Tutorial: Configure Templafy for automatic user provisioning

The objective of this tutorial is to demonstrate the steps to be performed in Templafy and Azure Active Directory (Azure AD) to configure Azure AD to automatically provision and de-provision users and/or groups to Templafy.

Note

This tutorial describes a connector built on top of the Azure AD User 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 Azure Active Directory.

This connector is currently in Public Preview. For more information on the general Microsoft Azure terms of use for Preview features, see Supplemental Terms of Use for Microsoft Azure Previews.

Prerequisites

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

  • An Azure AD tenant.
  • A Templafy tenant.
  • A user account in Templafy with Admin permissions.

Assigning users to Templafy

Azure Active Directory uses a concept called assignments to determine which users should receive access to selected apps. In the context of automatic user provisioning, only the users and/or groups that have been assigned to an application in Azure AD are synchronized.

Before configuring and enabling automatic user provisioning, you should decide which users and/or groups in Azure AD need access to Templafy. Once decided, you can assign these users and/or groups to Templafy by following the instructions here:

Important tips for assigning users to Templafy

  • It is recommended that a single Azure AD user is assigned to Templafy to test the automatic user provisioning configuration. Additional users and/or groups may be assigned later.

  • When assigning a user to Templafy, you must select any valid application-specific role (if available) in the assignment dialog. Users with the Default Access role are excluded from provisioning.

Setup Templafy for provisioning

Before configuring Templafy for automatic user provisioning with Azure AD, you will need to enable SCIM provisioning on Templafy.

  1. Sign in to your Templafy Admin Console. Click on Administration.

    Templafy Admin Console

  2. Click on Authentication Method.

    Screenshot of the Templafy administration section with the Authentication method option called out.

  3. Copy the SCIM Api Key value. This value will be entered in the Secret Token field in the Provisioning tab of your Templafy application in the Azure portal.

    A screenshot of the S C I M A P I key.

To configure Templafy for automatic user provisioning with Azure AD, you need to add Templafy from the Azure AD application gallery to your list of managed SaaS applications.

To add Templafy from the Azure AD application gallery, perform the following steps:

  1. In the Azure portal, in the left navigation panel, select Azure Active Directory.

    The Azure Active Directory button

  2. Go to Enterprise applications, and then select All applications.

    The Enterprise applications blade

  3. To add a new application, select the New application button at the top of the pane.

    The New application button

  4. In the search box, enter Templafy, select Templafy in the results panel, and then click the Add button to add the application.

    Templafy in the results list

Configuring automatic user provisioning to Templafy

This section guides you through the steps to configure the Azure AD provisioning service to create, update, and disable users and/or groups in Templafy based on user and/or group assignments in Azure AD.

Tip

You may also choose to enable SAML-based single sign-on for Templafy , following the instructions provided in the Templafy Single sign-on tutorial. Single sign-on can be configured independently of automatic user provisioning, though these two features compliment each other.

To configure automatic user provisioning for Templafy in Azure AD:

  1. Sign in to the Azure portal. Select Enterprise Applications, then select All applications.

    Enterprise applications blade

  2. In the applications list, select Templafy.

    The Templafy link in the Applications list

  3. Select the Provisioning tab.

    Screenshot of the Manage options with the Provisioning option called out.

  4. Set the Provisioning Mode to Automatic.

    Screenshot of the Provisioning Mode dropdown list with the Automatic option called out.

  5. Under the Admin Credentials section, input https://scim.templafy.com/scim in Tenant URL. Input the SCIM API Key value retrieved earlier in Secret Token. Click Test Connection to ensure Azure AD can connect to Templafy. If the connection fails, ensure your Templafy account has Admin permissions and try again.

    Tenant URL + Token

  6. In the Notification Email field, enter the email address of a person or group who should receive the provisioning error notifications and check the checkbox - Send an email notification when a failure occurs.

    Notification Email

  7. Click Save.

  8. Under the Mappings section, select Synchronize Azure Active Directory Users to Templafy.

    Templafy User Mappings

  9. Review the user attributes that are synchronized from Azure AD to Templafy in the Attribute Mapping section. The attributes selected as Matching properties are used to match the user accounts in Templafy for update operations. Select the Save button to commit any changes.

    Templafy User Attributes

  10. Under the Mappings section, select Synchronize Azure Active Directory Groups to Templafy.

    Templafy Group Mappings

  11. Review the group attributes that are synchronized from Azure AD to Templafy in the Attribute Mapping section. The attributes selected as Matching properties are used to match the groups in Templafy for update operations. Select the Save button to commit any changes.

    Templafy Group Attributes

  12. To configure scoping filters, refer to the following instructions provided in the Scoping filter tutorial.

  13. To enable the Azure AD provisioning service for Templafy, change the Provisioning Status to On in the Settings section.

    Provisioning Status Toggled On

  14. Define the users and/or groups that you would like to provision to Templafy by choosing the desired values in Scope in the Settings section.

    Provisioning Scope

  15. When you are ready to provision, click Save.

    Saving Provisioning Configuration

    This operation starts the initial synchronization of all users and/or groups defined in Scope in the Settings section. The initial sync takes longer to perform than subsequent syncs, which occur approximately every 40 minutes as long as the Azure AD provisioning service is running. You can use the Synchronization Details section to monitor progress and follow links to provisioning activity report, which describes all actions performed by the Azure AD provisioning service on Templafy.

    For more information on how to read the Azure AD provisioning logs, see Reporting on automatic user account provisioning

Additional resources

Next steps