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- | # SAML 2.0 Integration | ||
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- | **Last updated Oct 3, 2023** | ||
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- | Access Anywhere supports integration with many directory services through the SAML and LDAP protocols providing authentication and authorization services including single-sign on, identity and group synchronization, | ||
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- | This document describes integration with SAML 2.0 using a number of popular providers. For LDAP see [[:ldap]] and for Active Directory see [[organisationcloud/ | ||
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- | The following flows are supported: | ||
- | * Service Provider Initiated Flow | ||
- | * Identity Provider Initiated Flow (since release 2106.00) | ||
- | |||
- | This document describes basic SAML 2.0 setup as well as integration with these identity providers: | ||
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- | * Active Directory Federation Services (AD FS) | ||
- | * Azure Directory Services | ||
- | * Google Workspace (formerly G Suite). | ||
- | * Okta | ||
- | * Duo Access | ||
- | |||
- | If you are looking for how to set up SAML integration with the SMB or Nasuni Connector please refer to [[cloudproviders/ | ||
- | |||
- | ===== Setting up SAML 2.0 with Access Anywhere ===== | ||
- | ==== Enabling SAML in the Package ==== | ||
- | |||
- | To begin configuring the SAML 2.0 connection, you will need to ensure that SAML is enabled in your Package. To do this login as the ApplAdmin user, visit the **User Packages** screen, find the package that your organization uses, and ensure that **SAML 2 Login System** is highlighted in the "Extra options" | ||
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- | {{ :: | ||
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- | ==== Configuring a SAML Authentication System ==== | ||
- | Next, login as the Organization Administrator, | ||
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- | Under **Add Auth System**, select **SAML** from the dropdown beside **Auth System**. | ||
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- | On this screen, you are now required to enter details about your particular SAML 2.0 identity provider. The following list describes the meaning of each field, including one which will be populated automatically when the authentication system has been added. | ||
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- | * __Auth System Name__ - Each authentication system has a name that is provided for your reference. Enter a name you can use to identify this authentication system later on. | ||
- | \\ \\ | ||
- | * __Identifier (Entity ID)__ - Unique ID that identifies your application to the SAML Identity Provider. This value must be unique across all applications in your SAML Identity Provider. The default identifier will be the audience of the SAML response for IDP-initiated SSO. (New in release 2301). | ||
- | \\ \\ | ||
- | * __Reply URL (Assertion Consumer Service URL)__ - This field will hold a URL that can be shared with the SAML system so SAML can deliver authentication tokens to the Access Anywhere server. | ||
- | \\ \\ | ||
- | * __Login button label__ - Users who are associated with this authentication system will be shown a button on the login page for them to click to perform the login. The text you supply here will be used on the button, for example, you may wish to enter "Login with AcmeCorp AD" | ||
- | \\ \\ | ||
- | * __The Service provider entity ID__ - Your identity provider will either ask you to supply an Entity ID or will generate one for you. In either case ensure that the values match between the identity provider and Access Anywhere. | ||
- | \\ \\ | ||
- | * __SSO entry point__ - Your identity provider will provide you with a URL that begins the login flow for your users with the Access Anywhere service. This can commonly be referred to as the SSO URL or SSO Login Endpoint. Enter it here. | ||
- | \\ \\ | ||
- | * __The logout service endpoint__ - Your identity provider will provide you with the Logout URL, where the Access Anywhere server will send users to when they wish to logout. Enter it here. | ||
- | \\ \\ | ||
- | * __x509 Certificate__ - Your identity provider will provide you with a certificate when you configure it for SAML. You should download that certificate and paste its entire contents into this field. | ||
- | \\ \\ \\ | ||
- | === Additional Options === | ||
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- | * __Force authentication__ - When this option is enabled users to whom this authentication system has been assigned will not be allowed to reuse existing sessions and will have to re-authenticate to login. | ||
- | \\ \\ | ||
- | * __Sign AuthnRequest and LogoutRequest__ - If this option is enabled then authentication and logout requests will be signed. | ||
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- | * Fetch user Role\Group Name by id (for Azure AD) - If you are using Azure Active Directory Federation Services, you will need to tick this option. Otherwise, leave it unchecked. | ||
- | \\ \\ \\ | ||
- | === Users Login Settings === | ||
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- | * __Auto create user on login__ - When SAML is being used manual user import is not supported so this option should always be checked. | ||
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- | * __Refresh role/group membership on login__ - When this option is enabled each user's groups/ | ||
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- | * __Auto create new roles/ | ||
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- | * __Update user info on login__ - When this option is enabled, when a user logs in the server will compare the user's name, email address, and phone number returned by the SAML provider with the corresponding values in Access Anywhere and update the database if differences are discovered. | ||
