Tutorial: Configure Evercate for automatic user provisioning

This tutorial describes the steps you need to do in both Evercate and Azure Active Directory (Azure AD) to configure automatic user provisioning. When configured, Azure AD automatically provisions and de-provisions users and groups to Evercate using the Azure AD 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 Azure Active Directory.

Capabilities Supported

  • Create users in Evercate.
  • Remove users in Evercate when they do not require access anymore.
  • Keep user attributes synchronized between Azure AD and Evercate.
  • Provision groups and group memberships in Evercate.
  • Single sign-on to Evercate (recommended).

Prerequisites

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

  • An Azure AD tenant.
  • A user account in Azure AD with permission to configure provisioning (for example, Application Administrator, Cloud Application administrator, Application Owner, or Global Administrator).
  • A user account in Evercate with Admin permissions.

Step 1. Plan your provisioning deployment

  1. Learn about how the provisioning service works.
  2. Determine who will be in scope for provisioning.
  3. Determine what data to map between Azure AD and Evercate.

Step 2. Configure Evercate to support provisioning with Azure AD

  1. Log in to Evercate as an administrator and click on Settings in the top menu.

  2. Under Settings, navigate to Advanced -> Connect Azure AD.

  3. Click the button "I understand, connect Azure AD" to start the process. connect Azure AD

  4. Now you are taken to Microsoft’s Sign in page where you need to sign in as an administrator for your AD.

    The Microsoft user you sign in with must:

    • Be an administrator with permissions to “Enterprise Applications”.
    • Be an AD user and not a personal account.

    Sign in

  5. Tick the "Consent on behalf of your organization" before clicking accept. Provide consent

    Note

    If you missed ticking the consent checkbox, every user will get a similar dialog upon their first sign in. See below under the section “Configuring the application in Azure” on how to give consent for your organization after the connection is made.

  6. Once you have successfully set up the connection to Azure AD you can configure which AD features you want to enable in Evercate.

  7. Navigate to Settings -> Advanced -> Connect Azure AD you will see the token you need to enable provisioning (enabled from Azure AD) and can tick the box for allowing single sign on for your Evercate account.

  8. Copy and save the token. This value will be entered in the Secret Token * field in the Provisioning tab of your Evercate application in the Azure portal.

Add Evercate from the Azure AD application gallery to start managing provisioning to Evercate. If you have previously setup Evercate for SSO, you can use the same application. Learn more about adding an application from the gallery here.

Step 4. Define who will be in scope for provisioning

The Azure AD provisioning service allows you to scope who will be provisioned based on assignment to the application and or based on attributes of the user / group. If you choose to scope who will be provisioned to your app based on assignment, you can use the following steps to assign users and groups to the application. If you choose to scope who will be provisioned based solely on attributes of the user or group, you can use a scoping filter as described here.

  • Start small. Test with a small set of users and groups before rolling out to everyone. When scope for provisioning is set to assigned users and groups, you can control this by assigning one or two users or groups to the app. When scope is set to all users and groups, you can specify an attribute based scoping filter.

  • If you need additional roles, you can update the application manifest to add new roles.

Step 5. Configure automatic user provisioning to Evercate

This section guides you through the steps to configure the Azure AD provisioning service to create, update, and disable users and groups in Evercate based on user and/or group assignments in Azure AD.

To configure automatic user provisioning for Evercate in Azure AD:

  1. Sign in to the Azure portal. Select Enterprise Applications, then select All applications.

    Enterprise applications blade

  2. In the applications list, select Evercate.

    The Evercate link in the Applications list

  3. Select the Provisioning tab.

    Provisioning tab

  4. Set the Provisioning Mode to Automatic.

    Provisioning tab automatic

  5. Under the Admin Credentials section, input your Evercate Tenant URL as https://adscimprovisioning.evercate.com/scim and corresponding Secret Token. Click Test Connection to ensure Azure AD can connect to Evercate. If the connection fails, ensure your Evercate account has Admin permissions and try again.

    Token

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

    Notification Email

  7. Select Save.

  8. In the Mappings section, select Synchronize Azure Active Directory Users to Evercate.

  9. Review the user attributes that are synchronized from Azure AD to Evercate in the Attribute-Mapping section. The attributes selected as Matching properties are used to match the user accounts in Evercate for update operations. If you choose to change the matching target attribute, you'll need to ensure that the Evercate API supports filtering users based on that attribute. Select the Save button to commit any changes.

    Attribute Type Supported for filtering Required by Evercate
    userName String
    urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:manager String
    active Boolean
    displayName String
    emails[type eq "work"].value String
    name.givenName String
    name.familyName String
    urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:department String
  10. Under the Mappings section, select Synchronize Azure Active Directory Groups to Evercate.

  11. Review the group attributes that are synchronized from Azure AD to Evercate in the Attribute-Mapping section. The attributes selected as Matching properties are used to match the groups in Evercate for update operations. Select the Save button to commit any changes.

    Attribute Type Supported for filtering Required by Evercate
    displayName String
    members Reference
  12. To configure scoping filters, refer to the following instructions provided in the Scoping filter tutorial.

  13. To enable the Azure AD provisioning service for Evercate, change the Provisioning Status to On in the Settings section.

    Provisioning Status Toggled On

  14. Define the users and groups that you would like to provision to Evercate by choosing the appropriate values in Scope in the Settings section.

    Provisioning Scope

  15. When you're ready to provision, click Save.

    Saving Provisioning Configuration

This operation starts the initial synchronization cycle of all users and groups defined in Scope in the Settings section. The initial cycle takes longer to execute than next cycles, which occur approximately every 40 minutes as long as the Azure AD provisioning service is running.

Step 6. Monitor your deployment

Once you've configured provisioning, use the following resources to monitor your deployment:

  • Use the provisioning logs to determine which users have been provisioned successfully or unsuccessfully
  • Check the progress bar to see the status of the provisioning cycle and how close it's to completion
  • If the provisioning configuration seems to be in an unhealthy state, the application will go into quarantine. Learn more about quarantine states here.

More resources

Next steps