Tutorial: Azure Active Directory integration with Templafy
In this tutorial, you learn how to integrate Templafy with Azure Active Directory (Azure AD). Integrating Templafy with Azure AD provides you with the following benefits:
- You can control in Azure AD who has access to Templafy.
- You can enable your users to be automatically signed-in to Templafy (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 Templafy, you need the following items:
- An Azure AD subscription. If you don't have an Azure AD environment, you can get a free account
- Templafy single sign-on enabled subscription
In this tutorial, you configure and test Azure AD single sign-on in a test environment.
- Templafy supports SP initiated SSO
- Templafy supports Just In Time user provisioning
Adding Templafy from the gallery
To configure the integration of Templafy into Azure AD, you need to add Templafy from the gallery to your list of managed SaaS apps.
To add Templafy 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 Templafy, select Templafy 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 Templafy 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 Templafy needs to be established.
To configure and test Azure AD single sign-on with Templafy, you need to complete the following building blocks:
- Configure Azure AD Single Sign-On - to enable your users to use this feature.
- Configure Templafy 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 Templafy test user - to have a counterpart of Britta Simon in Templafy 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 Templafy, perform the following steps:
In the Azure portal, on the Templafy 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:
In the Sign-on URL text box, type a URL using the following pattern:
The value is not real. Update the value with the actual Sign-On URL. Contact Templafy Client support team to get the value. You can also refer to the patterns shown in the Basic SAML Configuration section in the Azure portal.
Templafy application expects the SAML assertions in a specific format. Configure the following claims for this application. You can manage the values of these attributes from the User Attributes section on application integration page. On the Set up Single Sign-On with SAML page, click Edit button to open User Attributes dialog.
In the User Claims section on the User Attributes dialog, edit the claims by using Edit icon or add the claims by using Add new claim to configure SAML token attribute as shown in the image above and perform the following steps:
Name Source Attribute Namespace givenname user.givenname
a. Click Add new claim to open the Manage user claims dialog.
b. In the Name textbox, type the attribute name shown for that row.
c. In the Namespace textbox, enter the namespace value shown for that row.
d. Select Source as Attribute.
e. From the Source attribute list, type the attribute value shown for that row.
f. Click Ok
g. Click Save.
On the Set up Single Sign-On with SAML page, In the SAML Signing Certificate section, click copy button to copy App Federation Metadata Url and save it on your computer.
Configure Templafy Single Sign-On
To configure single sign-on on Templafy side, you need to send the App Federation Metadata Url to Templafy 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.
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 Templafy.
In the Azure portal, select Enterprise Applications, select All applications, then select Templafy.
In the applications list, select Templafy.
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 Templafy test user
In this section, a user called Britta Simon is created in Templafy. Templafy supports just-in-time user provisioning, which is enabled by default. There is no action item for you in this section. If a user doesn't already exist in Templafy, a new one is created after authentication.
Test single sign-on
In this section, you test your Azure AD single sign-on configuration using the Access Panel.
When you click the Templafy tile in the Access Panel, you should be automatically signed in to the Templafy for which you set up SSO. For more information about the Access Panel, see Introduction to the Access Panel.