Integrate Azure Active Directory with E Sales Manager Remix

In this tutorial, you learn how to integrate Azure Active Directory (Azure AD) with E Sales Manager Remix.

By integrating Azure AD with E Sales Manager Remix, you get the following benefits:

  • You can control in Azure AD who has access to E Sales Manager Remix.
  • You can enable your users to get signed in automatically to E Sales Manager Remix (single sign-on, or SSO) with their Azure AD accounts.
  • You can manage your accounts in one central location, the Azure portal.

To learn more about SaaS app integration with Azure AD, see What is application access and single sign-on with Azure Active Directory?.

Prerequisites

To configure Azure AD integration with E Sales Manager Remix, you need the following items:

  • An Azure AD subscription
  • An E Sales Manager Remix SSO-enabled subscription

Note

When you test the steps in this tutorial, we recommend that you do not use a production environment.

To test the steps in this tutorial, follow these recommendations:

  • Do not use your production environment, unless it is necessary.
  • If you don't have an Azure AD trial environment, you can get a one-month trial.

Scenario description

In this tutorial, you test Azure AD single sign-on in a test environment.

The scenario outlined in this tutorial consists of two main building blocks:

  • Adding E Sales Manager Remix from the gallery
  • Configuring and testing Azure AD single sign-on

To configure the integration of Azure AD with E Sales Manager Remix, add E Sales Manager Remix from the gallery to your list of managed SaaS apps by doing the following:

  1. In the Azure portal, in the left pane, select Azure Active Directory.

    The Azure Active Directory button

  2. Select Enterprise applications > All applications.

    The "Enterprise applications" window

  3. To add a new application, select New application at the top of the window.

    The New application button

  4. In the search box, type E Sales Manager Remix, select E Sales Manager Remix in the results list, and then select Add.

    E Sales Manager Remix in the results list

Configure and test Azure AD single sign-on

In this section, you configure and test Azure AD single sign-on with E Sales Manager Remix, based on a test user called "Britta Simon."

For single sign-on to work, Azure AD needs to identify the E Sales Manager Remix user and its counterpart in Azure AD. In other words, a link relationship between an Azure AD user and the same user in E Sales Manager Remix must be established.

To configure and test Azure AD single sign-on with E Sales Manager Remix, complete the building blocks in the next five sections:

Configure Azure AD single sign-on

Enable Azure AD single sign-on in the Azure portal and configure single sign-on in your E Sales Manager Remix application by doing the following:

  1. In the Azure portal, on the E Sales Manager Remix application integration page, select Single sign-on.

    The "Single sign-on" link

  2. In the Single sign-on window, in the Single Sign-on Mode box, select SAML-based Sign-on.

    The "Single sign-on" window

  3. Under E Sales Manager Remix Domain and URLs, do the following:

    E Sales Manager Remix Domain and URLs single sign-on information

    a. In the Sign-on URL box, type a URL in the following format: https://<Server-Based-URL>/<sub-domain>/esales-pc.

    b. In the Identifier box, type a URL in the following format: https://<Server-Based-URL>/<sub-domain>/.

    c. Note the Identifier value for later use in this tutorial.

    Note

    The preceding values are not real. Update them with the actual sign-in URL and identifier. To obtain the values, contact E Sales Manager Remix Client support team.

  4. Under SAML Signing Certificate, select Certificate (Base64), and then save the certificate file on your computer.

    The Certificate (Base64) download link

  5. Select the View and edit all other user attributes check box, and then select the emailaddress attribute.

    The User Attributes window

    The Edit Attribute window opens.

  6. Copy the Namespace and Name values. Generate the value in the pattern <Namespace>/<Name>, and save it for later use in this tutorial.

    The Edit Attribute window

  7. Under E Sales Manager Remix Configuration, select Configure E Sales Manager Remix.

    Screenshot that shows the "E Sales Manager Remix Configuration" section with "Configure E Sales Manager Remix" selected.

    The Configure sign-on window opens.

