Tutorial: Azure AD SSO integration with OpenText XM Fax and XM SendSecure

In this tutorial, you'll learn how to integrate OpenText XM Fax and XM SendSecure with Azure Active Directory (Azure AD). When you integrate OpenText XM Fax and XM SendSecure with Azure AD, you can:

  • Control in Azure AD who has access to OpenText XM Fax and XM SendSecure.
  • Enable your users to be automatically signed-in to OpenText XM Fax and XM SendSecure with their Azure AD accounts.
  • Manage your accounts in one central location - the Azure portal.

Prerequisites

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.
  • Azure AD Cloud Application Administrator or Application Administrator role. For more information, see Azure built-in roles.
  • OpenText XM Fax and XM SendSecure subscription.
  • OpenText XM Fax and XM SendSecure administrator account.

Scenario description

In this tutorial, you configure and test Azure AD SSO in a test environment.

  • OpenText XM Fax and XM SendSecure 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 OpenText XM Fax and XM SendSecure into Azure AD, you need to add OpenText XM Fax and XM SendSecure from the gallery to your list of managed SaaS apps.

  1. Sign in to the Azure portal using either a work or school account, or a personal Microsoft account.
  2. On the left navigation pane, select the Azure Active Directory service.
  3. Navigate to Enterprise Applications and then select All Applications.
  4. To add new application, select New application.
  5. In the Add from the gallery section, type OpenText XM Fax and XM SendSecure in the search box.
  6. Select OpenText XM Fax and XM SendSecure 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, and walk through the SSO configuration as well. Learn more about Microsoft 365 wizards.

Configure and test Azure AD SSO for OpenText XM Fax and XM SendSecure

Configure and test Azure AD SSO with OpenText XM Fax and XM SendSecure 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 at OpenText XM Fax and XM SendSecure.

To configure and test Azure AD SSO with OpenText XM Fax and XM SendSecure, perform the following steps:

  1. Configure Azure AD SSO - to enable your users to use this feature.
    1. Create an Azure AD test user - to test Azure AD single sign-on with B.Simon.
    2. Assign the Azure AD test user - to enable B.Simon to use Azure AD single sign-on.
  2. Configure OpenText XM Fax and XM SendSecure SSO - to configure the single sign-on settings on application side.
    1. Create OpenText XM Fax and XM SendSecure test user - to have a counterpart of B.Simon in OpenText XM Fax and XM SendSecure that is linked to the Azure AD representation of user.
  3. Test SSO - to verify whether the configuration works.

Configure Azure AD SSO

Follow these steps to enable Azure AD SSO in the Azure portal.

  1. In the Azure portal, on the OpenText XM Fax and XM SendSecure application integration page, find the Manage section and select single sign-on.

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

  3. 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.

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

    a. In the Identifier textbox, type one of the following URLs:

    Identifier
    https://login.xmedius.com/
    https://login.xmedius.eu/
    https://login.xmedius.ca/

    b. In the Reply URL textbox, type one of the following URLs:

    Reply URL
    https://login.xmedius.com/auth/saml/callback
    https://login.xmedius.eu/auth/saml/callback
    https://login.xmedius.ca/auth/saml/callback

    c. In the Sign-on URL text box, type one of the following URLs:

    Sign-on URL
    https://login.xmedius.com/{account}
    https://login.xmedius.eu/{account}
    https://login.xmedius.ca/{account}
  5. 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.

    Screenshot shows the Certificate download link.

  6. On the Set up OpenText XM Fax and XM SendSecure section, copy the appropriate URL(s) based on your requirement.

    Screenshot shows how to copy configuration appropriate URL.

Create an Azure AD test user

In this section, you'll create a test user in the Azure portal called B.Simon:

  1. From the left pane in the Azure portal, select Azure Active Directory, select Users, and then select All users.
  2. Select New user at the top of the screen.
  3. In the User properties, follow these steps:
    1. In the Name field, enter B.Simon.
    2. In the User name field, enter the user name in the following format: 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. Click Create.

Assign the Azure AD test user

In this section, you'll enable B.Simon to use Azure single sign-on by granting access to OpenText XM Fax and XM SendSecure:

  1. In the Azure portal, select Enterprise Applications, and then select All applications.
  2. In the applications list, select OpenText XM Fax and XM SendSecure.
  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 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.
  7. In the Add Assignment dialog, click the Assign button.

Configure OpenText XM Fax and XM SendSecure SSO

  1. Login to your XM Cloud account using a Web browser.

  2. From the main menu of your Web Portal, select enterprise_account -> Enterprise Settings.

  3. Go to Single Sign-On section and select SAML 2.0.

  4. Provide the following required information:

    a. In the Issuer (Identity Provider) textbox, paste the Azure AD Identifier value which you have copied from the Azure portal.

    b. In the Sign In URL textbox, paste the Login URL value which you have copied from the Azure portal.

    c. Open the downloaded Certificate (Base64) from the Azure portal into Notepad and paste the content into the X.509 Signing Certificate textbox.

    d. click Save.

Note

Keep the fail-safe URL (https://login.[domain]/[account]/no-sso) provided at the bottom of the SSO configuration section, it will allow you to log in using your XM Cloud account credentials if you lock yourself after SSO activation.

Create OpenText XM Fax and XM SendSecure test user

Create a user called Britta Simon at OpenText XM Fax and XM SendSecure. Make sure the email is set to "B.Simon@contoso.com".

Note

Users must be created and activated before you use single sign-on.

Test SSO

In this section, you test your Azure AD single sign-on configuration with the following options.

  • Click on Test this application in Azure portal. This will redirect to OpenText XM Fax and XM SendSecure Sign-on URL where you can initiate the login flow.

  • Go to OpenText XM Fax and XM SendSecure Sign-on URL directly and initiate the login flow from there.

  • You can use Microsoft My Apps. When you click the OpenText XM Fax and XM SendSecure tile in the My Apps portal, this will redirect to OpenText XM Fax and XM SendSecure Sign-on URL. For more information about the My Apps portal, see Introduction to the My Apps portal.

Next steps

Once you configure OpenText XM Fax and XM SendSecure 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 Cloud App Security.