CA SiteMinder® Federation Standalone Guide › Federation Entity Configuration › How to Create an Entity by Importing Metadata › Metadata File Selection

Metadata File Selection

The first step to create a federation entity based on metadata is to select the metadata file.

Follow these steps:

1. Log in to the Administrative UI.
2. From the Federation tab, select Entities.
3. Click Import Metadata.

   Note: Click Help for a description of fields, controls, and their respective requirements.

4. Browse for the metadata file you want to use to create the entity.
5. Select whether to create a new local or remote entity, or update an existing remote entity.

   Note: The product does not support metadata imports to update an existing partnership and local entity. You can only create a new local entity. To update an existing local entity, edit the entity and modify the settings you want to change. You can update existing remote entities or create new remote entities.

6. Click Next to select entities from the file.

If you select a metadata file with expired entries, the next dialog that the UI displays contains a section listing the expired entries. You cannot select these expired entries; they are displayed for your reference. If all entities in a metadata file are expired, no entities are displayed. In this case, you must upload a new document.

Select an Entity to Import

This procedure assumes that you have already selected a metadata file to create an entity. Select the entity from the file.

Follow these steps:

1. Specify a name for the new entity in the Select Entity Defined in File dialog.

   If you are doing a local import to create an entity, define the partnership name.

2. Click on the option button to select the entity.

   Note: Click Help for a description of fields, controls, and their respective requirements.

3. Click Next.

   The Import Certificates dialog displays if importing metadata for a remote entity and the document includes certificate data.

   If the metadata file that you imported contains certificate entries, you can import these entries.