Integrate Microsoft Entra ID with E Sales Manager Remix

Article
10/23/2023

In this tutorial, you learn how to integrate Microsoft Entra ID with E Sales Manager Remix.

By integrating Microsoft Entra ID with E Sales Manager Remix, you get the following benefits:

You can control in Microsoft Entra ID who has access to E Sales Manager Remix.
You can enable your users to get signed in automatically to E Sales Manager Remix (single sign-on, or SSO) with their Microsoft Entra accounts.
You can manage your accounts in one central location, the Azure portal.

To learn more about SaaS app integration with Microsoft Entra ID, see What is application access and single sign-on with Microsoft Entra ID?.

Prerequisites

To configure Microsoft Entra integration with E Sales Manager Remix, you need the following items:

A Microsoft Entra subscription
An E Sales Manager Remix SSO-enabled subscription

Note

When you test the steps in this tutorial, we recommend that you do not use a production environment.

To test the steps in this tutorial, follow these recommendations:

Do not use your production environment, unless it is necessary.
If you don't have a Microsoft Entra trial environment, you can get a one-month trial.

Scenario description

In this tutorial, you test Microsoft Entra single sign-on in a test environment.

The scenario outlined in this tutorial consists of two main building blocks:

Adding E Sales Manager Remix from the gallery
Configuring and testing Microsoft Entra single sign-on

Add E Sales Manager Remix from the gallery

To configure the integration of Microsoft Entra ID with E Sales Manager Remix, add E Sales Manager Remix from the gallery to your list of managed SaaS apps by doing the following:

Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
Browse to Identity > Applications > Enterprise applications.
To add a new application, select New application at the top of the window.
In the search box, type E Sales Manager Remix, select E Sales Manager Remix in the results list, and then select Add.

Configure and test Microsoft Entra single sign-on

In this section, you configure and test Microsoft Entra single sign-on with E Sales Manager Remix, based on a test user called "Britta Simon."

For single sign-on to work, Microsoft Entra ID needs to identify the E Sales Manager Remix user and its counterpart in Microsoft Entra ID. In other words, a link relationship between a Microsoft Entra user and the same user in E Sales Manager Remix must be established.

To configure and test Microsoft Entra single sign-on with E Sales Manager Remix, complete the building blocks in the next five sections:

Configure Microsoft Entra single sign-on

Enable Microsoft Entra single sign-on in the Azure portal and configure single sign-on in your E Sales Manager Remix application by doing the following:

Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
Browse to Identity > Applications > Enterprise applications > E Sales Manager Remix application integration page, select Single sign-on.
In the Single sign-on window, in the Single Sign-on Mode box, select SAML-based Sign-on.
Under E Sales Manager Remix Domain and URLs, do the following:

a. In the Sign-on URL box, type a URL in the following format: https://<Server-Based-URL>/<sub-domain>/esales-pc.

b. In the Identifier box, type a URL in the following format: https://<Server-Based-URL>/<sub-domain>/.

c. Note the Identifier value for later use in this tutorial.

Note

The preceding values are not real. Update them with the actual sign-in URL and identifier. To obtain the values, contact E Sales Manager Remix Client support team.
Under SAML Signing Certificate, select Certificate (Base64), and then save the certificate file on your computer.
Select the View and edit all other user attributes check box, and then select the emailaddress attribute.

The Edit Attribute window opens.
Copy the Namespace and Name values. Generate the value in the pattern <Namespace>/<Name>, and save it for later use in this tutorial.
Under E Sales Manager Remix Configuration, select Configure E Sales Manager Remix.

The Configure sign-on window opens.
In the Quick Reference section, copy the sign-out URL and the SAML single sign-on service URL.
Select Save.
Sign in to your E Sales Manager Remix application as an administrator.
At the top right, select To Administrator Menu.
In the left pane, select System settings > Cooperation with external system.
In the Cooperation with external system window, select SAML.
Under SAML authentication setting, do the following:

a. Select the PC version check box.

b. In the Collaboration item section, in the drop-down list, select email.

c. In the Collaboration item box, paste the claim value that you copied earlier (that is, http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress).

d. In the Issuer (entity ID) box, paste the identifier value that you copied earlier from the E Sales Manager Remix Domain and URLs section.

e. To upload your downloaded certificate, select File selection.

f. In the ID provider login URL box, paste the SAML single sign-on service URL that you copied earlier.

g. In Identity Provider Logout URL box, paste the sign-out URL value that you copied earlier.

h. Select Setting complete.

Tip

As you're setting up the app, you can read a concise version of the preceding instructions in the Azure portal. After you've added the app in the Active Directory > Enterprise Applications section, select the Single Sign-On tab, and then access the embedded documentation in the Configuration section at the bottom. For more information about the embedded documentation feature, see Microsoft Entra ID embedded documentation.

Create a Microsoft Entra test user

In this section, you create test user.

Sign in to the Microsoft Entra admin center as at least a User Administrator.
Browse to Identity > Users > All users.
Select New user > Create new user, at the top of the screen.
In the User properties, follow these steps:
1. In the Display name field, enter B.Simon.
2. In the User principal 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. Select Review + create.
Select Create.

Create an E Sales Manager Remix test user

Sign on to your E Sales Manager Remix application as an administrator.
Select To Administrator Menu from the menu at the top right.
Select Your company's settings > Maintenance of departments and employees, and then select Employees registered.
In the New employee registration section, do the following:

a. In the Employee Name box, type the name of the user (for example, Britta).

b. Complete the remaining required fields.

c. If you enable SAML, the administrator cannot sign in from the sign-in page. Grant administrator sign-in privileges to the user by selecting the Admin Login check box.

d. Select Registration.
In the future, to sign in as an administrator, sign in as the user who has administrator permissions and then, at the top right, select To Administrator Menu.

Assign the Microsoft Entra test user

In this section, you enable user Britta Simon to use Azure single sign-on by granting access to E Sales Manager Remix. To do so, do the following:

Assign the user role

Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
Browse to Identity > Applications > Enterprise applications.
In the Applications list, select E Sales Manager Remix.
In the left pane, select Users and groups.
Select Add and then, in the Add Assignment pane, select Users and groups.
In the Users and groups window, in the Users list, select Britta Simon.
Select the Select button.
In the Add Assignment window, select Assign.