Configure and test Microsoft Entra SSO for CCH Tagetik
Configure and test Microsoft Entra SSO with CCH Tagetik 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 CCH Tagetik.
To configure and test Microsoft Entra SSO with CCH Tagetik, perform the following steps:
Browse to Identity > Applications > Enterprise applications > CCH Tagetik > 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 steps:
a. In the Identifier text box, type a URL using the following pattern:
https://<CUSTOMER_NAME>.saastagetik.com/prod/5/
b. In the Reply URL text box, type a URL using the following pattern:
https://<CUSTOMER_NAME>.saastagetik.com/prod/5/
Perform the following step if you wish to configure the application in SP initiated mode:
In the Sign-on URL text box, type a URL using the following pattern:
https://<CUSTOMER_NAME>.saastagetik.com/prod/
Note
These values are not real. Update these values with the actual Identifier, Reply URL and Sign-on URL. Contact CCH Tagetik Client support team to get these values. You can also refer to the patterns shown in the Basic SAML Configuration section.
On the Set up single sign-on with SAML page, in the SAML Signing Certificate section, find Federation Metadata XML and select Download to download the certificate and save it on your computer.
On the Set up CCH Tagetik section, copy the appropriate URL(s) based on your requirement.
Create a Microsoft Entra test user
In this section, you'll create a test user called B.Simon.
In the app's overview page, select Users and groups.
Select Add user/group, 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 are expecting a role to be assigned to the users, you can select it from the Select a role dropdown. If no role has been set up for this app, you see "Default Access" role selected.
In the Add Assignment dialog, click the Assign button.
Configure CCH Tagetik SSO
To configure single sign-on on CCH Tagetik side, you need to send the downloaded Federation Metadata XML and appropriate copied URLs from the application configuration to CCH Tagetik support team. They set this setting to have the SAML SSO connection set properly on both sides.
Create CCH Tagetik test user
In this section, a user called Britta Simon is created in CCH Tagetik. CCH Tagetik supports just-in-time user provisioning, which is enabled by default. There is no action item for you in this section. If a user doesn't already exist in CCH Tagetik, a new one is created after authentication.
Test SSO
In this section, you test your Microsoft Entra single sign-on configuration with following options.
SP initiated:
Click on Test this application, this will redirect to CCH Tagetik Sign-on URL where you can initiate the login flow.
Go to CCH Tagetik Sign-on URL directly and initiate the login flow from there.
IDP initiated:
Click on Test this application, and you should be automatically signed in to the CCH Tagetik for which you set up the SSO.
You can also use Microsoft My Apps to test the application in any mode. When you click the CCH Tagetik tile in the My Apps, if configured in SP mode you would be redirected to the application sign-on page for initiating the login flow and if configured in IDP mode, you should be automatically signed in to the CCH Tagetik for which you set up the SSO. For more information about the My Apps, see Introduction to the My Apps.
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