How to Configure SAML on ADFS
This document explains the steps of integrating the Microsoft AD FS (Microsoft Active Directory Federation Service) identity provider with the platform over SAML to log in to the platform by using your ADFS account.
Ensure that ports 80 and 443 communicate between the platform and the identity provider. If the required ports are not open between the identity provider and the platform, an error will occur in the authentication step.
How to Configure SAML
Log in to the platform with the privileged user who can access the SAML settings on the platform and then follows up on the document here to fill up the required fields under the ‘SAML Configuration For Platform’ section.
Adding a Relying Party
Please follow the steps below to add the platform to the relying party trusts.
Open the ADFS console
Click Relying Party Trust option on the left and then click Add Relying Party Trust button on the right.
Click the Start button in the Add Relying Party Trust Wizard window
Select the Claims Aware option and click the Next button.
On the Select Data Source page, click on Import data about the relying party from a file. In the Federation metadata file location field section, select the metadata file you downloaded from the platform.
Specify a display name on the Specify Display Name page for display purposes, and click the Next button.
On the Access Control Policy page, select the Permit Everyone option and click the Next button.
Click the Next and then Close buttons to complete the process.
Adding a Claims Rule
Add a rule.
Click on Relying Party Trusts in the left menu to open the Edit Claim Rules page, then right-click on the configuration with the display name specified in the steps above and click on Edit Claim Rules.
Click Add Rule on the Issuance Transform Rules tab.
On the Select Rule Template page, select Send LDAP Attributes as Claims and click the Next button.
Specify a name in the Claim Rule Name field and select Active Directory in the Attribute Store field.
Add the following attributes to the outgoing claim types table.
Given-Name
firstname
Surname
lastname
Telephone-Number
phonenumber
User-Principal-Name
Name ID
spRole
CompanyAdmin
And then click the Finish > Apply > OK buttons to close the wizard.
The spRole depends on your configuration. The point could be CompanyAdmin, Reseller or created Custom Roles.
The Name ID is equal to the Email Address field on the platform. The system user must be created on the platform with the email address hosted in the User-Principal-Name attribute on ADFS and must log in to the platform with that email address.
Reviewing Relying Party Configuration
Open the ADFS console
Click Relying Party Trust option on the left and then click the Edit of already created relying party trust rule.
On the Properties menu, go to the Advanced menu and then choose the SHA-1 hash algorithm.
On the Properties menu, go to the Signature menu and then ask for the platform certificate from the support team or download it from the SAML settings menu on the platform for verification.
Click Apply to save changes.
Additional AD FS SAML Documents
Please see more information about AD FS SAML configuration in the following documents with screenshots.
How to Test SAML Configuration
After you have completed the SSO requirements, you can log in to the platform by following the steps below to make sure SSO works successfully.
Make sure the admin who will log in to the platform over SAML is created in the platfrom under the Company > System Users page.
Access the platform's login page.
In the Username or Email field, enter the user email address of the domain defined for AD FS SAML. You will then be directed to your company's AD FS SSO page in the SAML definition where you can log in to the platform with your active directory account.
FAQ
Q: Is the two-factor authentication (2FA) of users valid for a SAML log in?
A: No. The platform automatically disables the 2FA for a SAML log-in.
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