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Tutorial: Configure myPolicies for automatic user provisioning

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

Note

This tutorial 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 tutorial assumes that you already have the following prerequisites:

  • A Microsoft Entra tenant.
  • A myPolicies tenant.
  • A user account in myPolicies with Admin permissions.

Assigning users to myPolicies

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 myPolicies. Once decided, you can assign these users and/or groups to myPolicies by following the instructions here:

Important tips for assigning users to myPolicies

  • It is recommended that a single Microsoft Entra user is assigned to myPolicies to test the automatic user provisioning configuration. Additional users and/or groups may be assigned later.

  • When assigning a user to myPolicies, 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 myPolicies for provisioning

Before configuring myPolicies for automatic user provisioning with Microsoft Entra ID, you will need to enable SCIM provisioning on myPolicies.

  1. Reach out to your myPolicies representative at support@mypolicies.com to obtain the secret token needed to configure SCIM provisioning.

  2. Save the token value provided by the myPolicies representative. This value will be entered in the Secret Token field in the Provisioning tab of your myPolicies application.

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

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

  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 myPolicies, select myPolicies in the search box.
  4. Select myPolicies from results panel and then add the app. Wait a few seconds while the app is added to your tenant. myPolicies in the results list

Configuring automatic user provisioning to myPolicies

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

Tip

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

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

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

  2. Browse to Identity > Applications > Enterprise applications

    Enterprise applications blade

  3. In the applications list, select myPolicies.

    The myPolicies link in the Applications list

  4. Select the Provisioning tab.

    Screenshot of the Manage options with the Provisioning option called out.

  5. Set the Provisioning Mode to Automatic.

    Screenshot of the Provisioning Mode dropdown list with the Automatic option called out.

  6. Under the Admin Credentials section, input https://<myPoliciesCustomDomain>.mypolicies.com/scim in Tenant URL where <myPoliciesCustomDomain> is your myPolicies custom domain. You can retrieve your myPolicies customer domain, from your URL. Example: <demo0-qa>.mypolicies.com.

  7. In Secret Token, enter the token value which was retrieved earlier. Click Test Connection to ensure Microsoft Entra ID can connect to myPolicies. If the connection fails, ensure your myPolicies account has Admin permissions and try again.

    Tenant URL + Token

  8. In the Notification Email field, enter the email address of a person or group who should receive the provisioning error notifications and check the checkbox - Send an email notification when a failure occurs.

    Notification Email

  9. Click Save.

  10. Under the Mappings section, select Synchronize Microsoft Entra users to myPolicies.

  11. Review the user attributes that are synchronized from Microsoft Entra ID to myPolicies in the Attribute Mapping section. The attributes selected as Matching properties are used to match the user accounts in myPolicies for update operations. Select the Save button to commit any changes.

Attribute Type
userName String
active Boolean
emails[type eq "work"].value String
name.givenName String
name.familyName String
name.formatted String
externalId String
addresses[type eq "work"].country String
urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:manager Reference

  1. To configure scoping filters, refer to the following instructions provided in the Scoping filter tutorial.

  2. To enable the Microsoft Entra provisioning service for myPolicies, change the Provisioning Status to On in the Settings section.

    Provisioning Status Toggled On

  3. Define the users and/or groups that you would like to provision to myPolicies by choosing the desired values in Scope in the Settings section.

    Provisioning Scope

  4. When you are ready to provision, click Save.

    Saving Provisioning Configuration

This operation starts the initial synchronization of all users and/or groups defined in Scope in the Settings section. The initial sync takes longer to perform than subsequent syncs, which occur approximately every 40 minutes as long as the Microsoft Entra provisioning service is running. You can use the Synchronization Details section to monitor progress and follow links to provisioning activity report, which describes all actions performed by the Microsoft Entra provisioning service on myPolicies.

For more information on how to read the Microsoft Entra provisioning logs, see Reporting on automatic user account provisioning.

Connector limitations

  • myPolicies always requires userName, email and externalId.
  • myPolicies does not support hard deletes for user attributes.

Change log

  • 09/15/2020 - Added support for "country" attribute for Users.

Additional resources

Next steps