Configure SmartFile for automatic user provisioning with Microsoft Entra ID

The objective of this article is to demonstrate the steps to be performed in SmartFile and Microsoft Entra ID to configure Microsoft Entra ID to automatically provision and de-provision users and/or groups to SmartFile.

Note

This article describes a connector built on top of the Microsoft Entra user provisioning service. For important details on what this service does, how it works, and frequently asked questions, see Automate user provisioning and deprovisioning to SaaS applications with Microsoft Entra ID.

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..
A SmartFile tenant.
A user account in SmartFile with Admin permissions.

Note

This integration is also available to use from Microsoft Entra US Government Cloud environment. You can find this application in the Microsoft Entra US Government Cloud Application Gallery and configure it in the same way as you do from public cloud.

Assigning users to SmartFile

Microsoft Entra ID uses a concept called assignments to determine which users should receive access to selected apps. In the context of automatic user provisioning, only the users and/or groups that have been assigned to an application in Microsoft Entra ID are synchronized.

Before configuring and enabling automatic user provisioning, you should decide which users and/or groups in Microsoft Entra ID need access to SmartFile. Once decided, you can assign these users and/or groups to SmartFile by following the instructions here:

Assign a user or group to an enterprise app

Important tips for assigning users to SmartFile

It's recommended that a single Microsoft Entra user is assigned to SmartFile to test the automatic user provisioning configuration. More users and/or groups may be assigned later.
When assigning a user to SmartFile, you must select any valid application-specific role (if available) in the assignment dialog. Users with the Default Access role are excluded from provisioning.

Set up SmartFile for provisioning

Before configuring SmartFile for automatic user provisioning with Microsoft Entra ID, you need to enable SCIM provisioning on SmartFile and collect more details needed.

Sign into your SmartFile Admin Console. Navigate to the top-right hand corner of the SmartFile Admin Console. Select Product Key.
To generate a bearer token, copy the Product Key and Product Password. Paste them in a notepad with a colon in between them.

Add SmartFile from the gallery

To configure SmartFile for automatic user provisioning with Microsoft Entra ID, you need to add SmartFile from the Microsoft Entra application gallery to your list of managed SaaS applications.

To add SmartFile from the Microsoft Entra application gallery, perform the following steps:

Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
Browse to Entra ID > Enterprise apps > New application.
In the Add from the gallery section, type SmartFile, select SmartFile in the search box.
Select SmartFile from results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Configuring automatic user provisioning to SmartFile

This section guides you through the steps to configure the Microsoft Entra provisioning service to create, update, and disable users and/or groups in SmartFile based on user and/or group assignments in Microsoft Entra ID.

Tip

You may also choose to enable SAML-based single sign-on for SmartFile, following the instructions provided in the SmartFile Single sign-on article. Single sign-on can be configured independently of automatic user provisioning, though these two features complement each other

To configure automatic user provisioning for SmartFile in Microsoft Entra ID:

Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
Browse to Entra ID > Enterprise apps
In the applications list, select SmartFile.
Select the Provisioning tab.
Select + New configuration.
In the Tenant URL field, enter your SmartFile Tenant URL and Secret Token. Select Test Connection to ensure Microsoft Entra ID can connect to SmartFile. If the connection fails, ensure your SmartFile account has the required admin permissions and try again.

Note

Enter https://<SmartFile sitename>.smartfile.com/ftp/scim in the Tenant URL. Example : https://demo1test.smartfile.com/ftp/scim.
Select Create to create your configuration.
Select Properties on the Overview page.
In the Notification Email field, enter the email address of a person who should receive the provisioning error notifications and select the Send an email notification when a failure occurs check box.
Select Attribute Mapping in the left panel and select users.
Review the user attributes that are synchronized from Microsoft Entra ID to SmartFile in the Attribute-Mapping section. The attributes selected as Matching properties are used to match the user accounts in SmartFile for update operations. If you choose to change the matching target attribute, you need to ensure that the SmartFile API supports filtering users based on that attribute. Select the Save button to commit any changes.
Review the group attributes that are synchronized from Microsoft Entra ID to SmartFile in the Attribute Mapping section. The attributes selected as Matching properties are used to match the groups in SmartFile for update operations. Select the Save button to commit any changes.
To configure scoping filters, refer to the instructions provided in the Scoping filter article.
Use on-demand provisioning to validate sync with a small number of users before deploying more broadly in your organization.
When you're ready to provision, select Start Provisioning from the Overview page.