Tutorial: Configure Rouse Sales for automatic user provisioning

Article
10/23/2023

This tutorial describes the steps you need to perform in both Rouse Sales and Microsoft Entra ID to configure automatic user provisioning. When configured, Microsoft Entra ID automatically provisions and de-provisions users and groups to Rouse Sales using the Microsoft Entra provisioning service. For important details on what this service does, how it works, and frequently asked questions, see Automate user provisioning and deprovisioning to SaaS applications with Microsoft Entra ID.

Capabilities Supported

Create users in Rouse Sales.
Remove users in Rouse Sales when they do not require access anymore.
Keep user attributes synchronized between Microsoft Entra ID and Rouse Sales.

Prerequisites

The scenario outlined in this tutorial assumes that you already have the following prerequisites:

A Microsoft Entra tenant.
A user account in Microsoft Entra ID with permission to configure provisioning (for example, Application Administrator, Cloud Application administrator, Application Owner, or Global Administrator).
A Rouse Sales tenant.
A user account in Rouse Sales with Admin permission.

Step 1: Plan your provisioning deployment

Learn about how the provisioning service works.
Determine who will be in scope for provisioning.
Determine what data to map between Microsoft Entra ID and Rouse Sales.

Step 2: Configure Rouse Sales to support provisioning with Microsoft Entra ID

To configure Rouse Sales to support provisioning with Microsoft Entra ID, contact Rouse Sales customer care.

Step 3: Add Rouse Sales from the Microsoft Entra application gallery

Add Rouse Sales from the Microsoft Entra application gallery to start managing provisioning to Rouse Sales. If you have previously setup Rouse Sales for SSO you can use the same application. However it is recommended that you create a separate app when testing out the integration initially. Learn more about adding an application from the gallery here.

Step 4: Define who will be in scope for provisioning

The Microsoft Entra provisioning service allows you to scope who will be provisioned based on assignment to the application and or based on attributes of the user / group. If you choose to scope who will be provisioned to your app based on assignment, you can use the following steps to assign users and groups to the application. If you choose to scope who will be provisioned based solely on attributes of the user or group, you can use a scoping filter as described here.

Start small. Test with a small set of users and groups before rolling out to everyone. When scope for provisioning is set to assigned users and groups, you can control this by assigning one or two users or groups to the app. When scope is set to all users and groups, you can specify an attribute based scoping filter.
If you need additional roles, you can update the application manifest to add new roles.

Step 5: Configure automatic user provisioning to Rouse Sales

This section guides you through the steps to configure the Microsoft Entra provisioning service to create, update, and disable users and/or groups in Rouse Sales based on user and/or group assignments in Microsoft Entra ID.

To configure automatic user provisioning for Rouse Sales in Microsoft Entra ID:

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 Rouse Sales.
Select the Provisioning tab.
Set the Provisioning Mode to Automatic.
In the Admin Credentials section, click on Authorize , make sure that you enter your Rouse Sales account's Admin credentials. Click Test Connection to ensure Microsoft Entra ID can connect to Rouse Sales. If the connection fails , ensure your Rouse Sales account has Admin permissions and try again.
In the Notification Email field, enter the email address of a person or group who should receive the provisioning error notifications and select the Send an email notification when a failure occurs check box.
Select Save.
In the Mappings section, select Synchronize Microsoft Entra users to Rouse Sales.

Review the user attributes that are synchronized from Microsoft Entra ID to Rouse Sales in the Attribute-Mapping section. The attributes selected as Matching properties are used to match the user accounts in Rouse Sales for update operations. If you choose to change the matching target attribute, you will need to ensure that the Rouse Sales API supports filtering users based on that attribute. Select the Save button to commit any changes.

Attribute	Type	Supported for filtering
userName	String	✓
active	Boolean
emails[type eq "work"].value	String
name.givenName	String
name.familyName	String
name.formatted	String
externalId	String

To configure scoping filters, refer to the following instructions provided in the Scoping filter tutorial.
To enable the Microsoft Entra provisioning service for Rouse Sales, change the Provisioning Status to On in the Settings section.
Define the users and/or groups that you would like to provision to Rouse Sales by choosing the desired values in Scope in the Settings section.
When you are ready to provision, click Save.

This operation starts the initial synchronization cycle of all users and groups defined in Scope in the Settings section. The initial cycle takes longer to perform than subsequent cycles, which occur approximately every 40 minutes as long as the Microsoft Entra provisioning service is running.

Step 6: Monitor your deployment

Once you've configured provisioning, use the following resources to monitor your deployment:

Use the provisioning logs to determine which users have been provisioned successfully or unsuccessfully
Check the progress bar to see the status of the provisioning cycle and how close it is to completion
If the provisioning configuration seems to be in an unhealthy state, the application will go into quarantine. Learn more about quarantine states here.

More resources

Next steps

Learn how to review logs and get reports on provisioning activity