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Tutorial: Microsoft Entra SSO integration with Planview Admin

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

  • Control in Microsoft Entra ID who has access to Planview Admin.
  • Enable your users to be automatically signed-in to Planview Admin 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.
  • Planview Admin single sign-on (SSO) enabled subscription.
  • Along with Cloud Application Administrator, Application Administrator can also add or manage applications in Microsoft Entra ID. For more information, see Azure built-in roles.

Scenario description

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

  • Planview Admin supports SP and IDP initiated SSO.

To configure the integration of Planview Admin into Microsoft Entra ID, you need to add Planview Admin 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 Planview Admin in the search box.
  4. Select Planview Admin 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 Planview Admin

Configure and test Microsoft Entra SSO with Planview Admin 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 Planview Admin.

To configure and test Microsoft Entra SSO with Planview Admin, 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 Planview Admin SSO - to configure the single sign-on settings on application side.
    1. Create Planview Admin test user - to have a counterpart of B.Simon in Planview Admin 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 > Planview Admin > 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 to edit Basic S A M L Configuration.

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

    a. In the Identifier textbox, type a URL using the following pattern: https://id.planview.com/<EntityID>

    b. In the Reply URL textbox, type a URL using the following pattern: https://<Region>.id.planview.com/api/loginsso/callback

  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://<Region>.id.planview.com

    Note

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

  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 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 Planview Admin.

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

To configure single sign-on on Planview Admin side, you need to send the App Federation Metadata Url to Planview Admin support team. They set this setting to have the SAML SSO connection set properly on both sides.

Create Planview Admin test user

In this section, you create a user called Britta Simon in Planview Admin. Work with Planview Admin support team to add the users in the Planview Admin 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, this will redirect to Planview Admin Sign-on URL where you can initiate the login flow.

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

IDP initiated:

  • Click on Test this application, and you should be automatically signed in to the Planview Admin 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 Planview Admin 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 Planview Admin for which you set up the SSO. For more information, see Microsoft Entra My Apps.

Next steps

Once you configure Planview Admin 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.