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Table of Contents

Setup Checklist

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	Set-up Checklist
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1. Planning Tasks

Complete the Identity Implementation Worksheet after meeting with your Aspenware representative to kick off the implementation and send it to your Aspenware representative.
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title Required

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title	Prerequisite

2. Infrastructure Tasks

Set Up Azure Architecture
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title Required
Set Up SSL and DNS for Identity URL
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title required
Set Up Email for Integration
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title required
Add your GTM ID for Google Analytics tracking and configure GTM according to documentation (coming soon)
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title requiredoptional
Set Up Twilio for Integration
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title optional
Terms and Conditions configuration
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title optional

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colour	Yellow
title	Prerequisite

3. Identity Tasks

Configure Settings and Language Strings
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- Required Identity Settings
- Email Template Customization Settings
- Create Account/Claim Account Settings
- General Messaging and Hard-Coded Error Messages
- Login Page Language Strings
- Reset Password Page Language Strings
- Create Account Page Language Strings
- Claim Account Language Strings
- Force Password Reset Language Strings

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colour	Yellow
title	Prerequisite

Configure Theming for Identity
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title Required
Configure Multiple Store-Fronts and Identity
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title optional

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title	PREREQUISITE

4. Commerce Tasks

Install and Enable the Identity Plugin in Aspenware Commerce

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title	PREREQUISTE

Prerequisite Tasks

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	Prerequisites Tasks Excerpt
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Set Up Azure Architecture
Identity requires Azure setup to create the web application and database and encryption keys in the Azure Key Vault. The Identity App Service can and should exist within the App Service Plan that also hosts Commerce and Arrival App Services. The Identity database stores configuration for the Aspenware Identity application. This database can consistently be set to an s3 service level under normal and increased traffic times. One database is used for both production and test.
- Identity may be integrated into the same version of Unity utilized by Commerce and Arrival if applicable. The Unity server needs to be able to accept inbound traffic from Identity. Aspenware will work with you on secure security measures to ensure required traffic for Identity to work is allowed.
Set Up SSL and DNS

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Ensure that you have set up service with your chosen email provider and securely share the required API keys and additional fields with your Aspenware Representative.

(Optional) Set up GTM for Google Analytics Tracking

COMING SOON!See Google Analytics for Identity for information and a configuration guide for this feature.

(Optional) Set Up Twilio for Integration

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(Optional)Marketing Email Opt In/Out

COMING SOON: Identity can be configured to allow guests to opt in to or out of marketing emails as part of the account creation or sign-in processContact your Aspenare Representative to discuss implementing this feature.

(Optional/Restricted)Loyalty Program Enrollment

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Find and install the Identity Plugin
1. In the Aspenware Commerce admin panel go to Configuration > Local Plugins
2. Search the list for ExternalAuth Methods : Identity Authentication
3. Select Install.
4. Once installation is complete, select Restart application to apply changes at the top of the page.

Info
NOTE: This restart can take up to 7 minutes to complete and should occur during low-traffic times.

Configure Identity External Authentication
1. Go to Configuration > External Authentication
  1. If the Identity plugin has been successfully installed you will see it on the admin screen.
2. Select Configure.
  1. Enter your OpenID, ClientID, and OpenID ClientSecret (these are created and provided by Aspenware).
  2. In the Authority to use when connecting to OpenID field enter the web address (URL) that will be using Identity.
  3. Select Save.
3. Return to the External Authentication Admin page and select Edit.
  1. Select the check box under the Is active column then select Update.