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Configure Custom SMS Gateway and Templates

In scenarios such as Login Authentication, Registration, Forgot Password, and VPN Two-Factor, SMS verification codes may be used to confirm the user's identity and prevent impersonation or identity theft.

The IDaaS platform provides SMS notification functions. It pre-configures and registers notification templates for possible scenarios in advance, and enables the IDaaS built-in SMS gateway by default. At the same time, the IDaaS platform also supports custom SMS gateways and SMS notification templates for various scenarios. Subsequently, your configuration will be called to send SMS and verification code-related information to users at the appropriate time and in the appropriate scenario.

TIP

Currently, custom gateways support Huawei Cloud, Alibaba Cloud, Xiaoshui Intelligence, Zhutong Technology, and Montnets Cloud Communications. Enterprises need to register and purchase messaging and SMS services from the above service providers in advance.

Prerequisites

  • Administrator permissions for the IDaaS Enterprise Center.
  • You have applied for an account with the gateway vendor and registered notification templates for various scenarios, and have obtained the template ID or code. For details, refer to each vendor's documentation.
  • Montnets Cloud Communications gateway supports users sending SMS with custom SMS templates, without needing to configure a template ID or code.

Configuration Flow

Steps

Procedure

  1. Log in to the IDaaS Enterprise Center, choose Settings > Enterprise Configuration from the top navigation bar, and select SMS Gateway Configuration.

    Steps

  2. Select Domestic SMS Gateway, choose Custom Gateway as the gateway type, and fill in the basic gateway configuration. Different service providers require different gateway information.

    TIP

    • If you need to send SMS to Hong Kong, Macao, Taiwan, or international mobile numbers, you can configure the international SMS gateway. Currently, the international SMS custom gateway service providers only support Huawei Cloud and Alibaba Cloud. You need to apply for and enable international/Hong Kong, Macao, and Taiwan SMS services on the corresponding SMS service provider platform.
    • The international SMS configuration process is the same as the domestic SMS gateway configuration process.

    Steps

    SMS Service Provider is Huawei Cloud

    For configuration details, refer to the Huawei Cloud Message & SMS MSGSMS Help Documentation. Key parameters are described below.

    ParameterDescription
    SMS Service ProviderHuawei Cloud
    AccessKey IDHuawei Cloud SMS application APP_Key
    AccessKey SecretHuawei Cloud SMS application APP_Secret
    SMS SignatureSignature information created according to user identity, must be approved by Huawei Cloud before use
    Verification Code Signature Channel NumberSignature channel number after Huawei Cloud SMS signature approval
    Notification Signature Channel NumberSignature channel number after Huawei Cloud SMS signature approval
    APP Access AddressAPP access address assigned by the system after Huawei Cloud SMS application creation

    DANGER

    • You need to apply for two SMS signatures with consistent names in Huawei Cloud, with signature types of verification code and notification respectively.
    • When applying for SMS templates, for verification code sending templates, select the verification code type signature as the affiliated signature. For notification templates such as password reset, select the notification type signature.
    • In sending scenarios, the template ID for the password reset sending scenario is a notification type SMS signature template, and other scenarios use verification code type SMS signature templates.

    SMS Service Provider is Alibaba Cloud

    For configuration details, refer to the Alibaba Cloud SMS Service Help Documentation. Key parameters are described below.

    ParameterDescription
    AccessKey IDAccessKey Description AccessKeyId is used to identify users
    AccessKey SecretAccessKeySecret is the key used to verify users
    SMS SignatureSMS signature name, must be approved in the Alibaba Cloud SMS console before use

    SMS Service Provider is Xiaoshui Intelligence

    ParameterDescription
    UsernameAccount name obtained when the customer opened an account on the Xiaoshui Intelligence platform
    SecretPassword obtained when the customer opened an account on the Xiaoshui Intelligence platform

    SMS Service Provider is Zhutong Technology

    ParameterDescription
    UsernameAccount name obtained when the customer opened an account on the Zhutong Technology platform
    PasswordPassword obtained when the customer opened an account on the Zhutong Technology platform
    SMS SignatureRegistered SMS signature
    User Extension InformationUser-defined information, returned when the user obtains the status report

    SMS Service Provider is Montnets Cloud Communications

    ParameterDescription
    AccountAccount obtained when the customer opened an account on the Montnets Cloud Communications platform
    PasswordPassword obtained when the customer opened an account on the Montnets Cloud Communications platform
    IP AddressIP address configured when the customer opened an account on the Montnets Cloud Communications platform
  3. After basic configuration is complete, configure SMS sending scenario notification templates according to project requirements. Both Chinese and English SMS template configurations are supported.

  4. According to the scenarios used, the administrator creates corresponding SMS templates on the SMS service provider platform, and fills in the generated SMS template ID/CODE.

    Steps

    The Montnets Cloud Communications gateway uses the system built-in SMS template by default and supports user customization.

    Steps

  5. After configuration, click Test, select a test user, and an SMS test will be sent.

    Steps

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