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Tutorial: Microsoft Entra SSO integration with Taskize Connect

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

  • Control in Microsoft Entra ID who has access to Taskize Connect.
  • Enable your users to be automatically signed-in to Taskize Connect 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.
  • Taskize Connect single sign-on (SSO) enabled subscription.

Scenario description

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

Note

Identifier of this application is a fixed string value so only one instance can be configured in one tenant.

To configure the integration of Taskize Connect into Microsoft Entra ID, you need to add Taskize Connect 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 Taskize Connect in the search box.
  4. Select Taskize Connect 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 Taskize Connect

Configure and test Microsoft Entra SSO with Taskize Connect 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 Taskize Connect.

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

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

  2. Browse to Identity > Applications > Enterprise applications > Taskize Connect > 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.

    Edit Basic SAML Configuration

  5. On the Basic SAML Configuration section to configure the application in IDP initiated mode, perform the following step:

    a. In the Reply URL textbox, type one of the following URLs:

    Reply URL
    https://connect.taskize.com/Shibboleth.sso/SAML2/POST
    https://help.taskize.com/Shibboleth.sso/SAML2/POST

  6. Click Set additional URLs and 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://connect.taskize.com/connect/

  7. Taskize Connect 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.

    image

  8. In addition to above, Taskize Connect 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 requirement.

    Name Source Attribute
    urn:oid:0.9.2342.19200300.100.1.3 user.userprincipalname

  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.

    The Certificate download link

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

    Copy configuration URLs

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 Taskize Connect.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > Taskize Connect.
  3. In the app's overview page, find the Manage section and select Users and groups.
  4. Select Add user, then select Users and groups in the Add Assignment dialog.
  5. In the Users and groups dialog, select B.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.

Configure Taskize Connect SSO

To configure single sign-on on Taskize Connect side, you need to send the downloaded Federation Metadata XML and appropriate copied URLs from the application configuration to Taskize Connect support team. They set this setting to have the SAML SSO connection set properly on both sides.

Create Taskize Connect test user

The objective of this section is to create a user called B.Simon in Taskize Connect. Taskize Connect supports just-in-time provisioning, which is by default enabled. There is no action item for you in this section. A new user is created during an attempt to access Taskize Connect if it doesn't exist yet.

Note

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

Taskize Connect also supports automatic user provisioning, you can find more details here on how to configure automatic user provisioning.

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 Taskize Connect Sign on URL where you can initiate the login flow.

  • Go to Taskize Connect 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 Taskize Connect 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 Taskize Connect 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 Taskize Connect 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 Taskize Connect 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.