---
title: "SAML SSO for Insights"
slug: "saml-sso-for-insights"
updated: 2026-03-03T11:54:58Z
published: 2026-03-03T11:54:58Z
canonical: "support.controlup.com/saml-sso-for-insights"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.controlup.com/llms.txt
> Use this file to discover all available pages before exploring further.

# SAML SSO for Insights

## Setting Up and Managing Single Sign-On

### What is SSO and why does it matter?

Single Sign-On (SSO) enables users to reduce the number of logins they must perform from a single machine. When SSO is in use, an Identity Provider (IdP) – a central login-management system – works in conjunction with various Service Providers (SPs) to control user access to the SPs’ applications. Users log into the IdP rather than into individual SPs or applications. Then, when they access any of the applications of the managed SPs, the IdP logs them in automatically.

### SSO & ControlUp

ControlUp Insights has incorporated SSO support, enabling users to access Insights without logging into it directly, once they have logged into a supported IdP. At present, only the SAML 2.0 protocol is supported.

Note

Currently, only logins to websites are supported. Because ControlUp’s Console is not web-based, the Console does not support SSO at this time. In addition, if the SSO option is activated for Insights, links in the Console that would normally open Insights are disabled.

In order to set up SAML 2.0 SSO for Insights, settings in both the IdP and Insights must be configured, as explained below. Part of the setup process entails copying values from your IdP to Insights’ settings, and vice versa. It is recommended to begin with the IdP settings.

Once the SAML 2.0 SSO is enabled, users (other than the user with the “Owner” role, as explained below) can no longer log into Insights from the URL they previously used. Instead, they must use the URL that appears in the Insights SAML 2.0 SSO settings, under **Service Provider Login URL** .

Note

Any user configuration done in Insights prior to SAML integration is not saved for SAML logins (such as: Bookmarks, Home page, Top Insights customization, Time Zone). Every configuration done when logging into Insights using SAML will be saved for future sessions. It is recommended that upon logging into Insights with SAML for the first time, the user will reconfigure Insights to suit its needs.

Note

Although some IdP’s, like Ping also support Single Logout (SLO), Insights does not currently support this option. Thus, users remain logged into Insights until they either manually log out, or are logged out by Insights automatically due to inactivity (after 15 minutes). Similarly, when they are logged out of Insights, they are not automatically logged out of other Ping SPs.

## Configuring Single Sign-On for Insights on Ping

Before you can set up SSO for Insights on Ping, you must have a PingFederate server set up and running in your organization. The instructions below explain how to add ControlUp Insights to an existing PingFederate server. For information about setting up and working with PingFederate, refer to the Ping Identity website ([https://www.pingidentity.com](https://www.pingidentity.com/) ).

#### *To add ControlUp Insights to a PingFederate server:*

1. In the PingFederate **Identity Provider** screen, select **Create New**. The **Connection Template** tab opens. ![ PingFederate Identity Provider screen with Create New selected](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/4402990824721SAMLSSOIntstep01.png) *Identity Provider screen*
2. Select **Next** repeatedly until the **General Info** tab opens. ![General Info tab](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/4402984938257SAMLSSOIntstep02.png) *General Info tab*
3. Fill in the fields as follows:

| **Field** | **Description** | **Example** |
| --- | --- | --- |
| **Partner's Entity ID** **(Connection ID)** | Unique identifier of the connection Enter a meaningful name for the new connection. | Dudi Production Lab |
| **Connection Name** | Name of the connection It is recommended to enter the same name as in the preceding field. | Dudi Production Lab |
| **Virtual Server IDs** | Enter a name, and then select **Add**. It is recommended to enter the same name as in the preceding field, in the following format: https://[*Connection Name*]. Note This value must be copied into the Insights SAML settings, under **Virtual Server IDs.** | https://dudiproductionlab |

1. Select **Next**. The **Browser SSO** tab opens.

![Browser SSO tab with configure browser selected](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/4402990824977SAMLSSOIntStep04.png)

*Browser SSO tab*

1. Select **Configure Browser SSO** . The **Browser SSO** screen opens with the **SAML Profiles** tab displayed.

![Browser SSO screen with the SAML Profiles tab](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/4402984938897SAMLSSOIntStep05.png)

*SP Connection | Browser SSO > SAML Profiles tab*

1. Select both **IdP-Initiated SSO** and **SP-Initiated SSO**.

Note

Insights does not support SLO (Single Log Out); selecting it here will have no effect.

