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Tutorial: Microsoft Entra SSO integration with Hub Planner

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

  • Control in Microsoft Entra ID who has access to Hub Planner.
  • Enable your users to be automatically signed-in to Hub Planner 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.
  • Hub Planner single sign-on (SSO) enabled subscription.

Scenario description

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

  • Hub Planner 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 Hub Planner into Microsoft Entra ID, you need to add Hub Planner 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 Hub Planner in the search box.
  4. Select Hub Planner 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 Hub Planner

Configure and test Microsoft Entra SSO with Hub Planner 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 Hub Planner.

To configure and test Microsoft Entra SSO with Hub Planner, 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 Hub Planner SSO - to configure the single sign-on settings on application side.
    1. Create Hub Planner test user - to have a counterpart of B.Simon in Hub Planner 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 > Hub Planner > 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.

    Edit Basic SAML Configuration

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

    a. In the Identifier box, type a URL using the following pattern: https://app.hubplanner.com/sso/metadata

    b. In the Reply URL text box, type a URL using the following pattern: https://app.hubplanner.com/sso/callback

    c. In the Sign-on URL text box, type a URL using the following pattern: https://<SUBDOMAIN>.hubplanner.com

    Note

    These values are the ones you will use. The only change you need to make is to replace <SUBDOMAIN> in the Sign-on URL with the subdomain you received when you signed up for Hub Planner. You can also refer to the patterns shown in the Basic SAML Configuration section.

  6. On the Set up single sign-on with SAML page, in the SAML Signing Certificate section, find Certificate (Base64) and select Download to download the certificate and save it on your computer.

    The Certificate download link

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

    Copy configuration URLs

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 Hub Planner.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > Hub Planner.
  3. In the app's overview page, find the Manage section and select Users and groups.
  4. Select Add user, then select Users and groups in the Add Assignment dialog.
  5. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.
  6. If you're expecting any role value in the SAML assertion, in the Select Role dialog, select the appropriate role for the user from the list and then click the Select button at the bottom of the screen.
  7. In the Add Assignment dialog, click the Assign button.

Configure Hub Planner SSO

To configure single sign-on on Hub Planner side, you need to sign in to your Hub Planner account and complete the following tasks.

Install the extension in Hub Planner

To enable SSO functionality, you must first enable the extension. As the account owner or with equivalent permissions, complete these steps:

  1. Go to Settings.
  2. In the side menu, select Manage Extensions > Add/Remove Extensions.
  3. Find the extension for Single Sign On and Add or Try Free.
  4. When prompted, agree to the terms and conditions, and then select Add Now.

Enable SSO

After the extension is enabled, you must enable SSO for your account.

  1. Go to Settings.
  2. In the side menu, select Authentication.
  3. Select SSO (Single Sign-On).
  4. Enter additional authentication information as shown in the following image, and then select Save.

Screenshot of SSO settings

Create Hub Planner test user

If you want to add other users go to Settings > Manage resources and add users from here. Make sure to add their email address and invite them. Once invited, they will receive an email and be able to enter via SSO.

Test SSO

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

  • Click on Test this application, this will redirect to Hub Planner Sign-on URL where you can initiate the login flow.

  • Go to Hub Planner Sign-on URL directly and initiate the login flow from there.

  • You can use Microsoft My Apps. When you click the Hub Planner tile in the My Apps, this will redirect to Hub Planner Sign-on URL. For more information, see Microsoft Entra My Apps.

Next steps

Once you configure Hub Planner 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.