Tutorial: Integrate CPQSync by Cincom with Azure Active Directory

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

  • Control in Azure AD who has access to CPQSync by Cincom.
  • Enable your users to be automatically signed-in to CPQSync by Cincom 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.
  • CPQSync by Cincom single sign-on (SSO) enabled subscription.

Scenario description

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

  • CPQSync by Cincom supports SP and IDP initiated SSO

To configure the integration of CPQSync by Cincom into Azure AD, you need to add CPQSync by Cincom 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 CPQSync by Cincom in the search box.
  6. Select CPQSync by Cincom 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 single sign-on for CPQSync by Cincom

Configure and test Azure AD SSO with CPQSync by Cincom 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 CPQSync by Cincom.

To configure and test Azure AD SSO with CPQSync by Cincom, 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 CPQSync by Cincom SSO - to configure the Single Sign-On settings on application side.
    1. Create CPQSync by Cincom test user - to have a counterpart of B.Simon in CPQSync by Cincom 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 CPQSync by Cincom 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, if you wish to configure the application in IDP initiated mode, enter the values for the following fields:

    a. In the Identifier text box, type a URL using the following pattern: https://cincom.oktapreview.com/sso/saml2/<CUSTOMURL>

    b. In the Reply URL text box, type a URL using the following pattern: https://cincom.okta.com/sso/saml2/<CUSTOMDOMAIN>

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

    In the Sign-on URL text box, type a URL: https://cincom.okta.com/

    Note

    These values are not real. Update these values with the actual Identifier and Reply URL. Contact CPQSync by Cincom 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. On the Set up Single Sign-On with SAML page, in the SAML Signing Certificate section, find Certificate (Raw) and select Download to download the certificate and save it on your computer.

    The Certificate download link

  7. On the Set up CPQSync by Cincom section, copy the appropriate URL(s) based on 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 CPQSync by Cincom.

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

  2. In the applications list, select CPQSync by Cincom.

  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 CPQSync by Cincom SSO

To configure single sign-on on CPQSync by Cincom side, you need to send the downloaded Certificate (Raw) and appropriate copied URLs from Azure portal to CPQSync by Cincom support team. They set this setting to have the SAML SSO connection set properly on both sides.

Create CPQSync by Cincom test user

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

Test SSO

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

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

Additional resources