Tutorial: Azure Active Directory integration with SurveyMonkey Enterprise

In this tutorial, you learn how to integrate SurveyMonkey Enterprise with Azure Active Directory (Azure AD). Integrating SurveyMonkey Enterprise with Azure AD provides you with the following benefits:

  • You can control in Azure AD who has access to SurveyMonkey Enterprise.
  • You can enable your users to be automatically signed-in to SurveyMonkey Enterprise (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.

Prerequisites

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

  • An Azure AD subscription. If you don't have an Azure AD environment, you can get a free account
  • SurveyMonkey Enterprise single sign-on enabled subscription

Scenario description

In this tutorial, you configure and test Azure AD single sign-on in a test environment.

  • SurveyMonkey Enterprise supports SP and IDP initiated SSO

To configure the integration of SurveyMonkey Enterprise into Azure AD, you need to add SurveyMonkey Enterprise from the gallery to your list of managed SaaS apps.

To add SurveyMonkey Enterprise from the gallery, perform the following steps:

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

    The Azure Active Directory button

  2. Navigate to Enterprise Applications and then select the All Applications option.

    The Enterprise applications blade

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

    The New application button

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

    SurveyMonkey Enterprise 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 SurveyMonkey Enterprise 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 SurveyMonkey Enterprise needs to be established.

To configure and test Azure AD single sign-on with SurveyMonkey Enterprise, you need to complete the following building blocks:

  1. Configure Azure AD Single Sign-On - to enable your users to use this feature.
  2. Configure SurveyMonkey Enterprise Single Sign-On - to configure the Single Sign-On settings on application side.
  3. Create an Azure AD test user - to test Azure AD single sign-on with Britta Simon.
  4. Assign the Azure AD test user - to enable Britta Simon to use Azure AD single sign-on.
  5. Create SurveyMonkey Enterprise test user - to have a counterpart of Britta Simon in SurveyMonkey Enterprise that is linked to the Azure AD representation of user.
  6. 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 SurveyMonkey Enterprise, perform the following steps:

  1. In the Azure portal, on the SurveyMonkey Enterprise application integration page, select Single sign-on.

    Configure single sign-on link

  2. On the Select a Single sign-on method dialog, select SAML/WS-Fed mode to enable single sign-on.

    Single sign-on select mode

  3. On the Set up Single Sign-On with SAML page, click the Edit icon to open the Basic SAML Configuration dialog.

    Edit Basic SAML Configuration

  4. On the Basic SAML Configuration section, the application is pre-configured and the necessary URLs are already pre-populated with Azure. The user needs to save the configuration by clicking the Save button.

    SurveyMonkey Enterprise Domain and URLs single sign-on information

  5. Click Set additional URLs and perform the following step if you wish to configure the application in SP initiated mode:

    SurveyMonkey Enterprise Domain and URLs single sign-on information

    In the Sign-on URL text box, type a URL: https://www.surveymonkey.com/user/sign-in/sso/?ut_source=megamenu

  6. On the Set up Single Sign-On with SAML page, in the SAML Signing Certificate section, click Download to download the Federation Metadata XML from the given options as per your requirement and save it on your computer.

    The Certificate download link

  7. On the Set up SurveyMonkey Enterprise section, copy the appropriate URL(s) as per your requirement.

    Copy configuration URLs

    a. Login URL

    b. Azure AD Identifier

    c. Logout URL

Configure SurveyMonkey Enterprise Single Sign-On

To configure single sign-on on SurveyMonkey Enterprise side, you need to send the downloaded Federation Metadata XML and appropriate copied URLs from Azure portal to SurveyMonkey Enterprise support team. They set this setting to have the SAML SSO connection set properly on both sides.

Create an Azure AD test user

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

  1. In the Azure portal, in the left pane, select Azure Active Directory, select Users, and then select All users.

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

  2. Select New user at the top of the screen.

    New user Button

  3. In the User properties, perform the following steps.

    The User dialog box

    a. In the Name field enter BrittaSimon.

    b. In the User name field type brittasimon@yourcompanydomain.extension. 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 SurveyMonkey Enterprise.

  1. In the Azure portal, select Enterprise Applications, select All applications, and then select SurveyMonkey Enterprise.

    Enterprise applications blade

  2. In the applications list, select SurveyMonkey Enterprise.

    The SurveyMonkey Enterprise link in the Applications list

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

    The "Users and groups" link

  4. Click the Add user button, then select Users and groups in the Add Assignment dialog.

    The Add Assignment pane

  5. In the Users and groups dialog select Britta Simon in the Users list, and then click the Select button at the bottom of the screen.

  6. If you are expecting any role value in the SAML assertion, in the Select Role dialog select the appropriate role for the user from the list, and then click the Select button at the bottom of the screen.

  7. In the Add Assignment dialog click the Assign button.

Create SurveyMonkey Enterprise test user

In this section, you create a user called Britta Simon in SurveyMonkey Enterprise. Work with SurveyMonkey Enterprise support team to add the users in the SurveyMonkey Enterprise platform. Users must be created and activated before you use single sign-on.

Test single sign-on

In this section, you test your Azure AD single sign-on configuration using the Access Panel.

When you click the SurveyMonkey Enterprise tile in the Access Panel, you should be automatically signed in to the SurveyMonkey Enterprise for which you set up SSO. For more information about the Access Panel, see Introduction to the Access Panel.

Additional resources