Tutorial: Azure Active Directory integration with Certent Equity Management
In this tutorial, you learn how to integrate Certent Equity Management with Azure Active Directory (Azure AD). Integrating Certent Equity Management with Azure AD provides you with the following benefits:
- You can control in Azure AD who has access to Certent Equity Management.
- You can enable your users to be automatically signed-in to Certent Equity Management (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.
To configure Azure AD integration with Certent Equity Management, you need the following items:
- An Azure AD subscription. If you don't have an Azure AD environment, you can get a free account
- Certent Equity Management single sign-on enabled subscription
In this tutorial, you configure and test Azure AD single sign-on in a test environment.
- Certent Equity Management supports IDP initiated SSO
Adding Certent Equity Management from the gallery
To configure the integration of Certent Equity Management into Azure AD, you need to add Certent Equity Management from the gallery to your list of managed SaaS apps.
To add Certent Equity Management from the gallery, perform the following steps:
In the Azure portal, on the left navigation panel, click Azure Active Directory icon.
Navigate to Enterprise Applications and then select the All Applications option.
To add new application, click New application button on the top of dialog.
In the search box, type Certent Equity Management, select Certent Equity Management from result panel then click Add button to add the application.
Configure and test Azure AD single sign-on
In this section, you configure and test Azure AD single sign-on with Certent Equity Management 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 Certent Equity Management needs to be established.
To configure and test Azure AD single sign-on with Certent Equity Management, you need to complete the following building blocks:
- Configure Azure AD Single Sign-On - to enable your users to use this feature.
- Configure Certent Equity Management Single Sign-On - to configure the Single Sign-On settings on application side.
- Create an Azure AD test user - to test Azure AD single sign-on with Britta Simon.
- Assign the Azure AD test user - to enable Britta Simon to use Azure AD single sign-on.
- Create Certent Equity Management test user - to have a counterpart of Britta Simon in Certent Equity Management that is linked to the Azure AD representation of user.
- 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 Certent Equity Management, perform the following steps:
In the Azure portal, on the Certent Equity Management application integration page, select Single sign-on.
On the Select a Single sign-on method dialog, select SAML/WS-Fed mode to enable single sign-on.
On the Set up Single Sign-On with SAML page, click Edit icon to open Basic SAML Configuration dialog.
On the Set up Single Sign-On with SAML page, 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:
These values are not real. Update these values with the actual Identifier and Reply URL. Contact Certent Integration Analyst assigned by Customer Success Manager to get these values. You can also refer to the patterns shown in the Basic SAML Configuration section in the Azure portal.
Certent Equity Management 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.
For classic SSO, Certent Equity Management application expects few more attributes to be passed back in SAML response. In the User Claims section on the User Attributes dialog, perform the following steps to add SAML token attribute as shown in the below table:
Name Source Attribute COMPANY user.companyname USER user.userprincipalname ROLE user.assignedroles
Please click here to know how to configure Role in Azure AD
a. Click Add new claim to open the Manage user claims dialog.
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 Save.
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 Certent Equity Management section, copy the appropriate URL(s) as per your requirement.
a. Login URL
b. Azure AD Identifier
c. Logout URL
Configure Certent Equity Management Single Sign-On
To configure single sign-on on Certent Equity Management side, you need to send the downloaded Federation Metadata XML and appropriate copied URLs from Azure portal to Certent Integration Analyst assigned by Customer Success Manager. 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.
In the Azure portal, in the left pane, select Azure Active Directory, select Users, and then select All users.
Select New user at the top of the screen.
In the User properties, perform the following steps.
a. In the Name field enter BrittaSimon.
b. In the User name field type
email@example.com. 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 Certent Equity Management.
In the Azure portal, select Enterprise Applications, select All applications, then select Certent Equity Management.
In the applications list, select Certent Equity Management.
In the menu on the left, select Users and groups.
Click the Add user button, then select Users and groups in the Add Assignment dialog.
In the Users and groups dialog select Britta Simon in the Users list, then click the Select button at the bottom of the screen.
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.
In the Add Assignment dialog click the Assign button.
Create Certent Equity Management test user
In this section, you create a user called Britta Simon in Certent Equity Management. Work with Certent Integration Analyst assigned by Customer Success Manager to add the users in the Certent Equity Management 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 Certent Equity Management tile in the Access Panel, you should be automatically signed in to the Certent Equity Management for which you set up SSO. For more information about the Access Panel, see Introduction to the Access Panel.
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