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Tutorial: Configure Storegate for automatic user provisioning

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The objective of this tutorial is to demonstrate the steps to be performed in Storegate and Microsoft Entra ID to configure Microsoft Entra ID to automatically provision and de-provision users and/or groups to Storegate.

Note

This tutorial describes a connector built on top of the Microsoft Entra user provisioning service. For important details on what this service does, how it works, and frequently asked questions, see Automate user provisioning and deprovisioning to SaaS applications with Microsoft Entra ID.

Prerequisites

The scenario outlined in this tutorial assumes that you already have the following prerequisites:

  • A Microsoft Entra tenant
  • A Storegate tenant
  • A user account on a Storegate with Administrator permissions.

Assign users to Storegate

Microsoft Entra ID uses a concept called assignments to determine which users should receive access to selected apps. In the context of automatic user provisioning, only the users and/or groups that have been assigned to an application in Microsoft Entra ID are synchronized.

Before configuring and enabling automatic user provisioning, you should decide which users and/or groups in Microsoft Entra ID need access to Storegate. Once decided, you can assign these users and/or groups to Storegate by following the instructions here:

Important tips for assigning users to Storegate

  • It is recommended that a single Microsoft Entra user is assigned to Storegate to test the automatic user provisioning configuration. Additional users and/or groups may be assigned later.

  • When assigning a user to Storegate, you must select any valid application-specific role (if available) in the assignment dialog. Users with the Default Access role are excluded from provisioning.

Set up Storegate for provisioning

Before configuring Storegate for automatic user provisioning with Microsoft Entra ID, you will need to retrieve some provisioning information from Storegate.

  1. Sign in to your Storegate Admin Console and navigate to the settings by clicking on the user icon in the upper right corner and select Account Settings.

    Storegate Add SCIM

  2. Within settings navigate to Team > Settings and verify that the toggle switch is switched on in the Single sign-on section.

    Storegate settings

    Storegate toggle button

  3. Copy the Tenant URL and Token. These values will be entered in the Tenant URL and Secret Token fields respectively in the Provisioning tab of your Storegate application.

    Storegate Create Token

To configure Storegate for automatic user provisioning with Microsoft Entra ID, you need to add Storegate from the Microsoft Entra application gallery to your list of managed SaaS applications.

  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 Storegate, select Storegate in the results panel.

    Storegate in the results list

  4. Select the Sign-up for Storegate button which will redirect you to Storegate's login page.

    Storegate OIDC Add

  5. Sign in to your Storegate Admin Console and navigate to the settings by clicking on the user icon in the upper right corner and select Account Settings.

    Storegate login

  6. Within settings navigate to Team > Settings and click on toggle switch in the Single sign-on section, this will start the consent-flow. Click on Activate.

    Storegate team

    Storegate sso

  7. As Storegate is an OpenIDConnect app, choose to log in to Storegate using your Microsoft work account.

    Storegate OIDC login

  8. After a successful authentication, accept the consent prompt for the consent page. The application will then be automatically added to your tenant and you will be redirected to your Storegate account.

Configure automatic user provisioning to Storegate

This section guides you through the steps to configure the Microsoft Entra provisioning service to create, update, and disable users and/or groups in Storegate based on user and/or group assignments in Microsoft Entra ID.

Note

To learn more about Storegate's SCIM endpoint, refer this.

To configure automatic user provisioning for Storegate in Microsoft Entra ID

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

  2. Browse to Identity > Applications > Enterprise applications

    Enterprise applications blade

  3. In the applications list, select Storegate.

    The Storegate link in the Applications list

  4. Select the Provisioning tab.

    Screenshot of the Manage options with the Provisioning option called out.

  5. Set the Provisioning Mode to Automatic.

    Screenshot of the Provisioning Mode dropdown list with the Automatic option called out.

  6. Under the Admin Credentials section, input https://dialpad.com/scim in Tenant URL. Input the value that you retrieved and saved earlier from Storegate in Secret Token. Click Test Connection to ensure Microsoft Entra ID can connect to Storegate. If the connection fails, ensure your Storegate account has Admin permissions and try again.

    Tenant URL + Token

  7. In the Notification Email field, enter the email address of a person or group who should receive the provisioning error notifications and check the checkbox - Send an email notification when a failure occurs.

    Notification Email

  8. Click Save.

  9. Under the Mappings section, select Synchronize Microsoft Entra users to Storegate.

  10. Review the user attributes that are synchronized from Microsoft Entra ID to Storegate in the Attribute Mapping section. The attributes selected as Matching properties are used to match the user accounts in Storegate for update operations. Select the Save button to commit any changes.

    Attribute Type Supported for filtering Required by Storegate
    userName String ✓ ✓
    active Boolean
    preferredLanguage String
    name.givenName String
    name.familyName String

  11. To configure scoping filters, refer to the following instructions provided in the Scoping filter tutorial.

  12. To enable the Microsoft Entra provisioning service for Storegate, change the Provisioning Status to On in the Settings section.

    Provisioning Status Toggled On

  13. Define the users and/or groups that you would like to provision to Storegate by choosing the desired values in Scope in the Settings section.

    Provisioning Scope

  14. When you are ready to provision, click Save.

    Saving Provisioning Configuration

This operation starts the initial synchronization of all users and/or groups defined in Scope in the Settings section. The initial sync takes longer to perform than subsequent syncs, which occur approximately every 40 minutes as long as the Microsoft Entra provisioning service is running. You can use the Synchronization Details section to monitor progress and follow links to provisioning activity report, which describes all actions performed by the Microsoft Entra provisioning service on Storegate.

For more information on how to read the Microsoft Entra provisioning logs, see Reporting on automatic user account provisioning.

Additional resources

Next steps