Tutorial: Azure Active Directory integration with Periscope Data
In this tutorial, you learn how to integrate Periscope Data with Azure Active Directory (Azure AD). Integrating Periscope Data with Azure AD provides you with the following benefits:
- You can control in Azure AD who has access to Periscope Data.
- You can enable your users to be automatically signed-in to Periscope Data (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. If you don't have an Azure subscription, create a free account before you begin.
To configure Azure AD integration with Periscope Data, you need the following items:
- An Azure AD subscription. If you don't have an Azure AD environment, you can get one-month trial here
- Periscope Data single sign-on enabled subscription
In this tutorial, you configure and test Azure AD single sign-on in a test environment.
- Periscope Data supports SP initiated SSO
Adding Periscope Data from the gallery
To configure the integration of Periscope Data into Azure AD, you need to add Periscope Data from the gallery to your list of managed SaaS apps.
To add Periscope Data 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 and then select the All Applications option.
To add new application, click New application button on the top of dialog.
In the search box, type Periscope Data, select Periscope Data from result panel then click Add button to add the application.
Configure and test Azure AD single sign-on
In this section, you configure and test Azure AD single sign-on with Periscope Data based on a test user called Britta Simon. For single sign-on to work, a link relationship between an Azure AD user and the related user in Periscope Data needs to be established.
To configure and test Azure AD single sign-on with Periscope Data, you need to complete the following building blocks:
- Configure Azure AD Single Sign-On - to enable your users to use this feature.
- Configure Periscope Data Single Sign-On - to configure the Single Sign-On settings on application side.
- Create an Azure AD test user - to test Azure AD single sign-on with Britta Simon.
- Assign the Azure AD test user - to enable Britta Simon to use Azure AD single sign-on.
- Create Periscope Data test user - to have a counterpart of Britta Simon in Periscope Data that is linked to the Azure AD representation of user.
- Test single sign-on - to verify whether the configuration works.
Configure Azure AD single sign-on
In this section, you enable Azure AD single sign-on in the Azure portal.
To configure Azure AD single sign-on with Periscope Data, perform the following steps:
In the Azure portal, on the Periscope Data application integration page, select Single sign-on.
On the Select a Single sign-on method dialog, select SAML/WS-Fed mode to enable single sign-on.
On the Set up Single Sign-On with SAML page, click Edit icon to open Basic SAML Configuration dialog.
On the Basic SAML Configuration section, perform the following steps:
a. In the Sign on URL text box, type any of the URLs:
b. In the Identifier (Entity ID) text box, type a URL using the following pattern:
The Sign on URL value is not real. Update the values with the actual Sign on URL. Contact Periscope Data Client support team to get this value and the Identifier value you will get from the Configure Periscope Data Single Sign-On section which is explained later in the tutorial. You can also refer to the patterns shown in the Basic SAML Configuration section in the Azure portal.
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.
Configure Periscope Data Single Sign-On
In a different web browser window, sign in to Periscope Data as an Administrator.
Open the gear menu in the bottom left and open the Billing > Security menu and perform the following steps. Only admins have access to these settings.
a. Copy the App Federation Metadata URL from step #5 SAML Signing Certificate and open it in a browser. This will open up an XML document.
b. In the Single Sign-On textbox, select Azure Active Directory.
c. Find the tag SingleSignOnService and paste the Location value in the SSO URL textbox.
d. Find the tag SingleLogoutService and paste the Location value in the SLO URL textbox.
e. Copy the Identifier value for your instance and paste it in Identifier (Entity ID) textbox of Basic SAML Configuration section on Azure portal.
f. Find the first tag of the XML file, copy the value of entityID and paste it in the Issuer textbox.
g. Find the tag IDPSSODescriptor with SAML protocol. Within that section, find the tag KeyDescriptor with use=signing. copy the value of X509Certificate and paste it in the Certificate textbox.
h. Sites with multiple spaces can choose the default space from the Default Space drop down. This will be the space new users get added to when they log in to Periscope Data for the first time and are provisioned through the Active Directory Single Sign On.
i. Finally, click Save and confirm the SSO settings change by typing Logout.
Create an Azure AD test user
The objective of this section is to create a test user in the Azure portal called Britta Simon.
In the Azure portal, in the left pane, select Azure Active Directory, select Users, and then select All users.
Select New user at the top of the screen.
In the User properties, perform the following steps.
a. In the Name field enter BrittaSimon.
b. In the User name field type firstname.lastname@example.org
For example, BrittaSimon@contoso.com
c. Select Show password check box, and then write down the value that's displayed in the Password box.
d. Click Create.
Assign the Azure AD test user
In this section, you enable Britta Simon to use Azure single sign-on by granting access to Periscope Data.
In the Azure portal, select Enterprise Applications, select All applications, then select Periscope Data.
In the applications list, select Periscope Data.
In the menu on the left, select Users and groups.
Click the Add user button, then select Users and groups in the Add Assignment dialog.
In the Users and groups dialog select Britta Simon in the Users list, then click the Select button at the bottom of the screen.
If you are expecting any role value in the SAML assertion then in the Select Role dialog select the appropriate role for the user from the list, then click the Select button at the bottom of the screen.
In the Add Assignment dialog click the Assign button.
Create Periscope Data test user
To enable Azure AD users to log in to Periscope Data, they must be provisioned into Periscope Data. In Periscope Data, provisioning is a manual task.
To provision a user account, perform the following steps:
Log in to Periscope Data as an Administrator.
Click on the Settings icon on the left bottom of the menu and navigate to Permissions.
Click on the ADD USER and perform the following steps:
a. In First Name text box, enter the first name of user like Britta.
b. In Last Name text box, enter the last name of user like Simon.
c. In Email text box, enter the email of user like email@example.com.
d. Click ADD.
Test single sign-on
In this section, you test your Azure AD single sign-on configuration using the Access Panel.
When you click the Periscope Data tile in the Access Panel, you should be automatically signed in to the Periscope Data for which you set up SSO. For more information about the Access Panel, see Introduction to the Access Panel.
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