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Duo Protection for DocuSign

Duo offers a variety of methods for adding two-factor authentication and flexible security policies to DocuSign SSO logins, complete with inline self-service enrollment and Duo Prompt.

Overview

As business applications move from on-premises to cloud hosted solutions, users experience password fatigue due to disparate logons for different applications. Single sign-on (SSO) technologies seek to unify identities across systems and reduce the number of different credentials a user has to remember or input to gain access to resources.

While SSO is convenient for users, it presents new security challenges. If a user's primary password is compromised, attackers may be able to gain access to multiple resources. In addition, as sensitive information makes its way to cloud-hosted services it is even more important to secure access by implementing two-factor authentication.

Duo Access Gateway

Duo Access Gateway (DAG), our on-premises SSO product, layers Duo's strong authentication and flexible policy engine on top of DocuSign logins using the Security Assertion Markup Language (SAML) 2.0 authentication standard. Duo Access Gateway authenticates your users using existing on-premises or cloud-based directory credentials and prompts for two-factor authentication before permitting access to DocuSign.

Duo Access Gateway is part of the Duo Beyond and Duo Access plans, so you can define policies that enforce unique controls for each individual SSO application. For example, you can require that Salesforce users complete two-factor authentication at every login, but only once every seven days when accessing DocuSign. Duo checks the user, device, and network against an application's policy before allowing access to the application.

Deploy Duo Access Gateway

  1. Install Duo Access Gateway on a server in your DMZ. Follow our instructions for deploying the server, configuring DAG settings, and adding your primary authentication source.

  2. Add the attributes from the table below that correspond to the Duo attributes Mail attribute, First Name attribute, and Last Name attribute in the "Attributes" field when configuring your Active Directory or OpenLDAP authentication source in the DAG admin console, separated by a comma. For example, if Active Directory is your authentication source, enter mail,givenName,sn in the "Attributes" field.

    Duo Attribute Active Directory OpenLDAP
    Mail attribute mail mail
    First Name attribute givenName gn
    Last Name attribute sn sn

    If your organization uses other directory attributes than the ones listed here then enter those attribute names instead. If you've already configured the attributes list for another cloud service provider, append the additional attributes not already present to the list, separated by a comma.

  3. After completing the initial DAG configuration steps, click Applications on the left side of the Duo Access Gateway admin console.

  4. Scroll down the Applications page to the Metadata section. This is the information you need to provide to DocuSign when configuring SSO. Click the Download Certificate link to obtain the token signing certificate (the downloaded file is named "dag.crt").

    DAG Metadata Information

Enable DocuSign SSO

DocuSign SSO cannot initially be configured from the administrative interface. Contact DocuSign Professional Services to have your account enabled for SSO.

Once DocuSign enables SSO on your account, they will also provide you an e-mail with a SAML 2.0 Issuer URI. You will need this information when creating the DocuSign application in Duo.

Example: https://account.docusign.com/organizations/1a234b56-cdef-7g8h-9i01-1234j56k7l89/saml2

If you'd like more information about DocuSign's SSO support contact DocuSign Support.

Create the DocuSign Application in Duo

  1. Log on to the Duo Admin Panel and navigate to Applications.

  2. Click Protect an Application, locate SAML - DocuSign in the applications list, and click Protect this Application. See Getting Started for help.

  3. Enter the DocuSign URI you recieved via email into the DocuSign Issuer URI field.

  4. DocuSign uses the Mail attribute, First name attribute, and Last name attribute when authenticating. We've mapped those to DAG supported authentication source attributes as follows:

    Duo Attribute Active Directory OpenLDAP SAML IdP Google Azure
    Mail attribute mail mail mail email mail
    First name attribute givenName gn givenName given_name givenName
    Last name attribute sn sn sn family_name surname

    If you are using non-standard attributes for your authentication source, check the Custom attributes box and enter the names of the attributes you wish to use instead.

  5. Click Save Configuration to generate a downloadable configuration file.

    Duo DocuSign Application Settings

  6. You can adjust additional settings for your new SAML application at this time — like changing the application's name from the default value, enabling self-service, or assigning a group policy — or come back and change the application's policies and settings after you finish SSO setup. If you do update any settings, click the Save Changes button when done.

  7. Click the Download your configuration file link to obtain the DocuSign application settings (as a JSON file).

    Important: This file contains information that uniquely identifies this application to Duo. Secure this file as you would any other sensitive or password information. Don't share it with unauthorized individuals or email it to anyone under any circumstances!

Add the DocuSign Application to Duo Access Gateway

  1. Return to the Applications page of the DAG admin console session.

  2. Click the Choose File button in the "Add Application" section of the page and locate the DocuSign SAML application JSON file you downloaded from the Duo Admin Panel earlier. Click the Upload button after selecting the JSON configuration file.

  3. The DocuSign SAML application is added.

    DocuSign Application Added

Add & Verify Domain in DocuSign

DocuSign requires that you add and verify the e-mail domain used when signing in to DocuSign. You will need DNS administrative permissions to complete this section.

  1. Log into DocuSign as an administrative user. Click on your user icon in the upper right-hand side. Click on Go to Admin from the dropdown.