- | \\ \\ \\ | ||
- | === SAML Users Import Fields === | ||
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- | The Access Anywhere server requires certain pieces of information when mapping an authentication system user to a user. Since the names of the fields used by identity providers to hold these values are not standardized, | ||
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- | * __Unique User Attribute Field__ - Enter the name of the identity provider field containing this information. | ||
- | \\ \\ | ||
- | * __User Login Field__ - Enter the name of the identity provider field containing this information. | ||
- | \\ \\ | ||
- | * __User Name Field__ - Enter the name of the identity provider field containing this information. | ||
- | \\ \\ | ||
- | * __User Email Field__ - Enter the name of the identity provider field containing this information. | ||
- | \\ \\ | ||
- | * __Role\Group Name Field__ - Enter the name of the identity provider field containing this information. | ||
- | \\ \\ | ||
- | * __User Phone Field__ - Enter the name of the identity provider field containing this information. | ||
- | \\ \\ \\ | ||
- | === SAML Users Import Settings === | ||
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- | * __NAA Administrator role maps to__ - Provide the name of a SAML group whose members should automatically be assigned the Administrator role by Access Anywhere. | ||
- | \\ \\ | ||
- | * __Restrict import of SAML users from the following roles\groups__ - If this field is left empty then Access Anywhere will import users with all roles and groups. | ||
- | |||
- | === SCIM 2.0 - Server Configuration === | ||
- | As described [[organisationcloud/ | ||
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- | * __Enable SCIM 2.0 Server__ - This switch turns SCIM integration on and off for the SAML authentication system that is being configured. | ||
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- | * __Tenant URL__ - This value is pre-set by Access Anywhere. | ||
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- | * __Secret Token__ - This value needs to be included in your identity provider' | ||
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- | <WRAP center round important 100%> | ||
- | If you have configured more than one SCIM-enabled authentication system and you are providing your own token values, be sure that they are unique. | ||
- | </ | ||
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- | |||
- | ===== Identity Provider-Specific Configuration Instructions | ||
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- | For specific details on configuring different identity providers, follow our guides below. | ||
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- | Once you have completed the configuration you can use the Test Settings button, and complete this by clicking **Add Auth System**. | ||
- | \\ \\ | ||
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- | ==== Configuring with AD FS - Local AD ==== | ||
- | \\ \\ | ||
- | From the **AD FS** management screen, click **Add Relying Party Trust...** from the sidebar. | ||
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- | This will open a wizard: | ||
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- | {{ :: | ||
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- | Click **Start** | ||
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- | Click the radio button **Enter data about the relying party manually** and click **Next** | ||
- | \\ \\ | ||
- | {{ :: | ||
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- | Enter an appropriate **Display name** so that you can recognise it in the future and click **Next** | ||
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- | {{ :: | ||
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- | Select the **AD FS profile** radio button and click **Next**. | ||
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- | {{ :: | ||
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- | Under the **Configure Certificate**, | ||
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- | {{ :: | ||
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- | On the **Configure URL** screen, tick the ** Enable support for the SAML 2.0 WebSSO protocol** checkbox. | ||
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- | In the **Relying party SAML 2.0 SSO service URL** field, you will need to enter your appliances base URL, with "/ | ||
- | \\ \\ | ||
- | {{ :: | ||
- | \\ \\ | ||
- | Click **Next**. | ||
- | \\ \\ | ||
- | On the **Configure Identifiers** screen, you will need to enter the base URL for your appliance in the **Relying party trust identifier** field. For example, we could enter " | ||
- | \\ \\ | ||
- | {{ :: | ||
- | \\ \\ | ||
- | You will then be asked if you wish to **Configure Multi-factor Authentication** for this relying party trust. You may do so, but it is out of scope for this guide. | ||
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- | Click **Next** | ||
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- | On the **Choose Issuance Authorization Rules** screen, select the **Permit all users to access this relying party** radio button. | ||
- | \\ \\ | ||
- | {{ :: | ||
- | \\ \\ | ||
- | Click **Next** | ||
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- | On the **Ready to Add Trust** screen, review the settings you have entered. | ||
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- | Click **Next** | ||
- | \\ \\ | ||
- | On the final screen, ensure that the **Open the Edit Claim Rules dialog for this relying part trust when the wizard closes** is ticked, and click **Close** | ||
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- | From the **Issuance Transform Rules** screen, click **Add Rule...** | ||
