Who is this article for?

Administrators considering implementation of Ideagen Quality Management 7.2.

An understanding of Ideagen Quality Management is recommended.

Ideagen Quality Management 7.2 introduces several new features, including Single Sign-On (SSO) support for Microsoft Azure, new user import options, and further expanding the functionality of the Ideagen Quality Management web.

This article is split into the following sections:

1. Feature Changes
   1. Single Sign-On (SSO) for Windows and Web
   2. Import Users from Excel
   3. Administration Module in the Web
2. Product Improvements
3. How to Upgrade to Ideagen Quality Management 7.2
4. Further Reading

1. Feature Changes

1.1. Single Sign-On (SSO) for Windows and Web

This update has introduced Single Sign-On (SSO) support for the Windows and Web clients including support for electronic signatures.

This feature provides the following benefits:

• Enables staff in your organisation, to use Single Sign-On (SSO) to log in, ensuring a secure authentication that meets modern policy requirements including multi-factor authentication (MFA).
• End users can use their organisation credentials to log in to reduce or eliminate the need to remember specific passwords.
• ‘Just in Time’ provisioning can be activated, meaning that when a user signs in using Single Sign-On (SSO) the system will create a new user if they do not already exist.

Note: All users will still have a choice available to use Ideagen Quality Management Authentication, i.e. use a Ideagen Quality Management username and password, on both the Windows client and web interface.

Ready to implement Single Sign-On (SSO)? Visit Getting Started with Single Sign-On (SSO) for more details.

1.2. Import Users from Excel

Users can now be imported from a Microsoft Excel spreadsheet. The template for the import is available within the Administration module and allows the benefit of self-serving your user creation.

Want to import users? Visit How to Import Users from Microsoft Excel for more details.

1.3. Administration Module in the Web

Ideagen Quality Management 7.2 further expands the functionality available in the Ideagen Quality Management web client and now includes Administration functionality. This provides administrators with the benefit that they don't need to switch between Windows and Web clients when performing tasks.

Note: Ideagen Quality Management 7.2 includes QMS administration only. Message Designer and IMS functionality is only available in the Windows client.

Ready to switch to web? Visit the Ideagen Quality Management 7 Web Help pages for more information on how to use these features.

Known Issue: There is a warning displayed when saving changes to Settings and Default in the Administration module. This does not affect functionality but may alarm users. Please visit Error When Saving Settings and Defaults on Ideagen Quality Management Web for more details.

2. Product Improvements

3. How to Upgrade to Ideagen Quality Management 7.2

3.1. Saas Customers:

1. Contact your Account Manager to schedule an upgrade service.

Note: If you intend to implement Single Sign-On (SSO) as part of the upgrade then your account manager will be able to provide further guidance on the process.

3.2. On-Premise Customers:

1. Contact your Account Manager to discuss an upgrade service.

OR

1. Contact your Account Manager to request the installation files.
2. Download the installation files.
3. Follow the steps outlined at How to Perform a Ideagen Quality Management 7 Upgrade to upgrade your system.

4. Further Reading

• Getting Started with Single Sign-On (SSO)
• How to Configure Single Sign-On (SSO)
• Single Sign-On (SSO) Glossary of Terms
• How to Import Users from Microsoft Excel
• How to Perform a Ideagen Quality Management 7 Upgrade