Configure OneStream for Single sign-on with Microsoft Entra ID

In this article, you learn how to integrate OneStream with Microsoft Entra ID. When you integrate OneStream with Microsoft Entra ID, you can:

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

Prerequisites

The scenario outlined in this article assumes that you already have the following prerequisites:

• A Microsoft Entra user account with an active subscription. If you don't already have one, you can Create an account for free.
• One of the following roles:
  • Application Administrator
  • Cloud Application Administrator
  • Application Owner.

• OneStream single sign-on (SSO) enabled subscription.

Scenario description

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

• OneStream supports only SP initiated SSO.

Add OneStream from the gallery

To configure the integration of OneStream into Microsoft Entra ID, you need to add OneStream 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 Entra ID > Enterprise apps > New application.
3. In the Add from the gallery section, type OneStream in the search box.
4. Select OneStream 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 OneStream

Configure and test Microsoft Entra SSO with OneStream 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 OneStream.

To configure and test Microsoft Entra SSO with OneStream, 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. Create a Microsoft Entra test user - to enable B.Simon to use Microsoft Entra single sign-on.
2. Configure OneStream SSO - to configure the single sign-on settings on application side.
   1. Create OneStream test user - to have a counterpart of B.Simon in OneStream that's 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 Entra ID > Enterprise apps > OneStream > 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, select the pencil icon for Basic SAML Configuration to edit the settings.

   

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

   a. In the Identifier (Entity ID) text box, type a URL using the following pattern: https://<CustomerDomain>.onestreamcloud.com/OneStreamIS/federation/<Scheme>/saml

   b. In the Reply URL text box, type a URL using the following pattern: https://<CustomerDomain>.onestreamcloud.com/OneStreamIS/federation/<Scheme>/signin-saml

   c. In the Sign on URL text box, type a URL using the following pattern: https://<CustomerDomain>.onestreamcloud.com/OneStreamIS/federation/<Scheme>/signin-saml

   Note

   These values aren't real. Update these values with the actual Identifier, Reply URL and Sign on URL. Create a new SAML provider in the OneStream Identity and Access Management Portal to obtain these values which is explained later in Configure OneStream SSO section. You can also refer to the patterns shown in the Basic SAML Configuration section in the Microsoft Entra admin center.

6. OneStream application expects the SAML assertions in a specific format, which requires you to add custom attribute mappings to your SAML token attributes configuration. The following screenshot shows the list of default attributes.

   

7. In addition to above, OneStream application expects few more attributes to be passed back in SAML response which are shown below. These attributes are also pre populated but you can review them as per your requirements.

   Name	Source Attribute
   firstname	user.givenname
   lastname	user.surname
   email	user.mail

8. On the Set up single sign-on with SAML page, in the SAML Signing Certificate section, select copy button to copy App Federation Metadata Url and save it on your computer.

   

Create and assign Microsoft Entra test user

Follow the guidelines in the create and assign a user account quickstart to create a test user account called B.Simon.

Configure OneStream SSO

1. Log in to OneStream company site as an administrator.

2. Go to Identity and Access Management and select Manage Identity Providers tile.

   

3. On the Manage Identity Providers page, select +Add SAML Provider.

   

4. Perform the following steps in the below page:

   

   1. Enter a unique name of your identity provider in the Name textbox.

   2. Select Metadata URL as SAML Configuration Mode.

   3. In the Metadata URL textbox, paste the App Federation Metadata Url, which you have copied from Microsoft Entra admin center.

   4. Select SAVE button.

Note

Please refer OneStream Documentation Site under System Guides > Identity and Access Management for more details.

Create OneStream test user

1. In a different web browser window, sign in to your OneStream company site as an administrator.

2. Go to System > Security > select Create User and perform the following steps:

   

   1. Enter a valid username in the Name field.

   2. Enter User Type based on your requirements.

   3. Select External Authentication Provider from the drop-down.

   4. Enter the Microsoft Entra ID User principal name in the External Provider User Name field.

Note

Please refer OneStream Documentation Site and navigate to Design and Reference > About Managing Users and Groups > Creating and Managing Users for more information.

Test SSO

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

• Select Test this application in Microsoft Entra admin center. this option redirects to OneStream Sign-on URL where you can initiate the login flow.

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

Related content

Once you configure OneStream 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.