Tutorial: Azure Active Directory integration with SuccessFactors
In this tutorial, you learn how to integrate SuccessFactors with Azure Active Directory (Azure AD). Integrating SuccessFactors with Azure AD provides you with the following benefits:
- You can control in Azure AD who has access to SuccessFactors.
- You can enable your users to be automatically signed-in to SuccessFactors (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 SuccessFactors, 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
- SuccessFactors single sign-on enabled subscription
In this tutorial, you configure and test Azure AD single sign-on in a test environment.
- SuccessFactors supports SP initiated SSO
Adding SuccessFactors from the gallery
To configure the integration of SuccessFactors into Azure AD, you need to add SuccessFactors from the gallery to your list of managed SaaS apps.
To add SuccessFactors 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 SuccessFactors, select SuccessFactors 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 SuccessFactors 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 SuccessFactors needs to be established.
To configure and test Azure AD single sign-on with SuccessFactors, you need to complete the following building blocks:
- Configure Azure AD Single Sign-On - to enable your users to use this feature.
- Configure SuccessFactors 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 SuccessFactors test user - to have a counterpart of Britta Simon in SuccessFactors 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 SuccessFactors, perform the following steps:
In the Azure portal, on the SuccessFactors 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 textbox, type a URL using the following pattern:
b. In the Identifier textbox, type a URL using the following pattern:
c. 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, Identifier and Reply URL. Contact SuccessFactors Client support team to get these values.
On the Set up Single Sign-On with SAML page, in the SAML Signing Certificate section, click Download to download the Certificate (Base64) from the given options as per your requirement and save it on your computer.
On the Set up SuccessFactors section, copy the appropriate URL(s) as per your requirement.
a. Login URL
b. Azure Ad Identifier
c. Logout URL
Configure SuccessFactors Single Sign-On
In a different web browser window, log in to your SuccessFactors admin portal as an administrator.
Visit Application Security and native to Single Sign On Feature.
Place any value in the Reset Token and click Save Token to enable SAML SSO.
This value is used as the on/off switch. If any value is saved, the SAML SSO is ON. If a blank value is saved the SAML SSO is OFF.
Native to below screenshot and perform the following actions:
a. Select the SAML v2 SSO Radio Button
b. Set the SAML Asserting Party Name(for example, SAML issuer + company name).
c. In the Issuer URL textbox, paste the Azure AD Identifier value which you have copied from the Azure portal.
d. Select Assertion as Require Mandatory Signature.
e. Select Enabled as Enable SAML Flag.
f. Select No as Login Request Signature(SF Generated/SP/RP).
g. Select Browser/Post Profile as SAML Profile.
h. Select No as Enforce Certificate Valid Period.
i. Copy the content of the downloaded certificate file from Azure portal, and then paste it into the SAML Verifying Certificate textbox.
The certificate content must have begin certificate and end certificate tags.
Navigate to SAML V2, and then perform the following steps:
a. Select Yes as Support SP-initiated Global Logout.
b. In the Global Logout Service URL (LogoutRequest destination) textbox, paste the Sign-Out URL value which you have copied form the Azure portal.
c. Select No as Require sp must encrypt all NameID element.
d. Select unspecified as NameID Format.
e. Select Yes as Enable sp initiated login (AuthnRequest).
f. In the Send request as Company-Wide issuer textbox, paste Login URL value which you have copied from the Azure portal.
Perform these steps if you want to make the login usernames Case Insensitive.
a. Visit Company Settings(near the bottom).
b. Select checkbox near Enable Non-Case-Sensitive Username.
c. Click Save.
If you try to enable this, the system checks if it creates a duplicate SAML login name. For example if the customer has usernames User1 and user1. Taking away case sensitivity makes these duplicates. The system gives you an error message and does not enable the feature. The customer needs to change one of the usernames so it’s spelled different.
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 SuccessFactors.
In the Azure portal, select Enterprise Applications, select All applications, then select SuccessFactors.
In the applications list, select SuccessFactors.
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 SuccessFactors test user
To enable Azure AD users to log in to SuccessFactors, they must be provisioned into SuccessFactors. In the case of SuccessFactors, provisioning is a manual task.
To get users created in SuccessFactors, you need to contact the SuccessFactors support team.
Test single sign-on
In this section, you test your Azure AD single sign-on configuration using the Access Panel.
When you click the SuccessFactors tile in the Access Panel, you should be automatically signed in to the SuccessFactors for which you set up SSO. For more information about the Access Panel, see Introduction to the Access Panel.