Tutorial: Azure Active Directory integration with BetterWorks

In this tutorial, you learn how to integrate BetterWorks with Azure Active Directory (Azure AD). Integrating BetterWorks with Azure AD provides you with the following benefits:

  • You can control in Azure AD who has access to BetterWorks.
  • You can enable your users to be automatically signed-in to BetterWorks (Single Sign-On) with their Azure AD accounts.
  • You can manage your accounts in one central location - the Azure portal.

If you want to know more details about SaaS app integration with Azure AD, see What is application access and single sign-on with Azure Active Directory. If you don't have an Azure subscription, create a free account before you begin.

Prerequisites

To configure Azure AD integration with BetterWorks, you need the following items:

  • An Azure AD subscription. If you don't have an Azure AD environment, you can get a free account
  • BetterWorks single sign-on enabled subscription

Scenario description

In this tutorial, you configure and test Azure AD single sign-on in a test environment.

  • BetterWorks supports SP and IDP initiated SSO

To configure the integration of BetterWorks into Azure AD, you need to add BetterWorks from the gallery to your list of managed SaaS apps.

To add BetterWorks from the gallery, perform the following steps:

  1. In the Azure portal, on the left navigation panel, click the Azure Active Directory icon.

    The Azure Active Directory button

  2. Navigate to Enterprise Applications and then select the All Applications option.

    The Enterprise applications blade

  3. To add a new application, click the New application button at the top of the dialog.

    The New application button

  4. In the search box, type BetterWorks, select BetterWorks from the result panel then click the Add button to add the application.

    BetterWorks in the results list

Configure and test Azure AD single sign-on

In this section, you configure and test Azure AD single sign-on with BetterWorks based on a test user called Britta Simon. For single sign-on to work, a link relationship between an Azure AD user and the related user in BetterWorks needs to be established.

To configure and test Azure AD single sign-on with BetterWorks, you need to complete the following building blocks:

  1. Configure Azure AD Single Sign-On - to enable your users to use this feature.
  2. Configure BetterWorks Single Sign-On - to configure the Single Sign-On settings on application side.
  3. Create an Azure AD test user - to test Azure AD single sign-on with Britta Simon.
  4. Assign the Azure AD test user - to enable Britta Simon to use Azure AD single sign-on.
  5. Create BetterWorks test user - to have a counterpart of Britta Simon in BetterWorks that is linked to the Azure AD representation of user.
  6. Test single sign-on - to verify whether the configuration works.

Configure Azure AD single sign-on

In this section, you enable Azure AD single sign-on in the Azure portal.

To configure Azure AD single sign-on with BetterWorks, perform the following steps:

  1. In the Azure portal, on the BetterWorks application integration page, select Single sign-on.

    Configure single sign-on link

  2. On the Select a Single sign-on method dialog, select SAML/WS-Fed mode to enable single sign-on.

    Single sign-on select mode

  3. On the Set up Single Sign-On with SAML page, click Edit icon to open Basic SAML Configuration dialog.

    Edit Basic SAML Configuration

  4. On the Basic SAML Configuration section, if you wish to configure the application in IDP initiated mode, perform the following steps:

    BetterWorks Domain and URLs single sign-on information

    a. In the Identifier text box, type a URL using the following pattern: https://app.betterworks.com/saml2/metadata/

    b. In the Reply URL text box, type a URL using the following pattern: https://app.betterworks.com/saml2/acs/

  5. Click Set additional URLs and perform the following step if you wish to configure the application in SP initiated mode:

    BetterWorks Domain and URLs single sign-on information

    In the Sign-on URL text box, type a URL using the following pattern: https://app.betterworks.com

    Note

    These values are not real. Update these values with the actual Identifier, Reply URL and Sign-on URL. Contact BetterWorks 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.

  6. Your BetterWorks application expects the SAML assertions in a specific format, which requires you to add custom attribute mappings to your SAML token attributes configuration. The following screenshot shows the list of default attributes. Click Edit icon to open User Attributes dialog.

    image

  7. In the User Claims section on the User Attributes dialog, edit the claims by using Edit icon or add the claims by using Add new claim to configure SAML token attribute as shown in the image above and perform the following steps:

    Name Source Attribute
    saml_token bd189cf6-1701-11e6-8f90-d26992eca2a5

    a. Click Add new claim to open the Manage user claims dialog.

    image

    image

    b. In the Name textbox, type the attribute name shown for that row.

    c. Leave the Namespace blank.

    d. Select Source as Attribute.

    e. From the Source attribute list, type the attribute value shown for that row.

    f. Click Ok

    g. Click Save.

  8. 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.

    The Certificate download link

  9. On the Set up BetterWorks section, copy the appropriate URL(s) as per your requirement.

    Copy configuration URLs

    a. Login URL

    b. Azure AD Identifier

    c. Logout URL

Configure BetterWorks Single Sign-On

To configure single sign-on on BetterWorks side, you need to send the downloaded Federation Metadata XML and appropriate copied URLs from Azure portal to BetterWorks support team. They set this setting to have the SAML SSO connection set properly on both sides.

Create an Azure AD test user

The objective of this section is to create a test user in the Azure portal called Britta Simon.

  1. In the Azure portal, in the left pane, select Azure Active Directory, select Users, and then select All users.

    The "Users and groups" and "All users" links

  2. Select New user at the top of the screen.

    New user Button

  3. In the User properties, perform the following steps.

    The User dialog box

    a. In the Name field enter BrittaSimon.

    b. In the User name field type brittasimon@yourcompanydomain.extension. For example, BrittaSimon@contoso.com.

    c. Select Show password check box, and then write down the value that's displayed in the Password box.

    d. Click Create.

Assign the Azure AD test user

In this section, you enable Britta Simon to use Azure single sign-on by granting access to BetterWorks.

  1. In the Azure portal, select Enterprise Applications, select All applications, then select BetterWorks.

    Enterprise applications blade

  2. In the applications list, select BetterWorks.

    The BetterWorks link in the Applications list

  3. In the menu on the left, select Users and groups.

    The "Users and groups" link

  4. Click the Add user button, then select Users and groups in the Add Assignment dialog.

    The Add Assignment pane

  5. In the Users and groups dialog select Britta Simon in the Users list, then click the Select button at the bottom of the screen.

  6. If you are expecting any role value in the SAML assertion then in the Select Role dialog select the appropriate role for the user from the list, then click the Select button at the bottom of the screen.

  7. In the Add Assignment dialog click the Assign button.

Create BetterWorks test user

In this section, you create a user called Britta Simon in BetterWorks. Work with BetterWorks support team to add the users in the BetterWorks platform. Users must be created and activated before you use single sign-on.

Test single sign-on

In this section, you test your Azure AD single sign-on configuration using the Access Panel.

When you click the BetterWorks tile in the Access Panel, you should be automatically signed in to the BetterWorks for which you set up SSO. For more information about the Access Panel, see Introduction to the Access Panel.

Additional resources