Tutorial: Azure Active Directory integration with Autotask Workplace
In this tutorial, you'll learn how to integrate Autotask Workplace with Azure Active Directory (Azure AD). When you integrate Autotask Workplace with Azure AD, you can:
- Control in Azure AD who has access to Autotask Workplace.
- Enable your users to be automatically signed-in to Autotask Workplace with their Azure AD accounts.
- Manage your accounts in one central location - the Azure portal.
To get started, you need the following items:
- An Azure AD subscription. If you don't have a subscription, you can get a free account.
- Autotask Workplace single sign-on (SSO) enabled subscription.
In this tutorial, you configure and test Azure AD single sign-on in a test environment.
- Autotask Workplace supports SP and IDP initiated SSO
Add Autotask Workplace from the gallery
To configure the integration of Autotask Workplace into Azure AD, you need to add Autotask Workplace from the gallery to your list of managed SaaS apps.
- Sign in to the Azure portal using either a work or school account, or a personal Microsoft account.
- On the left navigation pane, select the Azure Active Directory service.
- Navigate to Enterprise Applications and then select All Applications.
- To add new application, select New application.
- In the Add from the gallery section, type Autotask Workplace in the search box.
- Select Autotask Workplace from results panel and then add the app. Wait a few seconds while the app is added to your tenant.
Configure and test Azure AD SSO for Autotask Workplace
Configure and test Azure AD SSO with Autotask Workplace using a test user called B.Simon. For SSO to work, you need to establish a link relationship between an Azure AD user and the related user in Autotask Workplace.
To configure and test Azure AD SSO with Autotask Workplace, perform the following steps:
- Configure Azure AD SSO - to enable your users to use this feature.
- Configure Autotask Workplace SSO - to configure the single sign-on settings on application side.
- Create Autotask Workplace test user - to have a counterpart of B.Simon in Autotask Workplace that is linked to the Azure AD representation of user.
- Test SSO - to verify whether the configuration works.
Configure Azure AD SSO
Follow these steps to enable Azure AD SSO in the Azure portal.
In the Azure portal, on the Autotask Workplace application integration page, find the Manage section and select single sign-on.
On the Select a single sign-on method page, select SAML.
On the Set up single sign-on with SAML page, click the pencil icon for Basic SAML Configuration to edit the settings.
On the Basic SAML Configuration section, If you wish to configure the application in IDP initiated mode, perform the following steps:
a. In the Identifier text box, type a URL using the following pattern:
b. In the Reply URL text box, type a URL using the following pattern:
Click Set additional URLs and perform the following step if you wish to configure the application in SP initiated mode:
In the Sign-on URL text box, type a URL using the following pattern:
These values are not real. Update these values with the actual Identifier, Reply URL and Sign-on URL. Contact Autotask Workplace Client support team to get these values. You can also refer to the patterns shown in the Basic SAML Configuration section in the Azure portal.
On the Set up Single Sign-On with SAML page, in the SAML Signing Certificate section, click Download to download the Federation Metadata XML from the given options as per your requirement and save it on your computer.
On the Set up Autotask Workplace section, copy the appropriate URL(s) as per your requirement.
Create an Azure AD test user
In this section, you'll create a test user in the Azure portal called B.Simon.
- From the left pane in the Azure portal, select Azure Active Directory, select Users, and then select All users.
- Select New user at the top of the screen.
- In the User properties, follow these steps:
- In the Name field, enter
- In the User name field, enter the firstname.lastname@example.org. For example,
- Select the Show password check box, and then write down the value that's displayed in the Password box.
- Click Create.
- In the Name field, enter
Assign the Azure AD test user
In this section, you'll enable B.Simon to use Azure single sign-on by granting access to Autotask Workplace.
- In the Azure portal, select Enterprise Applications, and then select All applications.
- In the applications list, select Autotask Workplace.
- In the app's overview page, find the Manage section and select Users and groups.
- Select Add user, then select Users and groups in the Add Assignment dialog.
- In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.
- 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.
- In the Add Assignment dialog, click the Assign button.
Configure Autotask Workplace SSO
In a different web browser window, Log in to Workplace Online using the administrator credentials.
When configuring the IdP, a subdomain will need to be specified. To confirm the correct subdomain, login to Workplace Online. Once logged in, make note to the subdomain in the URL. The subdomain is the part between the “https://“ and “.awp.autotask.net/“ and should be us, eu, ca, or au.
Go to Configuration > Single Sign-On and perform the following steps:
a. Select the XML Metadata File option, and then upload the downloaded Federation Metadata XML from Azure portal.
b. Click ENABLE SSO.
c. Select the I confirm this information is correct and I trust this IdP check box.
d. Click APPROVE.
If you require assistance with configuring Autotask Workplace, please see this page to get assistance with your Workplace account.
Create Autotask Workplace test user
In this section, you create a user called Britta Simon in Autotask Workplace. Please work with Autotask Workplace support team to add the users in the Autotask Workplace platform.
In this section, you test your Azure AD single sign-on configuration with following options.
Click on Test this application in Azure portal. This will redirect to Autotask Workplace Sign on URL where you can initiate the login flow.
Go to Autotask Workplace Sign-on URL directly and initiate the login flow from there.
- Click on Test this application in Azure portal and you should be automatically signed in to the Autotask Workplace for which you set up the SSO.
You can also use Microsoft My Apps to test the application in any mode. When you click the Autotask Workplace tile in the My Apps, if configured in SP mode you would be redirected to the application sign on page for initiating the login flow and if configured in IDP mode, you should be automatically signed in to the Autotask Workplace for which you set up the SSO. For more information about the My Apps, see Introduction to the My Apps.
Once you configure Autotask Workplace 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.