- | \\ \\ | ||
- | {{ :: | ||
- | \\ \\ | ||
- | From the **Claim rule template** drop down, select **Send LDAP Attributes as Claims** and click **Next**. | ||
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- | Enter a friendly name under **Claim rule name**. | ||
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- | Select **Active Directory** from the **Attribute store** | ||
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- | Configure the **Mapping of LDAP attributes** as per the image below. | ||
- | \\ \\ | ||
- | {{ :: | ||
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- | \\ \\ | ||
- | Next, add another Claim Rule. | ||
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- | From the **Claim rule template** select **Send Group Membership as a Claim**. Provide a **Claim rule name**. | ||
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- | Select the **User' | ||
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- | Select the **Outgoing claim type** as **Group** | ||
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- | Input the **Outgoing claim value** as " | ||
- | \\ \\ | ||
- | {{ :: | ||
- | \\ \\ | ||
- | Close the Claim Rules dialog. | ||
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- | Next, visit the **Certificates** folder under **Service** | ||
- | \\ \\ | ||
- | {{ :: | ||
- | \\ \\ | ||
- | Double click on your certificate under the **Token-signing** section. | ||
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- | Click on the **Details** tab and click **Copy to File** | ||
- | \\ \\ | ||
- | {{ :: | ||
- | \\ \\ | ||
- | Click **Next** when the dialog opens. | ||
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- | Select **Base-64 encoded X.509 (.CER)** as the export format. | ||
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- | Click **Next** | ||
- | \\ \\ | ||
- | Select the location on disk to store the certificate and follow the prompts to complete the export. | ||
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- | Finally, click on the **AD FS** folder on the left-hand side. From the **Action** menu, select **Edit Federation Service Properties**. | ||
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- | Copy the value from the **Federation Service identifier** field and save this. | ||
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- | Now we will configure the Auth System inside SME. Given the guide at the top of this document, the relevant fields from AD FS are as follows: | ||
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- | **Service provider entity ID** - This is the value from the **Federation Service identifier** field | ||
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- | **SSO entry point** - For AD FS this is typically the base URL of the service appended with "/ | ||
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- | **Logout service endpoint** - For AD FS this is typically the SSO endpoint with the additional query string of "? | ||
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- | **Certificate data** - Open the exported certificate you obtained from the AD FS system into Notepad, and copy the whole contents into this field. | ||
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- | Ensure the field mappings are as follows: | ||
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- | * Unique user attribute => username | ||
- | * User Login Field => username | ||
- | * User Name Field => fullname | ||
- | * User Email Field => email | ||
- | * Role\Group Name Field => groups | ||
- | * User Phone Field => phone | ||
- | \\ \\ | ||
- | ==== Configuring with Azure AD Enterprise Application ==== | ||
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- | === Set Up Azure SAML App === | ||
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- | As an administrative user, log into the Azure portal: https:// | ||
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- | Search and enter the page for " | ||
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- | {{:: | ||
- | \\ \\ | ||
- | Input a name for the application, | ||
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- | Select **Integrate any other application you don't find in the gallery** from the list of options. | ||
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- | Now that the application is created, we will enable SAML for single sign-on. | ||
- | \\ \\ | ||
- | {{ :: | ||
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- | In "Basic SAML Configuration" | ||
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- | Identifier (Entity ID): Server URL - ex: https:// | ||
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- | Reply URL (Assertion Consumer Service URL): ex: https:// | ||
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- | Next we will set up Group Claims. | ||
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- | Under **User Attributes & Claims** click **Edit**. Then select **Add a group claim**. | ||
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- | Select **All Groups** as which groups should be returned in the claim. | ||
- | **Source Attribute** should be set to **Group ID**. | ||
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- | |||
- | ---- | ||
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- | **Please Note:** Due to an internal limit within Azure AD, if a user is a member of more than 150 groups, the SAML assertion does not return any groups. Rather a link to Microsoft' | ||
- | Currently this would result in the user not being assigned to any groups within Access Anywhere. | ||
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- | To resolve this you will need to update the Enterprise App to filter the groups just to the Roles you would like to leverage in Access Anywhere. | ||
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- | You can achieve this either by selecting an option like " | ||
