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Tutorial: Microsoft Entra SSO integration with FactSet

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In this tutorial, you'll learn how to integrate FactSet with Microsoft Entra ID. When you integrate FactSet with Microsoft Entra ID, you can:

  • Control in Microsoft Entra ID who has access to FactSet URLs via the Federation.
  • Enable your users to be automatically signed-in to FactSet with their Microsoft Entra accounts.
  • Manage your accounts in one central location.

Prerequisites

To get started, you need the following items:

  • A Microsoft Entra subscription. If you don't have a subscription, you can get a free account.
  • FactSet single sign-on (SSO) enabled subscription.

Scenario description

In this tutorial, you configure and test Microsoft Entra SSO in a test environment.

  • FactSet supports SP initiated SSO.

Note

Identifier of this application is a fixed string value so only one instance can be configured in one tenant.

To configure the integration of FactSet into Microsoft Entra ID, you need to add FactSet from the gallery to your list of managed SaaS apps.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > New application.
  3. In the Add from the gallery section, type FactSet in the search box.
  4. Select FactSet 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 Microsoft Entra SSO for FactSet

Configure and test Microsoft Entra SSO with FactSet 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 FactSet.

To configure and test Microsoft Entra SSO with FactSet, perform the following steps:

  1. Configure Microsoft Entra SSO - to enable your users to use this feature.
    1. Create a Microsoft Entra test user - to test Microsoft Entra single sign-on with B.Simon.
    2. Assign the Microsoft Entra test user - to enable B.Simon to use Microsoft Entra single sign-on.
  2. Configure FactSet SSO - to configure the single sign-on settings on application side.
    1. Create FactSet test user - to have a counterpart of B.Simon in FactSet that is linked to the Microsoft Entra representation of user.
  3. Test SSO - to verify whether the configuration works.

Configure Microsoft Entra SSO

Follow these steps to enable Microsoft Entra SSO.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

  2. Browse to Identity > Applications > Enterprise applications > FactSet > Single sign-on.

  3. On the Select a single sign-on method page, select SAML.

  4. On the Set up single sign-on with SAML page, click the pencil icon for Basic SAML Configuration to edit the settings.

    Screenshot shows how to edit Basic SAML Configuration.

  5. On the Basic SAML Configuration section, perform the following steps:

    a. In the Identifier text box, type the URL: https://auth.factset.com

    b. In the Reply URL text box, type the URL: https://auth.factset.com/sp/ACS.saml2

  6. 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 metadata file and save it on your computer.

    Screenshot shows the Certificate download link.

  7. On the Set up FactSet section, copy the appropriate URL(s) based on your requirement.

    Screenshot shows to copy configuration appropriate URL.

Create a Microsoft Entra test user

In this section, you'll create a test user called B.Simon.

  1. Sign in to the Microsoft Entra admin center as at least a User Administrator.
  2. Browse to Identity > Users > All users.
  3. Select New user > Create new user, at the top of the screen.
  4. In the User properties, follow these steps:
    1. In the Display name field, enter B.Simon.
    2. In the User principal name field, enter the username@companydomain.extension. For example, B.Simon@contoso.com.
    3. Select the Show password check box, and then write down the value that's displayed in the Password box.
    4. Select Review + create.
  5. Select Create.

Assign the Microsoft Entra test user

In this section, you'll enable B.Simon to use single sign-on by granting access to FactSet.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > FactSet.
  3. In the app's overview page, select Users and groups.
  4. Select Add user/group, then select Users and groups in the Add Assignment dialog.
    1. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.
    2. 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.
    3. In the Add Assignment dialog, click the Assign button.

Configure FactSet SSO

To configure single sign-on on FactSet side you will need to visit FactSet's Control Center and configure the Federation Metadata XML and appropriate copied URLs from Azure portal under Control Center's Security > Single Sign-On (SSO) page. If you require access to this page, please contact FactSet Support Team and request FactSet product 8514 (Control Center - Source IPs, Security + Authentication).

Create FactSet test user

Work with your FactSet account support representatives or contact FactSet Support Team to add the users in the FactSet platform. Users must be created and activated before you use single sign-on.

Test SSO

In this section, you test your Microsoft Entra single sign-on configuration with following option.

  • FactSet only supports SP-initiated SAML. You may test SSO by visiting any authenticated FactSet URL such as Issue Tracker or FactSet-Web, click on Single Sign-On (SSO) on the logon portal and supply your email address in the subsequent page. Please see supplied documentation for additional information and usage.

Next steps

Once you configure FactSet 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.