Tutorial: Azure Active Directory integration with NetDocuments
In this tutorial, you learn how to integrate NetDocuments with Azure Active Directory (Azure AD).
Integrating NetDocuments with Azure AD provides you with the following benefits:
- You can control in Azure AD who has access to NetDocuments
- You can enable your users to automatically get signed-on to NetDocuments (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.
To configure Azure AD integration with NetDocuments, you need the following items:
- An Azure AD subscription
- A NetDocuments single sign-on enabled subscription
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.
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:
- Adding NetDocuments from the gallery
- Configuring and testing Azure AD single sign-on
Adding NetDocuments from the gallery
To configure the integration of NetDocuments into Azure AD, you need to add NetDocuments from the gallery to your list of managed SaaS apps.
To add NetDocuments from the gallery, perform the following steps:
In the Azure portal, on the left navigation panel, click Azure Active Directory icon.
Navigate to Enterprise applications. Then go to All applications.
To add new application, click New application button on the top of dialog.
In the search box, type NetDocuments.
In the results panel, select NetDocuments, and then click Add button to add the application.
Configuring and testing Azure AD single sign-on
In this section, you configure and test Azure AD single sign-on with NetDocuments based on a test user called "Britta Simon".
For single sign-on to work, Azure AD needs to know what the counterpart user in NetDocuments is to a user in Azure AD. In other words, a link relationship between an Azure AD user and the related user in NetDocuments needs to be established.
In NetDocuments, 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 NetDocuments, you need to complete the following building blocks:
- Configuring Azure AD Single Sign-On - to enable your users to use this feature.
- Creating an Azure AD test user - to test Azure AD single sign-on with Britta Simon.
- Creating a NetDocuments test user - to have a counterpart of Britta Simon in NetDocuments that is linked to the Azure AD representation of user.
- Assigning the Azure AD test user - to enable Britta Simon to use Azure AD single sign-on.
- 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 NetDocuments application.
To configure Azure AD single sign-on with NetDocuments, perform the following steps:
In the Azure portal, on the NetDocuments application integration page, click Single sign-on.
On the Single sign-on dialog, select Mode as SAML-based Sign-on to enable single sign-on.
On the NetDocuments Domain and URLs section, perform the following steps:
a. In the Sign-on URL textbox, type a URL using the following pattern:
b. In the Reply URL textbox, type a URL using the following pattern:
These values are not real. Update these values with the actual Sign-on URL and Reply URL. Contact NetDocuments support team to get these values.
On the SAML Signing Certificate section, click Metadata XML and then save the metadata file on your computer.
Click Save button.
In a different web browser window, log into your NetDocuments company site as an administrator.
Go to Admin.
Click Add and remove users and groups.
Click Configure advanced authentication options.
On the Federated Identity dialog, perform the following steps:
a. As Federated identity server type, select Active Directory Federation Services.
b. Click Choose file, to upload the downloaded metadata file which you have downloaded from Azure portal.
c. Click OK.
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.
To create a test user in Azure AD, perform the following steps:
In the Azure portal, on the left navigation pane, click Azure Active Directory icon.
To display the list of users, go to Users and groups and click All users.
To open the User dialog, click Add on the top of the dialog.
On the User dialog page, perform the following steps:
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 NetDocuments test user
To enable Azure AD users to log in to NetDocuments, they must be provisioned into NetDocuments.
In the case of NetDocuments, provisioning is a manual task.
To provision a user account, perform the following steps:
Sing on to your NetDocuments company site as administrator.
In the menu on the top, click Admin.
Click Add and remove users and groups.
In the Email Address textbox, type the email address of a valid Azure Active Directory account you want to provision, and then click Add User.
The Azure Active Directory account holder will get an email that includes a link to confirm the account before it becomes active. You can use any other NetDocuments user account creation tools or APIs provided by NetDocuments to provision Azure Active Directory 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 NetDocuments.
To assign Britta Simon to NetDocuments, perform the following steps:
In the Azure portal, open the applications view, and then navigate to the directory view and go to Enterprise applications then click All applications.
In the applications list, select NetDocuments.
In the menu on the left, click Users and groups.
Click Add button. Then select Users and groups on Add Assignment dialog.
On Users and groups dialog, select Britta Simon in the Users list.
Click Select button on Users and groups dialog.
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 NetDocuments tile in the Access Panel, you should get automatically signed-on to your NetDocuments application. For more information about the Access Panel, see Introduction to the Access Panel.