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RM Unify - Account matching options when installing apps
Published Date : 12 Sep 2014   Last Updated : 04 Oct 2024   Content Ref: TEC4091729  





Symptoms

As an RM Unify administrator you have chosen to install an app from the App Library. During the installation, you are prompted to choose whether you want accounts for the app to be provisioned via RM Unify, or whether you have pre-existing accounts that you would like to use.


Cause

RM Unify allows users to access their apps via automatic login to those apps' accounts.

For most apps this will be via SSO (single sign-on), where, generally, RM Unify itself has provisioned the user account in the app. 

In some cases, however, user accounts may already exist within an app (i.e prior to setting up RM Unify) and therefore those credentials can instead be used to manually configure the app within RM Unify for a similar kind of automatic sign-in. 



Requirements

This article is not relevant to those apps who have utilised the brownfield user matching functionality (where an app vendor implements a user-matching interface to connect, for example RM Unify User 'DSmith' with App Account 'DSmith').

More information on brownfield matching can be found in 'TEC3175295 - My organisation already uses an RM Unify application, what should I do?' in the Other Useful Articles section below.



Procedure

1. Install the app to the required Launch Pad\s.

Once you have selected your app and chosen to install it to the required Launch Pad\s, click Setup. You will be presented with the following screen (in this example, for the app Fast Tomato):

Match existing accounts

2. Do you have existing users? Yes or No?

You are asked if you have existing users that you would like to link to users in RM Unify (see screenshot below).

No - choose this option to have RM Unify create new accounts in the app now and also in the future (for any user roles who are allocated the Launch Pad the app is installed to).

Yes - choose this option if you want your RM Unify users to link to existing accounts in the app. For all new accounts in RM Unify you will also need to manually create a corresponding user account in the app.

Screenshot showing message

3. Manually enter account credentials if required.

If you chose the Yes option above, then your users will each need to manually configure the app themselves with their own credentials (for the first use only). This type of app is known as a Saved Password App.

  1. As a logged in user, find the app on your Launch Pad.
  2. Click the i icon, top left on the tile and click Edit Settings.
  3. Enter your Application Username and Application Password and then Save.

From this point onwards, when the user clicks the app tile they will be automatically logged in to the app (with their existing account) using the saved credentials.



Possible Issues

In some cases a Saved Password App may also need additional pieces of information, such as a URL, or a school ID etc. This data may be required by the end user, or may need to be entered by the RM Unify admin at an establishment level, by updating the app from within the App Library as so:

  1. Log in as the RM Unify admin, click App Library and search for the Saved Password App.
  2. Click the app and choose Manage.
  3. Click the Other Settings tab, enter the required information and then click Save.


Other Useful Articles

List of RM Unify apps (TEC6216944)

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Document Keywords: spa, brownfield, TEC4091729


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