DocuSign OAuth2.0 Setup Guide for DEMO

This is a guide on setting up the DocuSign Integration in CMiC to use OAuth2.0 to authenticate your users with DocuSign.

What You Need

An account with DocuSign with administrative privileges.

Setting Up Your Integration Key with DocuSign

  1. Create an integration key

  2. Create a secret key

    Note You must store this secret key before saving.

  3. Add your redirect URI

Create an Integration Key

  1. Integration keys can only be created in a demo account. Log in to your demo account at https://account-d.docusign.com/ and go to Settings:

  2. Scroll to the bottom. On the left pane, under Integrations, select Apps and Keys:

  3. In Apps and Keys, under the Apps and Keys Integration section, click on the Add App and Integration Key button:

  4. Add an app name for this integration key and click on the Create App button:

  5. This will create an integration key for your app:

Create a Secret Key

  1. Under the Authentication section, select Yes and click on + Add Secret Key.

    Note Do not check the Require Proof Key for Code Exchange (PKCE) box.

  2. Click on the Copy to Clipboard icon before clicking on Save and store this in a safe place. You will not be able to access it after saving.

Add Your Redirect URI

  1. Scroll down to the Additional Settings section. Under Redirect URIs, click on the Add URI button:

  2. For the format of this URI, add “/SysESign/docuSignAccessToken.do” to the URL used for your application.

    For example, if the URL to your Field application is "www.cmicdemo.com/cmicprod/SdMenu", then the redirect URL will be "www.cmicdemo.com/cmicprod/SysESign/docuSignAccessToken.do".

    Enter your redirect URI in the box that appears below:

  3. Before saving, make sure you have saved the secret key to a safe location. You will not be able to view it again.

    Once you have saved the secret key, you can click on Save at the bottom of the page:

  4. You have now completed the integration key setup for DocuSign:

Adding Your Integration Key and Secret Key to CMiC in Project System Options

  1. Copy the integration key you created from your DocuSign account’s Apps and Keys section:

  2. Go to the Project System Options screen in CMiC Field and find the four DocuSign settings:

    • DocuSign Environment

    • DocuSign OAuth Flag

    • DocuSign Integration Key

    • DocuSign Secret Key

    • For DocuSign Environment:

      • Select DEMO.

    • DocuSign OAuth Flag Checkbox

      • Select this checkbox to enable OAuth2.0.

      • You can switch back to basic authentication by unchecking this box.

    • DocuSign Integration Key

      • Add the integration key for your app.

    • DocuSign Secret Key

      • Add the secret key you generated for your integration key here.

  3. Click on Save at the top:

    Once you save, your settings will be applied.

  4. Step for DBAs to verify argument -DUseSunHttpHandler=true is added to weblogic:

    Note If you are with CMiC DBAs, please create a ticket for Support for this step.

    Please ask your DBAs to add the following line to the startWebLogic.cmd script in Weblogic for all JSP and Collab servers (e.g. app1/app2/collab1/collab2/…) in all environments (e.g. PROD/TEST/TRAIN/CONV/…):

    Copy 
    Set JAVA_OPTIONS=%JAVA_OPTIONS% -DUseSunHttpHandler=true

    You may start sending documents using Oauth2.0. Please review Sending Documents Using DocuSign OAuth2.0 for instructions.

    After 20 documents have successfully been sent in DEMO, the Go-Live process can be started. For further details, see Go-Live Process for Promoting the Integration Key to PROD.