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Tutorial: Microsoft Entra SSO integration with CBRE ServiceInsight

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

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

Scenario description

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

  • CBRE ServiceInsight supports SP initiated SSO.
  • CBRE ServiceInsight supports Just In Time user provisioning.

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 CBRE ServiceInsight into Microsoft Entra ID, you need to add CBRE ServiceInsight 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 CBRE ServiceInsight in the search box.
  4. Select CBRE ServiceInsight 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 CBRE ServiceInsight

Configure and test Microsoft Entra SSO with CBRE ServiceInsight 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 CBRE ServiceInsight.

To configure and test Microsoft Entra SSO with CBRE ServiceInsight, 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 CBRE ServiceInsight SSO - to configure the single sign-on settings on application side.
    1. Create CBRE ServiceInsight test user - to have a counterpart of B.Simon in CBRE ServiceInsight 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 > CBRE ServiceInsight > 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, perform the following step:

    In the Sign-on URL text box, type the URL: https://adfs4.mainstreamsasp.com/adfs/ls/

    Note

    The value is not real. Update the value with the actual Sign-On URL. Contact CBRE ServiceInsight Client support team to get the value. You can also refer to the patterns shown in the Basic SAML Configuration section.

  6. On the Set up single sign-on with SAML page, In the SAML Signing Certificate section, click copy button to copy App Federation Metadata Url and save it on your computer.

    The Certificate download link

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 CBRE ServiceInsight.

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

To configure single sign-on on CBRE ServiceInsight side, you need to send the App Federation Metadata Url to CBRE ServiceInsight support team. They set this setting to have the SAML SSO connection set properly on both sides.

Create CBRE ServiceInsight test user

In this section, a user called Britta Simon is created in CBRE ServiceInsight. CBRE ServiceInsight supports just-in-time provisioning, which is enabled by default. There is no action item for you in this section. If a user doesn't already exist in CBRE ServiceInsight, a new one is created when you attempt to access CBRE ServiceInsight.

Test SSO

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

  • Click on Test this application, this will redirect to CBRE ServiceInsight Sign-on URL where you can initiate the login flow.

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

  • You can use Microsoft My Apps. When you click the CBRE ServiceInsight tile in the My Apps, this will redirect to CBRE ServiceInsight Sign-on URL. For more information, see Microsoft Entra My Apps.

Next steps

Once you configure CBRE ServiceInsight 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.