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Kinetic Platform Documentation
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Integrations LibraryGet in Touch!Kinetic Platform Documentation
Platform Guide
Integrations LibraryGet in Touch!
Platform GuideAPI ReferenceReleasesFAQs

About Kinetic Data

  • 👋 Welcome to Kinetic Data
  • Getting Started
  • Platform Components
  • Platform Architecture
  • Key Terms
  • Roles and Skillsets
  • Training Options
  • Release Notes

What's New

  • What's New in the Documentation Library
    • Updates: February 2023
    • Updates: April 2023
    • Updates: June 2023
    • Updates: November 2023
    • Updates: September 2024
    • Updates: October 2024

Platform Navigation

  • Spaces
  • Kapps

Forms

  • Forms
    • Forms: General tab
    • Forms: Categories tab
    • Forms: Attributes tab
    • Forms: Security tab
    • Forms: Indexes tab
    • Forms: Submissions tab
    • Forms: Workflow tab
    • Forms: Best Practices
  • Form Builder
    • Form Builder Elements
    • Form Builder Element Settings
    • Interacting with Form Builder Elements
    • Understanding Builder-Defined Events
    • Form Builder Best Practices
    • Using Bridged Resources in Forms
  • Working with Forms
    • How to Extend Forms with Custom Widgets and Libraries
    • How to Use Bridges with JavaScript
    • Customizing with JavaScript
    • Best Practices: JavaScript in Forms
    • Working with Attachments
    • How to Mark Fields as Required Using CSS
    • How to Preset Field Values on a Form
    • How to Manipulate Date and Date/Time Fields on a Form
    • How to Style Attachment Fields
    • How to Create Multi-Column Layouts
    • How to Display Checkboxes and Radio Buttons Using Columns
    • How to Validate Fields Before Submitting a Form
    • How to Disable Specific Checkbox or Radio Button Options in a Form
    • How to Display Checkbox and Radio Fields Inline
    • How to Conditionally Show and Hide Form Elements
    • How to Create a Link to an Attachment
    • How to Redirect on Save of a Form
    • How to Limit Attachments by Type, Size, or Quantity
    • How to Conditionally Stop Page Submissions
    • How to Format and Clean User Text
    • How to Create a Review Page with Read-Only Fields
    • How to Mask Field Values for Password Fields
    • How to Enable Structured Logging
    • How to Inspect a Service's Dependencies
    • How to Mass Submit Form Submissions
    • How to Mass Import Form Submissions
    • How to View Submission Search Results with More than 1,000 Entries
    • Understanding Submission Activities

Workflows

  • Workflows
    • Building Workflows
    • Workflow Best Practices
    • Routines
    • Deferrals
    • Runs
    • Looping in Workflows
    • Joins and Junctions in Workflows
    • Initiating Workfows
    • Workflow Testing
    • Error Handling Approaches
    • Using Sources
    • Organizing Workflows
    • Tracking Runs and Errors
    • Optimizing Performance in the Task Engine
    • Workflow Versioning
  • Working with Workflows
    • How to Manage Holidays
    • How to Use a Simple If Statement in a Parameter Field
    • How to Clone a Workflow Node
    • How to Default Date Fields to "Now"
    • How to Transform a Tree into a Routine
    • How to Eliminate Invalid XML Characters
    • Applying Workflow Security
    • Using Ruby with Workflows
    • Workflow Troubleshooting

Integrations

  • Integrations Overview
  • The Kinetic Agent
  • WebAPIs
  • Webhooks
    • Webhook Jobs
    • How to Write Webhook URLs
  • Plugins
    • Connections
      • Working with Connections
      • Operations
      • Working with Operations
    • Bridges
      • Bridge Models
      • Building a Bridge Adapter
      • How to use SSL with the LDAP bridge
      • How to: Bridging with JIRA
      • How to Find Related Models for a Bridge Endpoint
      • How to use LDAP Bridging
      • How to set up a bridge to Kinetic Core Submissions for one of your Forms
    • Filestores
      • File Resources
    • Handlers
      • Using Handlers
      • How to Use the Task Test Harness
  • Integrations Library

