Tutorial: Azure Active Directory integration with TrackVia

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

  • You can control in Azure AD who has access to TrackVia.
  • You can enable your users to be automatically signed-in to TrackVia (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 TrackVia, you need the following items:

  • An Azure AD subscription. If you don't have an Azure AD environment, you can get one-month trial here
  • TrackVia single sign-on enabled subscription

Scenario description

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

  • TrackVia supports SP and IDP initiated SSO

  • TrackVia supports Just In Time user provisioning

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

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

    TrackVia 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 TrackVia 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 TrackVia needs to be established.

To configure and test Azure AD single sign-on with TrackVia, 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 TrackVia 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 TrackVia test user - to have a counterpart of Britta Simon in TrackVia 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 TrackVia, perform the following steps:

  1. In the Azure portal, on the TrackVia 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, if you wish to configure the application in IDP initiated mode, perform the following step:

    TrackVia Domain and URLs single sign-on information

    In the Identifier text box, type a URL: TrackVia

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

    image

    In the Sign-on URL text box, type a URL using the following pattern: https://companyname.trackvia.com

    Note

    The Sign-on URL value is not real. Update the value with the actual Sign-on URL. Contact TrackVia 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.

  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 TrackVia section, copy the appropriate URL(s) as per your requirement.

    Copy configuration URLs

    a. Login URL

    b. Azure AD Identifier

    c. Logout URL

Configure TrackVia Single Sign-On

  1. In different browser window, sign on to your TrackVia company site as an administrator.

  2. Click on Track via My Account settings and then select Single Sign On tab, perform the following steps:

    TrackVia configuration

    a. In the Identity Provider Entity ID textbox, paste Azure AD Identifier value, which you have copied from the Azure portal.

    b. Select the Choose File to upload the metadata file that you downloaded from the Azure portal.

    c. Click Save

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 TrackVia.

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

    Enterprise applications blade

  2. In the applications list, select TrackVia.

    The TrackVia 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 TrackVia test user

In this section, a user called Britta Simon is created in TrackVia. TrackVia 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 TrackVia, a new one is created after authentication.

Note

If you need to create a user manually, contact TrackVia support team.

Test single sign-on

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

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

Additional Resources