Tutorial: Azure AD SSO integration with FactSet
In this tutorial, you'll learn how to integrate FactSet with Azure Active Directory (Azure AD). When you integrate FactSet with Azure AD, you can:
- Control in Azure AD who has access to FactSet URLs via the Federation.
- Enable your users to be automatically signed-in to FactSet 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.
- FactSet single sign-on (SSO) enabled subscription.
In this tutorial, you configure and test Azure AD SSO in a test environment.
- FactSet supports SP initiated SSO.
Identifier of this application is a fixed string value so only one instance can be configured in one tenant.
Add FactSet from the gallery
To configure the integration of FactSet into Azure AD, you need to add FactSet 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 FactSet in the search box.
- 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 Azure AD SSO for FactSet
Configure and test Azure AD SSO with FactSet 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 FactSet.
To configure and test Azure AD SSO with FactSet, perform the following steps:
- Configure Azure AD SSO - to enable your users to use this feature.
- Configure FactSet SSO - to configure the single sign-on settings on application side.
- Create FactSet test user - to have a counterpart of B.Simon in FactSet 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 FactSet 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, perform the following steps:
a. In the Identifier text box, type the URL:
b. In the Reply URL text box, type the URL:
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.
On the Set up FactSet section, copy the appropriate URL(s) based on your requirement.
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 email@example.com. 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 FactSet.
- In the Azure portal, select Enterprise Applications, and then select All applications.
- In the applications list, select FactSet.
- 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 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.
In this section, you test your Azure AD 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.
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.