordForIdentityService

  4. Create a default resource. This is a one-time procedure.

    1. Open the OAuth 2.0 integrated application section. To do this, click in the top right → Application management → OAuth 2.0 integrated application.
    2. Click Actions → Create default resource. The operation might take some time.

As a result, the default resource will be created, and the Identity Service will be connected to Creatio.

2. Set up OAuth 2.0 authorization for third-party app​

  1. Open the OAuth 2.0 integrated application section. To do this, click in the top right → Application management → OAuth 2.0 integrated application.

  2. Click New.

  3. Fill out the third-party app parameters.

    Parameter

    Parameter description

    Parameter value

    Name required

    The title that the integration list and logs will use.

    Postman

    Application URL required

    The URL of the third-party app or web service.

    http://www.creatio.com

    Description

    The purpose of the integration.

     

    Active

    The integration status (enabled or disabled).

    Set by default

    System user

    The Creatio user that has sufficient permissions for this integration. We recommend permitting this user only to read and edit the fields the integrated third-party app or web service need to change. For example, if you integrate a web service that passes the currency exchange rates to Creatio, grant permissions only to read and edit the Rate and Start fields of the Currency lookup.

    User for Identity Service authorization

    Creatio automatically populates the "Client Id" and "Client secret" parameters (Fig. 2).

    Fig. 2 Set the client parameters
    Fig. 2 Set the client parameters

  4. Save the changes.

  5. Repeat steps 2-4 for all third-party apps and web services you need to authorize with OAuth 2.0.

See also​

Set up the Identity Service

Update the Identity Service using IIS

Resources​

Tech Hour - Integrate like a boss with Creatio, part 2 (Odata)