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 automatically get signed-on 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.

Prerequisites

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

  • An Azure AD subscription
  • A SuccessFactors 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.

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 SuccessFactors from the gallery
  2. Configuring and testing Azure AD single sign-on

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:

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

    The Azure Active Directory button

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

    The Enterprise applications blade

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

    The New application button

  4. In the search box, type SuccessFactors, select SuccessFactors from result panel then click Add button to add the application.

    SuccessFactors in the results list

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, Azure AD needs to know what the counterpart user in SuccessFactors is to a user in Azure AD. In other words, a link relationship between an Azure AD user and the related user in SuccessFactors needs to be established.

In SuccessFactors, 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 SuccessFactors, you need to complete the following building blocks:

  1. Configure Azure AD Single Sign-On - to enable your users to use this feature.
  2. Create an Azure AD test user - to test Azure AD single sign-on with Britta Simon.
  3. Create a SuccessFactors test user - to have a counterpart of Britta Simon in SuccessFactors that is linked to the Azure AD representation of user.
  4. Assign the Azure AD test user - to enable Britta Simon to use Azure AD single sign-on.
  5. 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 and configure single sign-on in your SuccessFactors application.

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

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

    Configure single sign-on link

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

    Single sign-on dialog box

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

    SuccessFactors Domain and URLs single sign-on information

    a. In the Sign-on URL textbox, type a URL using the following pattern:

    https://<companyname>.successfactors.com/<companyname>
    https://<companyname>.sapsf.com/<companyname>
    https://<companyname>.successfactors.eu/<companyname>
    https://<companyname>.sapsf.eu

    b. In the Identifier textbox, type a URL using the following pattern:

    https://www.successfactors.com/<companyname>
    https://www.successfactors.com
    https://<companyname>.successfactors.eu
    https://www.successfactors.eu/<companyname>
    https://<companyname>.sapsf.com
    https://hcm4preview.sapsf.com/<companyname>
    https://<companyname>.sapsf.eu
    https://www.successfactors.cn
    https://www.successfactors.cn/<companyname>

    c. In the Reply URL textbox, type a URL using the following pattern:

    https://<companyname>.successfactors.com/<companyname>
    https://<companyname>.successfactors.com
    https://<companyname>.sapsf.com/<companyname>
    https://<companyname>.sapsf.com
    https://<companyname>.successfactors.eu/<companyname>
    https://<companyname>.successfactors.eu
    https://<companyname>.sapsf.eu
    https://<companyname>.sapsf.eu/<companyname>
    https://<companyname>.sapsf.cn
    https://<companyname>.sapsf.cn/<companyname>

    Note

    These values are not real. Update these values with the actual Identifier, Reply URL, and Sign-On URL. Contact SuccessFactors Client support team to get these values.

  4. On the SAML Signing Certificate section, click Certificate(Base64) and then save the certificate file on your computer.

    The Certificate download link

  5. Click Save button.

    Configure Single Sign-On Save button

  6. On the SuccessFactors Configuration section, click Configure SuccessFactors to open Configure sign-on window. Copy the Sign-Out URL, SAML Entity ID, and 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 SuccessFactors admin portal as an administrator.

  8. Visit Application Security and native to Single Sign On Feature.

  9. Place any value in the Reset Token and click Save Token to enable SAML SSO.

    Configuring single sign-on on app side

    Note

    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.

  10. Native to below screenshot and perform the following actions:

    Configuring single sign-on on app side

    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 SAML Entity ID value which you have copied from the Azure portal.

    d. Select Response(Customer Generated/IdP/AP) 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.

    Note

    The certificate content must have begin certificate and end certificate tags.

  11. Navigate to SAML V2, and then perform the following steps:

    Configuring single sign-on on app side

    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 SAML Single Sign-On Service URL value which you have copied from the Azure portal.

  12. Perform these steps if you want to make the login usernames Case Insensitive.

    Configure Single Sign-On

    a. Visit Company Settings(near the bottom).

    b. select checkbox near Enable Non-Case-Sensitive Username.

    c.Click Save.

    Note

    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.

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

Create an Azure AD test user

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

Create an Azure AD test user

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

  1. In the Azure portal, in the left pane, click the Azure Active Directory button.

    The Azure Active Directory button

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

    The "Users and groups" and "All users" links

  3. To open the User dialog box, click Add at the top of the All Users dialog box.

    The Add button

  4. In the User dialog box, perform the following steps:

    The User dialog box

    a. In the Name box, type BrittaSimon.

    b. In the User name box, type the email address of user Britta Simon.

    c. Select the Show Password check box, and then write down the value that's displayed in the Password box.

    d. Click Create.

Create a 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.

Assign the Azure AD test user

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

Assign the user role

To assign Britta Simon to SuccessFactors, 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 SuccessFactors.

    The SuccessFactors link in the Applications list

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

    The "Users and groups" link

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

    The Add Assignment pane

  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.

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 get automatically signed-on to your SuccessFactors application. For more information about the Access Panel, see Introduction to the Access Panel.

Additional resources