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Tutorial: Microsoft Entra SSO integration with TrackVia

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

  • Control in Microsoft Entra ID who has access to TrackVia.
  • Enable your users to be automatically signed-in to TrackVia 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.
  • TrackVia single sign-on (SSO) enabled subscription.

Scenario description

In this tutorial, you configure and test Microsoft Entra single sign-on in a test environment.

  • TrackVia supports SP and IDP initiated SSO.

  • TrackVia supports Just In Time user provisioning.

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 TrackVia into Microsoft Entra ID, you need to add TrackVia 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 TrackVia in the search box.
  4. Select TrackVia 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 TrackVia

Configure and test Microsoft Entra SSO with TrackVia 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 TrackVia.

To configure and test Microsoft Entra SSO with TrackVia, 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 TrackVia SSO - to configure the single sign-on settings on application side.
    1. Create TrackVia test user - to have a counterpart of B.Simon in TrackVia 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 > TrackVia > 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.

    Edit Basic SAML Configuration

  5. On the Basic SAML Configuration section, if you wish to configure the application in IDP initiated mode, perform the following step:

    In the Identifier text box, type the value: TrackVia

  6. Click Set additional URLs and 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://companyname.trackvia.com

    Note

    The Sign-on URL value is not real. Update the value with the actual Sign-on URL. Contact TrackVia Client support team to get the value. 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 Download to download the Federation Metadata XML from the given options as per your requirement and save it on your computer.

    The Certificate download link

  8. On the Set up TrackVia section, copy the appropriate URL(s) as per your requirement.

    Copy configuration URLs

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 TrackVia.

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

  1. In different browser window, sign on to your TrackVia company site as an administrator.

  2. Click on Track via My Account settings and then select Single Sign On tab, perform the following steps:

    TrackVia configuration

    a. In the Identity Provider Entity ID textbox, paste Microsoft Entra Identifier value, which you copied previously.

    b. Select the Choose File to upload the metadata file that you downloaded.

    c. Click Save.

Create TrackVia test user

In this section, a user called Britta Simon is created in TrackVia. TrackVia supports just-in-time user provisioning, which is enabled by default. There is no action item for you in this section. If a user doesn't already exist in TrackVia, a new one is created after authentication.

Note

If you need to create a user manually, contact TrackVia support team.

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 TrackVia Sign on URL where you can initiate the login flow.

  • Go to TrackVia 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 TrackVia 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 TrackVia 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 TrackVia for which you set up the SSO. For more information, see Microsoft Entra My Apps.

Next steps

Once you configure TrackVia 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.