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- | {{ : | ||
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- | |||
- | ---- | ||
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- | Once this is set, we will copy and save the URLs | ||
- | \\ \\ | ||
- | {{ :: | ||
- | \\ \\ | ||
- | Next we will download the Certificate (Base64) from the "SAML Signing Certificate" | ||
- | \\ \\ | ||
- | {{ :: | ||
- | \\ \\ | ||
- | Next we will make sure we have added the correct users and/or groups to the Enterprise Application. (only users/ | ||
- | \\ \\ | ||
- | {{ :: | ||
- | \\ \\ | ||
- | Finally, we will ensure we are passing all the correct attributes that the Access Anywhere server needs. | ||
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- | In the "User Attributes & Claims" | ||
- | \\ \\ | ||
- | {{ :: | ||
- | \\ \\ | ||
- | Please note, in order to get the correct UPN local part for the user we will need to create a transformation for one of those attributes, like so: | ||
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- | Transformation: | ||
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- | Paramater 1: user.userprincipalname | ||
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- | \\ \\ | ||
- | {{ :: | ||
- | \\ \\ | ||
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- | \\ \\ | ||
- | === Set Up The Graph API === | ||
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- | <WRAP center round important 100%> | ||
- | In appliance 2106.00, Access Anywhere switched from using the Azure AD Graph APIs that were deprecated to the newer Graph APIs. Customers running earlier appliance versions who had integrated the Azure AD Graph API must now follow the updates steps below. | ||
- | </ | ||
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- | In order to get the correct group names from AD FS, we will need to enable the Microsoft Graph API. | ||
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- | In App Registrations, | ||
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- | Once created, we will edit the API permissions, | ||
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- | From the list, select **Microsoft Graph**. | ||
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- | Select **Application permissions** when presented with the choice. | ||
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- | Input " | ||
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- | Click **Add permissions** | ||
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- | These permissions will need to be granted for the organisation, | ||
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- | Now we will gather the credentials. | ||
- | In " | ||
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- | In " | ||
- | \\ \\ | ||
- | === Set Up Access Anywhere Auth System === | ||
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- | As an Org admin, we will now enable SAML Authentication. | ||
- | Click on: Organization > SAML 2 | ||
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- | Fill in the following details: | ||
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- | __Auth System Name__ - Azure SAML | ||
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- | __Login Button label__ - This text field will be what is displayed in the login button on the Access Anywhere login page. Use something that the users will understand like “Login with Microsoft Azure” | ||
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- | __The service provider entity ID__ - Enter the "Azure AD Identifier" | ||
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- | __SSO Entry point__ - Enter the "Login URL" you saved from the Azure Enterprise Application SAML App setup screen above | ||
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- | __Logout Service Endpoint__ - Enter **https:// | ||
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- | __Certificate Data__ - Enter the certificate text you downloaded from the Azure Enterprise Application SAML App setup screen above | ||
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- | __Fetch User Role\Group Name by id__ - Check | ||
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- | __Azure AD Application ID__ - Enter the GraphAPI " | ||
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- | __Azure AD Application Key__ - Enter the " | ||
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- | __Auto create user on login__ - Check if you would like users to be auto provisioned when logging in via SAML | ||
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- | __Update user roles/ | ||
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- | __Update user info on login__ - Check to update all user information on SAML login | ||
- | __User Import Fields__ | ||
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- | Ensure the following mappings are set: | ||
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- | User Login Field: | ||
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- | \\ \\ | ||
- | {{ :: | ||
- | \\ \\ | ||
- | \\ \\ | ||
- | {{ :: | ||
- | \\ \\ | ||
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- | === Enabling Identity Provider Initiated Flow === | ||
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- | Once your Auth System has been created in Access Anywhere, you will then be able to obtain a Reply URL. From the Auth Systems screen, copy the URL supplied next to the **Reply URL** field. | ||
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- | Go back to the Enterprise Application you created within Azure, and edit the **Basic SAML Configuration**. Replace the **Reply URL** with the URL from the Auth System screen. | ||
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- | Azure provides mechanisms to test the integration. | ||