Front-End Portals

  • UI/UX Overview
  • Form Rendering Configuration
  • Browser Development Tools
  • How to Test Local React Development in a Virtual Machine
  • Enabling Enterprise Authentication in Your Bundle

Security

  • Security Policies
  • Security Definitions
  • Authentication
    • Single Sign-On Authentication Configuration
      • How to Configure LDAP SSO Support for a Customer-Managed Environment
      • How to Configure SAML SSO Authentication for a Customer-Managed Environment
      • How to Configure LDAP SSO Support for a Hosted Environment
      • How to Configure SAML SSO Authentication for a Hosted Environment
    • Common Access Card Authentication
  • Applying Workflow Security
  • Does Kinetic Request support database encryption at rest?
  • How can I harden/secure my install of Cassandra?
  • Teams
    • Adding and Removing Users from Teams
    • Creating and Removing Teams
    • How to Add Members to a Team
  • Users
    • Creating Users
    • Cloning Users
    • Managing Users
    • How to Reset Your Password
    • How to Update Your Display Name

Customer-Managed Installations

  • Customer Managed Installation Requirements
    • Database Requirements
    • Recommended Deployment Option
    • Recommended Environment Setup
    • Provided Kubernetes Installer Requirements
    • Networking and Connectivity Requirements
    • Network File System (NFS) Requirements
  • Upgrade Guides
    • Upgrading Customer-Managed Kinetic Platform Components in an Air-Gapped Environment
    • Upgrading Customer-Managed Kinetic Platform Components in a Non-Air-Gapped Environment
    • Upgrading Kubernetes Versions in a Non-Air-Gapped Environment
    • Upgrading Kubernetes Versions in an Air-Gapped Environment
    • Upgrading the Kinetic Task Component
    • Upgrading Replicated KOTS
  • Container Registry Usage in Air-Gapped Kubernetes Cluster Kinetic Platform Installation
  • How To Restart Your Server
  • Working with Trusted Certificates in the System Console
  • Data Directory Configuration
  • Common Kubernetes Commands
  • Testing NFS Access and Setting Ownership to Kinetic UUID

Developer Tools

  • Attributes
  • Dataviewer Library
    • Dataviewer Configuration Options
    • How to Add Static Text to Tables or Lists (DataViewer)
    • How to Add a Button to Tables or Lists (DataViewer)
    • How to Set Up the DataViewer Library
  • Typeahead Library
  • Component Library
  • SDK Overview
    • SDK Quick Start
    • SDK Examples & Samples
    • Kinetic SDK Ruby Doc
  • How to Find All References to a Specific Parameter Using the Workflow Parameter Reporter
  • Notifie Library
  • Reporting Overview
    • Reporting Examples
    • Reporting Server Replication
    • How to Set Up a Request by Month - Status Report
    • How to Set Up a Approval Process Report
    • How to Set Up a Form Activity Report
    • How to Set Up a Form Submissions Monthly Report
    • How to Set Up a Form Duration Report
    • How to Set Up a Request - Submitters Report
    • How to Set Up an Aging Report
    • How to Set Up a Submissions by User Report
  • Ruby Documentation and Materials

Troubleshooting

  • Troubleshooting
    • Expired Licenses
    • How to Handle Out Of Memory - PermGen Space
    • Troubleshooting Integration Errors
  • Troubleshooting Kinetic Platform Installations in a Kubernetes Environment

Other

  • Translations
  • Notification Templates
    • Writing Notifications
    • Notification Date Formatting

Single Sign-On Authentication Configuration

Suggest Edits

The guides below provide steps on configuring single sign-on (SSO) based on your installation method.

  • How to Configure LDAP SSO Support for a Customer-Managed Environment
  • How to Configure SAML SSO Authentication for a Customer-Managed Environment
  • How to Configure LDAP SSO Authentication for a Hosted Environment
  • How to Configure SAML SSO Authentication for a Hosted Environment

Updated 9 months ago