With the upgrade to version Manhattan 4.0, we want to unify and simplify the infrastructure by removing the ProxyPath step. Therefore, together with the upgrade of the backend Pricefx server to Manhattan 4.x, Unity should be deployed locally (deployPricefxApp command) to private clusters.

The legacy infrastructure looks like this:

Open

And this is the new simplified model:

Open

What does it mean for you?

• If you use /unity/* paths and especially if you use generic domains like sfdc.pricefx.eu, dynamics.pricefx.eu or c4c.dynamics.pricefx.eu, this means that you will have to adjust the settings in the CRM application (e.g., Salesforce). The ACS URL, entity ID or callback URL must point to your cluster domain, not the generic domains.
  The main changes are:

  • relayStateURLs should use /app/ instead of /unity/master/*

  • ACS URLs should point to <private-cluster>.pricefx.eu<com>/pricefx/[PARTITION]/saml/consume/[CONFIGURATION]/RelayState=[RELAY_STATE]. The same applies to the Canvas URL. These URLs must not point to the sfdc.pricefx.eu domain.

• If you use an external identity provider (Okta, Azure, etc.), you should check their settings too and adjust them if necessary.

Please follow the steps provided below for a smooth upgrade to version 4.0.

Prerequisites

• Pricefx Operations have installed Unity on the client's cluster.

• Pricefx Operations have set the alias for the app.

Update SAML Configuration in Pricefx Partition

1. Login to the partition with an admin account.

2. Go to Administration > Configuration.

3. Scroll down to the section External Systems > SAML Configuration.

4. Select the SAML Configuration, usually called "DEFAULT" and then scroll down to find the Relay States section at the bottom of the page.

5. Edit the relayStateURL so that it has the following format:
   https://<customer cluster domain name>/app/?partition=<partition name>&applicationEnvironment=salesforce&confName=<config name>
   For example: 
   https://abc-qa.pricefx.eu/app/?partition=company_qa&applicationEnvironment=salesforce&confName=unity_config_qa

6. Save the changes.

Update Salesforce App Configuration

1. Login to Salesforce with an admin account.

2. Click on the Setup icon and open the Setup page.

3. In the Setup menu navigate to Platform Tools > Apps > App Manager.
   A list of all the Managed Apps will be displayed.

4. On the right-hand side of the list, there is a down arrow. Click on it and select Edit.

5. You are now on the Setup page for that App. Scroll down to the Web App Settings section to find the Entity ID and the ACS URL.

6. Update the Entity ID and the ACS URL so that they have the following format:
   https://<customer cluster domain name>/pricefx/<partition name>/saml/consume?RelayState=<Relay State Name>
   For example:
   https://abc-qa.pricefx.eu/pricefx/company_qa/saml/consume?RelayState=quoteConfigurator

7. Scroll down to Canvas App Settings.

8. Update the Canvas App URL so that it has the following format:
   https://<customer cluster domain name>/
   For example:
   https://abc-qa.pricefx.eu

9. Save the changes.

Note: Verify that you can load the page in Salesforce. If you cannot load the page, please take screen shots of each screen detailed above and open a support ticket. You may also check the IdP Certificate in Web App Settings – ensure that the setting is correct. The "Default IdP Certificate" may be set there and this may not be the latest/correct certificate. Consult you Salesforce Admin about which one to use.

 If you are migrating Salesforce Classic the steps will be slightly different and there might be some caching of the Relay State. So you need to also change the name of the relay state in the SAML Config on the partition to <current name>_new which forces Salesforce Classic to update its settings.