Skip to content

docs: ask for the IdP metadata URL instead of four values - #635

Merged
eseidel merged 1 commit into
mainfrom
docs/saml-metadata-url
Aug 28, 2026
Merged

docs: ask for the IdP metadata URL instead of four values#635
eseidel merged 1 commit into
mainfrom
docs/saml-metadata-url

Conversation

@eseidel

@eseidel eseidel commented Aug 28, 2026

Copy link
Copy Markdown
Contributor

Follow-up to #633, and the docs half of a matching admin change.

Admin can now import a SAML connection straight from an IdP metadata document, so the ask to the customer drops from four values to two: a metadata URL and their email domain. This rewrites "What to send Shorebird" around that.

  • The three IdP values (entity ID, SSO URL, signing certificate) move under If your IdP publishes no metadata URL, since Google Workspace and friends only offer metadata as a download. The PEM note stays there with them.
  • The Okta walkthrough's last step now asks for the metadata URL rather than pointing at the values table.
  • Certificate rotation becomes "email us and we'll re-read your metadata" instead of "send us the new certificate".
  • Adds IdP to the Vale sentence-case heading exceptions, for the new heading.

The admin-side change (metadata fetch + parse, "Import from metadata" dialog) is a separate PR in _shorebird. This page is accurate either way — the metadata URL is already what the merged version recommends as the shortcut — so it doesn't need to land in lockstep.

Context: McAfee's identity engineer asked for exactly this doc yesterday, and Josh has already sent them the link, so the sooner the ask is two things instead of four, the better.

npm run build passes with all internal links valid.

@eseidel
eseidel requested a review from easymac August 28, 2026 21:58
Admin can now import a SAML connection straight from an IdP metadata
document, so the ask to the customer is a metadata URL plus their email
domain. The three IdP values stay on the page as the fallback for
providers like Google Workspace that only offer metadata as a download.

Certificate rotation is now a re-read of the same metadata rather than a
fresh certificate by email.
@eseidel
eseidel force-pushed the docs/saml-metadata-url branch from db40614 to 92f03bc Compare August 28, 2026 22:05
@eseidel
eseidel enabled auto-merge (squash) August 28, 2026 22:06
@eseidel
eseidel merged commit 2ceb0ba into main Aug 28, 2026
5 checks passed
@eseidel
eseidel deleted the docs/saml-metadata-url branch August 28, 2026 22:07
eseidel added a commit that referenced this pull request Aug 29, 2026
The metadata-URL change in #635 left a few spots still framed around the
old "send us four values" ask:

- The intro and the multi-domain bullet still said "the values".
- The note about members with existing Google/Microsoft accounts had
  ended up inside the no-metadata-URL subsection, so it read as applying
  only to that path. It applies to everyone; moved it back up.
- Okta step 6 still led with "View SAML setup instructions" rather than
  the metadata link.
- Certificate rotation said Shorebird re-reads your metadata, which is
  not true for a connection created from hand-entered values.

Also documents that Shorebird keeps every signing certificate the
metadata lists, so publishing the new certificate alongside the old one
makes a rotation a non-event, and labels the fallback table's Okta
column as an example, since that section is aimed at providers that
publish no metadata URL.
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

2 participants