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- | Your users will be then able to access the application from here: | ||
- | https:// | ||
- | ==== Configuring with Google Workspace (Formerly G Suite) ==== | ||
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- | === Set Up G Suite SAML App === | ||
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- | As the administrative user for your Google Workspace domain, login to the [[https:// | ||
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- | Then Select Apps > SAML Apps from the menu on the left hand side of the screen (" | ||
- | \\ \\ | ||
- | {{:: | ||
- | \\ \\ | ||
- | On the following screen, click the yellow plus (+) symbol in the bottom left to add a new SAML Application. | ||
- | Then select "Setup my own custom app" | ||
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- | On the next screen you will want to save the SSO URL, Entity ID and download the certificate. | ||
- | \\ \\ | ||
- | {{:: | ||
- | \\ \\ | ||
- | On the next page enter an Application Name that matches your Access Anywhere system, and use any Description or Logo you would like, and click next. | ||
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- | Next fill out the " | ||
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- | __ACS URL__ = Access Anywhere URL + "/ | ||
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- | __Entity ID__ = Access Anywhere URL - ex: https:// | ||
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- | __Start URL__ = Access Anywhere URL - ex: https:// | ||
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- | __Name ID__ = Leave as Default: Basic Information > Primary Email | ||
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- | __Name Format__ = Leave as Default: Unspecified | ||
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- | {{:: | ||
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- | We will set up the following mappings in the Attribute Mapping Section: | ||
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- | Username > Basic Information > Primary Email | ||
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- | email > Basic Information> | ||
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- | fullname > Basic Information > First Name | ||
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- | groups > Employee Details > Department | ||
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- | phone > Contact Information> | ||
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- | upn > Basic Information > Full Name | ||
- | \\ \\ | ||
- | {{:: | ||
- | \\ \\ | ||
- | Click Finish to complete the setup of the SAML App. | ||
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- | Finally select the three dot menu for the app and select "ON for everyone" | ||
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- | {{:: | ||
- | \\ \\ | ||
- | === Access Anywhere Auth System === | ||
- | \\ \\ | ||
- | As the Org admin, we will now enable the SAML Authentication. | ||
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- | Click on: Organization > Auth Systems. | ||
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- | Select: Auth System > SAML 2 | ||
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- | Fill in the following details: | ||
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- | __Auth System Name__ - Google Workspace SAML | ||
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- | __Login Button label__ - This text field will be what is displayed in the login button on the Access Anywhere login page. Use something that the users will understand like "Login with Google" | ||
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- | __The service provider entity ID__ - Enter the Entity ID you saved from the Google SAML App setup screen | ||
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- | __SSO Entry point__ - Enter the SSO URL you saved from the Google SAML App setup screen | ||
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- | __Logout Service Endpoint__ - https:// | ||
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- | __Certificate Data__ = Enter the certificate text you downloaded from the Google SAML App setup screen | ||
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- | __Fetch User Role\Group Name by id__ - Leave unchecked | ||
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- | __Auto create user on login__ - Check if you would like users to be auto provisioned when logging in via SAML | ||
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- | __Update user roles/ | ||
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- | __Update user info on login__ - Check to update all user information on SAML login | ||
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- | __User Import Fields__ | ||
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- | Ensure the following mappings are set: | ||
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- | Unique user attribute > username | ||
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- | User login field > username | ||
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- | User Name field > fullname | ||
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- | User email field > email | ||
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- | Role\Group name field > groups | ||
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- | User Phone field > phone | ||
- | \\ \\ | ||
- | {{:: | ||
- | \\ \\ | ||
- | Click Test and then Update to save these settings | ||
- | \\ \\ | ||
- | ==== Configuring with Okta ==== | ||
- | \\ \\ | ||
- | From your Okta's Administrative account, click on **Applications** from the top menu, and then click **Add Application**. From the left menu click on the **Create New App** button. | ||
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- | For the **Platform** option, select **Web**. | ||
