Tutorial: Azure Active Directory integration with Clarizen

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

  • You can control in Azure AD who has access to Clarizen.
  • You can enable your users to be automatically signed-in to Clarizen (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 Clarizen, you need the following items:

  • An Azure AD subscription. If you don't have an Azure AD environment, you can get one-month trial here
  • Clarizen single sign-on enabled subscription

Scenario description

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

  • Clarizen supports IDP initiated SSO

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

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

  1. In the Azure portal, on the left navigation panel, click 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 new application, click New application button on the top of dialog.

    The New application button

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

    Clarizen 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 Clarizen 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 Clarizen needs to be established.

To configure and test Azure AD single sign-on with Clarizen, 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 Clarizen 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 Clarizen test user - to have a counterpart of Britta Simon in Clarizen 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 Clarizen, perform the following steps:

  1. In the Azure portal, on the Clarizen 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 Set up Single Sign-On with SAML page, perform the following steps:

    Clarizen Domain and URLs single sign-on information

    a. In the Identifier text box, type a value: Clarizen

    b. In the Reply URL text box, type a URL using the following pattern: https://.clarizen.com/Clarizen/Pages/Integrations/SAML/SamlResponse.aspx

    Note

    These are not the real values. You have to use the actual identifier and reply URL. Here we suggest that you use the unique value of a string as the identifier. To get the actual values, contact the Clarizen support team.

  5. On the Set up Single Sign-On with SAML page, in the SAML Signing Certificate section, click Download to download the Certificate (Base64) from the given options as per your requirement and save it on your computer.

    The Certificate download link

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

    Copy configuration URLs

    a. Login URL

    b. Azure Ad Identifier

    c. Logout URL

Configure Clarizen Single Sign-On

  1. In a different web browser window, sign in to your Clarizen company site as an administrator.

  2. Click your username, and then click Settings.

    Clicking "Settings" under your username

  3. Click the Global Settings tab. Then, next to Federated Authentication, click edit.

    "Global Settings" tab

  4. In the Federated Authentication dialog box, perform the following steps:

    "Federated Authentication" dialog box

    a. Select Enable Federated Authentication.

    b. Click Upload to upload your downloaded certificate.

    c. In the Sign-in URL box, enter the value of Login URL from the Azure AD application configuration window.

    d. In the Sign-out URL box, enter the value of Logout URL from the Azure AD application configuration window.

    e. Select Use POST.

    f. Click Save.

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 Clarizen.

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

    Enterprise applications blade

  2. In the applications list, select Clarizen.

    The Clarizen 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 Clarizen test user

The objective of this section is to create a user called Britta Simon in Clarizen.

If you need to create user manually, please perform following steps:

To enable Azure AD users to sign in to Clarizen, you must provision user accounts. In the case of Clarizen, provisioning is a manual task.

  1. Sign in to your Clarizen company site as an administrator.

  2. Click People.

    Clicking "People"

  3. Click Invite User.

    "Invite User" button

  4. In the Invite People dialog box, perform the following steps:

    "Invite People" dialog box

    a. In the Email box, type the email address of the Britta Simon account.

    b. Click Invite.

    Note

    The Azure Active Directory account holder will receive an email and follow a link to confirm their account before it becomes active.

Test single sign-on

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

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

Additional Resources