Tutorial: Configure Workteam for automatic user provisioning

Članak
07/14/2021
4 min. za čitanje

The objective of this tutorial is to demonstrate the steps to be performed in Workteam and Azure Active Directory (Azure AD) to configure Azure AD to automatically provision and de-provision users and/or groups to Workteam.

Note

This tutorial describes a connector built on top of the Azure AD User Provisioning Service. For important details on what this service does, how it works, and frequently asked questions, see Automate user provisioning and deprovisioning to SaaS applications with Azure Active Directory.

This connector is currently in Public Preview. For more information on the general Microsoft Azure terms of use for Preview features, see Supplemental Terms of Use for Microsoft Azure Previews.

Prerequisites

The scenario outlined in this tutorial assumes that you already have the following prerequisites:

An Azure AD tenant.
A Workteam tenant
A user account in Workteam with Admin permissions.

Assigning users to Workteam

Azure Active Directory uses a concept called assignments to determine which users should receive access to selected apps. In the context of automatic user provisioning, only the users and/or groups that have been assigned to an application in Azure AD are synchronized.

Before configuring and enabling automatic user provisioning, you should decide which users and/or groups in Azure AD need access to Workteam. Once decided, you can assign these users and/or groups to Workteam by following the instructions here:

Assign a user or group to an enterprise app

Important tips for assigning users to Workteam

It is recommended that a single Azure AD user is assigned to Workteam to test the automatic user provisioning configuration. Additional users and/or groups may be assigned later.
When assigning a user to Workteam, you must select any valid application-specific role (if available) in the assignment dialog. Users with the Default Access role are excluded from provisioning.

Setup Workteam for provisioning

Before configuring Workteam for automatic user provisioning with Azure AD, you will need to enable SCIM provisioning on Workteam.

Log in into Workteam. Click Organization settings > SETTINGS.
Scroll to bottom and enable the provisioning capabilities of Workteam.
Copy the Base Url and Bearer Token. These values will be entered in the Tenant URLand Secret Token field in the Provisioning tab of your Workteam application in the Azure portal.

Add Workteam from the gallery

To configure Workteam for automatic user provisioning with Azure AD, you need to add Workteam from the Azure AD application gallery to your list of managed SaaS applications.

To add Workteam from the Azure AD application gallery, perform the following steps:

In the Azure portal, in the left navigation panel, select Azure Active Directory.
Go to Enterprise applications, and then select All applications.
To add a new application, select the New application button at the top of the pane.
In the search box, enter Workteam, select Workteam in the results panel, and then click the Add button to add the application.

Configuring automatic user provisioning to Workteam

This section guides you through the steps to configure the Azure AD provisioning service to create, update, and disable users and/or groups in Workteam based on user and/or group assignments in Azure AD.

Tip

You may also choose to enable SAML-based single sign-on for Workteam, following the instructions provided in the Workteam Single sign-on tutorial. Single sign-on can be configured independently of automatic user provisioning, though these two features compliment each other

To configure automatic user provisioning for Workteam in Azure AD:

Sign in to the Azure portal. Select Enterprise Applications, then select All applications.
In the applications list, select Workteam.
Select the Provisioning tab.
Set the Provisioning Mode to Automatic.
Under the Admin Credentials section, input the Base URL and Bearer Token values retrieved earlier in Tenant URL and Secret Token respectively. Click Test Connection to ensure Azure AD can connect to Workteam. If the connection fails, ensure your Workteam account has Admin permissions and try again.
In the Notification Email field, enter the email address of a person or group who should receive the provisioning error notifications and check the checkbox - Send an email notification when a failure occurs.
Click Save.
Under the Mappings section, select Synchronize Azure Active Directory Users to Workteam.
Review the user attributes that are synchronized from Azure AD to Workteam in the Attribute Mapping section. The attributes selected as Matching properties are used to match the user accounts in Workteam for update operations. Select the Save button to commit any changes.
To configure scoping filters, refer to the following instructions provided in the Scoping filter tutorial.
To enable the Azure AD provisioning service for Workteam, change the Provisioning Status to On in the Settings section.
Define the users and/or groups that you would like to provision to Workteam by choosing the desired values in Scope in the Settings section.
When you are ready to provision, click Save.

This operation starts the initial synchronization of all users and/or groups defined in Scope in the Settings section. The initial sync takes longer to perform than subsequent syncs. For more information on how long it will take for users and/or groups to provision, see How long will it take to provision users.

You can use the Current Status section to monitor progress and follow links to your provisioning activity report, which describes all actions performed by the Azure AD provisioning service on Workteam. For more information, see Check the status of user provisioning. To read the Azure AD provisioning logs, see Reporting on automatic user account provisioning.

Additional resources

Next steps

Learn how to review logs and get reports on provisioning activity