# Using Wolters Kluwer Financial Services Administation/Configuring STS

This procedure explains the process for using Wolters Kluwer Financial Services Administration to do the following:

- Login to Wolters Kluwer Financial Services Administration
- Configure STS
  Note: Verify that you have created a self-signed or official certificate before configuring STS.
- Create your account
- Create your organization
- Add users
- Assign roles

Note: You must configure the Transforms.xml file located in the InstallTransformKit-Osprey folder and have created and installed STS and Wolters Kluwer Financial Services Administration. See Configuring Transforms.xml and creating Admin/STS installer for detailed information.

1. Open an internet browser; enter https://localhost/STS to access thinktecture.
2. Click the sign in link to check database connectivity; use the following credentials:
   - Username: Admin1
   - Password: Today123!
3. Click Sign in.
4. In Administration / Server Certificates, verify Current SSL Certificate and Current Signing Certificate are set to the expected certificate. If not, select desired certificate from dropdown.
5. Click on the administration link; verify the following:
   - Endpoint Configuration; verify the following checkboxes are checked and settings present:
     - WS-Federation
     - WS-Trust Message Security
     - Federation Metadata
     - HTTP Port: 80
     - HTTPS Port: 443
6. If troubleshooting is required: to perform any debugging, enter the URL created for the Wolters Kluwer Financial Services Administration tool instead of https://localhost/STS.
7. Log into Wolters Kluwer Financial Services Administration; the URL of Admin is based off the server location specified in the Transforms.xml file.
8. On the Account page, create your account; enter your Account Name and Customer Number (these are required fields). Select Document Generation Services in the Licensed Products section. Click Save.
9. On the Organizations page, create your organization. Repeat this step to create multiple organizations.
10. On the Users page, add your user(s); enter the Username and confirm. Selecting Service Account in the User Status section results in the password never expiring.
11. If selecting Suppress Emails in the User Status section, the account administrator will create the username and password for each user.
12. In the Roles section, verify Manage Document Generation Services and Manage Libraries are selected. These roles are recommended for account administrators.
    Note: The Manage Document Generation Services role allows account administrators to manage users and access Administration. The Manage Libraries role allows account administrators to create aliases.
13. On the User Information page, complete all required fields; note that completing the challenge questions is optional. Click Save.