Connect the Identity Service to Creatio

Identity Service implements OAuth 2.0 in Creatio. Before you connect the Identity Service to Creatio on-site, deploy the Identity Service. Instructions: Deploy the Identity Service.

If you use Creatio in the cloud, the Identity Service is connected out of the box. Proceed to getting OAuth 2.0 credentials. Instructions: Generate OAuth 2.0 client credentials.

To connect the Identity Service to Creatio on-site:

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 applications section will be displayed in the Application management block of the System Designer (Fig. 1).

   Fig. 1 OAuth 2.0 integrated applications 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	Example of system setting value
   Authorization server Url for OAuth 2.0 integrations (OAuth20IdentityServerUrl code)	Website URL you specified in the Sites area of the IIS	[Identity Service URL]
   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 applications section. To do this, click in the top right → Application management → OAuth 2.0 integrated applications.
   2. Click Actions → Create default resource (Fig. 2). The operation might take some time.

   Fig. 2 Create default resource action

   

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

You can set up automated monitoring systems based on OAuth health monitoring. Instructions: OAuth health monitoring. If needed, use Postman to check the health of OAuth functionality. The Postman request collection that tests requests is available in Creatio API documentation.

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See also

Generate OAuth 2.0 client credentials

Deploy the Identity Service

OAuth health monitoring

Update the Identity Service using IIS

Authorize external requests using OAuth 2.0 (developer documentation)

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E-learning courses

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