SAML SSO for Solve

These are the steps you have to perform regardless of which IdP you use. Select a use case example below to see details about specific Identity Providers.

1. In your chosen IdP, locate the trust certificate to use for Solve and copy it to a location accessible to the local computer from where you are accessing Solve.
2. Open the ControlUp Real-Time Console.
3. Access Solve from the Solve menu on the top ribbon of the Real-Time Console. The Solve interface opens in a browser window.
   
4. In the Solve home page, click the settings link on the bottom of the menu on the left side of the window.
5. In the Solve Settings page, select Enable SAML (SSO) Authentication.
   
   Note

   It is recommended not to enable both SAML and LDAP. If both are enabled, Solve uses SAML authentication.
6. By default, Create Solve User Automatically is enabled, which creates a ControlUp account for a user when they sign in to Solve with SAML. Note that this feature requires specific user attributes in your IdP. If you don't want to automatically create the ControlUp account, you can disable this option. For more details, visit Automatically Create ControlUp Users From Your IdP below.

6. Enter the following URLs from your IdP:- IdP Login URL. The URL used for logging into your IdP.
   • IdP Logout URL. This is an optional field to use for signing out of the IdP. For example, if ADFS is the IdP, the URLs could look like this with your company's domain:
     
7. Click IdP Signing Certificate and locate the certificate from your IdP that you copied in Step1.
8. Enter the Entity/Issuer ID. The virtual server as configured in the IdP connection certificate.
   For example, the URL could look like this with your company's domain:
   
9. The Solve settings page provides you with the following values:
   • Relying Party Trust Identifier. The unique uniform resource name that is a persistent identifier.
   • Endpoint/Assertion Login URL. The endpoint that your IdP will use to redirect during the authentication process.
   • Assertion Logout URL. Optional value for
     Here's an example of what these values could look like:
     
     Copy these values and enter them into the appropriate locations in your IdP.
10. Under Solve Signing Certificate, click the certificate link to download the trust certificate for Solve and save it in a location that your IdP can access.
    
    Now you can return to your chosen IdP and create an endpoint for Solve using the values provided and the downloaded certificate.

Read here to get the basic details of how to configure secure SAML authentication if your Identity Provider (IdP) is ADFS.

1. Open your ADFS interface.
2. Under the Service folder, click Certificates. Copy one of the certificates to a location accessible to the user configuring the SAML settings for Solve.
   
   This is step 1 from the generic steps above, and you upload this certificate in step 7 above.
3. In the ADFS interface, select Relying Party Trusts . Right-click to open the Properties dialog.
   
   ADFS Properties Dialog
4. In the Properties dialog, select the Endpoints tab and click Add SAML... The Edit Endpoint dialog opens.
5. Under the Trusted URL field, copy the Assertion URL you retrieved from the Solve Settings page in step 9 of the procedure above.
   
   ADFS Edit Endpoint Dialog
   Ensure that:
   Endpoint type is SAML Assertion Consumer
   Binding is POST
6. Click OK and this Endpoint is added.
   
   ADFS - Endpoint Added
7. In the same Properties dialog, select the Signature tab, click Add and upload the Solve certificate you downloaded in step 10 of the procedure above.
   
   ADFS - Add Signature
8. In the same Properties dialog, select the Identifiers tab, and under the Relying party identifier: field, enter the Relying Party Trust Identifier value you retrieved from the Solve Settings page in step 9 of the above procedure. Click Add next to the field and you'll see the URN added to the list of Relying party identifiers in the dialog.
   
9. Click the Relying Party Trusts folder, right-click the claim rule, and select Edit Claim Issuance Policy...
   
10. In the Edit Claim Issuance Policy wizard, click Add Rule...
    
11. In the Choose Rule Type wizard, select Send LDAP Attributes as Claims as the claim rule template and click Next.
    
12. On the Configure Claim Rule screen, provide a Claim rule name. Choose Active Directory from the Attribute store dropdown menu. Under Mapping of LDAP attributes to outgoing claim types, select User-Principal-Name as an LDAP attribute and UPN for the outgoing claim type. Click Finish to save the rule.
    
13. Confirm the new rule by clicking OK.
    

Your Solve users should now be able to authenticate through your ADFS identity provider.

Prerequisites:

• Must have an Azure Enterprise account.
• Azure Active Directory (AD) must be configured.
• Must have the necessary permissions to create the application.

Preparation on Azure AD

1. In the Browse Azure AD Gallery, select Create your own application .
   
   Azure AD - App Creation Screenshot
2. In the Create your own application page, enter a name of your choosing and select Integrate any other application you don't find in the gallery.
3. Click Create.
4. Review the app you’ve just created.
   
   Azure AD - All Applications Menu

Assignment Option

Assign Users and Groups	In the properties Management tab, set User Assignment required? to NO.

Before completing the configuration:

• Check that the claim attributes in the Enterprise Application have corresponding values for all users. An account without a value for each attribute will fail Solve SSO.
• If you enabled Create Solve User Automatically in your Solve settings, then you need to ensure that you add the required user attributes. Visit Automatically Create ControlUp Users From Your IdP below for details.

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

Here is a side-by-side comparison of the values from Azure AD that must be entered into the Solve SAML settings and vice versa. The arrows indicate from where you can obtain the applicable string and to where it goes in the other application.
Azure AD Console                                                                     Solve SAML Settings

Prerequisites:

• Must have a DUO account with the necessary permissions to Protect an Application.

What to do in DUO

1. In DUO, select Applications > Protect an application.
2. Search for Generic Service Provider.
3. Click Protect.
4. In the Generic Service Provider - Single Sign-On page, enter the parameters from the Solve page as detailed in the procedure above and described in the illustration below.
5. In the Solve page detailed in the procedure above, enter the parameters as described in this illustration below.

Side-by-side with comments (DUO and Solve settings)

Prerequisites:

• Must have an Okta account with the necessary permissions to  Create App Integration.

Configuration:

1.  Open Okta. Select Application and click Create App Integration.
   
2.  In the Create a new app integration dialog, select SAML 2.0. Click Next.
   
3. In the Create SAML Integration > 1 General Settings step, enter the App name field. Here we called the app Solve. The logo field is optional as are the App visibility options. Click Next.
   
4.   In the Create SAML Integration > 2 Configure SAML step:
   1. Enter the Single sign on URL. You can find this value in the Solve Settings page. It is the Endpoint Assertion URL.
   2. Enter the Audience URI (SP Entity ID). This value is taken from the Solve Settings page. It is the Relying Party Trust Identifier. 
      These values are provided by the Solve application to enter in your identity provider software. (See step 9 in the SAML procedure above.)
   3. Under the Single sign on URL value, select the Use this for Recipient URL and Destination URL option.
      
5. In the Create SAML Integration > 3 Feedback step, select I'm an Okta customer adding an internal app.
   
6.  Go to the Sign on tab for the new application you just created, and click the View Setup Instructions link. This enables you to access the x.509 certificate and other values from Okta that you must enter into the Solve Settings page.
   
7.  In How to Configure SAML 2.0 for Solve Application: 
   1. Copy each of the values to enter into Solve settings as follows:

      Value from Okta	Copy into Solve Settings
      Identity Provider Single Sign-On URL	IdP Login URL
      Identity Provider Issuer	Entity/Issuer ID

   2.  Click Download certificate. Save it to a location accessible to when you open Solve settings so you can upload it there.
      
8.  Open Solve and go to the Settings page to access the SAML configuration. Enter these values for Okta into Solve.