Tutorial: Azure AD SSO integration with CBRE ServiceInsight
In this tutorial, you'll learn how to integrate CBRE ServiceInsight with Azure Active Directory (Azure AD). When you integrate CBRE ServiceInsight with Azure AD, you can:
- Control in Azure AD who has access to CBRE ServiceInsight.
- Enable your users to be automatically signed-in to CBRE ServiceInsight with their Azure AD accounts.
- Manage your accounts in one central location - the Azure portal.
To get started, you need the following items:
- An Azure AD subscription. If you don't have a subscription, you can get a free account.
- CBRE ServiceInsight single sign-on (SSO) enabled subscription.
In this tutorial, you configure and test Azure AD SSO in a test environment.
- CBRE ServiceInsight supports SP initiated SSO.
- CBRE ServiceInsight supports Just In Time user provisioning.
Identifier of this application is a fixed string value so only one instance can be configured in one tenant.
Add CBRE ServiceInsight from the gallery
To configure the integration of CBRE ServiceInsight into Azure AD, you need to add CBRE ServiceInsight from the gallery to your list of managed SaaS apps.
- Sign in to the Azure portal using either a work or school account, or a personal Microsoft account.
- On the left navigation pane, select the Azure Active Directory service.
- Navigate to Enterprise Applications and then select All Applications.
- To add new application, select New application.
- In the Add from the gallery section, type CBRE ServiceInsight in the search box.
- 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 Azure AD SSO for CBRE ServiceInsight
Configure and test Azure AD SSO with CBRE ServiceInsight using a test user called B.Simon. For SSO to work, you need to establish a link relationship between an Azure AD user and the related user in CBRE ServiceInsight.
To configure and test Azure AD SSO with CBRE ServiceInsight, perform the following steps:
- Configure Azure AD SSO - to enable your users to use this feature.
- Create an Azure AD test user - to test Azure AD single sign-on with B.Simon.
- Assign the Azure AD test user - to enable B.Simon to use Azure AD single sign-on.
- Configure CBRE ServiceInsight SSO - to configure the single sign-on settings on application side.
- Create CBRE ServiceInsight test user - to have a counterpart of B.Simon in CBRE ServiceInsight that is linked to the Azure AD representation of user.
- Test SSO - to verify whether the configuration works.
Configure Azure AD SSO
Follow these steps to enable Azure AD SSO in the Azure portal.
In the Azure portal, on the CBRE ServiceInsight application integration page, find the Manage section and select single sign-on.
On the Select a single sign-on method page, select SAML.
On the Set up single sign-on with SAML page, click the pencil icon for Basic SAML Configuration to edit the settings.
On the Basic SAML Configuration section, perform the following step:
In the Sign-on URL text box, type the URL:
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 in the Azure portal.
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.
Create an Azure AD test user
In this section, you'll create a test user in the Azure portal called B.Simon.
- From the left pane in the Azure portal, select Azure Active Directory, select Users, and then select All users.
- Select New user at the top of the screen.
- In the User properties, follow these steps:
- In the Name field, enter
- In the User name field, enter the firstname.lastname@example.org. For example,
- Select the Show password check box, and then write down the value that's displayed in the Password box.
- Click Create.
- In the Name field, enter
Assign the Azure AD test user
In this section, you'll enable B.Simon to use Azure single sign-on by granting access to CBRE ServiceInsight.
- In the Azure portal, select Enterprise Applications, and then select All applications.
- In the applications list, select CBRE ServiceInsight.
- In the app's overview page, find the Manage section and select Users and groups.
- Select Add user, then select Users and groups in the Add Assignment dialog.
- In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.
- 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.
- 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.
In this section, you test your Azure AD single sign-on configuration with following options.
Click on Test this application in Azure portal. 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 about the My Apps, see Introduction to the My Apps.
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.
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