  2. On the Admin page click on Domains located under "Organizations" on the left-hand side navigation.

  3. On the "Domains" page click Claim Domain. A new window will appear.

  4. Type the name of your email domain into the Domain Name field on the "Claim a Domain" page. Click Claim.

    Example: If your e-mail addresses are username@example.com you would type example.com as the domain name.

  5. The page will refresh with Validate Your Domain. Follow the directions to add a TXT Token to your DNS records. Click Close.

  6. You will be returned to the "Domains" page. Your domain will have a status of Pending Validation. Once the DNS record is added and propagates out, click the Actions button next to your domain and click Validate from the dropdown.

  7. Once validation is complete the status will change to Active.

    DocuSign Domain Verification

Add Duo Access Gateway to DocuSign

  1. Click on the Identity Providers link under "Organization" on the left-hand side navigation.

  2. On the "Identity Providers" page click Add Identity Provider. You will be taken to a new page.

  3. On the "Identity Provider Settings" page type Duo_Access_Gateway in the Name field.

  4. Copy the Entity ID information from the Duo Access Gateway admin console Metadata display and paste it into the DocuSign Identity Provider Issuer field.

    Example: https://yourserver.example.com/dag/saml2/idp/metadata.php

  5. Copy the SSO URL information from the Duo Access Gateway admin console Metadata display and paste it into the DocuSign Identity Provider Login URL field.

    Example: https://yourserver.example.com/dag/saml2/idp/SSOService.php

  6. Copy the Logout URL information from the Duo Access Gateway admin console Metadata display and paste it into the DocuSign Identity Provider Logout URL field.

    Example: https://yourserver.example.com/dag/saml2/idp/SingleLogoutService.php

  7. Copy the Entity ID information from the Duo Access Gateway admin console Metadata display and paste it into the DocuSign Identity Provider Metadata URL field.

    Example: https://yourserver.example.com/dag/saml2/idp/metadata.php

    DocuSign SAML Configuration

  8. Leave all other fields at their defaults and scroll down to Identity Provider Certificates. Click Add Certificates. Select the dag.crt file you downloaded from the DAG admin console Application page earlier. Upload the certificate.

  9. The page will reload listing the certificate. Click Save.

  10. You will be returned to the "Identity Providers" page with "Duo_Access_Gateway" added and a "Certificate Status" of Valid.

    DocuSign SAML Configuration SSL Cert

Enforce SSO

By default DocuSign will allow you to sign in either with your username and password or SSO. You can modify this setting to mandate SSO for logging into DocuSign.

  1. Click on Domains under "Organizations" in the left-hand side navigation.

  2. Next to your domain name click Actions and select Edit from the dropdown.

  3. On the "Edit Domain Settings" page you can set different restrictions including Require all users to authenticate with the Identity Provider. This will enforce that SSO must be used when logging into DocuSign.

    Note: DocuSign's mobile apps do not currently support log in through SSO. Enforcing SSO will disable the ability to log in through the mobile app.

Verify SSO

You can login to DocuSign by clicking Company Login on the DocuSign website. On the company login page enter in your e-mail address and click Continue. This redirects to the Duo Access Gateway login page. Enter your primary directory logon information, approve Duo two-factor authentication, and get redirected back to the DocuSign site after authenticating.

DAG Login and Authentication Prompt

DocuSign mobile apps do not currently support SSO and users will need to continue to use their normal DocuSign usernames and passwords when logging from these mobile apps. Enforcing SSO will disable the ability to log in through the mobile apps.

Congratulations! Your DocuSign users now authenticate using Duo Access Gateway.

Microsoft AD FS

Microsoft's Active Directory Federation Services (AD FS) is a popular choice for SSO because it easily integrates with the AD identity store many organizations already have deployed. Duo's support for cloud applications and SSO drops in to an existing AD FS installation to provide secondary authentication after a user passes primary authentication (successful Active Directory logon).

If you don't already have AD federation running the first step is to install and configure Microsoft AD FS in your organization. Microsoft's Deployment Guides for AD FS versions 2.0, 2.1, and 3.0 are available on the TechNet site.

Once your AD FS services are up and running, the second step is to configure the SSO partnership between your AD FS service and the external cloud resource, in this case DocuSign. Learn more about configuring DocuSign SSO with AD FS at the DocuSign Support Center.

After you have successfully configured and tested AD FS SSO login to DocuSign using your AD domain credentials, you can then install the Duo AD FS integration. AD FS protection is included with Duo's paid plans.

With the Duo integration for AD FS installed, users pass primary authentication to the AD FS service as usual. Once primary authentication succeeds, users are forwarded to the Duo service for secondary authentication. After approving logon using one of Duo's authentication methods, the user is fully logged in to DocuSign.

Other Identity Partners

Using a third-party SSO provider for cloud application access? Duo partners with leading cloud SSO providers like Okta and OneLogin to secure access with our strong and flexible authentication platform.

You can also use Duo two-factor authentication with CAS and Shibboleth on-premises IdPs.

Troubleshooting

Need some help? Try searching our Knowledge Base articles or Community discussions. For further assistance, contact Support.

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