  8. In the Quick Reference section, copy the sign-out URL and the SAML single sign-on service URL.

  9. Select Save.

    The Save button

  10. Sign in to your E Sales Manager Remix application as an administrator.

  11. At the top right, select To Administrator Menu.

    The "To Administrator Menu" command

  12. In the left pane, select System settings > Cooperation with external system.

    The "System settings" and "Cooperation with external system" links

  13. In the Cooperation with external system window, select SAML.

    The "Cooperation with external system" window

  14. Under SAML authentication setting, do the following:

    The "SAML authentication setting" section

    a. Select the PC version check box.

    b. In the Collaboration item section, in the drop-down list, select email.

    c. In the Collaboration item box, paste the claim value that you copied earlier from the Azure portal (that is, http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress).

    d. In the Issuer (entity ID) box, paste the identifier value that you copied earlier from the E Sales Manager Remix Domain and URLs section of the Azure portal.

    e. To upload your downloaded certificate from the Azure portal, select File selection.

    f. In the ID provider login URL box, paste the SAML single sign-on service URL that you copied earlier in the Azure portal.

    g. In Identity Provider Logout URL box, paste the sign-out URL value that you copied earlier in the Azure portal.

    h. Select Setting complete.

Tip

As you're setting up the app, you can read a concise version of the preceding instructions in the Azure portal. After you've added the app in the Active Directory > Enterprise Applications section, select the Single Sign-On tab, and then access the embedded documentation in the Configuration section at the bottom. For more information about the embedded documentation feature, see Azure AD embedded documentation.

Create an Azure AD test user

In this section, you create test user Britta Simon in the Azure portal by doing the following:

Create an Azure AD test user

  1. In the Azure portal, in the left pane, select Azure Active Directory.

    The Azure Active Directory link

  2. To display a list of current users, select Users and groups > All users.

    The "Users and groups" and "All users" links

  3. At the top of the All Users window, select Add.

    The Add button

    The User window opens.

  4. In the User window, do the following:

    The User window

    a. In the Name box, type BrittaSimon.

    b. In the User name box, type the email address of user Britta Simon.

    c. Select the Show Password check box, and then note the value that's displayed in the Password box.

    d. Select Create.

Create an E Sales Manager Remix test user

  1. Sign on to your E Sales Manager Remix application as an administrator.

  2. Select To Administrator Menu from the menu at the top right.

    E Sales Manager Remix Configuration

  3. Select Your company's settings > Maintenance of departments and employees, and then select Employees registered.

    The "Employees registered" tab

  4. In the New employee registration section, do the following:

    The "New employee registration" section

    a. In the Employee Name box, type the name of the user (for example, Britta).

    b. Complete the remaining required fields.

    c. If you enable SAML, the administrator cannot sign in from the sign-in page. Grant administrator sign-in privileges to the user by selecting the Admin Login check box.

    d. Select Registration.

  5. In the future, to sign in as an administrator, sign in as the user who has administrator permissions and then, at the top right, select To Administrator Menu.

    The "To Administrator Menu" command

Assign the Azure AD test user

In this section, you enable user Britta Simon to use Azure single sign-on by granting access to E Sales Manager Remix. To do so, do the following:

Assign the user role

  1. In the Azure portal, open the Applications view, go to the Directory view, and then select Enterprise applications > All applications.

    The "Enterprise applications" and "All applications" links

  2. In the Applications list, select E Sales Manager Remix.

    The E Sales Manager Remix link

  3. In the left pane, select Users and groups.

    The "Users and groups" link

  4. Select Add and then, in the Add Assignment pane, select Users and groups.

    The Add Assignment pane

  5. In the Users and groups window, in the Users list, select Britta Simon.

  6. Select the Select button.

  7. In the Add Assignment window, select Assign.

Test single sign-on

In this section, you test your Azure AD single sign-on configuration by using the Access Panel.

When you select the E Sales Manager Remix tile in the Access Panel, you should be signed in automatically to your E Sales Manager Remix application.

For more information about the Access Panel, see Introduction to the Access Panel.

Additional resources