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- | For the **Sign on method**, select **SAML 2.0**. | ||
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- | Then click **Create**. | ||
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- | On the next screen, we need to supply some basic information for the application. | ||
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- | For the **App Name**, provide a friendly name for the NAAservice, e.g. **Access Anywhere**. Optionally you can also provide an **App logo** that users would recognize. | ||
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- | Click **Next**. | ||
- | |||
- | On the **SAML settings** screen we want to configure the fields as follows: | ||
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- | * __Single sign on URL__ - This should be the URI of your Access Anywhere server, appended by “/ | ||
- | * __Audience URI__ - This should be the URI of your Access Anywhere server, e.g. " | ||
- | * __Default RelayState__ - This should be left blank | ||
- | * __Name ID format__ - Select Email Address | ||
- | * __Application username__ - Select Okta Username | ||
- | |||
- | Under **Show Advanced Settings**: | ||
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- | * Tick **Enable Single Logout** | ||
- | * In **Single Logout URL** enter the value you entered in **Audience URI** | ||
- | * In **SP Issuer** enter the value you entered in **Audience URI** | ||
- | * From the **Signature Certificate** upload the Signing Certificate that can be obtained from your Access Anywhere appliance Auth System configuration screen. | ||
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- | Under **Attribute Statements** configure the mappings as follows: | ||
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- | * Name " | ||
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- | < | ||
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- | * Name " | ||
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- | < | ||
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- | * Name " | ||
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- | < | ||
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- | Under **Group Attribute Statements**, | ||
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- | A Groups Entry will need to be added with a name of " | ||
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- | * Contains: IT - Matches groups containing the word " | ||
- | * Regex: " | ||
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- | Follow the on-screen steps to save the changes. | ||
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- | On the **Application Details** screen, under **Sign On**, click the **View Setup Instructions** button. | ||
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- | On the Access Anywhere SAML Auth System screen, enter the following values: | ||
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- | * The Service provider entity ID - The URI entered earlier from the **Audience URI** field | ||
- | * SSO entry point - Enter the **Identity Provider Single Sign-On URL** found on the Okta setup instructions screen | ||
- | * The logout service endpoint - Enter the **Identity Provider Single Logout URL** found on the Okta setup instructions screen. | ||
- | * x509 Certificate - Enter the **X.509 Certificate** found on the Oka setup instructions screen | ||
- | |||
- | Before users are able to access the Okta application, | ||
- | |||
- | Your Okta setup with the Access Anywhere server is now complete. | ||
- | \\ \\ | ||
- | ==== Configuring with Duo Access Gateway ==== | ||
- | \\ \\ | ||
- | __First you will need to set up your Duo Access Gatway__ | ||
- | As defined here: [[https:// | ||
- | |||
- | Service Provider Name: NAA Access Anywhere | ||
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- | Entity ID: your Access Anywhere URL | ||
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- | Assertion Consumer Service: your Access Anywhere url + /saml.html | ||
- | \\ \\ | ||
- | {{: | ||
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- | Send Attributes: All | ||
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- | a) Group name fix | ||
- | There is an issue with the group name (when leveraging AD as the Directory backend). By default the results that come back are the DN and not the friendly name. | ||
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- | When you finish generating the json file you’ll edit to to update the memberof to look like so: | ||
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- | ``` | ||
- | " | ||
- | " | ||
- | " | ||
- | " | ||
- | " | ||
- | }, | ||
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- | ``` | ||
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- | Apply that json to your DAG. | ||
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- | __Update DAG to return displayName (and other attributes we need)__ | ||
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- | We need to ensure that the display name is returned: | ||
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- | In the DAG under Authentication Source we can add displayName as one of the attributes to return: | ||
- | \\ \\ | ||
- | {{: | ||
- | \\ \\ | ||
- | __Gather info from DAG for NAAintegration__ | ||
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- | Follow the steps as defined here: [[https:// | ||
- | This will give you URL/ | ||
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- | __Create Auth System in SME__ | ||
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- | We’ll enter this data into Access Anywhere. Logged in as the Org Admin, in a package with SAML enabled, go to Organization> | ||
- | \\ \\ | ||
- | {{: | ||
- | {{: | ||
- | \\ \\ | ||
- | This will now allow your users to click the Duo Access Gateway login button the page and login through your DAG into Access Anywhere. | ||