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

How to Create an Entity by Importing Metadata

Import data from a metadata file to create a federation entity. Importing SAML metadata reduces the amount of configuration that is required to create a partnership.

You can use metadata in the following ways:

• Import data from a remote partner to create a new remote entity
• Import data from a remote partner to update an existing remote entity
• Import data from a local entity to create a new local entity.

  This option is useful to facilitate a migration to CA SiteMinder® Federation Standalone from another federation product.

Note: The product does not support metadata imports to update or restore an existing partnership and local entity. To update an existing local entity, edit the entity and modify the settings that require change. Import metadata only to create a new local entity.

The process for creating a metadata-based entity is as follows:

1. Select a metadata file to serve as the basis for configuring a new entity.
2. Select an entity entry from the metadata file. The file can include several entities, but one entity per file is recommended.
3. (Optional) To configure an entity, select certificates in the metadata file to import.

   These certificates are for various federation functions, such as signing, verification, or single logout.

4. Confirm the entity configuration.

Details about these steps are described in the next sections.