Tutorial: Azure AD SSO integration with Excelity HCM
In this tutorial, you'll learn how to integrate Excelity HCM with Azure Active Directory (Azure AD). When you integrate Excelity HCM with Azure AD, you can:
- Control in Azure AD who has access to Excelity HCM.
- Enable your users to be automatically signed-in to Excelity HCM 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.
- Excelity HCM single sign-on (SSO) enabled subscription.
In this tutorial, you configure and test Azure AD SSO in a test environment.
- Excelity HCM supports IDP initiated SSO.
Add Excelity HCM from the gallery
To configure the integration of Excelity HCM into Azure AD, you need to add Excelity HCM 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 Excelity HCM in the search box.
- Select Excelity HCM 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 Excelity HCM
Configure and test Azure AD SSO with Excelity HCM 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 Excelity HCM.
To configure and test Azure AD SSO with Excelity HCM, 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 Excelity HCM SSO - to configure the single sign-on settings on application side.
- Create Excelity HCM test user - to have a counterpart of B.Simon in Excelity HCM 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 Excelity HCM 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, the application is pre-configured and the necessary URLs are already pre-populated with Azure. The user needs to save the configuration by clicking the Save button.
Excelity HCM application expects the SAML assertions in a specific format, which requires you to add custom attribute mappings to your SAML token attributes configuration. The following screenshot shows the list of default attributes.
In addition to above, Excelity HCM application expects few more attributes to be passed back in SAML response which are shown below. These attributes are also pre populated but you can review them as per your requirements.
Name Source Attribute country user.country
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 Excelity HCM.
- In the Azure portal, select Enterprise Applications, and then select All applications.
- In the applications list, select Excelity HCM.
- 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 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 Excelity HCM SSO
To configure single sign-on on Excelity HCM side, you need to send the App Federation Metadata Url to Excelity HCM support team. They set this setting to have the SAML SSO connection set properly on both sides.
Create Excelity HCM test user
In this section, you create a user called Britta Simon in Excelity HCM. Work with Excelity HCM support team to add the users in the Excelity HCM platform. Users must be created and activated before you use single sign-on.
In this section, you test your Azure AD single sign-on configuration with following options.
Click on Test this application in Azure portal and you should be automatically signed in to the Excelity HCM for which you set up the SSO.
You can use Microsoft My Apps. When you click the Excelity HCM tile in the My Apps, you should be automatically signed in to the Excelity HCM for which you set up the SSO. For more information about the My Apps, see Introduction to the My Apps.
Once you configure Excelity HCM 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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