Set up Totara Connect
  • 16 Feb 2022
  • 2 minutes to read

Set up Totara Connect


Article Summary

There are several steps to setting up Totara Connect for your Totara sites. First you will need to enable the Totara Connect server, and then configure the Totara Connect client. Make sure you have enabled the Totara Connect client authentication plugin on the client site first.

Please note that Totara Connect is not compatible with guest access. If you want to use Totara Connect it is recommended that you configure alternative enrolment methods and disable guest access on courses where it is used.

To set up a Totara Connect client, follow these steps:

  1. Configure your Totara Connect server settings.
  2. Configure your Totara Connect client settings.
  3. Connect to a Totara Connect server.
  4. Finally, add your Totara Connect client to your Totara Connect server.

Configure Totara Connect server settings

  1. Go to Quick-access menu > Configure features > Shared services settings.
  2. Tick Enable Totara Connect server
  3. Click Save changes

You can also enable password syncing for users by following these steps:

  1. Go to Quick-access menu > Users > Totara Connect server > Settings. 
  2. Tick Sync user passwords.
  3. Click Save changes

Configure Totara Connect client settings

  1. Go to Quick-access menu > Plugins > Authentication > Manage authentication
  2. Click Settings next to Totara Connect client.
  3. Configure the settings
  4. Click Save changes. 
Ensure the Totara Connect client authentication method is enabled by making sure the eye icon ( ) is open alongside it.

Connect to a Totara Connect server

  1. Go to Quick-access menu > Plugins > Authentication > Manage authentication > Totara Connect client > Servers.
  2. Click Connect to new server.
  3. Note down the Client URL and Client setup secret as you'll need this information to complete the setup.

Add a Totara Connect client

  1. Log in as a Site Administrator on the site acting as the Totara Connect server.
  2. Go to Quick-access menu > Users > Totara Connect server > Client systems.
  3. Click Add client.
  4. Enter the details.
  5. Click Add client

When a client has Automatic single sign-on via server assigned, the Site Administrator (and any other users that have accounts on the client) will not be able to sign in from the login screen. If a user needs to access the client site directly, a login page with the parameter ?nosso=1 can be added to the client login address. For example, http://_clientURL_/login/index.php?nosso=1.

Note that this will give access to any user with an active account on the client server (bypassing the SSO server).

Once complete, you'll now see that the Status column shows an Active connection between the server and the client site. A new option will be available on the login page of the client site.

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