1. Select **Next** The **Assertion Creation** tab opens.

![Assertion Creation tab](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/4402984939153SAMLSSOIntStep07.png)

*SP Connection | Browser SSO > Assertion Creation tab*

1. Select **Configure Assertion Creation** . The**Assertion Creation** screen opens with the **Identity Mapping** tab displayed.
2. Select **Next** The **Authentication Source Mapping** tab opens.

![Authentication Source Mapping tab](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/4402984938513SAMLSSOIntStep09.png)

*SP Connection | Browser SSO | Assertion Creation > Authentication Source Mapping tab*

1. Select **Map New Adapter Instance** . The **IdP Adapter Mapping** screen opens, with the **Adapter Instance** tab displayed.

![IdP Adapter Mapping screenwith the Adapter Instance tab](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/360000980698777777777.png)

*SP Connection | Browser SSO | Assertion Creation | IdP Adapter Mapping > Adapter Instance tab*

1. Under **Adapter Instance** , select the IdP adapter instance to use for user authentication.
2. Select **Next** repeatedly until the **Attribute Contract Fulfillment** tab opens.

![Attribute Contract Fulfillment tab](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/3600009939377777777777.png)

*SP Connection | Browser SSO | Assertion Creation | IdP Adapter Mapping > Attribute Contract Fulfillment tab*

1. Under **Source** and **Value** , select the required values for your environment.

Note

For additional information, refer to the PingFederate documentation.

1. Select **Next**. The **Issuance Criteria** tab opens.

![Issuance Criteria tab](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/36000099395777777777777.png)

*SP Connection | Browser SSO | Assertion Creation | IdP Adapter Mapping > Issuance Criteria tab*

1. Optional: Configure the fields as appropriate for each condition you want to create; select **Add** for each condition.

Note

For additional information, refer to the PingFederate documentation.

1. Select **Next** or **Done** repeatedly until the initial screen (**Identity Provider**) appears with the SP connection you created listed in it.

![Identity Provider screen](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/360000980718777777777777.png)

*Identity Provider screen with the new SP connection listed*

1. Select the newly created SP connection. The **Browser SSO** screen opens with the **SAML Profiles** tab displayed.
2. Select **Next** repeatedly until the **Protocol Settings** tab opens.

![Protocol Settings tab](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/3600009939777777777777777.png)

*SP Connection | Browser SSO > Protocol Settings tab*

1. Select **Configure Protocol Settings**. The **Assertion Consumer Service URL** tab opens.

![Assertion Consumer Service URL tab](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/36000098073877777777777777.png)

*SP Connection | Browser SSO | Protocol Settings > Assertion Consumer Service URL tab*

1. Fill in the fields as follows:

| **Field** | **Description** |
| --- | --- |
| Index | Enter an index to identify the assertion URL. |
| Binding | Select **POST**. Note For security reasons, the only supported binding type is **POST**. |
| Endpoint URL | The Insights assertion URL; the URL to which the IdP should respond to queries from Insights. Note When you set up SAML SSO in Insights, this value is generated by Insights, and appears in the Insights SAML settings in the **Assertion URL** field. You must then copy it, return to this screen, and paste it into this field. You may find it easiest to simply stop configuring the Ping settings at this point, and follow the instructions below for configuring Insights. You can then copy this value from there, return to this location to enter it here, and continue with the Ping configuration. |

1. Select **Add**. The Insights assertion URL is added to the list, and selected as the default.
2. Select **Next**. The **Allowable SAML Bindings** tab opens.

![Allowable SAML Bindings tab](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/360000993997777777777777777.png)

*SP Connection | Browser SSO | Protocol Settings > Allowable SAML Bindings tab*

1. Select **POST**.

Note

For security reasons, the only supported binding type is POST.

1. Click **Next**. The **Signature Policy** tab opens.

![Signature Policy tab](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/360001645917SignaturePolicy.jpg)

*SP Connection | Browser SSO | Protocol Settings > Signature Policy tab*

1. **Check** both options shown in the screenshot above.
2. Select **Next**. The **Encryption Policy** tab opens.

