Tutorial: Azure Active Directory integration with Clarizen One

In this tutorial, you'll learn how to integrate Clarizen One with Azure Active Directory (Azure AD). When you integrate Clarizen One with Azure AD, you can:

  • Control in Azure AD who has access to Clarizen One.
  • Enable your users to be automatically signed-in to Clarizen One with their Azure AD accounts.
  • Manage your accounts in one central location - the Azure portal.

Prerequisites

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.
  • Clarizen One single sign-on (SSO) enabled subscription.

Scenario description

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

  • Clarizen One supports IDP initiated SSO.

Note

Identifier of this application is a fixed string value so only one instance can be configured in one tenant.

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

  1. Sign in to the Azure portal using either a work or school account, or a personal Microsoft account.
  2. On the left navigation pane, select the Azure Active Directory service.
  3. Navigate to Enterprise Applications and then select All Applications.
  4. To add new application, select New application.
  5. In the Add from the gallery section, type Clarizen One in the search box.
  6. Select Clarizen One 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 Clarizen One

Configure and test Azure AD SSO with Clarizen One 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 Clarizen One.

To configure and test Azure AD SSO with Clarizen One, perform the following steps:

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

Configure Azure AD SSO

Follow these steps to enable Azure AD SSO in the Azure portal.

  1. In the Azure portal, on the Clarizen One application integration page, find the Manage section and select single sign-on.

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

  3. 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

  4. On the Set up Single Sign-On with SAML page, perform the following steps:

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

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

  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 One section, copy the appropriate URL(s) as per your requirement.

    Copy configuration URLs

Create an Azure AD test user

In this section, you'll create a test user in the Azure portal called B.Simon.

  1. From the left pane in the Azure portal, select Azure Active Directory, select Users, and then select All users.
  2. Select New user at the top of the screen.
  3. In the User properties, follow these steps:
    1. In the Name field, enter B.Simon.
    2. In the User 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. Click Create.

Assign the Azure AD test user

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

  1. In the Azure portal, select Enterprise Applications, and then select All applications.
  2. In the applications list, select Clarizen One.
  3. In the app's overview page, find the Manage section and select Users and groups.
  4. Select Add user, then select Users and groups in the Add Assignment dialog.
  5. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.
  6. 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.
  7. In the Add Assignment dialog, click the Assign button.

Configure Clarizen One SSO

  1. In a different web browser window, sign in to your Clarizen One 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 Clarizen One test user

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

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

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

  1. Sign in to your Clarizen One 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 SSO

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

  • Click on Test this application in Azure portal and you should be automatically signed in to the Clarizen One for which you set up the SSO.

  • You can use Microsoft My Apps. When you click the Clarizen One tile in the My Apps, you should be automatically signed in to the Clarizen One for which you set up the SSO. For more information about the My Apps, see Introduction to the My Apps.

Next steps

Once you configure Clarizen One 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.