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Bulk Update qTest Users' Authentication Systems from SSO to qTest Internal

Overview

In the case that you cannot update your SSO configuration by the September 9th, 2019 date, we recommend changing your users to internal qTest authentication before the certificate expiration date and then change back to SSO authentication after the above changes have already been applied to your SSO IDP system. To do this, please follow the steps in this article.

Update Users from SSO Authentication to qTest Authentication

  1. Login to qTest as an Administrator.
  2. In qTest, select Administration from your username drop-down menu. 
  3. On the Site Administration page, select the Licenses tab.
  4. In the Licenses section, apply the Authentication System filter so to list all SSO users.
    filter_all_sso_users.png
  5. Select all of your SSO users and then select Batch Actions. Choose Export Users.
    bacth_export_sso_users.png
  6. Open the exported spreadsheet. Remove the Cover page sheet.
    remove_cover_page_sheet.png
  7. In the User List sheet, make the following changes:
    • Remove unnecessary columns, keeping only the following columns:
      • Email
      • SSO User Name
      • First
      • Last
      • Status
      • Auth System
    • Change column header from 'SSO User Name' to 'External Username'
    • Reorder the columns in the following order:
      • Email
      • First
      • Last
      • Auth System
      • External Username
      • Status
  8. After these changes, make sure that your spreadsheet looks like this:
    reconfigured_spreadhseet.png
  9. Change your values in the the Auth System column to Internal.
    change_auth_system_values.png
  10. Save your changes to the spreadsheet.
  11. Navigate back to the Licenses page within qTest Administration. 
  12. Select Batch Action. Choose Update Users (Import)
    update_users_import.png
  13. Upload your newly edited spreadsheet.

qTest will let you know the result of your import process. If you receive the following message, you can know that your users will be changed to Internal Authentication.
internal_auth_validation_message.png

Note: Please do not delete or remove the spreadsheet that you used. You will reuse it later.

Reset qTest User Passwords

After users are changed from SSO authentication to qTest authentication, they may not remember their qTest password. You will have to reset their passwords for them. After doing this, an email will be sent to their email address that contains the Reset Password link. Users can open this link and create new login passwords. Follow these steps:

  1. Login to qTest as an Administrator.
  2. In qTest select Administration from the username drop-down menu.
  3. Select the Licenses tab within Site Administration.
  4. Select all of the users whose passwords you want to reset. 
  5. Select Batch Action, and choose Reset Passwords from the drop-down menu.
    batch_resest_passwords.png

Update Users from qTest Authentication to SSO Authentication

After you have updated your IDP with the new SP certificates, you may want to change your users back to SSO authentication. This is easily done by following these steps:

  1. Login to qTest Manager as an Administrator.
  2. Select Administration from the drop-down menu.
  3. Select the Authentication tab.
  4. Note down the IDP Name of the SSO configuration. For example, note down 'SSO' as in the following screenshot.
    input_idp_name.png
  5. Open the spreadsheet that you used earlier. In the Auth System column, change the text from "Internal" to whatever IDP name that you used in step 4. 
    change_auth_system_to_SSO.png
  6. In qTest site Administration, select the Licenses tab.
  7. Select Batch Actions and choose Update Users (Import) from the drop-down menu.
    batch_action_update.png
  8. Upload your newly edited spreadsheet.

qTest will let you know the result of your import process. You can be sure that your users have been changed to SSO authentication if you receive the following message:

sso_validation_message.png

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