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Tutorial: Integrate Costpoint with Microsoft Entra ID

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In this tutorial, you'll learn how to integrate Costpoint with Microsoft Entra ID. When you integrate Costpoint with Microsoft Entra ID, you can:

  • Control in Microsoft Entra ID who has access to Costpoint.
  • Enable your users to be automatically signed-in to Costpoint with their Microsoft Entra accounts.
  • Manage your accounts in one central location.

Prerequisites

To get started, you need the following items:

  • A Microsoft Entra subscription. If you don't have a subscription, you can get a free account.
  • Costpoint single sign-on (SSO) enabled subscription.

Scenario description

In this tutorial, you will configure and test Microsoft Entra SSO in a test environment.

  • Costpoint supports SP and IDP initiated SSO.

Generate Costpoint metadata

Costpoint SAML SSO configuration is explained in the DeltekCostpoint711Security.pdf guide. Download this guide from the Deltek Costpoint support site and refer to the SAML Single Sign-on Setup > Configure SAML Single Sign-on between Costpoint and Microsoft Azure section. Follow the instructions and generate a Costpoint SP Federation Metadata XML file.

Screenshot that shows the "Product Configuration Utility" with the "Weblogic - Security" tab selected.

To configure the integration of Costpoint into Microsoft Entra ID, you need to add Costpoint from the gallery to your list of managed SaaS apps.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > New application.
  3. In the Add from the gallery section, type Costpoint in the search box.
  4. Select Costpoint from results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Alternatively, you can also use the Enterprise App Configuration Wizard. In this wizard, you can add an application to your tenant, add users/groups to the app, assign roles, as well as walk through the SSO configuration as well. Learn more about Microsoft 365 wizards.

Configure and test Microsoft Entra SSO for Costpoint

Configure and test Microsoft Entra SSO with Costpoint using a test user called B.Simon. For SSO to work, you need to establish a link relationship between a Microsoft Entra user and the related user in Costpoint.

To configure and test Microsoft Entra SSO with Costpoint, perform the following steps:

  1. Configure Microsoft Entra SSO - to enable your users to use this feature.
    1. Create a Microsoft Entra test user - to test Microsoft Entra single sign-on with B.Simon.
    2. Assign the Microsoft Entra test user - to enable B.Simon to use Microsoft Entra single sign-on.
  2. Configure Costpoint SSO - to configure the single sign-on settings on application side.
    1. Create Costpoint test user - to have a counterpart of B.Simon in Costpoint that is linked to the Microsoft Entra representation of user.
  3. Test SSO - to verify whether the configuration works.

Configure Microsoft Entra SSO

Follow these steps to enable Microsoft Entra SSO in the Azure portal:

  1. On the Costpoint application integration page, select Single sign-on.

  2. In the Basic SAML Configuration section, if you have the Service Provider metadata file, complete these steps:

    Note

    You get the Service Provider metadata file in Generate Costpoint metadata. How to use the file is explained later in the tutorial.

    1. Select the Upload metadata file button, then select the Costpoint SP Federation Metadata XML file previously generated by Costpoint, and then select the Add button to upload the file.

      Upload the metadata file

    2. When the metadata file is successfully uploaded, the Identifier and Reply URL values are auto populated in the Costpoint section.

      Note

      If the Identifier and Reply URL values are not auto polulated, enter the values manually according to your requirement. Verify that Identifier (Entity ID) and Reply URL (Assertion Consumer Service URL) are correctly set, and that ACS URL is a valid Costpoint URL that ends with /LoginServlet.cps.

    3. Select Set additional URLs. For Relay State, enter a value using the following pattern:system=[your system] (for example, system=DELTEKCP).

  3. On the Set up Single Sign-On with SAML page, in the SAML Signing Certificate section, select the Copy icon to copy the App Federation Metadata Url and save it to Notepad.

    SAML Signing Certificate

Create a Microsoft Entra test user

In this section, you'll create a test user called B.Simon.

  1. Sign in to the Microsoft Entra admin center as at least a User Administrator.
  2. Browse to Identity > Users > All users.
  3. Select New user > Create new user, at the top of the screen.
  4. In the User properties, follow these steps:
    1. In the Display name field, enter B.Simon.
    2. In the User principal name field, enter the username@companydomain.extension. For example, B.Simon@contoso.com.
    3. Select the Show password check box, and then write down the value that's displayed in the Password box.
    4. Select Review + create.
  5. Select Create.

Assign the Microsoft Entra test user

In this section, you'll enable B.Simon to use single sign-on by granting access to Costpoint.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > Costpoint.
  3. In the app's overview page, select Users and groups.
  4. Select Add user/group, then select Users and groups in the Add Assignment dialog.
    1. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.
    2. If you are expecting a role to be assigned to the users, you can select it from the Select a role dropdown. If no role has been set up for this app, you see "Default Access" role selected.
    3. In the Add Assignment dialog, click the Assign button.

Configure Costpoint SSO

  1. Return to Costpoint Configuration Utility. In the IdP Federation Metadata XML text box, paste the contents of the App Federation Metadata Url file.

    Costpoint Configuration Utility

  2. Continue the instructions from the DeltekCostpoint711Security.pdf guide to finish the Costpoint SAML setup.

Create Costpoint test user

In this section, you create a user in Costpoint. Assume the user ID is B.SIMON and the user's name is B.Simon. Work with the Costpoint Client support team to add the user in the Costpoint platform. The user must be created and activated before they can use single sign-on.

After the user is created, the user's Authentication Method selection must be Active Directory, the SAML Single Sign-on check box must be selected, and the user name from Microsoft Entra ID must be Active Directory or Certificate ID (shown in the following screenshot).

Costpoint user

Test SSO

In this section, you test your Microsoft Entra single sign-on configuration with following options.

SP initiated:

  • Click on Test this application, this will redirect to Costpoint Sign on URL where you can initiate the login flow.

  • Go to Costpoint Sign-on URL directly and initiate the login flow from there.

IDP initiated:

  • Click on Test this application, and you should be automatically signed in to the Costpoint for which you set up the SSO.

You can also use Microsoft My Apps to test the application in any mode. When you click the Costpoint tile in the My Apps, if configured in SP mode you would be redirected to the application sign on page for initiating the login flow and if configured in IDP mode, you should be automatically signed in to the Costpoint for which you set up the SSO. For more information about the My Apps, see Introduction to the My Apps.

Next steps

Once you configure Costpoint you can enforce session control, which protects exfiltration and infiltration of your organization’s sensitive data in real time. Session control extends from Conditional Access. Learn how to enforce session control with Microsoft Defender for Cloud Apps.