Tutorial: Integrate Whatfix with Azure Active Directory

In this tutorial, you'll learn how to integrate Whatfix with Azure Active Directory (Azure AD). When you integrate Whatfix with Azure AD, you can:

  • Control in Azure AD who has access to Whatfix.
  • Enable your users to be automatically signed-in to Whatfix with their Azure AD accounts.
  • Manage your accounts in one central location - the Azure portal.

To learn more about SaaS app integration with Azure AD, see What is application access and single sign-on with Azure Active Directory.

Prerequisites

To get started, you need the following items:

  • An Azure AD subscription. If you don't have a subscription, you can get one-month free trial here.
  • Whatfix single sign-on (SSO) enabled subscription.

Scenario description

In this tutorial, you configure and test Azure AD SSO in a test environment. Whatfix supports SP and IDP initiated SSO

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

  1. Sign in to the Azure portal using either a work or school account, or a personal Microsoft account.
  2. On the left navigation pane, select the Azure Active Directory service.
  3. Navigate to Enterprise Applications and then select All Applications.
  4. To add new application, select New application.
  5. In the Add from the gallery section, type Whatfix in the search box.
  6. Select Whatfix from results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Configure and test Azure AD single sign-on

Configure and test Azure AD SSO with Whatfix using a test user called Britta Simon. For SSO to work, you need to establish a link relationship between an Azure AD user and the related user in Whatfix.

To configure and test Azure AD SSO with Whatfix, complete the following building blocks:

  1. Configure Azure AD SSO - to enable your users to use this feature.
  2. Configure Whatfix SSO - 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 Whatfix test user - to have a counterpart of Britta Simon in Whatfix that is linked to the Azure AD representation of user.
  6. Test SSO - to verify whether the configuration works.

Configure Azure AD SSO

Follow these steps to enable Azure AD SSO in the Azure portal.

  1. In the Azure portal, on the Whatfix application integration page, find the Manage section and select Single sign-on.

  2. On the Select a Single sign-on method page, select SAML.

  3. On the Set up Single Sign-On with SAML page, click the edit/pen icon for Basic SAML Configuration to edit the settings.

    Edit Basic SAML Configuration

  4. On the Basic SAML Configuration section, if you wish to configure the application in IDP initiated mode, enter the values for the following field:

    1. Click Set additional URLs.
    2. In the Relay State text box, enter the customer specified Relay state URL.

    Note

    Contact Whatfix Client support team to get Relay state URL value.

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

    In the Sign-on URL text box, type the URL: https://whatfix.com

  6. 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.

    The Certificate download link

Configure Whatfix SSO

To configure single sign-on on Whatfix side, you need to send the App Federation Metadata Url to Whatfix support team. They set this setting to have the SAML SSO connection set properly on both sides.

Create an Azure AD test user

In this section, you'll create a test user in the Azure portal called Britta Simon.

  1. From the left pane in the Azure portal, select Azure Active Directory, select Users, and then select All users.
  2. Select New user at the top of the screen.
  3. In the User properties, follow these steps:
    1. In the Name field, enter Britta Simon.
    2. In the User name field, enter the username@companydomain.extension. For example, BrittaSimon@contoso.com.
    3. Select the Show password check box, and then write down the value that's displayed in the Password box.
    4. Click Create.

Assign the Azure AD test user

In this section, you'll enable Britta Simon to use Azure single sign-on by granting access to Whatfix.

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

  2. In the applications list, select Whatfix.

  3. In the app's overview page, find the Manage section and select Users and groups.

    The "Users and groups" link

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

    The Add User link

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

  6. If you're 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 Whatfix test user

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

Test SSO

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

Additional Resources