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Microsoft Entra SSO integration with Alteryx Server

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

  • Control in Microsoft Entra ID who has access to Alteryx Server.
  • Enable your users to be automatically signed-in to Alteryx Server with their Microsoft Entra accounts.
  • Manage your accounts in one central location.

Prerequisites

To integrate Microsoft Entra ID with Alteryx Server, you need:

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

Scenario description

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

  • Alteryx Server supports both SP and IDP initiated SSO.

To configure the integration of Alteryx Server into Microsoft Entra ID, you need to add Alteryx Server 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 Alteryx Server in the search box.
  4. Select Alteryx Server 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 Microsoft Entra SSO for Alteryx Server

Configure and test Microsoft Entra SSO with Alteryx Server 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 Alteryx Server.

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

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

Configure Microsoft Entra SSO

Follow these steps to enable Microsoft Entra SSO in the Microsoft Entra admin center.

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

  2. Browse to Identity > Applications > Enterprise applications > Alteryx Server > 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 a URL using the following pattern: https://<CustomerName>.<DOMAIN>.<EXTENSION>/webapi/Saml2

    b. In the Reply URL text box, type a URL using the following pattern: https://<CustomerName>.<DOMAIN>.<EXTENSION>/webapi/Saml2/acs

  6. Perform the following step, if you wish to configure the application in SP initiated mode:

    In the Sign-on URL text box, type a URL using the following pattern: https://<CustomerName>.<DOMAIN>.<EXTENSION>/webapi/saml2/signin

    Note

    These values are not real. Update these values with the actual Identifier, Reply URL and Sign on URL. Contact Alteryx Server support team to get these values. You can also refer to the patterns shown in the Basic SAML Configuration section in the Microsoft Entra admin center.

  7. 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.

    Screenshot shows the Certificate download link.

Create a Microsoft Entra ID test user

In this section, you'll create a test user in the Microsoft Entra admin center 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 ID test user

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

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > Alteryx Server.
  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 Alteryx Server SSO

  1. Log in to Alteryx Server company site as an administrator.

  2. Go to System Settings > Server UI > General and select Enable Server UI SSL/TLS to make sure SSL is enabled. You must have a certificate installed on the Server. For more information, please refer Configuring Alteryx Server for SSL: Obtaining and Installing Certificates.

    Screenshot shows Settings for the configuration.

  3. Navigate to System Settings > Server UI > Authentication and perform the following steps.

    Screenshot shows the Configuration.

    1. Select SAML Authentication as the Authentication Type.

    2. Select either IDP Metadata URL or X509 certificate and IDP SSO URL according to your requirement.

    3. The ACS Base URL field will autopopulate and get configured with HTTPS.

    4. In the IDP URL field, paste the Microsoft Entra Identifier, which you have copied from the Microsoft Entra admin center.

    5. In the IDP Metadata URL field, paste the App Federation Metadata Url, which you have copied from the Microsoft Entra admin center.

    6. Click Verify IDP.

Create Alteryx Server test user

In this section, you create a user called B.Simon in Alteryx Server. Work with Alteryx Server support team to add the users in the Alteryx Server 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 options.

SP initiated:

  • Click on Test this application in Microsoft Entra admin center. This will redirect to Alteryx Server Sign on URL where you can initiate the login flow.

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

IDP initiated:

  • Click on Test this application in Microsoft Entra admin center and you should be automatically signed in to the Alteryx Server for which you set up the SSO.

You can also use Microsoft My Apps to test the application in any mode. When you click the Alteryx Server tile in the My Apps, if configured in SP mode you would be redirected to the application sign-on page for initiating the login flow and if configured in IDP mode, you should be automatically signed in to the Alteryx Server for which you set up the SSO. For more information about the My Apps, see Introduction to the My Apps.

Next steps

Once you configure Alteryx Server 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.