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Microsoft Entra SSO integration with ProductPlan

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

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

Prerequisites

To integrate Microsoft Entra ID with ProductPlan, you need:

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

Scenario description

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

  • ProductPlan supports only SP and IDP initiated SSO.
  • ProductPlan supports Just In Time user provisioning.

To configure the integration of ProductPlan into Microsoft Entra ID, you need to add ProductPlan 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 ProductPlan in the search box.
  4. Select ProductPlan 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, and walk through the SSO configuration as well. Learn more about Microsoft 365 wizards.

Configure and test Microsoft Entra SSO for ProductPlan

Configure and test Microsoft Entra SSO with ProductPlan 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 ProductPlan.

To configure and test Microsoft Entra SSO with ProductPlan, 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 ProductPlan SSO - to configure the single sign-on settings on application side.
    1. Create ProductPlan test user - to have a counterpart of B.Simon in ProductPlan 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 Microsoft Entra admin center.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

  2. Browse to Identity > Applications > Enterprise applications > ProductPlan > Single sign-on.

  3. On the Select a single sign-on method page, select SAML.

  4. On the Set up single sign-on with SAML page, click the pencil icon for Basic SAML Configuration to edit the settings.

    Screenshot shows how to edit Basic SAML Configuration.

  5. On the Basic SAML Configuration section, if you have Service Provider metadata file, perform the following steps:

    a. Click Upload metadata file.

    Screenshot shows how to upload metadata file.

    b. Click on folder logo to select the metadata file and click Upload.

    Screenshot shows how to choose metadata file.

    c. After the metadata file is successfully uploaded, the values get auto populated in Basic SAML Configuration section.

    Note

    If the values are not auto populated, then please fill in the values manually according to your requirement. You can also refer to the patterns shown in the Basic SAML Configuration section in the Microsoft Entra admin center.

  6. Perform the following step, if you wish to configure the application in SP initiated mode:

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

  7. ProductPlan application expects the SAML assertions in a specific format, which requires you to add custom attribute mappings to your SAML token attributes configuration. The following screenshot shows the list of default attributes.

    Screenshot shows the image of attributes configuration.

  8. In addition to above, ProductPlan application expects few more attributes to be passed back in SAML response which are shown below. These attributes are also pre populated but you can review them as per your requirements.

    Name Source Attribute
    displayName user.displayname
    mail user.mail

  9. On the Set up single sign-on with SAML page, in the SAML Signing Certificate section, find Federation Metadata XML and select Download to download the certificate and save it on your computer.

    Screenshot shows the Certificate download link.

  10. On the Set up ProductPlan section, copy the appropriate URL(s) based on your requirement.

    Screenshot shows to copy configuration URLs.

Create a Microsoft Entra test user

In this section, you'll create a test user in the Microsoft Entra admin center 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 Microsoft Entra single sign-on by granting access to ProductPlan.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > ProductPlan.
  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 ProductPlan SSO

  1. Log in to ProductPlan company site as an administrator.

  2. Go to Account > Security and perform the following steps: Screenshot shows account setting for the configuration.

    1. Download Federation Metadata XML from Microsoft Entra admin center and paste the XML content into IDP Metadata textbox.

    2. Download service provider metadata and upload the file in the Basic SAML Configuration section in Microsoft Entra admin center.

    3. Click Save.

Create ProductPlan test user

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

Test SSO

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

SP initiated:

  • Click on Test this application in Microsoft Entra admin center. This will redirect to ProductPlan Sign on URL where you can initiate the login flow.

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

IDP initiated:

  • Click on Test this application in Microsoft Entra admin center and you should be automatically signed in to the ProductPlan 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 ProductPlan 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 ProductPlan 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 ProductPlan 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.