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.

Prerequisites

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

Scenario description

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

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:

  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 and then select the All Applications option.

    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 Templafy, select Templafy from result panel then click Add button to add the application.

    Templafy 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 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:

  1. Configure Azure AD Single Sign-On - to enable your users to use this feature.
  2. Configure Templafy 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 Templafy test user - to have a counterpart of Britta Simon in Templafy 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 Templafy, perform the following steps:

  1. In the Azure portal, on the Templafy 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 Edit icon to open Basic SAML Configuration dialog.

    Edit Basic SAML Configuration

  4. On the Basic SAML Configuration section, perform the following steps:

    Templafy Domain and URLs single sign-on information

    In the Sign-on URL text box, type a URL using the following pattern: https://<CLIENTSUBDOMAIN>.templafy.com

    Note

    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.

  5. 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.

    image

  6. 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 http://schemas.xmlsoap.org/ws/2005/05/identity/claims
    surname user.surname http://schemas.xmlsoap.org/ws/2005/05/identity/claims
    emailaddress user.mail http://schemas.xmlsoap.org/ws/2005/05/identity/claims
    streetaddress user.streetaddress http://schemas.xmlsoap.org/ws/2005/05/identity/claims
    city user.city http://schemas.templafy.com/2016/06/identity/claims
    postalcode user.postalcode http://schemas.xmlsoap.org/ws/2005/05/identity/claims
    stateorprovince user.state http://schemas.xmlsoap.org/ws/2005/05/identity/claims
    country user.country http://schemas.xmlsoap.org/ws/2005/05/identity/claims
    jobtitle user.jobtitle http://schemas.templafy.com/2016/06/identity/claims
    department user.department http://schemas.templafy.com/2016/06/identity/claims
    phonenumber user.telephonenumber http://schemas.templafy.com/2016/06/identity/claims
    facsimilenumber user.facsimiletelephonenumber http://schemas.templafy.com/2016/06/identity/claims
    upn user.userprincipalname http://schemas.xmlsoap.org/ws/2005/05/identity/claims
    nameidentifier user.mail http://schemas.xmlsoap.org/ws/2005/05/identity/claims

    a. Click Add new claim to open the Manage user claims dialog.

    image

    image

    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.

  7. 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.

    The Certificate download link

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.

  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 Templafy.

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

    Enterprise applications blade

  2. In the applications list, select Templafy.

    The Templafy 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, then click the Select button at the bottom of the screen.

  6. 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.

  7. 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.

Additional Resources