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Tutorial: Microsoft Entra SSO integration with Asset Planner

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In this tutorial, you'll learn how to integrate Asset Planner with Microsoft Entra ID. When you integrate Asset Planner with Microsoft Entra ID, you can:

  • Control in Microsoft Entra ID who has access to Asset Planner.
  • Enable your users to be automatically signed-in to Asset Planner with their Microsoft Entra accounts.
  • Manage your accounts in one central location.

Prerequisites

To get started, you need the following items:

  • A Microsoft Entra subscription. If you don't have a subscription, you can get a free account.
  • Asset Planner single sign-on (SSO) enabled subscription.

Scenario description

In this tutorial, you configure and test Microsoft Entra SSO in a test environment.

  • Asset Planner supports SP initiated SSO.

  • Asset Planner supports Just In Time user provisioning.

To configure the integration of Asset Planner into Microsoft Entra ID, you need to add Asset Planner from the gallery to your list of managed SaaS apps.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > New application.
  3. In the Add from the gallery section, type Asset Planner in the search box.
  4. Select Asset Planner from results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Alternatively, you can also use the Enterprise App Configuration Wizard. In this wizard, you can add an application to your tenant, add users/groups to the app, assign roles, as well as walk through the SSO configuration as well. Learn more about Microsoft 365 wizards.

Configure and test Microsoft Entra SSO for Asset Planner

Configure and test Microsoft Entra SSO with Asset Planner using a test user called B.Simon. For SSO to work, you need to establish a link relationship between a Microsoft Entra user and the related user in Asset Planner.

To configure and test Microsoft Entra SSO with Asset Planner, perform the following steps:

  1. Configure Microsoft Entra SSO - to enable your users to use this feature.
    1. Create a Microsoft Entra test user - to test Microsoft Entra single sign-on with B.Simon.
    2. Assign the Microsoft Entra test user - to enable B.Simon to use Microsoft Entra single sign-on.
  2. Configure Asset Planner SSO - to configure the single sign-on settings on application side.
    1. Create Asset Planner test user - to have a counterpart of B.Simon in Asset Planner that is linked to the Microsoft Entra representation of user.
  3. Test SSO - to verify whether the configuration works.

Configure Microsoft Entra SSO

Follow these steps to enable Microsoft Entra SSO.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

  2. Browse to Identity > Applications > Enterprise applications > Asset Planner > Single sign-on.

  3. On the Select a single sign-on method page, select SAML.

  4. On the Set up single sign-on with SAML page, click the pencil icon for Basic SAML Configuration to edit the settings.

    Edit Basic SAML Configuration

  5. On the Basic SAML Configuration section, perform the following steps:

    a. In the Identifier (Entity ID) text box, type one of the following URLs:

    Identifier
    https://assetplanner.com
    https://us.assetplanner.com
    https://staging.assetplanner.com
    https://training.assetplanner.com

    b. In the Reply URL text box, type a URL using one of the following patterns:

    Reply URL
    https://assetplanner.com/saml/ap_acs/<IDPName>
    https://us.assetplanner.com/saml/ap_acs/<IDPName>
    https://staging.assetplanner.com/saml/ap_acs/<IDPName>
    https://training.assetplanner.com/saml/ap_acs/<IDPName>

    c. In the Sign on URL text box, type one of the following URLs:

    Sign on URL
    https://assetplanner.com
    https://us.assetplanner.com
    https://staging.assetplanner.com
    https://training.assetplanner.com

  6. On the Set up single sign-on with SAML page, in the SAML Signing Certificate section, find Certificate (Base64) and select Download to download the certificate and save it on your computer.

    The Certificate download link

  7. On the Set up Asset Planner section, copy the appropriate URL(s) based on your requirement.

    Copy configuration URLs

Create a Microsoft Entra test user

In this section, you'll create a test user called B.Simon.

  1. Sign in to the Microsoft Entra admin center as at least a User Administrator.
  2. Browse to Identity > Users > All users.
  3. Select New user > Create new user, at the top of the screen.
  4. In the User properties, follow these steps:
    1. In the Display name field, enter B.Simon.
    2. In the User principal name field, enter the username@companydomain.extension. For example, B.Simon@contoso.com.
    3. Select the Show password check box, and then write down the value that's displayed in the Password box.
    4. Select Review + create.
  5. Select Create.

Assign the Microsoft Entra test user

In this section, you'll enable B.Simon to use single sign-on by granting access to Asset Planner.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > Asset Planner.
  3. In the app's overview page, select Users and groups.
  4. Select Add user/group, then select Users and groups in the Add Assignment dialog.
    1. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.
    2. If you are expecting a role to be assigned to the users, you can select it from the Select a role dropdown. If no role has been set up for this app, you see "Default Access" role selected.
    3. In the Add Assignment dialog, click the Assign button.

Configure Asset Planner SSO

To configure single sign-on on Asset Planner side, you need to send the downloaded Certificate (Base64) and appropriate copied URLs from the application configuration to Asset Planner support team. They set this setting to have the SAML SSO connection set properly on both sides.

Create Asset Planner test user

In this section, a user called Britta Simon is created in Asset Planner. Asset Planner supports just-in-time user provisioning, which is enabled by default. There is no action item for you in this section. If a user doesn't already exist in Asset Planner, a new one is created after authentication.

Test SSO

In this section, you test your Microsoft Entra single sign-on configuration with following options.

  • Click on Test this application, this will redirect to Asset Planner Sign-on URL where you can initiate the login flow.

  • Go to Asset Planner Sign-on URL directly and initiate the login flow from there.

  • You can use Microsoft My Apps. When you click the Asset Planner tile in the My Apps, this will redirect to Asset Planner Sign-on URL. For more information, see Microsoft Entra My Apps.

Next steps

Once you configure Asset Planner you can enforce session control, which protects exfiltration and infiltration of your organization’s sensitive data in real time. Session control extends from Conditional Access. Learn how to enforce session control with Microsoft Cloud App Security.