![Encryption Policy tab](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/360001645897EncryptionPolicy.jpg)

*SP Connection | Browser SSO | Protocol Settings > Encryption Policy tab*

1. Select **None**.
2. Select **Next** or **Done** repeatedly until the **Browser SSO** tab appears.

![Browser SSO tab](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/360001729338BrowserSSO.jpg)

*SP Connection > Browser SSO tab*

1. Select **Next.** Credentials tab opens.

![Credentials tab](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/3600009807587777777777777777.png)

*SP Connection > Credentials tab*

1. Select Configure Credentials. The **Digital Signature Settings** tab opens.

![Digital Signature Settings tab](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/360001645877DigitalSignatureSettings.jpg)

*SP Connection | Credentials > Digital Signature Settings tab*

1. Under Signing Certificate, select the IDP certificate.

Note

The certificate string must be copied into the Insights SAML settings, under X.509 Certificate.

1. Select Next. The **Signature Verification Settings** tab opens.

![Signature Verification Settings tab](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/360001729378SignatureverificationSettings.jpg)

*SP Connection | Credentials > Signature Verification Settings tab*

1. Click **Manage Signature Verification Settings**. The **Trust Model** tab opens.

![Trust Model tab](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/360001729398TrustModel.jpg)

*SP Connection | Credentials | Signature Verification > Trust Model tab*

1. Select **Unanchored**.
2. Click **Next. Signature Verification Certificate** tab opens.

![Signature Verification Certificate tab](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/360001729358SignatureVerificationCertificate.jpg)

*SP Connection | Credentials | Signature Verification > Signature Verification Certificate tab*

1. Load the SP certificate (request from ControlUp support) and select it.
2. Select Next or Done repeatedly until the initial screen ([Identity Provider](/v1/docs/saml-sso-for-insights) ) appears.

## Setting Up Single Sign-On in Insights

In order to set up SAML 2.0 SSO for your organization’s Insights site, you must log into Insights with a user account that has the Owner role (the user who created the organization).

#### To set up SAML 2.0 SSO in Insights:

1. Install and set up the PingFederate server in accordance with Ping Identity’s instructions, and configure it for Insights as explained above.
2. Log into **Insights** with a user account that has the Owner role.
3. In the Insights screen, in the upper-right corner, select your user name. A dropdown menu opens.

![Insights screen showing user name](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/360000980798777777777777777777.png)

*Select your user name to open the dropdown menu* *![user name dropdown menu](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/3600009808187777777777777777777.png)* *Dropdown menu open*

Note

If the user account with which you are logged into Insights does not have the Owner role, the Single Sign-On (SAML) option does not appear in this menu.

1. In the menu, select **Settings** , and then select **Single Sign-On (SAML)** . The **Single Sign-On (SAML) Settings** dialog box opens.

![Single Sign-On (SAML) Settings dialog box](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/36000098083877777777777777777777.png)

*Single Sign-On dialog box*

1. At the upper-left of the dialog box, select the**Enable SAML (SSO) Authentication** The required fields become available.
2. Copy the following values from the Ping configuration and enter them into the fields of the same names in the**Single Sign-On (SAML) Settings** dialog box:

| **Value in Ping** | **Field In Insights SSO Settings** | **Description** |
| --- | --- | --- |
| **X.509 Certificate** | X.509 Certificate | The signing key of the SAML IdP, including the keywords -----BEGIN CERTIFICATE----- and -----END CERTIFICATE----- |
| **Assertion URL** | SSO Application Endpoint | The URL for logging into the IdP |
| **Virtual Server IDs** | Virtual Server IDs | The virtual server IDs configured in the IdP’s connection identifier |

The **Save** button becomes active.

![Single Sign-On (SAML) Settings dialog box with save button](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/360000994017777777777777777777777.png)

*Required fields filled in*

1. Copy the value that appears under Assertion URL to the Endpoint URL setting in the Ping configuration. (This is the URL to which the IdP should respond to queries from Insights.)
2. Select **Save**. SAML 2.0 SSO is implemented throughout the organization. Users in your organization should access Insights through the URL that appears under **Service Provider Login URL**.

Note

Links in the ControlUp Console that would normally open Insights will no longer work from this point on. Beginning with Console version 7.3, after the user’s next login, these links will appear in the Console as disabled.

## Configure Insights to support Azure AD SAML

#### Prerequisites:

- Must have an Azure Enterprise account
- Azure AD must be configured
- Must have the necessary permissions to create the application
- We assert the UPN and must match what Azure presents. [See note at the bottom](/docs/saml-sso-for-insights#important).

