Tutorial: Azure Active Directory single sign-on (SSO) integration with Clever

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

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

To learn more about SaaS app integration with Azure AD, see What is application access and single sign-on with Azure Active Directory.

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.
  • Clever single sign-on (SSO) enabled subscription.

Scenario description

In this tutorial, you configure and test Azure AD SSO in a test environment.

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 Clever into Azure AD, you need to add Clever 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 Clever in the search box.
  6. Select Clever 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 Clever

Configure and test Azure AD SSO with Clever 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 Clever.

To configure and test Azure AD SSO with Clever, complete the following building blocks:

  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 Clever SSO - to configure the single sign-on settings on application side.
    1. Create Clever test user - to have a counterpart of B.Simon in Clever 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 Clever 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 edit/pen icon for Basic SAML Configuration to edit the settings.

    Edit Basic SAML Configuration

  4. On the Basic SAML Configuration section, enter the values for the following fields:

    a. In the Sign on URL text box, type a URL using the following pattern: https://clever.com/in/<companyname>

    b. In the Identifier (Entity ID) text box, type the URL: https://clever.com/oauth/saml/metadata.xml

    c. In the Reply URL text box, type a URL using the following pattern: https://clever.com/<companyname>

    Note

    These values are not real. Update these values with the actual Sign-on URL and Reply URL. Contact Clever Client support team to get the value. You can also refer to the patterns shown in the Basic SAML Configuration section in the Azure portal.

  5. On the Set up single sign-on with SAML page, In the SAML Signing Certificate section, click copy button to copy App Federation Metadata Url and save it on your computer.

    The Certificate download link

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 Clever.

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

  2. In the applications list, select Clever.

  3. In the app's overview page, find the Manage section and select Users and groups.

    The "Users and groups" link

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

    The Add User link

  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're expecting any role value in the SAML assertion, in the Select Role dialog, select the appropriate role for the user from the list and then click the Select button at the bottom of the screen.

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

Configure Clever SSO

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

  2. In the toolbar, click Instant Login.

    Instant Login

    Note

    Before you can Test single sign-on, You have to contact Clever Client support team to enable Microsoft 365 SSO in the back end.

  3. On the Instant Login page, perform the following steps:

    SSO configuration in Instant Login page

    a. Type the Login URL.

    Note

    The Login URL is a custom value. Contact Clever Client support team to get this value.

    b. As Identity System, select ADFS.

    c. In the Metadata URL textbox, paste App Federation Metadata Url value which you have copied from the Azure portal.

    d. Click Save.

Create Clever test user

To enable Azure AD users to sign to Clever, they must be provisioned into Clever.

In case of Clever, Work with Clever Client support team to add the users in the Clever platform. Users must be created and activated before you use single sign-on.

Note

You can use any other Clever user account creation tools or APIs provided by Clever to provision Azure AD user accounts.

Test SSO

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

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

Additional resources