SMS Gateway

If you want to send passcodes to users via SMS messages, then an SMS gateway service is required to deliver passcode to users, such as Twilio.com


To set up a SAM service in Twilio, follow the steps below.

First, you need to buy a phone number

In the Twilio console, navigate to "Phone Numbers\Manage\Active numbers"

Click the "Buy a number" button

Click the "Buy" button next to the number that you want to buy

Make sure that the Capabilities include SMS and Voice

Scroll down the screen

Check "I agree..."

Click "Buy ..."

Click "Close"


If your Twilio account is a trial account, then you are allowed to send SMS messages to phone numbers that are registered in your Twilio account. 

Navigate to "Phone Numbers\Verfied Called IDs"

Click "Add a new Caller ID"

Enter the phone number that you want to use for testing

Click "Submit"






Finally, you need to create a messaging service 

Navigate to "Messaging\Services"

Click "Create Messaging Service"

Enter a name in the "Messaging Service friendly name" box

Click "Create Message Service"

Click "Add Senders"

Select "Phone Number" as the "Sender Type",

Click "Continue"

Check the phone number to be used as the Sender

Click "Add Phone Numbers"

Click "Step 3: Setup Integration"

Select "Send a webhook"

In both the Request URL and Callback URL boxes, enter

https://your-dualshield-fqdn:8074/sso/callback/twilio/sms

Replace "your-dualshield-fqdn" with the real FQDN of your DualShield server, e.g. https://mfa.deepnetid.com:8074/sso/callback/twilio/sms 

Scroll down the screen

Click "Step 4: Add compliance info"

Click "Complete Messaging Service Setup"

Click "Try sending a message"





Login to your Twilio account

Copy out the ACCOUNT SID, AUTH TOKEN and PHONE NUMBER

Login to your DualShield Admin Console

Navigate to "Configuration | Gateways"

Click the "CREATE" button


Fill in the following details

ItemValue
TypeSMS
NameEnter a name, e.g. Twilio SMS
DomainsSelect all domains
Enabled
Two-Way
ProviderTwilio
UsernameACCOUNT SID in Twilio
PasswordAUTH TOKEN in Twilio
api_fromPhone number in Twilio


Click "SAVE & TEST"

Click TEST to send a test message

Click CANCEL to finish it


Email Gateway

If you want to send passcodes to users via email messages, then an email gateway is required. Typically, the email gateway would be your own Exchange server.


An email gateway connects to an email server, such as an Exchange server, via the SMTP protocol. 

In the DualShield Admin Console, navigate to Configuration | Gateways

Click CREATE

Select EMAIL as the Type

Provide the following details

FieldValue
Namename of the email gateway
DomainsSelect all domains
Enabled
Server URIIP address or FQDN of the email server
PortPort number of the SMTP connection to the email server, e.g. 25
Transport Layer Security (TLS)Tick this box if the SMTP connection requires TCP
Secure Socket Layer (SSL)Tick this box if the SMTP connection requires SSL
Authentication RequiredTick this box if the SMTP connection requires authentication

Click SAVE & TEST

Enter an email address in From and To

Click "TEST"

Click CANCEL to dismiss the test window

The email gateway has been created & tested successfully. 


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