Tutorial: Azure Active Directory integration with InsideView

In this tutorial, you learn how to integrate InsideView with Azure Active Directory (Azure AD).

Integrating InsideView with Azure AD provides you with the following benefits:

  • You can control in Azure AD who has access to InsideView
  • You can enable your users to automatically get signed-on to InsideView (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.

Prerequisites

To configure Azure AD integration with InsideView, you need the following items:

  • An Azure AD subscription
  • A InsideView single sign-on enabled subscription

Note

To test the steps in this tutorial, we do not recommend using a production environment.

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

  • Do not use your production environment, unless it is necessary.
  • If you don't have an Azure AD trial environment, you can get a one-month trial here.

Scenario description

In this tutorial, you test Azure AD single sign-on in a test environment. The scenario outlined in this tutorial consists of two main building blocks:

  1. Adding InsideView from the gallery
  2. Configuring and testing Azure AD single sign-on

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

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

  1. In the Azure portal, on the left navigation panel, click Azure Active Directory icon.

    Active Directory

  2. Navigate to Enterprise applications. Then go to All applications.

    Applications

  3. To add new application, click New application button on the top of dialog.

    Applications

  4. In the search box, type InsideView.

    Creating an Azure AD test user

  5. In the results panel, select InsideView, and then click Add button to add the application.

    Creating an Azure AD test user

Configuring and testing Azure AD single sign-on

In this section, you configure and test Azure AD single sign-on with InsideView based on a test user called "Britta Simon."

For single sign-on to work, Azure AD needs to know what the counterpart user in InsideView is to a user in Azure AD. In other words, a link relationship between an Azure AD user and the related user in InsideView needs to be established.

In InsideView, assign the value of the user name in Azure AD as the value of the Username to establish the link relationship.

To configure and test Azure AD single sign-on with InsideView, you need to complete the following building blocks:

  1. Configuring Azure AD Single Sign-On - to enable your users to use this feature.
  2. Creating an Azure AD test user - to test Azure AD single sign-on with Britta Simon.
  3. Creating a InsideView test user - to have a counterpart of Britta Simon in InsideView that is linked to the Azure AD representation of user.
  4. Assigning the Azure AD test user - to enable Britta Simon to use Azure AD single sign-on.
  5. Testing Single Sign-On - to verify whether the configuration works.

Configuring Azure AD single sign-on

In this section, you enable Azure AD single sign-on in the Azure portal and configure single sign-on in your InsideView application.

To configure Azure AD single sign-on with InsideView, perform the following steps:

  1. In the Azure portal, on the InsideView application integration page, click Single sign-on.

    Configure Single Sign-On

  2. On the Single sign-on dialog, select Mode as SAML-based Sign-on to enable single sign-on.

    Configure Single Sign-On

  3. On the InsideView Domain and URLs section, perform the following steps:

    Configure Single Sign-On

    In the Reply URL textbox, type a URL using the following pattern: https://my.insideview.com/iv/<STS Name>/login.iv

    Note

    This value is not real. Update this value with the actual Reply URL. Contact InsideView support team to get this value.

  4. On the SAML Signing Certificate section, click Certificate (Raw) and then save the certificate file on your computer.

    Configure Single Sign-On

  5. Click Save button.

    Configure Single Sign-On

  6. On the InsideView Configuration section, click Configure InsideView to open Configure sign-on window. Copy the SAML Single Sign-On Service URL from the Quick Reference section.

    Configure Single Sign-On

  7. In a different web browser window, log in to your InsideView company site as an administrator.

  8. In the toolbar on the top, click Admin, SingleSignOn Settings, and then click Add SAML.

    SAML Single Sign On Settings

  9. In the Add a New SAML section, perform the following steps:

    Add a New SAML

    a. In the STS Name textbox, type a name for your configuration.

    b. In SamlP/WS-Fed Unsolicited EndPoint textbox, paste the value of SAML Single Sign-On Service URL, which you have copied from Azure portal.

    c. Open your base-64 encoded certificate, which you have downloaded from Azure portal, copy the content of it into your clipboard, and then paste it to the STS Certificate textbox.

    d. In the Crm User Id Mapping textbox, type http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress.

    e. In the Crm Email Mapping textbox, type http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress.

    f. In the Crm First Name Mapping textbox, type http://schemas.xmlsoap.org/ws/2005/05/identity/claims/givenname.

    g. In the Crm lastName Mapping textbox, type http://schemas.xmlsoap.org/ws/2005/05/identity/claims/surname.

    h. Click Save.

Tip

You can now read a concise version of these instructions inside the Azure portal, while you are setting up the app! After adding this app from the Active Directory > Enterprise Applications section, simply click the Single Sign-On tab and access the embedded documentation through the Configuration section at the bottom. You can read more about the embedded documentation feature here: Azure AD embedded documentation

Creating an Azure AD test user

The objective of this section is to create a test user in the Azure portal called Britta Simon.

Create Azure AD User

To create a test user in Azure AD, perform the following steps:

  1. In the Azure portal, on the left navigation pane, click Azure Active Directory icon.

    Creating an Azure AD test user

  2. To display the list of users, go to Users and groups and click All users.

    Creating an Azure AD test user

  3. To open the User dialog, click Add on the top of the dialog.

    Creating an Azure AD test user

  4. On the User dialog page, perform the following steps:

    Creating an Azure AD test user

    a. In the Name textbox, type BrittaSimon.

    b. In the User name textbox, type the email address of BrittaSimon.

    c. Select Show Password and write down the value of the Password.

    d. Click Create.

Creating a InsideView test user

To enable Azure AD users to log in to InsideView, they must be provisioned in to InsideView. In the case of InsideView, provisioning is a manual task.

To get users or contacts created in InsideView, Contact InsideView support team.

Note

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

Assigning the Azure AD test user

In this section, you enable Britta Simon to use Azure single sign-on by granting access to InsideView.

Assign User

To assign Britta Simon to InsideView, perform the following steps:

  1. In the Azure portal, open the applications view, and then navigate to the directory view and go to Enterprise applications then click All applications.

    Assign User

  2. In the applications list, select InsideView.

    Configure Single Sign-On

  3. In the menu on the left, click Users and groups.

    Assign User

  4. Click Add button. Then select Users and groups on Add Assignment dialog.

    Assign User

  5. On Users and groups dialog, select Britta Simon in the Users list.

  6. Click Select button on Users and groups dialog.

  7. Click Assign button on Add Assignment dialog.

Testing single sign-on

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

When you click the InsideView tile in the Access Panel, you should get automatically signed-on to your InsideView application.

Additional resources