#### Preparation on Azure AD

1. Create an enterprise application.

![Azure AD gallery with create your own application screen](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/4403304210961ScreenShot2021-06-23at105509AM1.png)

1. After entering a name of your choosing in the “Create your own application” menu, select the third radio button option (#2 in the screenshot above): *“Integrate any other app…”*
2. Click **Create**.
3. Review the app you’ve just created.

![Azure AD All Applications Menu](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/4403310264337ScreenShot2021-06-30at91140AM1.png)

#### Assignment Option

| Assign Users and Groups | In the properties Management tab, set ‘User Assignment required?’ to **NO**. |
| --- | --- |
| ![Users and Groups tab](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/assignment.png) | ![ properties Management tab with User Assignment Required set to NO](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/assignment 2.png) |

#### Side-by-side with comments - (Azure console and Insights settings)

See the annotated screenshot below to understand what information comes from the Insights Settings UI, and which comes from the Azure AD settings (note arrow direction). ![Azure console and Insights settings screens](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/4403304218769ScreenShot2021-06-23at13531PM.png)

*Side-by-Side Comparison of Azure Console and Insights Settings Page*

#### IMPORTANT NOTES

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="em"><p>1. Replace whitespaces for the Sign on URL with "%20". This is required when your ControlUp organization contains whitespaces.<br><em style="box-sizing:border-box;color:rgb(0, 106, 138);font-family:Nunito, sans-serif;font-size:16px;font-variant-ligatures:normal;font-variant-caps:normal;font-weight:400;letter-spacing:0.48px;orphans:2;text-align:left;text-indent:0px;text-transform:none;white-space:normal;widows:2;word-spacing:0px;-webkit-text-stroke-width:0px;background-color:rgb(221, 247, 255);text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial;"><em style="box-sizing:border-box;color:rgb(0, 106, 138);font-family:Nunito, sans-serif;font-size:16px;font-variant-ligatures:normal;font-variant-caps:normal;font-weight:400;letter-spacing:0.48px;orphans:2;text-align:left;text-indent:0px;text-transform:none;white-space:normal;widows:2;word-spacing:0px;-webkit-text-stroke-width:0px;background-color:rgb(221, 247, 255);text-decoration-thickness:initial;text-decoration-style:initial;text-decoration-color:initial;"><img src="https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/image-1678964623472.png" class="fr-fic fr-fil fr-dib" style="box-sizing:border-box;vertical-align:top;border-style:none;cursor:pointer;padding:0px 1px;position:relative;max-width:100%;margin:5px auto 5px 0px;display:block;float:none;text-align:left;"></em></em></p></editor360-custom-block>

2. Additionally, **note** that we assert the UPN and **must match what Azure presents**.

We require the NameID attribute with the UPN value of the user. For example:

*<NameID Format="urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress">The user Marcel created</NameID>*

Finally, the Identifier (Entity ID) in the basic SAML config is not listed on the Insights side. Use: **urn:componentspace:ControlupInsights**

### Possible Errors

#### *User not authorized in Azure to use the Enterprise app - (Error AADSTS50105)*

*![microsoft sign in error popup User not authorized in Azure to use the Enterprise app](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/4403310273809ScreenShot2021-06-30at91235AM.png)*

#### *URN not configured - (Error AADSTS700016)*

![URN not configured error popup](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/4403304233745ScreenShot2021-06-30at91244AM.png)

## Managing Single Sign-On Settings

Once SAML 2.0 SSO is enabled in your organization, modifications to the SAML 2.0 SSO settings, and disabling of the feature, can only be performed by the ControlUp user with the Owner role. In order to do so, the Owner must access Insights from its original URL, using the username and password under which the SAML 2.0 SSO settings were last configured.

Note

If you need to change the SAML 2.0 SSO settings, but you cannot log into the original Owner user account for some reason, contact ControlUp support.

#### To **modify** the SAML 2.0 SSO Settings in Insights:

1. Log into Insights at its original URL, and open the **Single Sign-On (SAML) Settings** dialog box as explained above.
2. Modify the values as required.
3. Click **Save**.

#### To **disable** SAML 2.0 SSO in Insights:

1. Log into Insights at its original URL, and open the **Single Sign-On (SAML) Settings** dialog box as explained above.
2. Clear the Enable SAML (SSO) Authentication.
3. Click **Save**.
